The Macon y Asociados client-file platform: upload, quality-control review and management dashboard
Custom software · Compliance Mexico

Macon y Asociados

Audit-proof client files at scale

1,200+ Sales logged in 2 months
100% Documentation accuracy
◈ Result

More than 1,200 sales logged in the first two months of use — every one auditable, with 100% accuracy on documentation and request status.

Challenge

Macon y Asociados is an authorized Telmex dealer. Every Infinitum customer they sign needs a documented, traceable file that Telmex can audit at any time. Done by hand, one incomplete file is not a clerical error — it is the risk of losing the dealership.

Solution

We built the system that carries a file end to end: the field rep uploads the documentation, a quality-control desk inside the software approves or rejects it against Telmex requirements, and a dashboard shows what is uploaded, reviewed and cleared.

Result

More than 1,200 sales logged in the first two months of use — every one auditable, with 100% accuracy on documentation and request status.

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