We build the software that closes that gap. It reads the email, pulls the data out of the PDF, checks it against the ERP and stages the action. Someone on your side approves, and the systems update.
We sit between your systems, not in place of them.
Connects to what you already run
The hard part is working out why this one order needs three emails and a manager's sign-off, and what happens when the stock doesn't add up. You learn that from your team, not from the system.
Open the CRM, copy the order number, switch to the ERP, paste. Two minutes each time, twenty times a day.
A spec arrives as a PDF. Someone reads it, works out what the customer asked for and types it in. If they get it wrong, you find out at the order.
Ordinary automation doesn't know the customer is over their credit limit, the item is out of stock, or that this is the third time they've asked.
Distributors and suppliers will keep sending WhatsApp messages and email. You can fight that for years, or build something that reads them.
Each one was built in full, end to end. Showing how it looks beats describing it.
Email + PDF → Priority + HubSpot
An email arrives with a spec attached. The system works out who the customer is and what they asked for, pulls price and stock from Priority, notices the delivery date isn't realistic, drafts the quote and updates the Deal in HubSpot. Sales approves before anything goes out.
Messaging → ERP + HubSpot
The distributor sends a message, same as always. Behind it an order opens in the ERP: address verified, stock checked, the shortfall handled, the activity logged in HubSpot. He never learned a new system.
Email + Excel → Evidence → HubSpot + Jira
A large customer sends 43 security questions in a spreadsheet before signing. The system reads the workbook, drafts answers only from approved documents, and shows the source behind every claim. Where there is no evidence it does not invent an answer — it flags the gap and routes it to whoever knows. A person approves, and the file goes back in its original format.
Most enquiries start with one process that's particularly annoying. These are the kinds that come up most.
Invoices, delivery notes, contracts and forms turned into rows in your system. Anything ambiguous gets flagged instead of entered wrong.
A working screen or a dashboard built around how the team actually works, on top of the data you already have.
Two-way sync between ERP, CRM, a shop or a supplier portal. Including the duplicates and the edge cases, which is usually most of the work.
Incoming messages classified, context pulled from your systems, and the agent gets a draft with everything already in it.
Quotes built from price lists, discount rules and customer terms, with a feasibility check before the number leaves the building.
An alert when something goes out of range, instead of a report someone runs on Sunday that shows what happened on Tuesday.
If your process isn't on this list, that's usually a good sign. It means it's specific enough that no off-the-shelf product really handles it.
An hour or two with whoever actually does the work. Not with a slide deck.
Not every step is worth it. Some decisions are better left with a person, and that's fine.
An API, a webhook, a database, or even a file export. We work with the infrastructure you have, imperfections included.
A pilot on a real case before anything expands. If it doesn't hold up, better to find out in week three.
The goal isn't to add another system. That's usually what caused the problem in the first place.
Most of this work touches money, stock or a customer. So the system stops when something is missing or unusual, shows what it understood, and waits. You can edit it, choose differently, or throw it out.
An email, document or message becomes data
Customer, history, stock, price list
What's missing or doesn't add up
Edit, choose, or reject
Systems update, everything logged
When your client asks for something the CRM doesn't do — custom development, complicated logic, a connection across three systems, or real AI — we come in on the technical side.
Quietly in the background, or as a named partner. The commercial relationship stays yours, and we don't go over your head to the client.
Naomivo builds custom software and AI systems for businesses, mostly where an off-the-shelf product almost fits but doesn't quite.
We come from a mix of software engineering and understanding how a business actually runs. That's what lets us build around the company instead of asking it to adapt.
Sometimes we're the only team on a project. Sometimes we work alongside your CRM implementer, your ERP person or your in-house developer. Depends what it needs.
What people ask on the first call, usually in this order.
No. We build a layer that connects to the CRM, the ERP and the internal systems already running. They stay the source of truth, and nobody on the team has to learn a new tool.
HubSpot and Priority come up most often, but the connection itself is an API, a webhook, a database or even a file export. In practice an internal or older system is usually workable too.
Both, depending on the part. AI for reading and understanding emails, documents and free-form messages. Ordinary code for the business logic, because that has to behave predictably. Not every step needs a model.
It stops. When information is missing or something falls outside the rules, it shows what it understood and waits. You can edit it, choose differently or reject it before anything is written to the CRM or ERP, or sent to a customer.
Yes, and we'd recommend it. One process as a pilot on a real case, and we only expand once it holds up. If something doesn't work, better to find out in week three.
Yes. We come in on the technical side when a client asks for something the CRM doesn't do, either in the background or as a named partner. The commercial relationship and the client stay yours.
Long explanations of the decisions that come up in every integration project — no marketing language, including what does not work.
Tell us how it works today. We'll tell you honestly whether there's something worth building here — and if there isn't.