01· Pipeline · AIlive
Projected pipeline in real trend
Monthly pipeline curve in USD. Detect generation drops before they become a quarter-end problem.
Pipeline $ Q1 → Q2+206%
v3 · live
Payment companies that close deals — not ones chasing quotes on WhatsApp
Kanban pipeline with configurable stages, each opportunity with its 7 traced sub-processes (quote, PR, PPR, deliveries, payments, invoices, PO), public quote links, company scoring and integrated Goals+OKR+Forecast. All connected to Claude, Kommo and Make.
Partner AnthropicPartner KommoImplementado en LATAM
Pagos Hub · Oportunidades
Pipeline comercial
8 deals · $146K en pipeline · etapas configurables
Claude: 64% del pipeline en “Sin Etapa” — asignar etapas para no perder deals
Sin Etapa
2 · $1,880
Comercios del Bajío
$1.240
Prospecto28/03
Claude: asignar etapa
Abarrotes La Paz
$640
Prospecto02/04
Prospectar
1 · $8,900
Cadena Express Norte
$8.900
Abierta15/04
Conectar
1 · $22,400
Grupo Retail Centro
$22.400
Abierta30/04
Colectar
1 · $14,100
Distribuidora Pacífico
$14.100
Cliente12/04
Proponer
2 · $41,150
Franquicia Sabor MX
$31.700
Abierta20/04
Hoteles del Golfo
$9.450
Cliente08/05
Negociar
1 · $47,800
Cadena Farma Salud
$47.800
Ganada03/04
KPI 01
0+
customers
actively managed
KPI 02
$0M
pipeline
traced in the CRM
KPI 03
0
sub-processes
per deal
KPI 04
0
weeks
time to value
LIVE DATA
Your pipeline, in metrics that decide
What your commercial management sees every morning: projected pipeline, closed deals, rep activity by stage and real conversion.
02 · Workflows · Claude24/7
Commercial cycle orchestrated by AI
Every lead enters a workflow that qualifies, proposes and closes without losing follow-up.
lead.captured
lead.captured (web/whatsapp)
→claude.score(company) → 81
→quote.send(public link)
→deal.close → forecast.update()
03 · Performance · reps12 weeks
Rep conversion × stage, not aggregate totals
Stage advancement rate by rep × week. Detect where deals get stuck before month-end.
No Stage
Prospect
Connect
Collect
Propose
Negotiate
W1
W2
W3
W4
W5
W6
W7
W8
W9
W10
W11
W12
04 · Closed · monthhoy
Closed deals per month
Monthly distribution of won deals. March leading with terminal renewal season.
18
24
31
27
38
42
35
Jan
Feb
Mar
Apr
May
Jun
Jul
215 deals closed in the semester
THE PROBLEM
5 frictions slowing down payment terminal companies
If you sell POS, softPOS or gateways to more than 100 merchants per month, you probably recognize these.
P1
The pipeline lives in the salesperson's WhatsApp, not in a CRM
Your best sales rep knows what stage every deal is at — but only them. No stages, no projected value, no close date. The day they leave, they take the pipeline in their head and you start from zero.
P2
The quote is sent by email and you don't know if it was opened
You send the proposal PDF and the silence begins. Did they see it? Did they forward it to their boss? Are they comparing it with competitors? Without a public link with tracking, you chase blindly for weeks.
P3
One opportunity has a quote, PR, delivery, payment, invoice and PO all scattered
A single terminal deal generates a quote, requisition, pre-requisition, delivery, payment, invoice and purchase order. Today they live in separate folders, emails and spreadsheets. Nobody sees the complete deal.
P4
No scoring: you treat the $400 customer the same as the $400k one
The sales rep spends the same time on the merchant requesting one terminal as on the player with 1,286 active terminals. Without a company score, attention is not prioritized by value.
P5
Forecast is built manually and OKRs live in another spreadsheet
Every month-end someone consolidates sales by rep in Excel. Goals are in one sheet, OKRs in another, forecast in a third. Management decides with data from two weeks ago.
