Corporate website, CRM, and AI chatbot

Millán & Asociados

Website, AI chatbot, internal CRM, and administrative system for an auditing and statutory audit firm with more than 55 years in Colombia.

Visit site Talk about your project

Project type: Corporate website, CRM, and AI chatbot
Scope: 5 connected modules
Site: millanyasociados.com
Technologies: LaravelVue 3Inertia.jsTailwind CSSOpenAIMySQL

Millán & Asociados: sitio web corporativo en escritorio y celular

Overview

Millán & Asociados is an auditing, statutory audit, and consulting firm based in Cali and Bogotá that has been operating since 1971. I developed its complete digital platform: the public website, tax tools for visitors, an AI chatbot, a CRM for managing prospects, and the internal dashboard the team uses to manage everything.

The challenge

A firm with more than five decades of experience needed a digital presence that matched its reputation and worked for the business instead of serving only as a showcase.

Contacts came through the website, forms, and WhatsApp, and the firm needed one place to receive, prioritize, and follow up with them. It also needed to answer visitors’ questions at any time and give them concrete reasons to share their information.

The solution

I built a platform with five pieces that work together:

01
Corporate website
A page for each service designed for SEO, a tax news blog, a careers section, and forms connected to WhatsApp.
02
Tax tools
A digital financial assessment that delivers a result in less than two minutes and a 2026 tax calendar searchable by national ID number or NIT.
03
AI chatbot
An assistant connected to OpenAI that answers questions about the services and guides visitors to a specialist.
04
Internal CRM
Prospects with automatic scoring, lists, importing, and follow-up through scheduled email.
05
Administrative system
A dashboard for managing services, news, team members, testimonials, the tax calendar, SEO, applications, and users, with activity logs and two-step verification.

The result

The firm now has a platform that presents it with the credibility it has earned and helps everyone who uses it:

Visitors
They can find the service they need, get answers from the assistant at any time, and use helpful tools such as the financial assessment and tax calendar.
The sales team
Every contact is stored in the CRM with its score and history, and email follow-ups are sent automatically.
The firm
It can update its content, services, and calendar without relying on anyone else, with access controls and a record of every change.

Gallery