Karanday - Custom CRM for Industrial Equipment Sales and Service Renewals

Dashboard, opportunity pipeline (board and table), opportunity detail, renewals pipeline and installed base. Every one of the 29 demo opportunities opens its own detail page.

Qualification to Negotiation, each with entry rules such as a completed survey visit, sizing reviewed by the applications engineer and an offer sent. A card dragged forward too early is refused with the missing items listed.

Each deal and contract keeps its own currency (USD, PYG or BRL) and shows the USD equivalent at the monthly reference rates from the Banco Central del Paraguay and the Banco Central do Brasil (PTAX).

Installed compressors, pumps and generators at 23 sites of 18 accounts in Paraguay and Brazil, with 29 opportunities, 16 service contracts, 27 contacts and 12 staff users.

Stages That Did Not Match the Sale

Capital equipment is won through a site survey, a technical proposal with sizing (air demand and pressure, flow and head, or load in kVA and duty) and then a commercial offer. Generic stages hid where a deal really stood, so the forecast was a guess.

An Installed Base Outside the CRM

Serial numbers, run hours and last service dates sat in a spreadsheet, including competitors' units. Nobody could see which machines were past their replacement limit or which contracts were about to end.

Two Countries, Three Currencies

Paraguayan accounts are identified by RUC and Brazilian ones by CNPJ. Equipment is commonly priced in US dollars, but deals and contracts also run in guaraníes and reais, and the forecast has to report in one currency.

Personal Data Under Two Regimes

Brazilian contacts fall under the LGPD, with a recorded legal basis and consent for marketing. Paraguay enacted a general data protection law in November 2025 (Law 7593/2025), and credit data is regulated by Law 6534/2020, so the design follows the stricter standard.