Creating systems your
business runs on
Innovo builds high-performance CRM/ERP solutions, complex data models, AI ready architecture, web applications, & automated workflows.
CRM/ERP
AI Automation
Data Architecture
UI/UX Design
Ready to architect something that scales?
Request a consultationRecent Engagements
Systems delivered for real businesses. Filterable by capability.
CRM & Operations Platform Implementation
Rebuilt and redesigned multi-channel core pipeline for a B2B construction contracting business's Salesforce org. Built custom object based Sales Cloud, Experience Cloud, and API integrations replacing spreadsheets and manual handoffs. Utilized Web-to-case and web-to-lead functionality to streamline lead management from web sources.
+25% quote-to-close conversion
02Request to Quotation Pipeline
Replaced a manual sound-masking quoting process with live pricing and traceable calculations, built in Apex.
~45 min → ~1 min per quote
03AutoCAD → Salesforce Integration
Built an API connecting engineering drawings directly to quoting and project data, removing manual re-entry between systems.
98% entry-error reduction
04Multi-Enterprise Lead & Appointment Integration
Replaced a legacy Zapier and email-parser chain with a custom Apex REST API connecting two enterprise Salesforce orgs. Created a seamless data flow between systems, improving lead management and appointment scheduling. Originally a single time, one-way data flow, this solution enhances their system to support bi-directional real-time updates and improved data consistency.
Manual data entry eliminated
05Managed Salesforce Administration
Ongoing administration, release management, development, and user enablement for orgs already live in production.
Continuous optimization
06Field Service Reset & Reschedule Flows
Guided screen-flow journeys giving door-to-door field teams a consistent way to reset and reschedule appointments.
Standardized field workflow
07Cross-Org QA & Data Logging
Apex and Flow-based logging deployed across multiple orgs for faster troubleshooting and shared visibility.
Faster root-cause diagnosis
08Cancel-Save SMS Messaging Integration
Built a custom API connecting Salesforce to Hatch. When a customer rescinds a purchase, system creates a case, sending a contact to Hatch, and automatically sends a personalized video message to try to win the business back.
Automated rebooking outreach
No projects for that capability yet.
Let's build something
Briefly describe your project. We respond to qualified inquiries within two business days.
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Frequently asked
Getting Started
How do I start a project?
Send a brief description of your project through the contact form or email [email protected]. Qualified inquiries receive a response within two business days.
What happens after launch?
Every rollout includes user onboarding, SOPs, and admin documentation so your team can run the system on its own. After launch we monitor for issues, and managed administration is available if you want ongoing support.
Services
What does Innovo Digital Solutions do?
We implement and build on Salesforce — Sales Cloud, Service Cloud, Field Service, and CPQ — along with the custom Apex, Flow automation, Lightning Web Components, integrations, and UI/UX design a business needs around the platform.
Do you work with anything outside Salesforce?
Salesforce is our primary platform, but engagements often include custom web applications, REST/API integrations with other systems, and the process and UX design work that sits alongside the CRM.
How does Innovo integrate AI?
In many ways. We use AI-assisted development to scope out existing infrastructure, build new features, document faster, and we design data models and automation so your org is ready for AI features.
Engagement
What does an engagement look like?
Every engagement starts with discovery into your current process, moves through a scoped architecture and build phase, and ends with tested, documented, production-ready systems plus training and SOPs for your team.
Can you work with our existing Salesforce org?
Yes. Most engagements start with an audit of your current org — data model, automation, permissions, and integrations. We build on what works, replace what's brittle, and connect the rest, rather than starting over.
How is a project scoped and priced?
Discovery ends with a fixed-scope proposal, so you know what's being built and what it costs before development begins — no open-ended hours.