Grupo ATC coordinated sales across multiple business units, in Mexico and the US, with no central system, everything tracked in scattered spreadsheets.
Grupo ATC operates several logistics business units across Mexico and the United States. Despite that scale, they had no CRM. Each unit tracked its own leads and customers in independent spreadsheets, with no connection between them.
That meant a lead could go cold simply because no one followed up in time, leadership had no real-time visibility into what the sales team was doing, and each business unit operated as its own island, with no consistent end-to-end process. The commercial team spent a meaningful share of its time on admin work, updating spreadsheets, hunting for scattered information, instead of selling.
Followfy deployed an autonomous CRM on top of GoHighLevel, and built a 3-Agent System on top of it:
Qualifies every inbound lead and routes it to the right business unit.
Manages the full funnel and books appointments automatically, so no contact goes unattended between steps.
Takes the admin work off the human team so they can focus on closing.
Alerts and notifications were configured so the team knows in real time when a lead needs attention, and dashboards give leadership full visibility into the funnel and rep activity without manual reporting. The whole commercial team was trained on the new system.
With the process centralized and running across all three units and both countries, Grupo ATC's conversion rate went from 5% to 16% in one year. Leadership can now see rep activity and booked appointments directly from the CRM dashboards, something that was practically impossible to measure centrally on spreadsheets.
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