From 10 to 6 salespeople, improving overall conversion with Vixiees

Before: too much autonomy, too little consistency

CTI is a leading digital law firm that handles more than 7,000 cases a year.

Their in-house CRM had evolved over time, but growth and lead volume created friction:

• ❌ Manual and fragmented processes

• ❌ Too much autonomy among managers → inconsistent decisions

• ❌ Lack of real traceability over active and lost leads

• ❌ Slow onboarding of new advisors due to the use of multiple systems.

There was too much agent autonomy. This is neither good nor bad, but it wasn't efficient.

— Víctor, CEO of Calcula Tu Indemnización

The shift: execution by design, not by intuition

CTI implemented Vixiees as its Sales Operating System, replacing layers of tools and centralizing the entire contracting phase.

Deployment:

• Complete migration of the team (10 managers) in a single week

• Immediate adaptation thanks to guided workflows (the manager only has to press the next-task button).

• Direct integration with their legal CRM and signature systems

With Vixiees we turned autonomy into efficiency.

Everyone executes just as well, and faster.

— Víctor, CEO of CTI

The results: more control, less effort

✅ +4 points improvement in conversion rate (data stated by CTI)

✅ Stability of the conversion ratio, even when lead generation drops

✅ Total visibility into workloads and daily performance

✅ Faster onboarding: training focused on product, not tools

✅ Cost reduction: the same volume is managed with 6 managers instead of 10

✅ Reactivation of old leads through automated playbooks

Unifying many providers (CRM, calls, ERP, whatsapp, sms, contract signing) into a single one

Before, if leads dropped, conversion fell. Now the ratio remains high and stable.

— Víctor, CEO of CTI

CTI discovered that scaling is not just about hiring more people, but about systematizing execution.

The best managers stand out even more within a guided process, and new ones reach performance faster.

We have saved ourselves two years of in-house development. Vixiees allows us to dedicate resources to what really adds value.

— Víctor, CEO of CTI