CRM: End-to-End Customer Relationship Management

Organize, analyze, and nurture your customer relationships. Our CRM helps you centralize contacts, automate follow-ups, and close more sales.

A CRM is more than a contact list — it's where every customer record starts carrying the details you'll later need to invoice them. When you add a customer in Cretia, you capture their RFC, tax regime, and fiscal postal code once — the fields CFDI 4.0 requires from the receiver (Mexico's electronic tax invoice). That information doesn't get retyped for every sale: by the time you're ready to stamp an invoice, the customer's tax data is already sitting there, instead of chasing them down over WhatsApp for their RFC right when you're trying to close.

The pipeline shows where every opportunity stands — first contact, quote sent, negotiation, closed — so you can see at a glance which deals are close to closing and which have gone quiet for weeks. You can shape those stages around how you actually sell: a services business might need a technical-proposal stage before quoting, while a storefront only needs to tell apart someone who asked for information from someone who bought.

Follow-up reminders flag when it's time to reach back out, so a quote sent on a Friday doesn't get buried by Monday. Every contact keeps the notes and history of those interactions, so if someone else on your team picks up the conversation, they aren't starting from zero.

From quote to invoice, without re-entering data

Once a customer accepts a quote, you can turn it straight into an invoice without retyping products, quantities, or the customer's tax information — it all carries over from the contact and the original proposal. Pay-in-full sales get stamped as PUE; sales on credit get stamped as PPD, and you generate the matching payment complement later from invoicing.

That link closes the gap that trips up most growing small businesses: selling on one side and invoicing on the other, with customer details that don't match between the sale and the stamped CFDI — a mistyped RFC or a postal code that doesn't line up is enough for the invoice to get rejected at stamping.

Cretia keeps contacts, sales pipeline, and follow-up in one place, connected to quotes and invoicing, so no sale stalls for lack of a single piece of data.