CRM · Report Automation

Your CRM connected directly to your dashboards.

We connect your CRM directly to your dashboards. Data flows automatically, no more copy-pasting between Excel files. We build Power BI boards connected to your live database, with zero manual work.

The problem we solve

What it's for.

Manual reporting from your CRM eats hours and becomes stale instantly. We integrate sources so indicators stay current without manual work.

CRM · Report Automation — León & Asociados LLC
Ideal for

This fits you if…

Sales teams

Report manually from the CRM and lose hours every week.

Operations consolidating Excel

Copy and paste between files to build every report.

Sales leaders

Need always-current indicators without waiting for month-end.

HubSpotSalesforceZohoAPIPower BI
What you get

Concrete results.

CRM data integration
Automatic updates
Reduced manual reports
Always-current indicators
Honest limits

What this service does not include.

Historical data migration from legacy systems
Changes to structure or fields in your CRM after deployment
Training in CRM or reporting tools
Integration guarantee with non-standard third-party integrators
Sales process improvement: we integrate data, but sales strategy is defined by your team
How we work

A clear process, step by step.

Initial diagnosis

A free conversation about your operation, your data and the result you are after.

Scope and proposal

We define deliverables, timeline and price in writing before starting.

Phased execution

We work in short iterations, with visible progress you can review at each delivery.

Validation with data

We measure the result against the baseline: improvement is shown with numbers, not promised.

Handoff and transfer

You receive the documented result, and your team the knowledge to sustain it without us.

Investment

Scope first, price after.

DiagnosisWe map your operation and its baseline first
MethodProcess + technology, with a defined scope
Measurable resultDeliverables and KPIs your team can sustain
Custom quote
Final scope is defined after an initial call.
FAQ

Frequently asked questions

Shall we talk about your project?

Initial conversation with no commitment. Tell us what you need and we'll tell you how we can help — and if it's not our thing, we'll point you in the right direction.

ScheduleWhatsApp