MWS Operational CRM
Sales funnel with SECOP/scraper+AI capture, temperature and probability, convert-to-client and a bridge to finance — daily ops, not a generic CRM.
Medellin Web Soluciones needed an operable funnel: public tenders, AI-profiled prospects and follow-up through to client, with financial intelligence in the same admin ecosystem.
Real screenshots of the system in operation.
The challenge
- 1Ingest SECOP tenders and scraper prospects without losing traceability.
- 2Prioritize by temperature, territory and probability — not by volume.
- 3Connect the commercial funnel with finance and AI knowledge.
- 4Dense but usable UI for daily ops (list + detail + KPIs).
The approach
Funnel as primary surface
KPIs, filters and lead table in one operational view.
Public sources + AI
SECOP II import and scraper/SERP capture with automatic profiling.
Lead → client cycle
Editable detail, temperature/probability and convert-to-client.
Finance in the same admin
Income/expense/balance summary with direct CRM access.
SECOP II + scraper/AI sources → CRM funnel (leads, temperature, territory) → clients / quotes / projects, with finance and AI knowledge in the same admin.
System layers
- 01Sources: SECOP II, scraper, SERP/AI
- 02CRM funnel (KPIs + filters + table)
- 03Lead detail / convert to client
- 04Clients, quotes, projects, tasks
- 05Finance (income / expense / flow)
- 06AI knowledge + Pomodoro ops
Applied stack
- Django
- Custom admin
- PostgreSQL
- SECOP II
- Scraper / SERP
- Profiling AI
Design decisions
Custom Django admin vs SaaS CRM
Full domain control (SECOP, territory, COP) without per-seat rent.
Funnel first, not only cards
Daily ops live in the filterable list with KPIs.
Finance beside the CRM
Commercial close and cashflow are viewed in one system.
Outcomes
- Funnel
- Active leads with KPIs
- SECOP
- Tender import
- AI
- Scraper prospects + profiling
- COP
- Finance tied to ops
Key points
- CRM built to operate Colombian tenders and prospects.
- Temperature, territory and probability visible in the funnel.
- Finance and team AI in the same Django admin.
Fit / how to hire
Hire this if your sales team runs on spreadsheets and needs a custom CRM (tenders, AI-driven capture, finance) without paying per-seat rent to a generic SaaS. Discovery → funnel → integrations → ops, with optional ongoing support.
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