Innovatio
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AI sales system · Guatemala

Your business has leads. Innovatio makes sure they don't get lost.

It answers every WhatsApp, web and social message instantly, books or quotes, and follows up until the sale. For clinics, dental, spas, restaurants, retail and barbershops.

  • Native FEL/SAT invoicing
  • Local onboarding
  • Spanish and English

The problem

How much business leaks before the sale?

The demand is already there. It gets lost along the way, in steps no one sees.

  1. 01

    WhatsApp

  2. 02

    Enquiry

    No one replies fast

  3. 03

    Response

    The lead gets forgotten

  4. 04

    Qualification

  5. 05

    Quote

    The quote isn't followed up

  6. 06

    Follow-up

  7. 07

    Appointment

    The customer goes elsewhere

  8. 08

    Sale

Every leak is a customer who had already chosen you.

The solution

From first message to customer, no leaks.

  1. 01

    Enquiry

    Your customer writes on WhatsApp, web or social media. It all lands in one place.

  2. 02

    AI response

    Innovatio replies instantly, at any hour, and collects the information you need.

  3. 03

    Qualification

    Each lead is classified and prioritised by what they want and what they're worth.

  4. 04

    Booking or quote

    The system books against real availability or generates the quote in the same conversation.

  5. 05

    Follow-up

    Automatic reminders and follow-ups keep every opportunity alive.

  6. 06

    Sale

    Your team sees exactly what needs attention, and the FEL invoice comes from the same checkout.

From first contact to customer without losing the opportunity in between.

Your team takes care of people. Innovatio takes care of the tasks.

One system

One system. One sales process.

CRM, AI, WhatsApp, automation, quotes, bookings and analytics work on the same customer record. No copying data between apps.

Everything your sales team needs in one system.

The modules, grouped by the business moment they solve.

01 — Capture and conversation

Where the client starts.

  • Unified inboxWhatsApp, Instagram and Facebook Messenger in one thread per client. Your team and the AI assistant see exactly the same thing.
  • 24/7 AI agentAnswers questions, checks each provider's real availability and creates the appointment. Escalates to a person when the case calls for it.
  • Live contactsA profile with source channel, full conversation history and lifecycle stage.
  • Lifecycle stagesFrom first message to repeat client, with the stage updated by what actually happens in the operation.
  • Reply templatesCommon 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.

  • Sales pipelineDeals on a visual board, with estimated value, stage and expected close date.
  • Tasks and follow-upsCalls, meetings and reminders tied to the client and the deal, with an owner assigned.
  • SchedulingA calendar per provider, location and service type, with automatic client reminders.
  • Automatic remindersConfirmation and a pre-appointment notice, the most direct lever against no-shows.
  • QuotesA 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.

  • FEL/SAT electronic invoicingTax invoice certified with Guatemala's SAT from the same checkout, and sent to the customer automatically.
  • Point of saleCart and tickets for services and products, with immediate effect on inventory and the register.
  • InventoryStock and cost control per item, with alerts when a supply hits its minimum level.
  • Register open and closeStarting float, movements through the day and a count at close, with the difference recorded.
  • Petty cashMinor expenses per location, with their receipt and their effect on the daily close.
  • Monthly consolidationMonth-end close per location and consolidated, ready to hand to accounting.
  • Digital chartHistory, notes, progress images and documents per client or patient.
  • Digital signatureConsent signed on the client's own phone, with the document locked once signed.
  • Multi-locationEach site with its own calendar, inventory and register, plus the consolidated view.

04 — Loyalty and control

The client who returns without being chased.

  • Loyalty programPoints on spend, rewards and redemptions, with the balance visible to team and client.
  • Gift cards and vouchersIssuing, balance control and redemptions recorded per location.
  • KPI dashboardRevenue, average ticket, utilization and repeat rate in real time.
  • Location comparisonPerformance per site and per professional, on the same indicators.
  • Operational reportsSales by service, by professional and by period, exportable for analysis.
  • Users and permissionsRole-based access, so each person sees the part of the operation that concerns them.

Coming soon

What's next on the roadmap.

  • Checkout in conversation Coming soonDirect payment inside the assistant thread, without leaving WhatsApp.
  • Automation engine Coming soonWorkflows the business configures itself, with no dependency on development.

Try it

Don't take our word for it. Try Innovatio.

Tell us what type of business you run and watch Innovatio handle a customer, from enquiry to sale.

What type of business do you run?

Smile Dental ClinicAI assistant · online
Simulation

What Innovatio does

  1. 01
    Enquiry
  2. 02
    AI response
  3. 03
    Qualification
  4. 04
    Booking or quote
  5. 05
    Follow-up
  6. 06
    Sale

This is what a customer who didn't get lost looks like.

    I want this for my business

    Simulation with sample data. It doesn't show the system interface.

    Results

    Real results, with real numbers.

    We publish metrics only with verified data and each client's permission.

    [DATO PENDIENTE]

    Lead response rate

    [DATO PENDIENTE]

    More appointments booked

    [DATO PENDIENTE]

    Admin hours saved per week

    [DATO PENDIENTE]

    Businesses using Innovatio

    Dental clinic
    [DATO PENDIENTE: customer story with name, result and approved testimonial]
    Spa
    [DATO PENDIENTE: customer story with name, result and approved testimonial]

    Why Innovatio

    Why Innovatio instead of another CRM?

    Why Innovatio instead of another CRM?
    WhatsApp and ExcelTraditional CRMInnovatio
    Replying to messagesWhenever someone canYour team, during hoursAI instantly, 24/7, and a person when needed
    Customer recordScattered across chats and sheetsManual, typed by your teamAutomatic from every conversation
    Follow-upFrom memoryReminders someone has to checkAutomatic until the sale
    Bookings and quotesIn a notebook or the chatIn another toolInside the same conversation
    InvoicingSAT portal, by handAnother systemNative FEL from checkout
    OnboardingNot applicableOn your own, with tutorialsLocal team in Guatemala

    FAQ

    What people ask before deciding.

    What is Innovatio?

    Innovatio is an AI sales system, also called an ARM (AI Relationship Management): a CRM that acts on its own. It answers enquiries on WhatsApp, web and social media, qualifies leads, books appointments or generates quotes, follows up automatically and records the sale with a FEL/SAT invoice.

    Does it replace my team?

    No. It takes repetitive tasks off their plate: answering the same questions, copying data, chasing reminders and typing invoices. In-person service and decisions stay with your team, and the AI hands them the conversation when judgment is needed.

    What about my data?

    Your contacts, sales and invoices are yours. The site and platform use encrypted connections (HTTPS). [DATO PENDIENTE: where data is hosted, encryption at rest and how to export it].

    How long does onboarding take?

    Our team in Guatemala does it: we connect your channels, load your services and set up FEL invoicing with you. Typical time: [DATO PENDIENTE].

    What if the AI can't answer?

    It hands the conversation to someone on your team with the full history. You decide which topics the AI handles and which it doesn't.

    Does it issue valid FEL invoices with SAT?

    Yes. FEL electronic invoicing is native: the invoice is issued from the same checkout and sent to the customer, with no SAT portal.

    How much does it cost?

    We quote based on branches, users and channels, across the Launch, Scaling and Custom CRM plans. You'll get the exact price in the 15-minute demo.

    Stop losing customers this week.

    A 15-minute demo with the case for your type of business. We'll message you on WhatsApp to set the time.

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    Enter your business name.
    Choose your type of business.
    Enter a valid WhatsApp number.
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