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Automation, AI and processes for SMEss

Turn your business into an efficient, measurable, and scalable system.

Less operational chaos. More control. Better decisions. Automations that return time and real profitability..

We do not sell tools. We design work systems. Diagnosis, processes, automation, AI and measurement to ensure your business operates with greater control.
Who is Te Optimizo for?

For businesses that sell, but feel that the operations are suffocating them.

We work with freelancers, SMEs, and service companies that already have activity, clients, and processes, but still rely too much on WhatsApp, Excel, email, loose notes, and disconnected tools.

You don't need more tools. You need more structure.

Technology does not solve a disorganised business. First, we understand how your company really works; then we design the system it needs.

Overwhelmed freelancers Professionals who sell, attend to, quote, invoice, and follow up almost everything manually.
SMEs with teams Businesses that need to organise information, distribute tasks, and have real visibility of daily work.
Professional services Clinics, real estate agencies, offices, academies, consultancies, and companies where attention and follow-up are critical.
Companies that want to scale Businesses that want to grow without multiplying errors, costs, dependence on specific people or repetitive tasks.
The real problem

Most businesses do not have a sales problem. They have a structural problem.

There is a lot of work, earnings are less than they should be, and growth becomes unviable because the company relies on manual effort, emergencies, and specific individuals.

01
Commercial follow-ups that are lostUnanswered leads, uncontrolled budgets, and opportunities that are cooling off.
02
Distributed informationWhatsApp, email, Excel, CRM, notes and documents functioning as islands.
03
Administrative errorsInvoicing, collections, internal tasks or notices that arrive late or are duplicated.
04
Lack of visibilityNot knowing which channel works, where money is lost, or which process blocks growth.
What do we do at Te Optimizo?

We do not install pointless tools. We create business operating systems.

Our method combines consultancy, process redesign, automation, artificial intelligence, and continuous measurement. AI only comes into play when it adds real value.

01

Diagnosis and order

We understand how your business really works, where time is lost, and which processes need structure.

02

Impact prioritisation

We identify which automations generate the most return in time, money, quality, or control.

03

Intelligent automation

We connect tools, create workflows, and incorporate AI only where it improves the process.

04

Measurement and improvement

Everything is measured: hours, errors, response times, conversion, costs, and operational performance.

Discover what processes are holding back your business.

Take the free diagnosis and identify your level of maturity, your main bottlenecks, and the automation opportunities with the greatest impact.

What are you going to achieve?

More time, more control, and a company less dependent on manual tasks.

The aim is not to automate for the sake of trend. The aim is for your business to operate better, with simpler processes, clearer data, and fewer daily errors.

01

Recover operational time

We reduce repetitive tasks in administration, sales, customer service, scheduling, reporting, and follow-up.

02

Gain control of the business

We centralise information, create clear flows, and give you visibility of what is happening.

03

Improve the customer experience

We automate responses, reminders, lead generation, follow-ups, and communications without losing the human touch.

04

Reduce errors and omissions

Fewer duplications, fewer lost tasks, fewer improvised processes, and more consistency.

05

Making decisions with data

Dashboards, KPIs, alerts and reports to make decisions based on real information, not on feelings.

06

Climbing with less chaos

We prepare your business to grow without each new client increasing internal complexity.

Custom solution

Custom automation for your business

We analyse your business model, redesign your processes, and automate key tasks by integrating your current tools. It is the ideal option if your company has a specific operation, multiple departments, complex internal processes, or needs a fully tailored solution.

01Diagnosis of commercial, operational, administrative, and financial processes.
02Identification of bottlenecks, repetitive tasks, and losses of time or money.
03Design of the ideal work system before implementing tools.
04Automations with AI, CRM, Odoo, n8n, WhatsApp, email, dashboards and integrations.
We do not start with the tool.First, we organise the process. Then, we automate what truly adds value.
Optimise Your Packs

Sector-specific packages designed for businesses with repeatable processes.

Packaged solutions for specific sectors. We use our experience in sectors that we have analysed and automated to create standard solutions.

AVAILABLE
ACTIVE PACK

Dental clinics

Smart reception via WhatsApp, appointment management, modifications, cancellations, confirmations, reminders, patient recall, and operational metrics.

  • Agenda and change management.
  • Automatic confirmations and reminders.
  • Reactivation of dormant patients.
  • Operational dashboard and ROI measurement.
View dental pack
IN DEVELOPMENT
COMING SOON

Aesthetic clinics

Customer service automation, appointment management, treatment tracking, reminders, and patient loyalty.

