Unified inbox
WhatsApp, Instagram, Facebook Messenger and your website chat in one thread per client. Your team and the AI assistant see exactly the same thing.
Your whole sales process. One system.
Every module exists because it solves one concrete moment in the business, and all of them write to the same client record. That is what separates a commercial operating system from five apps stitched together with spreadsheet exports.
25modules in production
4operational blocks
24/7multichannel AI agent, including your website
1record per client
01 · Capture and conversation
Where the client starts.
First contact is rarely a phone call. It's a message, and it arrives after hours.
24/7 AI agent
Handles WhatsApp, social media and your website chat at any hour. On the website it greets the visitor, answers with your catalogue, books the appointment or closes the sale with a payment link, and logs the lead in the CRM. Escalates to a person when the case calls for it.
Live contacts
A profile with source channel, full conversation history and lifecycle stage.
Lifecycle stages
From first message to repeat client, with the stage updated by what actually happens in the operation.
Reply templates
Common answers ready for the team, drawing on the same information the assistant uses.
02 · Sales and follow-up
What gets lost in the chat today.
Someone asked, got a quote and left. With no record, that sale never existed for the business.
Sales pipeline
Deals on a visual board, with estimated value, stage and expected close date.
Tasks and follow-ups
Calls, meetings and reminders tied to the client and the deal, with an owner assigned.
Scheduling
A calendar per provider, location and service type, with automatic client reminders.
Automatic reminders
Confirmation and a pre-appointment notice, the most direct lever against no-shows.
Quotes
A proposal with services, amounts and validity, tied to the deal that produced it.
03 · Operations and payments
Once the client is in front of you.
This is where the operation turns into money, inventory and a register that has to balance.
FEL/SAT electronic invoicing
Tax invoice certified with Guatemala's SAT from the same checkout, and sent to the customer automatically.
Point of sale
Cart and tickets for services and products, with immediate effect on inventory and the register.
Inventory
Stock and cost control per item, with alerts when a supply hits its minimum level.
Register open and close
Starting float, movements through the day and a count at close, with the difference recorded.
Petty cash
Minor expenses per location, with their receipt and their effect on the daily close.
Monthly consolidation
Month-end close per location and consolidated, ready to hand to accounting.
Digital chart
History, notes, progress images and documents per client or patient.
Digital signature
Consent signed on the client's own phone, with the document locked once signed.
Multi-location
Each site with its own calendar, inventory and register, plus the consolidated view.
04 · Loyalty and control
The client who returns without being chased.
Repeat business is the cheapest margin there is, and the first one lost without a system.
Loyalty program
Points on spend, rewards and redemptions, with the balance visible to team and client.
Gift cards and vouchers
Issuing, balance control and redemptions recorded per location.
KPI dashboard
Revenue, average ticket, utilization and repeat rate in real time.
Location comparison
Performance per site and per professional, on the same indicators.
Operational reports
Sales by service, by professional and by period, exportable for analysis.
Users and permissions
Role-based access, so each person sees the part of the operation that concerns them.
Coming soon
What's next on the roadmap.
Modules in development. They're marked separately because we won't sell you today something you can't use yet.
Checkout in conversation
Direct payment inside the assistant thread, without leaving WhatsApp.
Automation engine
Workflows the business configures itself, with no dependency on development.
FAQ
Questions about the platform
How many modules does The Innovatio include?
25 modules in production, grouped in four blocks: capture and conversation, sales and follow-up, operations and payments, and loyalty and control. All share the same database, so the same client is the same record in any module.
What's the difference between a CRM and a commercial operating system?
A CRM manages contacts and deals. A commercial operating system also runs the operation: the appointment booked, the visit documented, the payment recorded, the stock deducted and the register closed, all on the same client record.
Do I have to license every module?
The platform is one system, not a catalog of separate licenses. What gets decided in implementation is which modules your operation uses from day one and in what order the rest are adopted.
Can I run several locations from one account?
Yes. Scheduling, inventory, register and KPIs all work per location, and the dashboard compares performance across sites: revenue, average ticket, utilization and repeat rate, plus the consolidated view.
How is team access controlled?
By role. Each user sees only the part of the operation that concerns them, which lets front desk, providers and administration work in the same system without indiscriminate access to information.
Can the information be exported?
Yes. Operational reports export for outside analysis, and the monthly close is consolidated per location to hand to accounting.
Let's walk these modules with your own data.
We prepare the demo with your services, your providers and your locations, so you see your operation instead of a feature list.
- 15 minutes, no commitment
- With your industry's case
- Exact price at the end