Rivus
+30% team productivity, $5M added revenue.
- Sector
- Material Handling & Logistics
- Region
- Mexico
- Engagement
- Embedded build
- Timeframe
- Under 90 days
- Systems
- 8 unified
- Status
- In production
The situation
Rivus was operating with 5+ disconnected systems: their CRM, ERP, email automation, lead scoring, and analytics 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 all 5 systems, 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.
Stack shipped
What changed
Carlos cut quoting and invoicing from hours to minutes, which lifted team productivity by 30% and freed reps to sell instead of doing paperwork. Within 90 days, booked calls rose 50% on 150+ qualified leads a week, and the new operating system contributed over $5M in added revenue. Response times dropped from hours to minutes, and leadership had confidence in its pipeline and revenue numbers for the first time.
“The numbers are very good. This is something the customer is adopting. What I am expecting is exponential growth, 10x. Results are results. Numbers don't lie.”
Your turn
Bring a real problem to a discovery session. We will show you how we would approach it.