  • Agenda and reminders.
  • Post-treatment follow-up.
  • Patient recruitment and recovery.
  • Requests for reviews and satisfaction.
In development
IN DEVELOPMENT
COMING SOON

Veterinary clinics

Automation solutions to improve care, organise appointments, remind about vaccinations, check-ups, and follow-ups for pets.

  • Vaccination reminders.
  • Management of appointments and reviews.
  • Automated initial care.
  • Tracking of recurring customers.
In development
IN DEVELOPMENT
COMING SOON

Law firms

Centralisation of enquiries, document automation, case tracking, and improvement of operational control of the office.

  • Entry and classification of queries.
  • Document automation.
  • Case tracking.
  • Internal reminders and tasks.
In development
Why optimise your business?

Optimising processes is not a luxury. It is survival and profitability.

If your business relies on manual tasks, disconnected tools, and people putting out fires, each stage of growth multiplies the chaos.

+30hEach month, they can get lost in administrative tasks that do not generate direct value.
24/7Customers expect quick responses. A hybrid model allows for better service without overwhelming the team.
−50%Optimisation can reduce administrative costs when applied to well-designed processes.
Customer reviews

Companies that have already started to work with more order and less friction.

This is what some of our clients say about us

★★★★★

“Working with them has been a very positive experience. They have helped me to optimise several processes within my business that used to take me a lot of time and that now operate in a much simpler and more automated way.


From the very beginning, they have been involved in understanding how my activity worked and in seeking solutions that truly adapted to what I needed.


Furthermore, the service has been friendly, clear, and very professional at all times.


If you have a business and feel that you could improve the way you manage your processes or your internal organisation, I definitely recommend working with them. It has been an investment that is well worth it.

Beatriz Rodríguez Galindo Bea Rodríguez Nutrición
★★★★★

“We have worked with Te Optimizo to develop the business plan for our project and the experience has been excellent. From the very beginning, they demonstrated a high level of professionalism, perfectly understanding the business idea and helping us to structure it clearly and realistically.

The plan they delivered to us is very well crafted, with detailed analysis, financial projections, and a strategic vision that truly adds value, incorporating points we hadn't considered and that are now key.

Furthermore, communication throughout the entire process was very smooth, and they were always available to resolve queries or provide improvements and energy during moments of uncertainty.


Without a doubt, I would recommend Te Optimizo to any entrepreneur or company that needs support to develop their business plan or improve their project strategy.

Sergio M The Spanglish Travelers
★★★★★

“A great experience with Te Optimizo! They help you a lot to improve any process in your business so that it is more agile, simpler, and you can even automate a large part of the work. I definitely recommend it for any company or business because they also adapt to what you really need, with solutions that you can implement from the start. Thank you for everything!”

Santi Rivera SRC Autoline
FAQs

Common objections before optimising a business.

Many companies know that they need to organise their processes, but they have reasonable doubts before starting.

I don't have time to implement this now

That's precisely why you need it. Our goal is to give you back the time you currently waste on repetitive tasks, manual tracking, and operational chaos.

I have already tried tools that haven't worked for me

Normalmente ocurre porque se empieza por la herramienta y no por el proceso. Nosotros lo hacemos al revés: primero ordenamos el flujo de trabajo y después elegimos la tecnología adecuada.

I use too many tools

Nuestro trabajo consiste en decidir cuáles son necesarias, cuáles sobran y cómo conectarlas para que la información no esté repartida entre WhatsApp, email, Excel, CRM y notas sueltas.

And what if my team doesn't use it?

Diseñamos procesos con el equipo, no contra el equipo. Buscamos adopción progresiva, formación sencilla y sistemas que reduzcan trabajo, no que añadan más carga.

I don't want to change my entire way of working

No imponemos una forma de trabajar. Mejoramos lo que ya funciona, eliminamos fricción y automatizamos lo que aporta valor sin romper la operativa diaria.

Does AI replace my team?

No. La IA debe liberar tiempo de tareas repetitivas para que las personas puedan centrarse en vender, atender mejor, resolver casos importantes y tomar mejores decisiones.

Is it safe?

Diseñamos los sistemas teniendo en cuenta seguridad, privacidad y cumplimiento. Cada proyecto debe analizar qué datos se tratan, dónde se almacenan y qué medidas se aplican.

Take the first step

Your business doesn't need more digital chaos. It needs a system that works.

Start with the free diagnosis and discover which processes you can organise, optimise, and automate to gain time, control, and profitability.