
Digital Kit Grant for Customer Management
Digital Customer Management Kit
Take advantage of Bo Digital's support to implement a CRM in your company.
In short
The Kit Digital Customer Management solution funds the implementation of a CRM to centralise contacts, opportunities and sales activity. It is designed for SMEs that want to bring order to their sales process and never lose a lead. ARTIC configures the CRM for your business, connects it to your website and trains your team.
- Who it's for
- SMEs with an active sales process
- Tool
- CRM configured to fit
- How it's measured
- Opportunity and sales reports
Features and services
CRM configured for your business, where you can manage all your business information, improve customer relationships, and offer better, more personalized service. We also integrate it with your online presence and e-commerce systems.
- You will have your customers' data stored and able to access it whenever you want.
- You'll have privileged information to understand and offer better service to your customers.
- You'll be able to convert your leads into customers more easily by getting to know them better and offering them an improved customer experience.
- You'll have control over all the business opportunities that may arise throughout your customer's purchasing process.
- You can create sales actions and tasks, both manually and automatically, to increase sales.
- Access reports where you can view monthly, cumulative, and comparative data across other business years. Reporting, planning, and business monitoring.
- You will be able to view customer alerts in graphical formats of different types (icons, pop-up messages, etc.).
- You will have software for centralized management of documentation.
- You'll have a functional interface adapted to all types of devices (responsive) and always up-to-date on mobile phones, tablets, and computers.
What does this solution include?
- Customer management
- Document management
- Commercial actions or tasks
- Lead management
- Opportunity Management
- Reporting and planning
- Alerts
- Integration
- Responsive design
- Certificates
- Unlimited licenses
- Digital consultant
- Customer scoring
- Email marketing
- Start-up
Maximum aid amount
All of our digital solutions are eligible for the Digital Kit. Continuing with any solution after the qualifying period is optional, and we will always ask for your consent before renewing your license.
Customer Management
0 < X < 3 employees: €2,000 (includes 1 user)
3 ≤ X < 10 employees: €2,000 (includes 1 user)
10 ≤ X < 50 employees: €4,000 (includes 3 users)
50* ≤ X < 100 employees: €10,000 (includes 10 users)
100 ≤ X < 250 employees: €14,000 (includes 15 users)
Advantages of working with us
A CRM tailored to your business
Work with a leading platform for customer management and marketing automation.
Optimized monitoring and management
Manage your contacts and leads efficiently by integrating marketing and sales in one place.
Initial setup included
We take care of the setup so you can get started without any hassle.
Training and continuous monitoring
We help you get the most out of your CRM with training sessions tailored to your needs.
Personalized support and consulting
We support you throughout the entire process to optimize your strategy and achieve your business goals.
Take advantage of the digital kit!
Start now
What’s included?
- CRM configuration tailored to your sales process.
- Import and organisation of your customer and contact base.
- Management of leads, opportunities and sales tasks.
- Integration with your website and online sales channels.
- Reports and alerts to track sales activity.
- Set-up, training and consultancy for your team.
Who is it for?
- SMEs managing customers and quotes in spreadsheets or email.
- Sales teams that need visibility over their pipeline.
- B2B companies with long sales cycles and many contacts to follow up.
It’s not for you if…
- Businesses with no sales follow-up or recurring contacts to manage.
Frequently asked questions
Let's talk?What is the Kit Digital Customer Management solution?
Kit Digital Customer Management is the programme category for implementing a CRM in your company. A CRM brings together customer data, leads, business opportunities and sales tasks in one place. It helps you sell in a more organised way, follow up every contact and offer more personalised service.
Which CRM does ARTIC implement through the Kit Digital?
We choose with you the CRM that best fits your business and team, within the solutions the programme accepts. We configure it around your sales process, with your stages, fields and users, and connect it to your website. That means you can start working from day one without setting anything up yourself.
Can I import the contacts I already have?
Yes. During set-up we help you import your existing customers and contacts, usually from spreadsheets or other tools. We review and tidy the data first so the CRM starts clean and useful. That way you keep your sales history and your team can work with complete information from the outset.
Is it hard to get used to working with a CRM?
How quickly a team adapts depends mainly on its habits and on how well the CRM reflects the way you sell. That is why ARTIC configures it to fit and trains users with real cases from your business. When the CRM matches the process, the team adopts it faster because it saves work rather than creating it.
How does it differ from Customer Management with associated AI?
The standard solution implements a CRM to manage customers, leads and opportunities. The version with associated AI adds artificial intelligence features, such as smart segmentation or predictive analysis, and includes AI training for some users. It is aimed at larger companies. We help you decide which one suits your business.
Partners
Official partners, not just users
Four partner programmes, each with its own validation process. Few agencies in Spain hold all four, and it shows in the access to training, support and product news on every platform.
Select
Claude Partner Network
Spain’s first B2B marketing agency in the Claude Partner Network, Anthropic’s official partner programme.
GoldHolded Solution Partner Gold
Gold-tier Solution Partner in Holded’s official directory: implementation, integration, training and support.
Premier
Google Premier Partner
Certified Google Ads specialists with access to official Google support and training.
Member

Alidmar Baricó
Chief Operating Officer (COO) of ARTIC
Your Holded and Kit Digital lead
Alidmar Baricó has been ARTIC's Chief Operating Officer since 2023: she coordinates projects and the team and is the agency's Holded and Kit Digital lead (Holded Solution Partner Gold). A law graduate with an MBA in Marketing, she is a ClickUp Expert and helps SMEs implement, automate and get support with Holded. She writes about Verifactu, e-invoicing, VAT and running an SME with Holded.
With the rest of the team








