Built in Costa Rica for teams in the U.S. and Latin America
Stop Renting Fragile Software. Own Your Sales & Quoting Engine.
You have outgrown spreadsheets, but per-user CRMs cost more every time you hire. We build and manage a private CRM, quoting, and billing system for your business at a flat cost, and your company owns the data.
- No per-user fees
- Quotes in under 60 seconds
- Your company owns the data
Our systems power hundreds of active users at:
How your system works
From customer message to ready-to-send quote in under a minute
Customer Asks for a Quote
“Hi, we need pricing for 45 mini-split AC units with delivery to Dallas by Friday.”
Comes in via text, WhatsApp, email, or web form
Calculates Exact Price From Your Catalog
Checks your inventory, discounts, and margins automatically
PDF Quote Sent & Connected to Billing
Illustrative example with sample data
The problem
Replace Disconnected Tools With One System You Own
Compare the patchwork many growing companies run on with one private system for sales, quoting, and billing.
Disconnected tools · Higher costs with every hire · Hours lost on custom quotes
Cost grows with headcount
Per-User CRM Licenses
Your software bill rises every time you add a sales rep, coordinator, or field technician.
Leads can vanish silently
Fragile Automations
Multi-step automations can fail without warning when a connected tool changes, and good leads get lost.
Hours per complex quote
Manual Excel Quoting
Senior estimators cross-check pricing tabs, shipping tables, and margin rules by hand while buyers wait.
Slow follow-up
Missed Texts and Emails
Customer texts, attachments, and web inquiries sit in individual inboxes with no shared view of response times.
Re-keying every week
Double Entry into Accounting
Staff copy approved quote lines into QuickBooks or NetSuite by hand, which introduces billing errors.
Less time selling
Overloaded Sales Reps
Your best closers chase paperwork and update CRM fields instead of selling.
Why Lionix
Why Business Leaders Choose Lionix
Four commitments, in plain terms.
Ownership
You Own the Asset, Not a Rental
No Per-User License Fees
Per-user software charges you more as you grow. We deploy your system on your own private cloud. Add 5 or 50 employees tomorrow, and your software license cost stays $0.
AI guardrails
AI With Guardrails
Exact Pricing Rules + 1-Click Human Approval
AI alone can invent prices. In our systems, AI reads the customer’s message, your pricing rules calculate the quote, and your team approves with one click when needed.
Experience
Built by 10+ Year CRM & Billing Veterans
Systems Companies Run On
Our team has built private aviation quoting platforms, banking logistics routers, and multimillion-dollar billing engines.
Billing connection
Connects to How You Actually Bill
Direct Bridge to Multiple or Custom ERPs
A CRM that doesn’t talk to accounting creates double work. We bridge your sales pipeline directly to your invoicing, custom ERP, and payment verification workflows.
What Our Clients Say
New company-wide CRM implementation
“50% more sales in the first year of the CRM!”
Federico Hong
CEO, Refrigeración Beirute
“We truly got to know our customers and their behavior, and we launched our loyalty program in more than 50 stores.”
Eduardo Barloco
Marketing, Grupo Ava
“Integrating all our providers improved our productivity and let us focus much more on our business.”
Lorna Hernández
Colegio Boston
Packages
Fixed-Scope Packages, Not an Endless Dev Project
Each package has a defined scope and runs on your private infrastructure.
Omnichannel & CRM Core
One Team Inbox and a Private Sales Pipeline
Ideal for
Teams of 10–50 ready to centralize WhatsApp, email, and web leads and stop paying per-user CRM fees.
What you get
- Private CRM database (100% owned on your cloud)
- Shared team inbox (unlimited users, no per-user fees)
- Automatic lead routing and response-time alerts
- Pipeline and rep performance dashboard
AI Quoting & Revenue Engine
AI Lead Qualification, Exact Quotes, and ERP Sync
Ideal for
Companies losing time on complex manual quotes, voice notes, and slow follow-ups.
What you get
- Everything in Omnichannel & CRM Core
- AI reads documents, quote requests, and voice notes; your rules set the price
- Branded PDF quotes with 1-click rep approval
- Automatic follow-up on every channel, plus ERP and billing sync
Custom Operations & Field Platform
Custom Portals, Fleet Dispatch, and Multi-Party Billing
Ideal for
High-volume businesses needing custom client portals, fleet/field dispatch, or complex multi-party billing.
What you get
- Full system plan and data migration
- Custom operations platform and client portal
- Custom hardware, ERP, and logistics integrations
- Ongoing support from senior engineers
What happens next
From First Call to Go-Live
You know the scope and the price before any build starts.
30-minute discovery call
We review your tools, your quoting process, and your billing.
Written scope and fixed price
You get the deliverables and a flat price in writing, with no per-user fees.
Build and connect
We deploy on your private cloud and connect your channels, catalog, and billing.
Go live and keep control
Your team goes live. Your company owns the data, and we can keep managing the system.
FAQ
Common Questions
How much does it cost?
You get a fixed price in writing after the discovery call. The price depends on scope and integrations. There are no monthly per-user license fees.
If the license is $0 per user, what do we still pay for?
You pay for the build, for your own cloud hosting, and for any ongoing management or support you choose. We show these costs in the proposal.
Who owns the system and the data?
Your company owns its private database, customer history, and deployed system. The exact ownership terms are in your agreement.
Where does the system run?
It runs on your private cloud, isolated from other companies.
What happens if we stop working with Lionix?
Your system and data stay with your company, so your team or another vendor can take over.
Can the AI invent a price?
The AI reads the request. Your price list and margin rules calculate the quote, and your team can approve it with one click.
Which systems can you connect?
We connect to QuickBooks, Xero, and custom ERPs. Tell us what you use, and we confirm the integration on the discovery call.
Free discovery call
Request Your Free Discovery Call
Talk directly with a senior Lionix engineer. We review your current tools, costs, and quoting bottlenecks, and we outline a private system for your business.
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Just Message Us on WhatsApp
Direct line to our team · +506 4000-1430