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Humanergy Technology Platform

Transversal services that power all suites.

Suite of transversal services that powers other Humanergy suites: CRM, legal digital signature (digiEndorse), business videoconferencing (Meet), cloud infrastructure (Cloud), AI modules (AI), help desk, and integration gateway (Nexus).

Why HTP matters

The operational backbone your company can no longer postpone.

Not all functionalities belong to a specific operational suite. HTP groups the horizontal services that connect to all suites: customer relations, document signing, communication, AI, and support. It is the technological backbone of the ecosystem.

Designed for

HTP is the ideal suite for:

Corporate IT teams, operations directors, technology managers, and CIOs seeking to unify transversal services that are normally in separate tools (HubSpot + DocuSign + Zoom + Zendesk + ChatGPT).

4 solutions · 16 groups of modules

The solutions that make up HTP.

Each solution solves a specific functional domain. Implement the full suite, individual solutions, or specific modules — adopt HTP at the pace your organization needs.

01
Solution 1 of 4

CRM

Customer lifecycle management from prospection to post-sales, optimizing the commercial process, conversion, and retention.

What is it?

Customer relationship management platform covering the complete cycle from prospection to post-sales: lead capture, qualification, opportunities, quotes with catalog, 360° customer profile, and automated marketing campaigns.

Why do you need it?

A commercial team without a CRM works with Excel lists that become outdated, opportunities lost due to lack of follow-up, and a sales process that each salesperson interprets their own way. The consequence: unpredictable pipeline and customer churn.

Who is it for?

Commercial Directors, Sales Managers, Marketing teams, and Customer Success areas in companies with consultative or complex sales cycles.

What you get

5 concrete benefits:

  • Visual pipeline of opportunities by stage
  • Quotes with catalog and discount approval
  • 360° customer profile with complete history
  • Email campaigns with open and click tracking
  • Sales forecast by executive and period
Technical modules · 4 groups
Lead management
  • Lead capture from web, social networks, and campaigns
  • Lead qualification and scoring
  • Automatic assignment to sales executive
  • Activity tracking: calls, emails, meetings
  • Visual sales funnel (pipeline)
Opportunities and quotes
  • Opportunity management by stage
  • Quote generation with product catalog
  • Multi-level discount approval
  • Sales forecast by executive and period
  • Versions and follow-up of quotes
Customers and contracts
  • 360° customer profile
  • Purchase, payment, and communication history
  • Contract and renewal management
  • Classification by segment, industry, and value
  • Renewal alerts and churn risk
Campaigns and marketing
  • Segmented mass email sending
  • Open and click tracking
  • Integration with landing pages and forms
  • ROI measurement by campaign
02
Solution 2 of 4

digiEndorse · Digital Signature

100% legal electronic signature with complete audit: simple signature, advanced signature with FIEL, timestamps, and digital conservation of signed documents.

What is it?

Electronic signature platform with legal validity: simple signature by OTP, advanced signature with FIEL/SAT e-signature, biometric signature, NOM-151 timestamps, contract templates, and complete audit trail with public QR verification.

Why do you need it?

Printing, signing, scanning, and emailing contracts is slow, costly, and legally vulnerable. A certified electronic signature complies with NOM-151 and the Federal Law on Advanced Electronic Signature — and reduces the contract closing cycle from weeks to hours.

Who is it for?

Corporate legal areas, human resources (employment contracts), sales (commercial contracts), real estate, and any organization with high volume of signatures.

What you get

5 concrete benefits:

  • Legal validity in Mexico (LFEA and NOM-151)
  • Signing with SAT's FIEL (same level as public deed)
  • Multi-signer workflow with automatic notifications
  • Public QR verification of the signed document
  • Reusable templates with dynamic variables
Technical modules · 4 groups
Electronic signature
  • Simple signature by OTP (email or SMS)
  • Advanced signature with FIEL/eFirma SAT
  • Biometric signature by handwritten stroke
  • NOM-151 timestamps
  • Legal validity in Mexico and international recognition
Signature workflow
  • Signer order definition
  • Automatic notifications by email and WhatsApp
  • Reminders and deadlines
  • Sign from mobile without installation
  • Link to signer's file
Validation and audit
  • Public signature verification with QR
  • IP, timestamp, and geolocation logging
  • Complete audit trail per document
  • Digital conservation with SHA-256 integrity
  • Export of evidence for trial
Templates and reuse
  • Predefined contract templates
  • Dynamic variables per signer
  • Libraries by document type
  • Automated flows from other Humanergy suites
03
Solution 3 of 4

Help Desk

Technical support and service management (ITSM) system for handling incidents, requests, and problems from internal and external customers.

What is it?

ITSM technical support and service management system: multichannel tickets (email, chat, WhatsApp, phone), configurable SLAs with automatic escalations, knowledge base with intelligent search, and user self-service portal.

Why do you need it?

