Leads
Interested contacts that arrive through forms, email or other sources; they are qualified and assigned to an owner.
GIITIC CRM
Everything you expect from a CRM. And much more.
- Adapts to your business Your operation, your rules.We start from best practices, but we understand that every company is different. We adapt GIITIC to your processes, even when they are complex, without forcing you to change your operation to fit the software.
- Integration experts 100+ integrations.We connect GIITIC with your technology ecosystem: modern, in-house or legacy systems. We have more than 100 integrations and the experience to build the ones your operation needs.
- We solve problems, not just implement We take charge from start to finish.We avoid the typical implementation problems: incomplete scopes, consultants who do not understand the operation, or features that do not solve the need. You work with experts focused on making the solution work from start to finish.
- Record-time implementation and support Experience + tools + AI.We are experts in what we do. We combine experience, methodology, tools and AI to speed up every stage, deliver implementations in weeks and resolve your needs with agility.
- AI + Agents + Intelligent analytics Much more than AI features.AI features included in the software that you can extend with agents and intelligent data analytics. All connected in one ecosystem and with a single vendor.
- One single plan No tiers or hidden costs.All of the product’s functionality is included from the start. No multiple editions, locked features or hidden costs that complicate the administration of your solution.
Do you know if your operation is at risk?
These are common signs of teams that work without technology.
- Customer data that is scattered or duplicated
- Leads with no response and no owner
- A pipeline that does not reflect how you sell
- Deals that stall with no explanation
- Inconsistent follow-up
- Disconnected quotes or changes with no control
- Management with no context on performance
- Double entry when the deal closes
- Work tied to the desk
- Disconnected tools and inconsistent controls
How does GIITIC CRM improve my operation?
Greater speed
Automate tasks and connect your information so your team responds sooner and your processes move forward without waiting.
- Assigns each lead to the right salesperson as soon as it arrives
- Builds quotes with the products and prices already loaded
- Shows each salesperson their tasks and next steps for the day
- Logs emails with the customer without copying them by hand
- Logs visits and progress from your phone, without waiting to get back to the office
- Shows the up-to-date pipeline so you can decide without waiting for manual reports
Higher quality
Standardize the work and control every step so your information is reliable and your results are consistent.
- Keeps a single record per customer, with no duplicates
- Requires the key data before each deal moves to the next stage
- Controls versions and approvals of each proposal
- Applies the same sales process to the whole team
- Keeps the complete history of each deal
- Protects information with role-based permissions and a change log
Lower costs
Reduce rework, errors and manual work so your operation delivers more with the same resources.
- Sends the closed sale to the ERP without re-entering it
- Automates follow-up alerts and reminders
- Keeps a lead from being lost for lack of follow-up
- Detects stalled deals before you lose them
- Shows where sales are lost so you can focus your sales effort
- Brings customers, proposals and follow-up together in a single tool
Take your company to the next level with AI
Built-in AI features
- Summary of the history of each account or opportunity
- Suggested next step based on the stage of the deal
- Drafts of emails and follow-ups
- Lead prioritization based on your criteria
- Summary of meetings and calls
Workforce AI
If you want to go further, our autonomous agents take on operational tasks in any area of the company, with human oversight and central governance.
- OpenAI
- Anthropic
- Gemini
Analytics
If you want more advanced AI-powered data analysis, Analytics applies forecasting, predictions, anomaly detection and optimization to your operational data.
Explore Analytics
Manage what really matters
GIITIC CRM follows each lead, account, opportunity and quote through every stage: from the moment it is identified until it closes, with its full history.
- Identify
- Characterize
- Classify
- Relate
- Manage
- Act
- Close
Accounts
Companies and contacts with a single record: data, preferences, history and the context of each relationship.
Opportunities
Deals in progress with stage, value, contacts and next step, visible in the sales pipeline.
Quotes
Proposals with connected products and prices, versions and approval, through to customer acceptance.
Solutions for every role
Everyone involved in the sales process finds what they need: self-service queries and transactions, reports and indicators.
Customer
Self-service de consulta
- Status of quotes and orders from the customer portal
- Account statement and invoice balance
- Download of quotes and invoices as PDF
- Purchase history
- Details of their assigned salesperson
Self-service transaccional
- Quote request from the portal
- Online acceptance or rejection of quotes
- Update of contact details
- Document upload
- Filing of requests or claims
Prospect
Self-service transaccional
- Request for information, a quote or a demo from the web form
Partner or distributor
Self-service de consulta
- Status of the opportunities and quotes they registered from the partner portal
- Authorized price lists
Self-service transaccional
- Registration of opportunities from the partner portal
- Quote request
Salesperson
Self-service de consulta
- Daily agenda and assigned accounts from the mobile app
Reportes
- Sales pipeline
- Completion of visits and activities
- Quote status and validity
- Inactive and at-risk customers
KPI
- Weighted pipeline value
- % of visits completed
- Quote acceptance rate
- % of inactive customers
Sales coordination
Self-service de consulta
- Requests pending approval from the mobile app
Self-service transaccional
- Approval or rejection of discounts and quotes from the mobile app
Reportes
- Sales pipeline
- Completion of visits and activities
- Quote status and validity
- Lead conversion by source
- Commission settlement by salesperson
KPI
- Weighted pipeline value
- % of visits completed
- Lead-to-opportunity conversion rate
- Time to first response to leads
- Commission as a % of sales
Sales and general management
Self-service de consulta
- Requests pending approval from the mobile app
Self-service transaccional
- Approval or rejection of discounts and quotes from the mobile app
Reportes
- Sales forecast
- Sales target attainment
- Lost opportunities
KPI
- % of sales targets met
- Pipeline coverage
- Win rate
- Average sales cycle
Marketing
Reportes
- Lead conversion by source
- Campaign effectiveness
KPI
- Lead-to-opportunity conversion rate
- Time to first response to leads
Key features
Customer 360 and data quality
A single relationship view with contacts, preferences, history and deduplication.
