The situation
Rivus was operating with disconnected systems: Odoo, VTEX, email automation through Microsoft 365, and lead scoring were all siloed. Sales reps copied data between platforms by hand, and the work that actually moves a deal, building a quote and turning it into an invoice, was manual and slow, taking hours per order. Leads fell through the cracks and management had no real-time visibility into pipeline or revenue.
What we built
We embedded with the Rivus team and built it hands-on: a unified data layer across Odoo, VTEX and Microsoft 365, then Carlos, an AI sales operating system that runs the day-to-day. Carlos automates quoting and invoicing end to end, so a quote becomes an invoice in minutes instead of hours, and autonomous agents score inbound leads, trigger personalized follow-up, and route hot prospects to the right rep. We did the implementation ourselves, trained the team on it, and stayed embedded until it was running in production.
- Hands-on implementation, embedded with the Rivus team
- Carlos, an AI sales operating system, run day to day
- Automated quoting and invoicing, from hours to minutes
- Connected Odoo, VTEX and Microsoft 365 into a unified data layer
- Autonomous lead qualification, scoring, and routing
- Real-time pipeline and revenue dashboards for leadership
Stack shipped
Odoo · VTEX · Email automation via Microsoft 365 Graph · Lead scoring
