Services
Inubia integrates operations that run day-to-day: automates, connects the team, and scales the system with consistency. Each service can be contracted individually, but the system is fluid and more efficient when the workflow is developed as a whole.
The delivery standard
Diagnosis and workflow design
Tailored implementation and configuration
Team training and documentation
Continuity and evolution with the business
Practical solutions for teams that need organized and scalable operations
CRM Implementation
Implementation and configuration of CRM tailored to the company's actual process, with flows, stages, and reporting.
- Flow and stages per process type
- Custom fields for various scenarios
- Dashboards and key indicators
- Rules and automations for notification purposes
- Training and simulation with real cases
Commercial Automation
Automation of repetitive tasks and follow-up cadences to increase team speed and impact.
- Distribution and priority rules
- Cadences and templates per stage
- Automation of follow-ups in progress
- Reduction of manual tasks and human dependencies
Revenue Operations (RevOps)
Alignment between teams and processes to create predictability, define stages, metrics, and responsibilities — with governance.
- Standardization of the commercial process
- Definition of indicators and operational flows
- Reporting structure: trends, losses, projection
- Evolution plan with phases (not "big bang" approach)
Productivity & Operations
Organization of operations with work management, collaboration, standardized processes, and automation — so the team knows, decides, and doesn't rely on memory.
- Structure of processes, tasks, and templates per delivery type
- Approval rules and operational criteria
- Standardization of documentation and internal organization
- Connection between sales, execution, and back office (when applicable)
Integrations and Connectivity
Connection between key applications and channels to reduce friction and ensure total visibility of what's happening.
- Integration of communication and lead generation channels
- Data synchronization between systems (Gesden, HabitatSoft, Ezzing...)
- Mapping/update rules to avoid duplication and noise
- Validation and monitoring of the flow
Strategic Consulting
Consulting to clarify priorities, design the right plan, and define the first steps before investing in technology.
- Process audit and fault diagnosis
- Roadmap by "phases" (impact vs. effort)
- Objective recommendation of tech stack and proposal generation
- Definition of first steps and implementation plan
⭐ Continuity
After go-live, this is where consistency is ensured: support, adjustments, evolution, and follow-up to maintain stable and scalable operations.
- Daily support and doubt resolution
- Adjustments to automations, fields, and reporting
- Process evolution as the company grows
- Maintenance of standards and best practices
Is it for your company?
It is for companies that:
- Have teams with commercial volume and a need for predictability
- Operations with many projects/tasks at risk of failure due to lack of control
- Companies that want to automate without creating confusion or technical dependency
- Organizations that value methodical delivery and continuity
It is not for companies that:
- Only want "to have a CRM" without changing processes
- Are not willing to invest time in team training
- Seek the cheapest option regardless of functionality
- Do not want support after delivery
Ready to get started?
To recommend the right service (or combination), the first step is to understand the context and design the flow.
Talk to us