Camuy Cooperativa
Prepared for
Cooperativa Camuy
Presented
May 21, 2026
WHITE-LABEL CRM PLATFORM FOR THE HISPANIC MARKET

Implementation Proposal
Cooperativa Camuy

Phase 1: Call Tracking · 4-Phase Roadmap
Blanquito CRM · blanquito.io 1 / 10
The Ask

What Cooperativa Camuy asked us to deliver

Five points of visibility on every call coming into the cooperativa.

That is Phase 1 — straightforward, measurable, deployed within 30 days.

1
Call duration
2
Who answered the call
3
Track the call flow
4
Where the call routed
5
Purpose of the call
Blanquito CRM · blanquito.io2 / 10
Phase 1

Call Tracking Core

Captures the five data points the cooperativa requested, on a dashboard where management can see — in real time — which calls come in, who handles them, and why.

What we build

Dedicated Blanquito CRM workspace — Camuy branding, users by department.
Dedicated PR phone lines (787) — one per channel or branch for clean attribution.
Inbound + outbound + SMS on the same lines, all captured in the CRM.
Native capture of duration, agent, route, and source. Custom field for Call Purpose.
Call recording with searchable transcripts and tagging.
Executive dashboard — calls by agent, by purpose, by source, by time of day.
Bonus value: integration with your WordPress site — click-to-call buttons and a lead form that feeds the same CRM.

Deliverables and timeline

Week 1-2 — Technical setup, numbers assigned, capture live.
Week 3 — Dashboards, WordPress integration, internal QA.
Week 4 — Team training (length depends on cooperativa availability).
Total time
30 days or less + training
Suggested start
Monday after signature
Blanquito CRM · blanquito.io3 / 10
Phase 1 · Investment

Lean by design

No duplicate platform licenses. No platform overhead. Only what today's operation actually needs.

One-time setup
$1,600 USD
Implementation, configuration, WordPress integration, training.
Monthly platform
$250 / month USD
CRM platform, support, dashboards, and one dedicated line.
Per minute
$0.025
inbound + outbound
Per SMS
$0.025
per segment sent
Extra line
$10 /mo
per additional number

What the monthly covers

Full CRM workspace (no user or contact caps)
One dedicated Puerto Rico phone line
Inbound + outbound calling + SMS on the same line
Call recording, storage and search
Technical support and minor adjustments
Monthly usage and metrics report
Agreement: 24-month service term. Locks in pricing and prioritizes Camuy on the roadmap as new capabilities ship.
Blanquito CRM · blanquito.io4 / 10
Roadmap

Four phases. One platform.

We start with what you need today — pure call tracking — and add capabilities (AI, automation, loyalty) on top of the same infrastructure. No migrations. Nothing thrown away.

PHASE 1
Call Tracking Core
≤ 30 days + training
The five exact points you asked for. CRM live. WordPress site integrated.
PHASE 2
AI Agents + Web Chat
4-6 weeks + testing
AI answers after hours, books appointments, and lives in the website chat too.
PHASE 3
Lead Gen + WhatsApp
3-4 weeks
Automated lead capture, WhatsApp Business, member segmentation, and campaigns.
PHASE 4
Strategic Intelligence Layer
TBD
Loyalty, churn prediction, B2B prospecting, ad integrations — built on top of the CRM.
Blanquito CRM · blanquito.io5 / 10
Phase 2

AI Agents + Web Chat

Once the cooperativa can see every call, the next step is to never miss one. AI answers after hours, books appointments, and handles FAQs across phone and web — one shared brain.

Capabilities

24/7 AI receptionist — answers after-hours calls and escalates to a human when needed.
Appointment booking integrated with officer and branch calendars.
Knowledge base built from cooperativa documents, FAQs, and website content.
Multi-agent — one agent per department (members, lending, services).
Web chat on WordPress sharing the same brain as the phone agent.

Investment and timeline

Setup
$4,500 USD
AI training, knowledge base, calendars, web chat.
Monthly
$850 / mo + usage
Voice minutes and AI interactions billed at usage rates.
4-6 weeks + testing
Note: Does not include the AI voice talent license. Quoted separately based on voice selected.
OPTIONAL ADD-ON
White-Label Mobile App
Cooperativa-branded iOS + Android app for your officers. Two-way SMS / WhatsApp / calls, calendar booking, push notifications, pipeline on the go.
SETUP
$2,900
USD one-time
MONTHLY
$200/mo
App store + maintenance
Disclaimers: App store approval timelines apply (Apple ~1-2 weeks, Google ~3-5 days) and are outside our control · Legal fees for privacy policy and terms of service are not included (estimated ~$850, billed separately).
Blanquito CRM · blanquito.io6 / 10
Phase 3

Lead Generation + WhatsApp

With operations capturing and responding, we open the door to active growth. Here the cooperativa moves from reactive to outbound.

Capabilities

WhatsApp Business integration — the channel your members actually use.
Lead capture automation — landing pages, forms, email/SMS sequences.
Member segmentation by product, tenure, and behavior.
Multi-channel campaigns coordinated across email, SMS, WhatsApp, voice.
Full attribution — ROI by channel, by campaign, by officer.

Investment and timeline

Setup
$3,800 USD
WhatsApp Business API, flows, segmentation, templates.
Monthly
$1,150 / month
Platform + channels + ongoing campaign management.
3 to 4 weeks
Blanquito CRM · blanquito.io7 / 10
Phase 4

Strategic Intelligence Layer

An analytical layer we build on top of the CRM — combining native features, best-in-class integrations, and AI analytics. Turns accumulated member data into decisions: who's at risk, who can grow, where to invest next.

Capabilities

Digital loyalty program integrated with the CRM.
Churn prediction — who is at risk of closing, with enough lead time to act.
B2B prospecting — flows for recruiting commercial and business accounts.
Ad platform integrations — Meta Ads and Google Ads connected to the CRM (lookalikes from your best members).
Data mining and executive reports for the Board of Directors.

Investment and timeline

Setup
$7,500 USD
Program design, predictive models, ad integrations.
Monthly
$1,500 / month
Model maintenance, ad management, monthly reports.
TBD · Depends on client adaptation
Blanquito CRM · blanquito.io8 / 10
Snowball Effect

Growth that compounds

Each phase leaves capabilities in place that the next one builds on. A small initial investment opens the door to compounding returns — without ever rebuilding what came before.

Month 1-2

Phase 1 — Call tracking and attribution. Data starts accumulating.

$1,600 setup $250/mo + usage

Month 3-4

Phase 2 — AI answers, books, and learns. Zero missed calls.

$4,500 setup $850/mo + usage

Month 6-9

Phase 3 — Active acquisition, WhatsApp, segmented campaigns.

$3,800 setup $1,150/mo

TBD

Phase 4 — Strategic intelligence layer built on top of the CRM. Sustained growth.

$7,500 setup $1,500/mo
The idea: start as lean as possible (Phase 1), validate the value with the cooperativa's actual data, and only then add layer by layer. The cooperativa sets the pace.
Blanquito CRM · blanquito.io9 / 10
Next Steps

How we kick off

Three steps. Two weeks. An active sub-account capturing real call data from the cooperativa.

1

Approval and signature

Confirmation of Phase 1 + Service Agreement. Initial setup payment.

2

Technical kick-off

Number assignment, agent identification, mapping of current call flows.

3

Deployment + training

CRM in production, WordPress integration, training session with the team.

Decide today = CRM running within 30 days. Phase 1: $1,600 setup · $250/mo + usage
info@blanquito.io
blanquito.io
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