LIVE SYSTEM
Explore the modules before talking to us
We do not show you screenshots: we let you click through a real version of the system with dummy data. These are the four modules your commercial team will operate every day.
01COMMERCIAL · PIPELINE
Kanban pipeline with your stages, not the CRM's
No Stage, Prospect, Connect, Collect, Propose, Negotiate, Closed. Every deal with company, value, badge and close date. Claude flags the pipeline stuck in 'No Stage' before you lose deals.
- Configurable stages per company
- Projected value and close date per deal
- Badges Open / Won / Prospect / Customer
- Claude suggests assigning a stage to blind pipeline
↓ Interactivo · datos ficticios
Pagos Hub · Oportunidades
Pipeline comercial
8 deals · $146K en pipeline · etapas configurables
Claude: 64% del pipeline en “Sin Etapa” — asignar etapas para no perder deals
Sin Etapa
2 · $1,880
Comercios del Bajío
$1.240
Prospecto28/03
Claude: asignar etapa
Abarrotes La Paz
$640
Prospecto02/04
Prospectar
1 · $8,900
Cadena Express Norte
$8.900
Abierta15/04
Conectar
1 · $22,400
Grupo Retail Centro
$22.400
Abierta30/04
Colectar
1 · $14,100
Distribuidora Pacífico
$14.100
Cliente12/04
Proponer
2 · $41,150
Franquicia Sabor MX
$31.700
Abierta20/04
Hoteles del Golfo
$9.450
Cliente08/05
Negociar
1 · $47,800
Cadena Farma Salud
$47.800
Ganada03/04
02OPERATIONS · DEAL 360
One deal, 7 sub-processes traced in one view
Quotes, PR, PPR, Deliveries, Payments, Invoices and PO. The full cycle of a terminal deal in sub-tabs inside the same opportunity. Folders and loose emails are gone.
- System quote with code and status
- Deliveries with tracking number and ETA
- CFDI invoices linked to the deal
- Sub-processes that activate as the deal advances
↓ Interactivo · datos ficticios
Pagos Hub · Oportunidad
OC 49 · Cant 5 Terminales Pro X5
Valor: $945Cierre: 31/03 Etapa: Negociar
COT-2026-0418
DespachadaComercios del Bajío · Generada 12/03 · Link público abierto 3 veces
5× Terminal Pro X5 (4G + WiFi)$845
Plan procesamiento Mensual$120
Descuento volumen-$20
Total$945
03INTELLIGENCE · SCORING
Company scoring to prioritize by real value
Each company with a Score, Customer/Player badges, active terminals and opportunities. The rep stops treating the $400 merchant the same as the player with 1,286 terminals.
- Score calculated and maintained by Claude
- Customer / Player badges and active terminals
- Tabs Summary, Opportunities, Account Plan, NDA
- Revenue, opportunities and contacts in one card
↓ Interactivo · datos ficticios
Grupo Retail Centro
ClientePlayer+52 55 4820 1133 Av. Reforma 220, CDMX
81
Score
1.286 terminales activas
$418K
Revenue 12m
10
Oportunidades
7
Contactos
Por qué Score 81
- · Player con 1.286 terminales activas (+34)
- · 10 oportunidades, $94K abiertas (+28)
- · Cliente desde 2023, pago puntual (+19)
04DATA · BULK IMPORT
Upload your contact Excel, the system dedupes
Automatic column mapping, duplicate detection against the existing base and only the new ones get imported. Detected, duplicates and new contacts visible before confirming.
