Success stories

Real outcomes from teams using ClickIn 360 agents, CRM workflows, and the dashboard — measured in conversations captured, leads qualified, and handoffs that actually land in the pipeline.

Admissions · WhatsApp AIHigher education · Mexico

UMEP

SOFIA qualifies admissions leads on WhatsApp 24/7 and routes them to advisors with full context

Universidad Mexicana de Educación a Distancia deployed a grounded WhatsApp agent across 14 graduate programs. Prospects get accurate answers, structured qualification, and a warm handoff to the right advisor — with every conversation visible in ClickIn 360 Dashboard.

56%: Inquiries qualified for handoff
74%: Auto-routed to program owner
100%: After-hours first response

Read case study

CRM · HubSpotProfessional services · Mexico

Cabrera Llamas

HubSpot CRM rebuilt for clean SDR-to-AE handoffs and territory routing

A multi-office professional services firm needed HubSpot to reflect how they actually sell — not a generic pipeline. We redesigned objects, routing, and automation so SDRs qualify, AEs receive complete context, and leadership trusts the data.

20–30%: Less handoff friction
40–60%: Better data quality
10–20%: More lead-to-opportunity

Read case study