Camhaji Consultores
Accounting Services · Cancún, Mexico
Clients, invoices, and tax obligations in spreadsheets. In 13 weeks we built a custom CRM with a per-client status dashboard, a complete HR module, and automatic notifications — all without depending on Excel.
From spreadsheets
to a system that scales
Real clients, no real system
- Clients, invoices and tax obligations in Excel — no status visibility
- No way to know which client was in which accounting phase
- Manual obligation and FIEL certificate tracking
- No unified team management system (vacations, leave, hours)
- Employee birthdays and anniversaries forgotten
- No WhatsApp integration: communication scattered with no history
CRM + HR built for the firm
- Custom CRM with traffic-light dashboard: Complete / Pending / Overdue
- Per-client phases visible at a glance: Request → Analysis → Reconciliation → Declaration
- Obligation calendar with automatic due date alerts
- HR module: digital records, vacation, leave, hours by client
- Automatic birthday and anniversary notifications
- WhatsApp Business API for client communication
What was delivered
CRM · Human Resources
Design · Dev · QA · Deploy
Request · Analysis · Reconciliation · Declaration
Everything centralized
Full visibility
on every process
The Processes module shows each client's status in real time via a Kanban board — the team knows exactly what's pending, in progress, under review or ready to deliver, without asking or searching in Excel.
Two modules,
one system
Full accounting client management: digital record per client (RFC, FIEL, entity type), process phases, obligation calendar, and monthly Kanban activity board.
Digital employee records with Google Drive documents, vacation and leave management with Outlook integration, hours by client, and automatic notifications.
WhatsApp Business API for client communication, Google Drive for employee documents, Outlook for vacation management, and role-based access control.
We build your CRM.
Built around you.
If you track your clients, obligations and team in Excel, we can replace it with a custom system that works the way you work. Fixed price, phased delivery, real results.