Handling technical support via email or WhatsApp without a ticketing system means: you lose requests, you don't measure response times, you don't detect recurring patterns, and you have no evidence for audits or claims. A professional Help Desk solves those four problems.

Who is it for?

Corporate IT areas, technology companies providing customer support, internal service desk, physical and digital product support.

What you get

5 concrete benefits:

  • Multichannel tickets: email, portal, chat, phone, WhatsApp
  • SLA by ticket type with automatic escalation
  • Knowledge base with automatic article suggestion
  • Self-service portal reduces incoming tickets by 40-60%
  • SLA, satisfaction, and resolution reports per agent
Technical modules · 4 groups
Ticket management
  • Ticket creation by: email, portal, chat, phone, WhatsApp
  • Automatic categorization by type: incident, request, problem, change
  • Assignment to agent or work queue
  • Priority: critical, high, medium, low
  • Complete interaction history per ticket
SLA and workflows
  • SLA definition by ticket type and customer
  • SLA breach alerts
  • Automatic escalation by time or priority
  • Approval flows for changes
  • Configurable automatic closure due to inactivity
Knowledge base
  • Solution articles by category
  • Intelligent search (full-text)
  • Automatic article suggestion when creating a ticket
  • Utility rating by user
  • Article versioning
Self-service portal
  • Web portal and mobile app for users
  • Ticket status inquiry
  • Creation of new tickets without calling support
  • Real-time chat with agent
04
Solution 4 of 4

Meet · Cloud · Nexus · AI

Infrastructure and communication services: business videoconferencing (Meet), cloud infrastructure (Cloud), integration gateway (Nexus), and embedded AI modules.

What is it?

Infrastructure services suite: Humanergy Meet (business videoconferencing with HD/4K and up to 1,000 participants), Cloud (multi-cloud or on-premise), Nexus (API and integration gateway), and AI (artificial intelligence modules embedded in each suite).

Why do you need it?

A modern company uses Zoom for meetings, AWS for infrastructure, Zapier for integrations, and ChatGPT for AI — paying 4 subscriptions to 4 different providers. This suite consolidates the 4 services into a single platform integrated with your operation.

Who is it for?

CIOs, IT Directors, Solution Architects, and Innovation areas seeking to consolidate the technology infrastructure of the business ecosystem.

What you get

5 concrete benefits:

  • HD/4K videoconferencing with up to 1,000 participants
  • Multi-cloud: AWS, Azure, GCP, Oracle, IBM or on-premise
  • API Gateway with native connectors to SAP, Salesforce, HubSpot
  • AI embedded in each suite (no external ChatGPT required)
  • Collaborative whiteboard, automatic transcription, and recording
Technical modules · 4 groups
Humanergy Meet
  • Business videoconferencing with HD/4K quality
  • Persistent virtual rooms per team
  • Recording with automatic transcription
  • Outlook/Gmail/Calendly integration
  • Up to 1,000 simultaneous participants
  • Collaborative whiteboard and screen sharing
Humanergy Cloud
  • Cloud infrastructure for SaaS deployments
  • Multi-cloud options: AWS, Azure, GCP, Oracle, IBM
  • Private on-premise in customer data center
  • Auto-scaling and load balancing
  • Automatic backups and disaster recovery
Humanergy Nexus · API Gateway
  • API Gateway for integrations
  • Native connectors: SAP, Oracle, Salesforce, HubSpot, etc.
  • Bidirectional webhooks with all suites
  • Connector marketplace
  • API rate limiting and monitoring
Humanergy AI
  • AI modules embedded in each suite
  • Natural language processing (NLP)
  • Computer vision (document validation)
  • 24/7 conversational assistant
  • Detection of patterns, risks, and opportunities
AI Copilot · HTP Specific

The HTP AI module lives within your data.

The HTP artificial intelligence module queries the suite's database daily, interprets the information according to the user's profile, and delivers actionable findings — detected risks, identified opportunities, and personalized alerts.

It is a copilot that understands what matters in HTP. It's not a generic assistant — it's a specialized module for this suite's domain.

Critical tickets

Detects recurring ticket patterns and proposes KB articles

Expired documents

Alerts for signed documents about to expire

CRM Engagement

Identifies commercial opportunities with low activity

Platform usage

Optimizes cloud resources based on consumption patterns

Embedded compliance

HTP adapts to each country's regulations.

Regulatory frameworks, official formats, and government validations are automatically updated — without your team having to worry about every tax, labor, or regulatory change.

🌎

International

GDPR · LFPDPPP · eIDAS

🔒

Security

SOC 2 · ISO 27001 · AES-256

🇲🇽

Mexico

NOM-151 · FIEL · LFEA

The other 7 suites

HTP is just one piece of the Humanergy ecosystem.

Combine HTP with any other suite — they all share data, users, permissions, and the same AI layer.

Ready to implement HTP?

Schedule a 30-minute demo focused on HTP with our team or connect with a certified partner in your country.