Insights and updates
Ideas, practical guides and product updates to help you operate and grow your business with better technology.
Sales indicators for SMBs: what to measure and how to use them
Oct 13, 2026
Learn about sales indicators for SMBs, with simple formulas and examples to detect problems and make decisions without filling reports with figures.
How to reactivate inactive customers with respectful follow-up
Oct 13, 2026
Recover conversations with inactive customers through segmentation, relevant reasons, and clear boundaries, while respecting their preferences and the relationship.
Sales pipeline: stages for a services company
Oct 13, 2026
Create a sales pipeline for services with clear stages, advancement criteria, and an orderly close that helps coordinate your sales team.
CRM vs Excel: when is it worth migrating your contacts
Oct 13, 2026
Compare CRM and Excel according to your operation and learn how to migrate contacts with data cleansing, a controlled test, and rules to maintain order.
Contact Form: How to Turn Visits into Useful Inquiries
Oct 13, 2026
Design a clear, accessible, easy-to-complete contact form with useful questions and a follow-up process that continues after submission.
How to organize prospects and prioritize sales opportunities
Oct 13, 2026
Organize your prospects with useful data, prioritization criteria, and clear next steps so your team knows which opportunities to address first.
CRM for small businesses: how to choose the right one
Oct 13, 2026
Choose a CRM for your small business using practical criteria: needs, adoption, costs, and a trial that shows how your team will work every day.
Quote tracking: how to organize it in a CRM
Oct 13, 2026
Organize quote tracking with owners, stages, and next actions. Include message templates and metrics for your SME.
Venture capital in Latin America: why operational efficiency may define the next leap for a startup
Oct 13, 2026
Venture capital investment in Latin America recovered in 2025, but capital remains concentrated in a few companies. For technology startups, demonstrating operational control, ability to scale, and efficient use of resources becomes essential to move toward new funding rounds.
AI automates tasks; leadership remains in the hands of project managers
Oct 09, 2026
Artificial intelligence can take care of repetitive activities in project management, but strategy, judgment, and human coordination remain central responsibilities. With Onix Board, teams can organize flows, automate tasks, and maintain the supervision needed to make better decisions.
AI brings digital transformation closer to Mexican SMEs
Oct 08, 2026
Artificial intelligence is reducing technical barriers for small businesses to move from selling on social networks to operating with their own sites, automation, and measurable processes. For growing companies, the next challenge is to connect these capabilities with sales, customer service, and follow-up.
From testing AI to turning it into useful work: the business challenge ahead
Oct 06, 2026
The adoption of artificial intelligence in Mexico grows, but the challenge now is to integrate it into real processes. Onix Board connects automation, AI agents, communication, CRM and analytics to help companies transform dispersed tasks into measurable flows.
How to automate WhatsApp in your business without losing control: guide for SMEs in 2026
Oct 06, 2026
Learn which processes are worth automating in WhatsApp, how to connect them with a CRM and what mistakes to avoid to improve follow-up and service without losing human control.
T-MEC raises the need to manage projects and traceability with technology
Oct 06, 2026
The use of artificial intelligence in the operational management and logistics of Mexican companies grew between 40% and 50% over the last year, in a context of reviews of origin rules and security of supply chains under USMCA. For companies linked to foreign trade, centralizing projects, processes and data becomes an operational priority.
Foreign investment in Mexico demands scalable digital operations
Oct 05, 2026
The increase in foreign capital and the arrival of new real estate projects raise the need to coordinate sales, customers, teams and operations with digital tools. Onix Board helps centralize processes through CRM, multichannel automation, artificial intelligence and analytics.
The adoption of enterprise AI in Mexico requires data integration and governance
Oct 04, 2026
40% of companies in Mexico are accelerating initiatives to incorporate artificial intelligence agents, while only 13% report a consolidated technological implementation. To convert that interest into results, organizations need to reduce fragmentation, centralize processes, and establish controls over their data.
The shortage of IT talent accelerates the search for more efficient software in Mexico
Sep 29, 2026
64% of technology employers in Mexico face difficulties filling specialized positions, while hiring prospects remain positive for the sector. For IT directors, SaaS platforms with automation, AI and analytics offer a path to expand operational capacity without fragmenting processes.
Nearshoring in Mexico: why digital management will be key to operating from day one
Sep 23, 2026
Foreign companies arriving in Mexico through nearshoring must coordinate tax procedures, documentation, obligations and local teams. Onix Board can help centralize workflows, owners and indicators to turn that administrative complexity into a more orderly and measurable operation.
Human oversight becomes central in the global regulation of artificial intelligence
Sep 22, 2026
Twenty-two countries and institutions urged that artificial intelligence remain under human supervision and that UN member states establish common norms to regulate its development and use. For companies, the debate confirms that automating also requires transparency, traceability and operational responsibility.
AI begins to demonstrate its value for Mexican SMEs
Sep 21, 2026
Artificial intelligence already generates measurable business results for small and medium-sized enterprises in Mexico. The available cases show that return on investment depends on connecting technology with marketing, customer service, sales, and operational metrics.
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