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Turn your CRM into a competitive advantage

Your platform can deliver much more: a decade designing CRM and marketing automation strategies that translate into revenue, efficiency, and more autonomous teams. Let's start with a free 30-minute conversation.

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The model

Business first, platform second

Every engagement combines three pillars. The difference is the order: we understand how your company operates and sells before proposing any technical solution.

Strategy

We understand your business model before touching the platform: your sales, service, and marketing processes, your metrics, and your priorities. We take part in planning, and every technical decision serves a business goal.

Enablement

Workshops and coaching with close support for the lead user of each process, so your team gains autonomy every month. The knowledge stays in your company, not with the vendor.

Technical execution

Journeys, automations, integrations, APIs, and data architecture, built with business judgment: every build is justified by the outcome it enables.

Platforms

Platforms we work with

Every platform has its strength. Our job is to help you choose the right one for your stage, and turn the one you already have into results.

CORE SPECIALTY

Salesforce

The choice for complex, multi-team operations that need depth, governance, and scalability.

KPIs we typically move
Pipeline conversionRevenue per journeyResolution time

HubSpot

Ideal for growing teams that prioritize implementation speed and friction-free adoption.

KPIs we typically move
Lead generationSales cycle speedTeam adoption

Zoho

Efficiency for operations that want more CRM for their investment, with controlled platform costs.

KPIs we typically move
Cost per leadSales productivityPlatform ROI
Differentiators

Why choose us

Here's what changes when you work directly with the architect who designs your strategy.

01

Direct access to the decision-maker

The person who designs your strategy is the same one who executes it. No layers of project managers or consultants rotating through your account.

02

Seniority that costs less than it seems

One senior hour replaces several junior hours: less rework, fewer detours, and the right decisions the first time. Compare the total cost, not the rate.

03

The most out of your current platform

We get the most out of the CRM you already pay for before suggesting additional licenses. And when it's time to invest, we recommend what truly benefits your business.

04

10 years of verifiable track record

A decade implementing, scaling, and rescuing CRM platforms. We know what works, what tends to fail, and which investments are better avoided.

05

Your team gains autonomy

We measure success by the autonomy your team gains: every quarter you'll depend on us less to operate, and more to decide.

06

Frictionless flexibility

Monthly packages that scale with you, no long lock-ins or rigid contracts. The relationship is sustained by value, not by the contract.

Hours are just the container. The product is judgment, strategy, and a team that grows.
Daniel Muñoz at working sessions and technology events
Packages

Four ways to work together

More than hours, each package defines the role we take on: direction, build, leadership, or dedicated capacity for your team.

DIRECTION

Advisor

For teams already running a CRM that need senior direction by their side.
20 h / month
Your team executes; we provide the judgment.
  • Monthly strategy session: roadmap & prioritization
  • Ongoing platform audit and architecture review
  • Office hours: on-demand advisory for your team
  • Technical quick wins on your platform
  • Licensing and investment recommendations
The value: avoiding costly decisions and moving forward with a clear roadmap.
★ MOST POPULAR
BUILD

Accelerator

For growing companies ready to build and scale on their CRM.
40 h / month
Strategic direction + senior hands building alongside you.
  • Everything in Advisor, plus:
  • Journey and automation design & build
  • Technical development: APIs, integrations & data model
  • Monthly training workshop for your team
  • A seat at your campaign planning table
The value: campaigns in production and a team that depends less on vendors every quarter.
LEADERSHIP

Partner

For organizations where the CRM is the core of the business.
80 h / month
A senior platform leader, at a fraction of the cost of hiring one.
  • Everything in Accelerator, plus:
  • Architect embedded in your rituals and planning
  • Platform governance and multi-team roadmap
  • Technical leadership of end-to-end projects
  • Enablement program with certification path
  • Quarterly executive KPI & ROI report
The value: the CRM stops being a tool and becomes a business capability.
DEDICATED TEAM

Dedicated

For operations that need ongoing capacity inside their team.
PT / FT · part-time or full-time
A dedicated specialist, with the architect's direction and quality control.
  • Dedicated CRM specialist, embedded in your team and rituals
  • Profile selected for your platform and needs
  • Oversight and quality control by the senior architect
  • DM Blocks methodology and documentation
  • Scales from part-time to full-time as demand grows
The value: immediate capacity, without the cost and lead time of recruiting.

Looking for something different? Let's talk and design an arrangement tailored to your operation.

Added value

Digital solutions that grow with your business

Not every company starts with the CRM. Sometimes the first step is a website, an ecommerce store, or an app. And sometimes what's missing is connecting them to the CRM you already have. We design every piece ready to integrate, today or when the time comes.

