
Based in Santa Ana, Costa Rica, this small consultancy (team of 1-10) focuses on CRM and marketing automation rather than the broader web or app development work sometimes associated with digital agencies. It works with companies that already run a CRM platform or are choosing one, ranging from growing teams that need fast implementation to larger, multi-team operations that require governance and scalability. Engagements are led directly by the person who designs the strategy, without account managers or rotating consultants. Work is structured around three stages: understanding the client's sales, service, and marketing processes before touching any platform; enabling the client's own staff through workshops and coaching so operational knowledge stays in-house; and technical execution covering journeys, automations, integrations, APIs, and data architecture. The consultancy works across Salesforce, described as its core specialty for complex operations, alongside HubSpot for teams prioritizing fast adoption and Zoho for cost-conscious deployments, and it states a preference for maximizing the platform a client already owns before recommending new licenses. Services are sold as monthly packages rather than fixed-scope projects, including an "Advisor" tier (20 hours/month) offering audits, roadmap sessions, and on-demand advisory, and an "Accelerator" tier (40 hours/month) aimed at companies building out their CRM further, with packages designed to scale up or down without long-term lock-in.
Team Size
1-10
Languages
English, Spanish
Monthly Minimum Budget
$5,000+
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