Case studies

Explore the systems, decisions and results behind the work.

Testimonial Pros

5 systems developed after the pilot

A two-week pilot led to a separate three-month Squad engagement for five follow-on systems.

Owner-reported delivery scope and timeline; no quantified commercial uplift was supplied.

Implementation led by Omar Quintanilla.

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Testimonial Pros

5 systems developed after the pilot

A two-week pilot led to a separate three-month Squad engagement for five follow-on systems.

Owner-reported delivery scope and timeline; no quantified commercial uplift was supplied.

Implementation led by Omar Quintanilla.

View case study

Commercial Prioritization Strategy

~300K contacts classified by buying role

Alvar connected buyer-role data, committee analysis and a BDR playbook to a clear commercial priority model.

Project-reported scope · 5+ source databases · 3 languages

Team experience / LATAM. Strategy and implementation led by Alvar Rodríguez.

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Commercial Prioritization Strategy

~300K contacts classified by buying role

Alvar connected buyer-role data, committee analysis and a BDR playbook to a clear commercial priority model.

Project-reported scope · 5+ source databases · 3 languages

Team experience / LATAM. Strategy and implementation led by Alvar Rodríguez.

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SinfonIA / Entel

Tech Lead-reported · 100K+ calls processed daily

Connected interaction capture, transcription, AI insights and business reporting.

Reported volume and cost; comparison period and normalized cost base were not supplied.

Team experience / Entel. Implementation led by Mathyu Cardozo

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SinfonIA / Entel

Tech Lead-reported · 100K+ calls processed daily

Connected interaction capture, transcription, AI insights and business reporting.

Reported volume and cost; comparison period and normalized cost base were not supplied.

Team experience / Entel. Implementation led by Mathyu Cardozo

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Sales Context. Across Markets.

43 WhatsApp numbers across 10 countries

43 WhatsApp numbers across a 10-country sales footprint connected to Attio, preserving conversation history as representatives and territories change.

Linked WhatsApp · Shared customer history

Team experience / WhatSync. Product created by Anish Jain through Appstronauts.

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Sales Context. Across Markets.

43 WhatsApp numbers across 10 countries

43 WhatsApp numbers across a 10-country sales footprint connected to Attio, preserving conversation history as representatives and territories change.

Linked WhatsApp · Shared customer history

Team experience / WhatSync. Product created by Anish Jain through Appstronauts.

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Pipeline Clarity & Sales Focus

300+ deals refreshed four times daily

Alvar turned unclear pipeline priorities into shared decision rules, a tested tracker and a rollout managers could use.

Project-reported coverage · 284-deal pilot · 288 automated tests

Team experience / LATAM. Strategy and implementation led by Alvar Rodríguez.

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Pipeline Clarity & Sales Focus

300+ deals refreshed four times daily

Alvar turned unclear pipeline priorities into shared decision rules, a tested tracker and a rollout managers could use.

Project-reported coverage · 284-deal pilot · 288 automated tests

Team experience / LATAM. Strategy and implementation led by Alvar Rodríguez.

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Patient data connected. Follow-up made actionable. Techmark implementation led by Omar Quintanilla.

Risas Dental and Braces

74,313 patients identified for follow-up

Connected Open Dental and HubSpot patient data across 26 U.S. practices.

Identified audience; appointments and recovered revenue were not measured in the supplied case.

Techmark implementation led by Omar Quintanilla.

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Risas Dental and Braces

74,313 patients identified for follow-up

Connected Open Dental and HubSpot patient data across 26 U.S. practices.

Identified audience; appointments and recovered revenue were not measured in the supplied case.

Techmark implementation led by Omar Quintanilla.

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Turn natural-language requests into app actions. Independent product designed and developed by Mathyu Cardozo.

Calarm

From natural language to app actions

Connected conversational requests with alarm operations and native iOS scheduling.

On-device interpretation requires a compatible device.

Independent product designed and developed by Mathyu Cardozo.

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Calarm

From natural language to app actions

Connected conversational requests with alarm operations and native iOS scheduling.

On-device interpretation requires a compatible device.

Independent product designed and developed by Mathyu Cardozo.

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Client Context. Beyond One Phone.

5 WhatsApp numbers · Selected client groups

A Madrid restaurant analytics business connected five team WhatsApp numbers and selected client groups to Attio, with reported daily AI use to review saved conversations.

Linked WhatsApp · Reported daily AI use

Team experience / WhatSync. Product created by Anish Jain through Appstronauts.

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Client Context. Beyond One Phone.

5 WhatsApp numbers · Selected client groups

A Madrid restaurant analytics business connected five team WhatsApp numbers and selected client groups to Attio, with reported daily AI use to review saved conversations.

Linked WhatsApp · Reported daily AI use

Team experience / WhatSync. Product created by Anish Jain through Appstronauts.

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MartiDerm / Peru

Project-reported · 22.5% sales conversion in WhatsApp

Connected a Claude-powered WhatsApp assistant with SAP stock and internal logistics workflows.

