San José is Costa Rica's capital and the country's shared-service and back-office hub. CINDE, the national investment promotion agency, reports more than 82 shared-service and back-office companies employing over 55,000 people, 84% of them serving North American clients, with 19 new and 48 reinvestment projects in advanced business services and digital tech recorded in 2025. That is an outsourced-operations economy where CRM and workflow tooling map directly onto day-to-day case handling.
LATYNEX Digital works with businesses like that remotely, in English. It often starts with a CRM that tracks each case or client handoff to a decision, operations queues connected so they are not retyped and AI tools set up with written data rules. This page is the San José overview inside the Costa Rica market.
Good places to start in San José
Three practical first steps for businesses here. Each starts with a short assessment, then one written scope and one price.
- 01CRM & Sales Workflow Implementation
Professional-services and back-office firms need one record and one owner per client, not scattered email threads.
- 02Workflow Automation & Systems Integration
Enquiries and internal handoffs connected to one workflow, so nothing depends on someone remembering to forward an email.
- 03Internal Business Tools
Operations run on spreadsheets get replaced one process at a time, starting with the one that actually breaks.
Not sure which fits? Tell us what you use today and we will point you to the right starting point, or say so if we are not the right people.
Typical industries
- Shared-service centres and back-office operations
- Business-process outsourcing for North American clients
- Digital and advanced business services
- Customer-support and operations teams
Common lead-handling problems
- Case queues tracked across separate ticketing tools and spreadsheets
- Client handoffs between shifts or teams handled by email
- Reporting to North American clients assembled by hand each week
- AI tools used informally with no written data rules
Tracking case queues without inbox searches
Shared-service teams often manage client cases through a mix of ticketing tools and email, where finding the latest status means checking several places.
Workflow automation can hold one record per case with its owner, status and next step.
Handoffs between shifts and teams
Back-office operations running across shifts often lose context when a case is handed to a new team, and details get re-explained by email.
One CRM configured around your case stages keeps the full history with the case, not in someone's inbox.
Reporting for North American clients
Weekly and monthly client reporting on volumes and turnaround is often assembled by hand from several systems.
Connected records feed reporting directly, and written rules for any AI tool that drafts summaries, with a person reviewing before it is sent.
What LATYNEX Digital does for businesses in San José
One team, four ways in: configure the tools you already have, connect them, automate what should not be manual, and build custom software only where those are no longer enough. Each item below links to its full page.
AI & systems implementation
Get the tools you already pay for working properly — configured, connected and adopted.
- AI Implementation for BusinessChatGPT, Claude, Gemini or Copilot set up across a team: workspace, roles, instructions, knowledge, first workflows and usage rules.In San José: AI tools set up in the team's own accounts, with written rules, before the team relies on them day to day.
- AI Team Training & AdoptionHands-on sessions built on your team's own tasks, with company rules and reusable materials.
- CRM & Sales Workflow ImplementationHubSpot or Pipedrive configured around your real sales process, including cleanup and migration.In San José: Professional-services and back-office firms need one record and one owner per client, not scattered email threads.
- Workflow Automation & Systems IntegrationForms, CRM, email, notifications, approvals and data sync connected with n8n, Make, Zapier or code.In San José: Enquiries and internal handoffs connected to one workflow, so nothing depends on someone remembering to forward an email.
AI products & automation
Agents and automation that run parts of the business process.
- AI Sales ManagerAnswers and qualifies enquiries within seconds and hands your team a structured brief.
- AI OperationsAI that keeps a workflow moving — reading, classifying and routing cases under human supervision.
- Custom AI Agent DevelopmentAn AI agent scoped around one of your actual processes, with defined limits and human handoff.
Build
Software built for how your business actually works, when off-the-shelf tools stop being enough.
- Business Website DesignA website structured to convert visitors into enquiries, not just to look finished.
- Web Application DevelopmentCustom web software: portals, dashboards, SaaS products and internal systems.
- Mobile App DevelopmentMobile products scoped honestly against what a web app could do instead.
- Custom CRM DevelopmentA CRM built around your pipeline and records when a standard tool genuinely does not fit.
- Internal Business ToolsReplace fragile spreadsheets and manual processes with a tool your team actually uses.In San José: Operations run on spreadsheets get replaced one process at a time, starting with the one that actually breaks.
- Warehouse Management System (WMS)Warehouse and fulfilment software implemented on LATYNEX's own WMS foundation and scoped to your operation.
- Logistics Software DevelopmentSoftware for freight forwarders, 3PLs and logistics operators — quoting, booking and tracking workflows.
- Car Rental Software DevelopmentBooking and fleet software scoped to a rental business's real operation.
Technical foundations
The engineering underneath: integrations, environments and release.
- Development Infrastructure SetupGitHub, CI/CD, staging and production, secrets, hosting, databases, monitoring and release workflow.
- IntegrationsConnecting the systems you already run — CRM, email, calendars, messaging and internal tools.
- API & Backend DevelopmentThe service layer behind a product: APIs, data models and integrations.
- Project delivery language
- English
- Time zone
- Costa Rica uses Central Standard Time (UTC-6) and does not observe daylight saving.
- Invoicing
- Invoiced in EUR by Latynex Trade OÜ, a company registered in Estonia (EU). Tax treatment for a client outside the EU depends on your jurisdiction and is confirmed on the quote; we do not give tax advice.
- Local software ecosystem
- WhatsApp is the dominant business channel. Costa Rican businesses commonly use local accounting and electronic-invoicing software alongside Microsoft 365. LATYNEX does not provide invoicing or tax compliance; integrations are scoped per project.
Found the one that fits? Send a short description and get one written scope and one price, or a straight answer if we are not the right people.
Scope my projectHow delivery actually works
LATYNEX Digital has no office in San José and does not claim one. We work with businesses in San José remotely, over video calls and written updates, in English, with the same team and process as in every other market.
Questions
Do you have an office in San José?+
No. We work with businesses in San José remotely, over video calls and written updates, and we do not imply a local presence. Delivery is in English.
Can case queues and handoffs be tracked in one record?+
Yes. Each case becomes a record with an owner, status and history, connected to the tools you already use.
Do you support North American client reporting formats?+
We build the reporting workflow around what your clients already expect; the specific format is set with you.
Do you deliver in Spanish?+
No — delivery is in English. If Spanish-language delivery is essential for you, we will tell you honestly whether we are the right fit.
How are you invoiced, and in what currency?+
In EUR, by Latynex Trade OÜ, a company registered in Estonia (EU). Tax treatment for a client in Costa Rica is confirmed on the quote, and we do not give tax advice.
What happens next
- 01
You tell us what you need
One short form. No brief to write.
- 02
We reply within one working day
From the person who would run the project, with questions if we need them.
- 03
One scope, one price
In writing, for you to approve. If we are not the right people, we say so.
- 04
Delivery is remote and in English
Video calls and written updates, with the same team and process as in every other market.