Centralize contacts, inquiries, quotations, tasks, and sales in a configurable cloud CRM with optional automation and artificial intelligence.
Sales dashboard
Illustrative example1,248
Active contacts
86
Opportunities
23
Open tasks
14
Automations
Illustrative demo data. These figures do not represent actual DFX Cloud Solutions statistics.
Solution types
Each option fits a different business need. Choose the one that best matches your team's size, processes, and goals.
Built for companies that need to organize contacts, sales, tasks, opportunities, follow-ups, and commercial processes from a single online platform.
Combines commercial management, automation, and artificial intelligence to streamline tasks, analyze information, and improve customer follow-up.
| Feature | CRM Cloud | CRM Cloud with AI |
|---|---|---|
| Contact and customer management | Included | Included |
| Opportunities and follow-ups | Included | Included |
| Tasks and reminders | Included | Included |
| Sales reporting | Included | Included |
| Cloud and multi-device access | Included | Included |
| Task automation | Depends on configuration | Extended with AI |
| Artificial intelligence tools | Not included | Included |
| Assisted data analysis | Manual | AI-assisted |
Available features, integrations, user capacity, and automations depend on the plan and the configuration you contract.
The final scope of each solution is defined during the discovery stage.
Benefits
Contacts, accounts, and activity in one place.
History and next steps always visible.
Stages, progress, and closings under control.
Fewer manual steps in day-to-day work.
Work from the office or on the move.
Your team works from one source of truth.
Clear visibility into team performance.
Repetitive processes simplified.
Clear tracking of every commercial stage.
Grows with your volume and your team.
Industries
Indicative examples of how the CRM can be configured around the way each industry works. The final configuration is defined during the discovery stage.
A travel agency can log every inquiry, assign an advisor, and track the opportunity from quotation through to a confirmed booking.
Inquiry → Quotation → Follow-up → Booking → Trip confirmed
A construction company can centralize prospects and site assessments, record every estimate, and see the current stage of each project.
Inquiry → Site assessment → Estimate → Negotiation → Project confirmed
An agribusiness can organize growers, distributors, and suppliers, and segment opportunities by crop, activity, or region.
Contact → Need identified → Proposal → Follow-up → Active customer
It can also be adapted to:
Modules
Start with the features your company needs today and add new tools as your operations, teams, and processes grow.
Centralized customers, companies, contacts, history, notes, documents, and activities.
Opportunities organized by stage, owner, estimated value, dates, and probability of closing.
Task assignment, reminders, calls, meetings, and commercial next steps.
Workflows to assign contacts, update statuses, send alerts, create tasks, and cut manual work.
Centralized log of emails, messages, calls, forms, and commercial conversations where integrations are available.
Available depending on configuration
Forms for websites, ad campaigns, and landing pages connected directly to the CRM.
Visibility into contacts, opportunities, sales, tasks, team performance, and conversions.
Assistance to summarize information, classify inquiries, draft messages, analyze data, and support commercial follow-up.
Subject to the contracted plan
Users, roles, owners, permissions, and opportunity distribution according to the contracted plan.
Subject to the contracted plan
We prepare the platform to connect forms, email, WhatsApp, websites, automations, APIs, and business tools.
Optional integration · Requires technical assessment
Pipeline
Stages can be customized to match each company's commercial process.
New contact
Website inquiry
Referral
Contacted
Initial call
Qualified
Need identified
Proposal sent
Quotation #1042
Negotiation
Scope adjustment
Won
Active customer
Lost
No response
We configure workflows, fields, stages, automations, and dashboards around how your organization actually works.
Request a Tailored DemoProcess
We review your processes and commercial goals.
We define whether CRM Cloud or CRM with AI is the better fit.
We prepare the platform around your operation.
We migrate your existing database.
We adjust fields, stages, and workflows.
We train your team for day-to-day use.
We support the platform as it evolves.
Contact
Fill in the form and WhatsApp will open with your details prefilled so you can continue the conversation with a specialist.
FAQ
It is a platform to manage customer relationships: it centralizes contacts, opportunities, tasks, communications, and your team's commercial follow-up in one place.
CRM Cloud organizes contacts, sales, tasks, and reports. The artificial intelligence version adds automation and AI tools to streamline tasks, analyze information, and support customer follow-up. Neither is better: they answer different needs.
Yes. Information is hosted in the cloud and accessed over the internet, with no local installation on each computer.
Yes. You can work from a computer, tablet, or phone with an internet connection.
Yes. Contact import is part of the implementation process. The scope is assessed based on the source and format of your data.
Yes. Configuration and customization are defined during the discovery stage, according to your commercial processes.
Yes. Team training is one stage of the implementation process.
Yes. We provide support and optimization after go-live. Conditions are agreed according to the contracted service.
No. Available features, integrations, user capacity, and automations depend on the plan and the configuration you contract.
Yes. You can request one through the contact form or message us on WhatsApp and we will schedule a demo.
The platform runs in the cloud with per-user access and permissions defined by role. Specific safeguarding practices and conditions are detailed during the discovery stage; we do not offer absolute security guarantees.
Centralize your customers, improve opportunity follow-up, and automate processes with a cloud CRM solution configured around your needs.