Category: Customer Management (CRM)
Customer Management
A CRM to organise customers and opportunities, with Kit Digital.
Teix Web Studio is an accredited Digitalisation Agent of the Kit Digital programme.
The solution
Customer Management (CRM)
We implement a CRM to centralise your customers, leads and sales opportunities, with tracking, alerts and reports. A Kit Digital catalogue solution.
Investment
Price and grant
*The price is independent of the grant amount. The final cost depends on your segment and the call; we detail it in your quote.
The service
What the solution includes
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Customers & leads
Set‑up and management of leads and their sales cycle.
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Opportunities
Tracking of opportunities, actions and sales tasks.
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Reporting & alerts
Tracking reports and activity alerts.
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Integration & responsive
Integration APIs and access from any device.
For whom
Beneficiary segments
This solution is aimed at the following company segments:
In depth
What you should know
Signs you need a CRM
If quotes go out and nobody follows up, if contacts live on each salesperson's phone or in WhatsApp chats, or if finding out how a customer is doing means asking out loud across the office, a CRM will save you money. Not because you'll have new software, but because every lead is recorded with its history, its next step and the person responsible. When someone on the team goes on holiday or leaves the company, their customer relationships don't leave with them.
You don't need to be a big company, either. A business with two or three people handling quotes already feels the difference, because that's exactly where opportunities slip away: when everyone assumes someone else has called the customer back. The solution is aimed at all three programme segments, from the self-employed to companies with up to 49 employees.
Your sales process before the software
The most expensive mistake is installing a CRM and copying the usual chaos into it. Before configuring anything, decide which stages an opportunity goes through in your business (first contact, visit, quote, negotiation, close), which data you need about each contact and which you don't, and what should trigger an alert: a quote with no reply, a customer who hasn't bought anything for months or a renewal coming up. With that defined, the solution's reporting and alerts make sense from day one.
Your data in, and connected
We import your current contacts, but clean them first: duplicates, incomplete phone numbers and the same company entered under different names. It's also a good moment to check you have grounds to contact those people. Then we use the integration APIs so that your website forms or online booking requests land in the CRM automatically, without anyone copying them over.
If the way you sell doesn't fit a standard CRM, we build custom tools as part of our AI-powered internal systems.
Getting your team to actually use it
An empty CRM is useless, and it empties out as soon as logging something takes more effort than not bothering. So we start with few mandatory fields, make it accessible from mobile for anyone working away from the office, and name one person to make sure it's being used. A short sales meeting with the opportunities board on screen does more for adoption than any lengthy training session. And when someone asks how that customer is doing, the answer should be in the CRM, not in anyone's head.
Reports that help you decide
After a few weeks of data, the reports start answering useful questions: where the customers who end up buying come from, at which stage opportunities get stuck, and which salesperson needs support. They also reveal what isn't working: campaigns that bring in contacts who never buy, or past customers nobody has called again. If you'd like to know where the programme stands and when you'll be able to apply, we cover it in the Kit Digital 2026 updates.
Answered
Frequently asked
Do I need a CRM if I already keep my customers in a spreadsheet?
A spreadsheet works for a list; a CRM works for a process. The difference is each contact's history, dated tasks, alerts when something stalls, and several people working on the same data at once without overwriting each other. If it's just you with a handful of customers, the spreadsheet may do; once there's a team or real follow-up, it falls short.
Can you import the contacts I already have?
Yes. We start from your spreadsheet, your email address book or an export from your current tool. Before importing, we remove duplicates and standardise formats, and agree with you which fields move across and which stay behind. Loading dirty data into a new CRM is the quickest way to make your team stop trusting it.
Can it connect to the form on my website?
Yes, that's exactly what the solution's integration APIs are for. Typically, each enquiry from your contact form enters the CRM as a new lead, with its source recorded and assigned to a specific person. That way nobody has to copy emails over by hand and no contact gets lost in the inbox.
Can my team use it from their phones?
Yes, the solution is responsive and works from any device. For salespeople or technicians who spend the day out and about, that's key: they can log a visit as they leave the customer, check the history before walking in or tick off a task. What isn't noted down at the time usually never gets noted, and that's exactly what empties a CRM.
What should we prepare before implementation?
Three things: the list of contacts you want to migrate, the stages a sale goes through in your business, and who will use the CRM and in what role. With that, we can configure the stages, fields and alerts to suit you, instead of starting from a generic template that nobody understands or fills in later.
Have another question?
Programme funded by the European Union — NextGenerationEU, within Spain's Recovery, Transformation and Resilience Plan and the España Digital agenda.
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