🇨🇷 +506 8553-3615 contactar@incompany.cr
#1 Salesforce Partner in Costa Rica
Salesforce Partner · Costa Rica

The Salesforce partner that understands your industry

18 years transforming companies across 9 industries: automotive, insurance, banking, nonprofits, education, retail and more. Certified consultants, local support, and a boutique methodology proven across 550+ projects.

Boutique consulting

We understand your business before we touch the platform

Every project starts with a real diagnosis of your as-is — we design, 100% tailored to you, the tool your team will actually want to use every day.

Service Cloud

Happier service teams, customers who love your brand

We transform how your agents work: one single console, less friction, more context — so every interaction feels more human, faster, and easier to resolve.

Sales Cloud

More productive sales teams, more deals closed

We centralize your pipeline, automate the repetitive work, and give your sales reps their time back — to sell more, not to fill out reports.

Integrations & Customer 360

All of your customer data, in one single place

We connect Salesforce with your systems to build a real 360 view — the foundation for every team to deliver a better experience, so your customers fall in love with the service they receive.

17+
Years in CR
550+
Projects
9
LATAM Countries
Salesforce consultant working with a client in Costa Rica
Team of consultants designing a tailored strategy
Customer service agent helping a client through a headset
Sales team closing a deal with a client
Integrated data dashboard showing centralized metrics
Presence across Latin America
🇨🇷 Costa Rica 🇨🇴 Colombia 🇲🇽 Mexico 🇦🇷 Argentina 🇩🇴 Dominican Republic 🇵🇦 Panama 🇸🇻 El Salvador 🇭🇳 Honduras 🇻🇪 Venezuela
Incompany Costa Rica team
2009 Founded in CR
Who we are

Born in Costa Rica, grown by industry

We are a Costa Rican company founded in 2009 with the purpose of bringing Salesforce to companies across the region. Today we are the longest-standing Salesforce partner in Costa Rica, operating in 9 Latin American countries with specialized practices across 9 industries.

Our process is deeply consultative: we understand your as-is before designing the to-be. We don't sell licenses, we build adoption — we want your users to fall in love with the tool so your customers get a better experience. That's our boutique methodology.

🏆
Official Salesforce partner since 2009

The first, and most experienced, Salesforce implementation partner in Costa Rica.

🎯
Real specialization by industry

We design every implementation around the language and processes of your specific sector — never with generic templates.

🌎
Regional reach, local roots

We operate in 9 LATAM countries while keeping the same closeness and personalized service we've always offered.

Specialization by industry

A 100% consultative implementation, built around you

Every industry has its own language, its own processes, and its own way of closing deals. We design every project from a real diagnosis of your business, with one clear goal: your agents and sales reps work better, and your customers get a better experience.

incompany.auto
🚗

Automotive

Salesforce Automotive Cloud implementations with DMS and OEM system integrations. Pipeline management, after-sales service, and dealership experience.

SAMSA (Isuzu, Changan) · Land Rover CR · BMW · Toyota Mexico
View industry details →
incompany.finance
🏦

Insurance, Banking & Pensions

Financial Services Cloud and Insurance Cloud for insurers, banks, and pension fund operators. Core banking/actuarial integrations via API.

General de Seguros RD · Banco Atlántico · AFP Pensiones · Rayocol
View industry details →
incompany.org
💚

Nonprofits & Foundations

Implementations under Salesforce's 1-1-1 model for foundations and nonprofit organizations looking to scale their social impact.

Vida Volunteer · Fundación CRUSA · Fundación Demain · Parque La Libertad
View industry details →
incompany.edu
🎓

Education

Student prospecting, admissions management, and omnichannel support for universities and educational institutions across Central America.

Universidad Castro Carazo · UFM Guatemala · Universidad Da Vinci · Fundepos
incompany.retail
🛍️

Retail & Distribution

Sales Cloud and Service Cloud for retail chains and distribution companies with field sales forces and multiple touchpoints.

Grupo Capris · Lady Lee · Farmagro · Grupo Acción Comercial
View industry details →
incompany.logistics
🚢

Transportation & Logistics

Solutions for transportation and logistics operations, with service tracking and continuous-improvement sprints under an agile methodology.

