Creating systems your
business runs on

Innovo builds high-performance CRM/ERP solutions, complex data models, AI ready architecture, web applications, & automated workflows.

45m → 1mImprovement in time-to-quote by creating a new digital quoting pipeline
98%Reduction in entry errors by creating a 2-way AutoCAD Salesforce integration
30% QuickerDeployments through automated testing & deployment pipeline
Development

CRM/ERP

Discover and scope CRM/ERP solutions tailored to your organization's needs.

Innovo develops custom solutions that integrate seamlessly with your existing systems, and are able to efficently accomplish this through rigourous scoping.

Scale

AI Automation

Identify, automate, and integrate inferencing into the workflows draining your team's time.

We build AI-assisted systems that plug directly into your existing stack, and are able to efficiently accomplish this through rigorous process mapping.

Architecture

Data Architecture

Model and structure the data your business actually runs on.

We design architectures that integrate seamlessly across your systems, and are able to efficiently accomplish this through rigorous data governance.

Design

UI/UX Design

Research and design interfaces tailored to how your team actually works.

Innovo builds experiences that integrate seamlessly into daily workflows, and are able to efficiently accomplish this through rigorous user testing.

Ready to architect something that scales?

Request a consultation

Recent Engagements

Systems delivered for real businesses. Filterable by capability.

01

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

Salesforce PlatformSales CloudExperience CloudLWCApexBusiness AnalysisProcess Design
02

Request 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

ApexVisualforceLWC
03

AutoCAD → Salesforce Integration

Built an API connecting engineering drawings directly to quoting and project data, removing manual re-entry between systems.

98% entry-error reduction

APIIntegrationAutoCAD
04

Multi-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

RESTMiddlewaren8nWebhook
05

Managed Salesforce Administration

Ongoing administration, release management, development, and user enablement for orgs already live in production.

Continuous optimization

System AdministrationDevelopmentUser EnablementPermission Sets
06

Field 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

FlowUX
07

Cross-Org QA & Data Logging

Apex and Flow-based logging deployed across multiple orgs for faster troubleshooting and shared visibility.

Faster root-cause diagnosis

ApexFlowLogging
08

Cancel-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

RESTHatchn8nCase Creation

Let's build something

Briefly describe your project. We respond to qualified inquiries within two business days.

Or write directly: [email protected]

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.