Reported conversion cohort was not supplied; reported revenue is not measured incremental lift.

Techmark implementation led by Omar Quintanilla. Named client: MartiDerm Peru.

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MartiDerm / Peru

Project-reported · 22.5% sales conversion in WhatsApp

Connected a Claude-powered WhatsApp assistant with SAP stock and internal logistics workflows.

Reported conversion cohort was not supplied; reported revenue is not measured incremental lift.

Techmark implementation led by Omar Quintanilla. Named client: MartiDerm Peru.

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WhatsApp Context. Clearer Deals.

2 WhatsApp numbers connected to 1 Attio pipeline

A Chilean real estate AI business connected two WhatsApp Business API numbers to one Attio pipeline, with messages available in deal records.

WhatsApp Business API · Deal-level conversation context

Team experience / WhatSync. Product created by Anish Jain through Appstronauts.

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WhatsApp Context. Clearer Deals.

2 WhatsApp numbers connected to 1 Attio pipeline

A Chilean real estate AI business connected two WhatsApp Business API numbers to one Attio pipeline, with messages available in deal records.

WhatsApp Business API · Deal-level conversation context

Team experience / WhatSync. Product created by Anish Jain through Appstronauts.

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From receipt photo to recorded expense. Independent product designed and developed by Mathyu Cardozo.

Monyx

Receipt to recorded expense

Connected receipt OCR, RUC validation and AI-assisted categorization with expense registration.

Scanning accuracy is developer-reported; sample and test conditions were not supplied.

Independent product designed and developed by Mathyu Cardozo.

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Monyx

Receipt to recorded expense

Connected receipt OCR, RUC validation and AI-assisted categorization with expense registration.

Scanning accuracy is developer-reported; sample and test conditions were not supplied.

Independent product designed and developed by Mathyu Cardozo.

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AI Delegation & Commercial Control

14 skills across 5 operating blocks

Alvar defined the agent’s responsibilities, permissions and verification rules, then led their implementation in the CRM.

Reported agent scope · 2 permission levels

Team experience / LATAM. Strategy and implementation led by Alvar Rodríguez.

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AI Delegation & Commercial Control

14 skills across 5 operating blocks

Alvar defined the agent’s responsibilities, permissions and verification rules, then led their implementation in the CRM.

Reported agent scope · 2 permission levels

Team experience / LATAM. Strategy and implementation led by Alvar Rodríguez.

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Make the lead pipeline move with the work. Techmark implementation led by Omar Quintanilla. Client identity protected under NDA.

Commercial real estate firm

Project-reported · 45 → 10 minutes to respond to a lead

Connected lead sources, CRM context and the team’s next operational action.

Reported response time; aggregation, dates and sample sizes were not supplied.

Techmark implementation led by Omar Quintanilla. Client identity protected under NDA.

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Commercial real estate firm

Project-reported · 45 → 10 minutes to respond to a lead

Connected lead sources, CRM context and the team’s next operational action.

Reported response time; aggregation, dates and sample sizes were not supplied.

Techmark implementation led by Omar Quintanilla. Client identity protected under NDA.

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Turn equipment photos into structured records. Implementation led by Mathyu Cardozo

309 Technology / HVAC

Photo to fields

Connected equipment-label recognition with registration logic and 360-degree reporting context.

Engineer-reported functionality; accuracy and time savings were not quantified.

Team experience / 309 Technology. Implementation led by Mathyu Cardozo

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309 Technology / HVAC

Photo to fields

Connected equipment-label recognition with registration logic and 360-degree reporting context.

Engineer-reported functionality; accuracy and time savings were not quantified.

Team experience / 309 Technology. Implementation led by Mathyu Cardozo

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Connect intake to document delivery. Techmark implementation led by Omar Quintanilla. Client identity protected under NDA.

Immigration law firm

Project-reported · +117% cases handled per week

Connected client intake and CRM context with document preparation and agreement execution.

Reported results; comparable periods and timing definitions were not supplied.

Techmark implementation led by Omar Quintanilla. Client identity protected under NDA.

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Immigration law firm

Project-reported · +117% cases handled per week

Connected client intake and CRM context with document preparation and agreement execution.

Reported results; comparable periods and timing definitions were not supplied.

Techmark implementation led by Omar Quintanilla. Client identity protected under NDA.

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The next opportunity

From one workflow to a bigger system.

The right first build helps us understand how the operation works. That can reveal the next integration, a client portal, or a custom application worth developing.

Techmark · The next opportunity

Agreed in your proposal.

Discuss a project

Bring us the workflow, portal, or custom application you want to explore.

Book a call

Discuss a project

Bring us the workflow, portal, or custom application you want to explore.

Book a call

Discuss a project

Bring us the workflow, portal, or custom application you want to explore.

Book a call

We assess the opportunity, define a practical first version, and give the larger build its own scope.

Discuss a project

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