- Automatic mapping of inconsistent columns
- Dedupe against existing contacts
- Preview with per-row status
- Imports only the new contacts
↓ Interactivo · datos ficticios
Import masivo de contactos
Sube tu Excel · mapeo automático de columnas · dedupe contra la base
contactos_q1_2026.xlsx
5 filas detectadas · mapeo 100%
Mapeo automático de columnas
Nombre completo → nameCorreo → emailCompañía → empresaPuesto → rol
5
Detectados
2
Duplicados
3
Nuevos
Vista previa
| Nombre | Empresa | Rol | Estado |
|---|---|---|---|
Laura Méndez laura.mendez@retailcentro.mx | Grupo Retail Centro | Decision maker | Nuevo |
Carlos Ibáñez cibanez@retailcentro.mx | Grupo Retail Centro | Finanzas | Nuevo |
Ana Solís ana@expressnorte.mx | Cadena Express Norte | Técnico | Ya existe |
Diego Rangel drangel@pacifico.mx | Distribuidora Pacífico | Decision maker | Nuevo |
Marta Ovalle movalle@pacifico.mx | Distribuidora Pacífico | Finanzas | Ya existe |
WHAT THE SYSTEM DOES
Operational capabilities built for payment companies
We do not start from scratch. The critical modules for the sector are already solved.
⚙️
Kanban pipeline with configurable stages
No Stage, Prospect, Connect, Collect, Propose, Negotiate, Closed. Each company defines its stages. Drag by column with value and close date.
🔁
Opportunity with 7 sub-processes
Every deal comes with its sub-tabs: Quotes, PR, PPR, Deliveries, Payments, Invoices and PO. The full cycle of a terminal deal in a single view.
🛡️
Public quote links
Generate the proposal and send it by link without login. The customer navigates it, you see when they opened it and when they accepted it.
💬
Company scoring
Each company with a Score (e.g. 81), badges (Customer/Player), active terminals and open opportunities. Prioritize by real value.
🔑
Bulk contact import with dedupe
Upload an Excel of contacts, the system maps columns automatically, detects duplicates and only imports the new ones.
📥
Goals + Forecast by rep
Sales projection by executive and period. The monthly goal is compared against the real pipeline, without building Excel.
🏢
Team OKR
Commercial team objectives and key results integrated in the same system where the pipeline lives. No parallel spreadsheets.
📋
Bulk email to contacts
Campaigns segmented to contacts by company, role or stage. Decision makers, technicians and finance in separate lists.
📊
Products with variants
Terminal catalog with variants (models, connectivity, plans) and prices. The quote pulls from the real catalog.
CONNECTED STACK
The integrations your payments company needs, already built
We do not reinvent the wheel. We connect to the tools you already use or that are worth adopting.
Claude · Anthropic
Certified PartnerCompany scoring, stage suggestions, proposal drafting and pipeline analysis
Kommo CRM
Certified PartnerPipeline and contact sync with automatic cross-company scoring
Monday.com
Certified PartnerProject board and terminal delivery tracking synced with the deal
WhatsApp Business
Notifications when a quote is opened, a deal advances a stage and closing reminders
Make / n8n
Webhooks to ERPs, billing systems and payment processors
Supabase
Database, Edge Functions for scoring and public links, quote storage
FEATURED CASE
Payment terminal company in Mexico, 500+ customers, $2.5M pipeline traced
A Mexican company specializing in payment terminals, POS and softPOS managed the entire commercial cycle across WhatsApp, emails and spreadsheets. We built a CRM with a configurable-stage Kanban pipeline, where each opportunity comes with its 7 sub-processes (quote, PR, PPR, deliveries, payments, invoices, PO). Quotes go out via public link with open tracking. Today they manage 500+ customers with $2.5M of visible pipeline, company scoring that prioritizes attention, and per-rep forecast that builds itself. The day a sales rep leaves, the pipeline stays.
500+
active customers managed in a single CRM
$2.5M
of pipeline traced and projected
7
sub-processes per deal, previously scattered in folders
METODOLOGÍA B-O-O-S-T-Y
Diez semanas, cuatro fases, un equipo dedicado
Esta es la línea de tiempo real de una implementación end-to-end. Cada barra es una tarea concreta, con el equipo asignado. El marcador amarillo avanza para mostrarte el progreso.