Ecommerce

Online stores ready to connect to your CRM: every purchase feeds your journeys, your segmentation, and your customer service.

Custom checkoutInventorySubscriptions

Loyalty Programs

Loyalty programs and retention-focused mobile apps: points, tiers, and rewards, built to sync with your marketing platform and activate every customer at exactly the right moment.

Mobile appLoyaltyPoints system

Customer & employee portals

Self-service, cases, content, and real-time data, on your CRM's native portals or fully custom, ready to integrate with your operation today or down the road.

Self-serviceCommunitiesKnowledge base

SEO & SEM with real ROI

Search campaigns and organic positioning connected to your CRM: every click is tracked all the way to the sale with attribution models, so you invest where the return actually is.

Paid mediaAttribution modelReferral programs
Artificial intelligence

Supercharge your CRM with artificial intelligence

Your CRM already has the data. AI turns it into action: less manual work for your team, more relevance for your customers, and decisions based on real behavior.

✓ Fewer manual hours, more strategy ✓ 24/7 service without growing headcount ✓ Decisions driven by data, not gut feeling
CUSTOMER SERVICE

AI agents that resolve 24/7

Agents that respond and resolve cases around the clock using your CRM data, escalating to a human exactly when it matters.

MARKETING

Predictive personalization

The content, the offer, and the send time of every message decided by AI based on each contact's real behavior.

SALES

Lead scoring and purchase prediction

Spot in time who is ready to buy and who is about to leave, so your sales team prioritizes where the odds of closing are highest.

OPERATIONS

Copilots for the day-to-day

Account summaries, email drafting, data cleaning and enrichment, embedded in your team's daily workflow.

Using your platform's native AI (Agentforce/Einstein, Breeze, Zia) or custom-built solutions.  Find out which use cases apply to your business →
Industry experience

Industries we work with

The methodology stays the same; your industry sets the context. These are some of the industries we work with:

Retail & Ecommerce

Segmentation, abandoned carts, loyalty, and repurchase journeys.

Banking, fintech & insurance

Digital onboarding, regulated communications, and smart cross-selling.

Health & wellness

Reminders, adherence, and patient journeys with well-governed sensitive data.

Education

Student recruitment, enrollment nurturing, and alumni communication.

Travel & hospitality

Pre-stay journeys, upselling, and frequent-guest programs connected to the CRM.

Real estate & construction

Project lead management, visit follow-up, and post-sale journeys.

Who is behind this

Experience with a name and a face

Daniel Muñoz, founder of DM Blocks: the architect behind every project.

Founder of DM Blocks, with 10+ years leading CRM and marketing automation strategies for companies and partners across markets. I've spoken at technology events around the world and supported official partners in executing campaigns for them and their clients. One conviction guides my work: projects don't fail because of the tool; they fail when nobody translates business goals into the language of the platform.

That's where I add the most value: between the business and the technology, making sure the CRM serves the strategy, not the other way around. A CRM evolves constantly, and the team running it must evolve with it: that's why every engagement includes ongoing training and close support for the lead user of each process and functional area.

10+Years in CRM
+80Projects delivered
+10Digital certifications
+20Industries served
FAQ

Your questions, answered

The answers to what we usually get asked before getting started.

How is the investment defined?

Based on the role we take on and the scope your operation needs. After the discovery call you'll receive a clear proposal, with defined scope and terms, no surprises.

How soon do results show?

It depends on the starting point, but the first quick wins usually land within the first weeks. Structural changes are planned in stages, with measurable results at each one.

What if I already work with an official partner?

We add, we don't compete: we've supported official partners executing campaigns for them and their clients, and we also serve as an independent second opinion.

What if I don't have a CRM yet?

That's a great time to talk: we help you choose the right platform for your stage, or start with the piece your business needs first, like a website, an ecommerce store, or an app, ready to integrate later.

Can you take over a project that stalled halfway?

Yes. A good part of our track record is rescues: platforms half-implemented or without adoption. We assess what was built, keep what works, and steer the project back toward results.

How do billing and payments work?

No long lock-ins, and flexibility in payment methods and dates: we want the investment to follow your business's cash flow, not strain it. You can pay by bank transfer, PayPal, or credit/debit card.

Book your 30-minute discovery call

It's a working session, not a sales call.

1

Book

Fill out the form to book a 30-minute slot, free of charge and commitment-free.

2

We talk

An expert look at your platform, your team, and your goals: where the opportunity is and what's holding it back.

3

We define

If moving forward makes sense, we'll propose the right arrangement. And if it's not the time yet, we'll tell you clearly.