SMART IoT is a technology company specialized in the distribution, implementation, and training of software for plant and process engineering. The company operates in the core of industrial digital transformation across Latin America, supporting organizations in projects that connect operations with business. From its offices in Mexico City and Monterrey in Mexico, and in Quito, Ecuador, SMART IoT works with companies in sectors such as mining, oil & gas, energy, manufacturing, consumer packaged goods, and industrial water systems, where operational continuity and data quality are critical.
What was the main challenge you wanted to solve before implementing a CRM?
Our biggest challenge was achieving real-time traceability of commercial information. Our sales activity was very fragmented, which made it difficult to understand the progress of each opportunity, measure team effectiveness, or forecast the business.
We needed a centralized system where every action was recorded and instantly visible.
What made you choose a solution like Onpipeline?
We were looking for something practical, not a complex CRM. Onpipeline offered exactly what we needed: easy to use, clear tracking, and numerical control without overloading the team.
In addition to the clean interface, the CRM integrates with other tools we use in our financial operations and technical support. That was essential, because we wanted technology that would naturally fit into our workflow.
How do you use Onpipeline in your daily operations?
We use it as the core of our commercial traceability. Every contact, opportunity, and follow-up is managed within Onpipeline. In parallel, we use financial software and technical support tools, but Onpipeline is the common thread.
It allows sales, administration, and support to access the same information and speak the same language.
What was the implementation and adoption process like?
We began by clearly defining our commercial workflow in Onpipeline: how a lead enters, how it becomes an opportunity, which stages it goes through, and which information must be recorded.
From there, we worked very closely with the sales team so they would feel comfortable with the platform from day one. We did not want a CRM that felt like an administrative burden. We wanted it to feel like real support.
What has been the most concrete or impactful result so far?
We moved from reacting to scattered information to making decisions based on clear, unified data. Today, we can instantly see which opportunities are moving forward, which segments generate higher demand, and which actions need priority.
This visibility improves efficiency, reduces errors, and most importantly, allows us to better support our customers. We know where they stand, what they need, and when to act.
Have you observed specific metrics or measurable results?
Mainly, we have significantly reduced the time dedicated to opportunity registration and the process of generating our sales reports. This translates into an improvement of approximately 25 percent in efficiency.
If you had to summarize your experience in one sentence…
Onpipeline gives us real commercial traceability, instant visibility, and control in one place. That makes us more agile and clearer with our customers.
About Onpipeline – Onpipeline is a simple, scalable CRM designed for teams that value ease of use, automation, and API-driven integration. From sales pipelines to custom operations, the platform empowers companies to work faster, reduce administrative burden, and scale with confidence.