Transtainer
View industry details →
incompany.coop
🤝

Cooperatives

Ongoing Salesforce support for cooperatives, with an hours-bank model adapted to their operating cycles.

Coopelesca
View industry details →
incompany.build
🏗️

Construction & Housing

Sales and after-sales management for housing developers, from lead to property handover.

Su Casa Desarrollos
View industry details →
incompany.travel
✈️

Tourism

Tourism CRM for tour and experience operators, optimizing booking conversion and traveler care.

Quimbaya Tours
View industry details →
incompany.auto
🚗

Automotive

Salesforce Automotive Cloud implementations with DMS and OEM system integrations. Pipeline management, after-sales service, and dealership experience.

SAMSA (Isuzu, Changan) · Land Rover CR · BMW · Toyota Mexico
View industry details →
incompany.finance
🏦

Insurance, Banking & Pensions

Financial Services Cloud and Insurance Cloud for insurers, banks, and pension fund operators. Core banking/actuarial integrations via API.

General de Seguros RD · Banco Atlántico · AFP Pensiones · Rayocol
View industry details →
incompany.org
💚

Nonprofits & Foundations

Implementations under Salesforce's 1-1-1 model for foundations and nonprofit organizations looking to scale their social impact.

Vida Volunteer · Fundación CRUSA · Fundación Demain · Parque La Libertad
View industry details →
incompany.edu
🎓

Education

Student prospecting, admissions management, and omnichannel support for universities and educational institutions across Central America.

Universidad Castro Carazo · UFM Guatemala · Universidad Da Vinci · Fundepos
incompany.retail
🛍️

Retail & Distribution

Sales Cloud and Service Cloud for retail chains and distribution companies with field sales forces and multiple touchpoints.

Grupo Capris · Lady Lee · Farmagro · Grupo Acción Comercial
View industry details →
Our services

Salesforce solutions for Costa Rican businesses

From implementation to continuous evolution — we're the technology partner your company needs.

🧩

Sales Cloud

Centralize your sales pipeline, automate follow-ups, and close more deals with full visibility into your sales cycle.

CRMPIPELINESALES
🎧

Service Cloud

Omnichannel customer service with WhatsApp, email, calls, and chat from a single smart console.

OMNICHANNELWHATSAPPCASES
🏦

Financial Services Cloud

Specialized solutions for banking, insurance, pensions, and cooperatives in Costa Rica and LATAM.

BANKINGINSURANCEPENSIONS
🚗

Automotive Cloud

Implementations for dealerships and automotive distributors, with OEM system integrations and vehicle lifecycle management.

DEALERSHIPSDMSAFTER-SALES
🤖

Agentforce & Einstein AI

Bring artificial intelligence into your business processes with Salesforce's most advanced agents.

AIEINSTEINAGENTFORCE
🔌

Integrations & Development

We connect Salesforce with your ERP systems, e-invoicing, and local platforms through robust APIs.

APIERPHACIENDA CR
📚

Training & Adoption

We make sure your team actually uses Salesforce, with certified training programs and ongoing support.

TRAININGADOPTIONCERTIFICATION
Our track record

The numbers speak for themselves

17 years of uninterrupted presence in the Costa Rican market back us up.

18+
Years in Costa Rica
Salesforce partner from day one, leading digital transformation in Costa Rica
550+
Successful projects
Companies that transformed their business operations with our guidance
200K+
Hours worked
Dedicated to strategic consulting, implementation, and optimization
9
LATAM countries
Regional presence with the DNA and service quality of Costa Rica
Success stories

Companies that trust us

These are some of the clients we've worked with in Costa Rica and the region. Hover over each logo to learn more.

FIFCO logo
Grupo Nación logo
Banco Atlántico logo
Hospital Metropolitano logo
Coopelesca logo
Universidad Castro Carazo logo
Fundación CRUSA logo
HINO, A Toyota Group Company logo
Unicomer logo
General de Seguros logo
Grupo Motores Británicos logo
Grupo Electrotécnica logo
Corporación Ladylee logo
Universidad Fundepos de Costa Rica logo

+ other companies and organizations that trust Incompany across Costa Rica and LATAM

Let's talk

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