CapabilitiesProcessCasesStackMethod
The operating platform for modern teams

Operational orderto automatizar

We structure processes, CRM/ERP, automations, BI and applied AI so your team works from reliable data.

30%less manual operationCRM
90%visible leadsBI
40%less reworkERP
24/7active automationsIA
30%less manual operationCRM
90%visible leadsBI
40%less reworkERP
24/7active automationsIA
Capabilities

The base you need.
Without operational noise.

01

Operational diagnostic

We map processes, friction and priorities to define an actionable blueprint before automating.

02

Automation + AI

We connect CRM, ERP, data and assistants to execute repeatable work with traceability.

03

Connected CRM / ERP

We implement Zoho, Odoo or the stack you already use to organize sales, service and operations.

AB
04

BI and executive control

Power BI dashboards and live metrics for decisions based on numbers, not scattered sheets.

Process

Three steps.
Systems in production.

operación.ts
1import { nowa } from '@nowa/ops'
2
3nowa.audit({
4  source: 'procesos-y-crm',
5  sync: true
6})
Ready
Implementation

Operation by
design.

We design an operating architecture that connects processes, data and tools so sales, service and leadership work from the same truth.

4
Active workstreams
90%
visible leads
<50ms
initial blueprint
Operating stackRunning
CRM / Sales
Pipeline and follow-up
Zoho
ERP / Operations
Inventory and services
Odoo
Automation
n8n + webhooks
Flujos
Executive BI
Power BI and KPIs
Dashboards
Applied AI
Assistants and agents
Pilotos
Ads + leads
Tracking and attribution
Growth
Live metrics

Operations you
can measure.

Live|
0
automated tasks / month
0%
leads with traceability
0d
days to blueprint
0
connected systems
Stack

We connect what
you already use.

CRM, ERP, automation, BI and AI working as a single system.

Zoho
CRM
Odoo
Communication
n8n
ERP
Power BI
Data
Google Ads
Automation
Meta Ads
BI
WhatsApp
Data
OpenAI
Ads
Claude
Operations
Pipedrive
Pipeline
Make
Documentation
APIs
IA
Zoho
CRM
Odoo
Communication
n8n
ERP
Power BI
Data
Google Ads
Automation
Meta Ads
BI
WhatsApp
Data
OpenAI
Ads
Claude
Operations
Pipedrive
Pipeline
Make
Documentation
APIs
IA
APIs
IA
Make
Documentation
Pipedrive
Pipeline
Claude
Operations
OpenAI
Ads
WhatsApp
Data
Meta Ads
BI
Google Ads
Automation
Power BI
Data
n8n
ERP
Odoo
Communication
Zoho
CRM
APIs
IA
Make
Documentation
Pipedrive
Pipeline
Claude
Operations
OpenAI
Ads
WhatsApp
Data
Meta Ads
BI
Google Ads
Automation
Power BI
Data
n8n
ERP
Odoo
Communication
Zoho
CRM
Governance

Control before
scaling.

Automation only scales well when roles, reliable data and traceability exist from the first workflow.

DataRolesTrazabilidadMétricasIA

Governance de datos

We define sources, owners and rules so data can be used with confidence.

Role-based access

Each team sees and operates what it needs, with clear responsibilities.

Operational traceability

We track actions, changes and results to know what is working.

Metrics & Traceability

We leave processes, dashboards and integrations ready for the team to maintain.

For teams

Built to operate.
Ready to grow.

We work with leadership, sales and operations so the system is useful from day one and scalable after.

Clear processes

Flows, owners and data defined before building.

Connected stack

CRM, ERP, automations and dashboards communicating with each other.

Measurable automation

Every flow has visible impact, alerts and ownership.

Context-aware AI

Assistants and agents built on real processes and data.

nowa audit --procesos --datos --crm
# o
nowa blueprint --30-dias
See checklist|WhatsApp
Case work
01 / 03

"We moved from manual follow-up to a commercial operation with stages, owners and clear metrics."

S

Catherwood

Case, Premium services

Key result

Tracked pipeline

Cases, tools and systems we connect

Premium servicesOperational servicesB2B operationB2B operationOdooPower BIn8nGoogle Ads
Premium servicesOperational servicesB2B operationB2B operationOdooPower BIn8nGoogle Ads
Case studies

Open each case.

Use these cards to review the real implementations behind the metrics, stack and operating method.

Open case · Premium servicesCatherwoodOpen case · Operational servicesClean HomeOpen case · B2B operationGGT
Method

Operating
implementation

Four linked movements to understand the operation, redesign the flow, build the system and apply AI where it can actually help.

01

Discovery

We map processes, systems, data, owners and friction points before touching the stack.

Process map + operating diagnosis
02

Redesign

We turn the current flow into a cleaner operating model with stages, rules and metrics.

Blueprint + automation rules
03

Implementation

We configure CRM/ERP, automations, dashboards and tracking with production-ready handoff.

Configured system + team transfer
04

AI application

We activate assistants, agents and analysis loops on top of clean data and governed processes.

AI roadmap + measured pilots

Each stage leaves concrete artifacts: maps, rules, configuration, dashboards and operating documentation.

Ready to organize
your operation?

Tell us what breaks today in sales, service or operations and we will return a concrete route to organize, automate and measure.

WhatsApp

ventas@nowaprojects.com | +52 1 999 645 4094

ESEN