Lead capture and assignment
Unifies incoming leads and distributes the work with rules and owners.
Adaptable pipeline
Pipelines, advancement criteria and records tailored to your sales process.
Deal inspection
Identifies changes, inactivity, next steps and closing context.
Sales workspace
Daily inbox, tasks, calendar and team collaboration.
Consistent follow-up
Cadences, sales guides, email and operating rules.
Quotes and negotiation
Connected products, versions, options and proposal approval.
Continuity with operations
Handoff of the accepted proposal, operational references and financial context.
Management and BI
Targets, KPIs, loss analysis and reports for sales management.
Mobility and governance
Web and mobile work, configuration, permissions and audit.
- GIITIC CRM
- Sales: Catalog and prices; receives the accepted proposal for the order and the invoice, and returns the reference and status.
- Commissions and Promotions: Discount and promotion policies, with approval of exceptions from the quote.
- Collections: Accounts receivable, payments and collection actions as the financial context of the account.
- Omnichannel Communication Center: Channels, shared inboxes and communications linked to the customer and the opportunity.
- Customer Service: Receives the sales context for tickets, support and after-sales.
- Mobile Sales Force: Field sales force operations with mobile sales follow-up.
- Enterprise ERP: Catalog, prices and handoff of the accepted proposal for ordering and invoicing.
- Lead capture and marketing: Source, campaign and contact of each lead; mass campaigns stay in their own system.
- Email and calendar: Logging of communications and the salesperson’s calendar through connectors.
- Procurement portals: Receipt of opportunities with their reference and without duplicates.
Connected ecosystem
GIITIC platform
The backbone that powers the entire ecosystem
Every GIITIC module, workflow and data point runs on a common platform: security at the core, integration with your systems, and mobile and business intelligence capabilities.
Learn more- Security and auditingAccess control, encryption and traceability of every interaction.
- Multi-site and multi-currencyMultiple sites, languages, currencies and local regulations.
- Data managementBulk import, assisted migration and open export.
- Processes and approvalsBPM workflows, no-code forms and multilevel approvals.
- Analytics and indicatorsDashboards, KPIs and alerts connected to your operation.
- Maps and traceabilityGeoreferencing, routes and geofences.
- Field mobilityApp with offline mode, signature, photos and on-site printing.
Our track record
Global experience at your service
- Years of experience
- 15+
- Companies in Latin America
- 850+
- Countries
- 10+
- Integrations
- 100+
- ERP and ERP+ modules
- 40
- AI agents
- 20+
Companies that trust GIITIC
Frequently asked questions
Questions about GIITIC CRM
Can GIITIC CRM be integrated with my current ERP?
Yes. It connects with GIITIC ERP and with the enterprise ERP you already use through APIs and events: it receives the catalog and prices, and delivers the accepted proposal for ordering and invoicing, without duplicating master data. The scope of each integration is defined when sizing the project.
Can I adapt the CRM to our sales process?
Yes. You configure fields, records, pipeline stages, forms, views and rules without coding, with permissions and version control. If your process needs more, our team adapts it, even when it is complex, without forcing you to change how you sell.
Does GIITIC CRM software include artificial intelligence?
Yes. It includes AI features such as a summary of the history of each account or opportunity, a suggested next step based on the stage of the deal, drafts of emails and follow-ups, lead prioritization based on your criteria and a summary of meetings and calls. You can extend them with Workforce AI agents and with the advanced analytics of Analytics.
Can I use the software from my phone?
Yes. From your phone you manage opportunities, tasks and quotes and look up the context of each customer. The app lets you log sales activity offline and synchronize it later.
What does the software implementation include?
Direct support from the software vendor: we size the scope with you, configure your sales process, migrate your data with automated tools, connect the systems you need, run the tests and give you direct support. Timelines depend on the scope: focused projects can be ready in one or two weeks.
Can I use GIITIC CRM without implementing GIITIC ERP?
Yes. GIITIC CRM works on its own and can complement the ERP your company already has. If you implement GIITIC ERP later, both connect without duplicating information.
Next stepReady to transform your process with GIITIC software?
Schedule a guided demo of GIITIC software. A consultant will review how your operation works and show you how the software adapts to your business rules.
- Explore the software with use cases from your industry.
- Compatibility assessment with your current ERP and your sales channels.
- Review of the scope and the next step.
Request a guided demo of the software
Fill in your details and a consultant will get in touch with you.
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