Panamerik

# A connected operation, from prospect to support.

Our work with Panamerik covered three areas that share information every day: business development, project delivery, and support for active clients. The goal was to reduce the burden of manual coordination and help each team work with the context it needs. The implementation combined process design, automation, and AI within the tools used to run the business.

# Lead generation and follow-up.

We automated the process of generating and managing leads and business opportunities. This helps maintain continuity after the initial contact, organize prospect information, and keep the progress of each opportunity visible. The sales team can focus on assessing needs and developing proposals, with less repetitive data entry and follow-up work.

# ClickUp with automation and AI.

We implemented ClickUp to organize project management with automation and AI. The work focused on making planning, tracking, and delivery more consistent through clear owners, defined processes, and better visibility into project status. Standardization also expanded the elements and quality controls incorporated into each delivery.

# Attio as the CRM for client relationships.

We integrated Attio as a CRM with automation for leads, opportunities, active clients, tickets, and cases. The business relationship and ongoing support are now connected through a shared management process. This improves service continuity and helps the support team access the context it needs to handle each request.

# Greater productivity and more consistent delivery.

Panamerik reports a productivity increase of 40% during 2026, associated with the optimization of its project management processes. The project also improved delivery and support response times, and increased the quality and scope of what was included in projects. These results relate to this implementation; they do not promise identical results for other organizations.