← Swipe · 10 semanas
Semana actual: 1/104 fases · 11 tareas
Fase / Tarea
SEM 1
SEM 2
SEM 3
SEM 4
SEM 5
SEM 6
SEM 7
SEM 8
SEM 9
SEM 10
F1
Discovery
▸ Blueprint operativo + ROI proyectado
Entrevistas stakeholders
GM
AC
Auditoría stack actual
LR
F2
Architecture
▸ Diagrama vivo + plan de implementación
Modelo de datos
AC
Integración Kommo + Claude
LR
MP
F3
Build & Train
▸ Sistema vivo + modelos calibrados
Sprint 1 — Reservas + Garantías
AC
LR
Sprint 2 — Prospectos + Kommo
MP
JS
Migración XLSX histórica
LR
Entrenamiento Claude
GM
AC
F4
Adopt & Scale
▸ Equipo autónomo + roadmap evolutivo
Training equipos por sede
GM
MP
Dashboards de adopción
JS
Go-live + soporte
GM
AC
LR
Equipo
Hover sobre una tarea para destacarlaGMGabriel M.ACAna C.LRLuis R.MPMaría P.JSJuan S.
Frequently asked questions about our CRM for fintech and payments
Yes. The stages (No Stage, Prospect, Connect, Collect, Propose, Negotiate, Closed or others) are configurable per company. You can rename them, reorder them, add or remove stages. The Kanban adapts to your commercial process, not the other way around.
Every payment terminal deal generates Quotes, PR (requisition), PPR (pre-requisition), Deliveries, Payments, Invoices and PO (purchase order). The system brings them as sub-tabs inside the same opportunity, so you see the full cycle without jumping between folders and emails.
You generate the quote from the product catalog and the system creates a public link. You send it by email or WhatsApp and the customer navigates it without login. You see when they opened it, how many times, and when they accepted it. Chasing blindly is over.
Both. You define the criteria (active terminals, revenue, open opportunities, tenure). Claude calculates and keeps the Score updated, and flags companies that should move up in priority. The score is a guide for the sales rep, not a blind automatism.
You upload an Excel. The system maps the columns automatically (name, email, company, role), detects duplicates against the existing base and only imports new contacts. It shows you detected, duplicates and new before you confirm.
Yes, they live in the same system as the pipeline. The forecast builds itself by crossing open deals, value and close date. Per-rep goals and team OKRs are compared against the real pipeline, without parallel spreadsheets or manual consolidation at month-end.
Yes, via Make/n8n. We connect the Invoices and Payments sub-process to your ERP, billing system or processor. When an invoice is issued or a payment is confirmed, the deal updates itself.
The model is: setup fee + monthly fee per active user + variable cost per AI usage (scoring and proposals). The ticket varies by number of reps, integrations and pipeline volume. Schedule a 30-min assessment and we will give you the exact range.
Fundador · Boosty Digital
A WORD FROM THE FOUNDER
“In B2B payments, the problem is not the product. It is that your best salesperson has the pipeline in their head — and the day they leave, they take it with them.”
I have seen payment terminal companies with an excellent product, competitive commissions and a sales team that works hard. And yet they lose deals because the quote was sent by email three weeks ago and nobody knows if it was opened, or because the requisition is in a folder and the delivery in another spreadsheet.
Boosty was not born to replace your salesperson or change how you close. It was born to take the pipeline out of their head and put it in a real CRM: with your stages, with the 7 sub-processes of every deal traced, with scoring that prioritizes the player over the $400 merchant, and with forecast that builds itself.
If your payments company closes fewer deals than it could because the process lives in WhatsApp and Excel, schedule 30 minutes with me. Not with a sales rep. With me. I will tell you what to automate first and how much pipeline you stop losing.
Gabriel Montiel
CEO · Boosty Digital
Anthropic Partner·Google Partner·Meta Business Partner·UCAB Industrial Engineer·MBA·13K followers as GMT
GET STARTED
Ready for the pipeline to stop living in WhatsApp?
Schedule a 30-minute assessment. We tell you which part of the commercial process to digitize first, what return to expect and in how many weeks. No corporate presentation, no theater.
✓
Diagnóstico de tu stack de conciliación y compliance✓
Proyección de reducción de errores operativos✓
Plan de integración con tus APIs actuales