Commercial automation with CRM, WhatsApp and AI in Mexico
IMAGENTIA automates the full commercial cycle of companies in Mexico: lead capture from social, website and ads, automatic CRM registration, assignment to salespeople, WhatsApp follow-up with AI, quotes and reports, with its SAPIIX platform.
Who it is for
B2B companies with a sales team, distributors and services that receive prospects through several channels at once.
What is included
Process mapping
We map your sales process from the first contact to the close, channel by channel.
CRM
A CRM where every contact, conversation and pipeline stage lives in one place.
Channel integration
Facebook, Instagram, WhatsApp Business and web forms connected to a single inbox.
Assignment and reminders
Rules that assign each lead to the right salesperson and remind them to follow up on time.
AI agent
An AI agent that responds and qualifies prospects automatically, 24/7, in your tone.
Quotes and dashboard
Quote templates and a results dashboard by channel, salesperson and campaign.
Training
Team training and documentation so the operation keeps running without us.
How the cycle works
- 1
New prospect
A prospect arrives from social, the website or an ad into the single inbox.
- 2
Automatic registration
The prospect is registered in the CRM with all its data and source, without manual typing.
- 3
Assignment
The lead is assigned to the right salesperson by rules, with a reminder to follow up.
- 4
Qualification
The AI agent qualifies the prospect and moves it forward in the pipeline.
- 5
Proposal
The salesperson sends a quote from a template and tracks the response.
- 6
Close and measurement
The close is recorded and the result feeds the dashboard by channel and salesperson.
Case studies
How the platform works in real operations:
Why IMAGENTIA
- The platform is our own (SAPIIX): we connect the whole cycle, not just install a CRM.
- The client owns their data and their accounts — nothing is held hostage.
- Bilingual Spanish–English team on the Mexico–United States border.
- Web, AI and commercial automation in a single team, not three separate vendors.
Frequently asked questions
Request your free diagnosis
Tell us how you sell today. We map your cycle and show you where automation captures the most prospects — with no obligation.
Updated: October 2026 · Cristian, director of IMAGENTIA