Your revenue engine, run and improved every month
AI agents draft the fixes, prepare the changes and watch for drift. A senior consultant signs off every one before it reaches production.
What we do
We run your CRM and the tools around it, and improve them every month. Our AI agents do the groundwork. Our senior team decides.
- Curative fixes When something breaks, an agent reproduces it in a sandbox, finds the cause and drafts the fix with its test.
- Evolutive changes New fields, flows, reports or integrations. An agent checks the request against your org, builds it in a sandbox, then tests and documents it.
- Team sign-off A senior consultant reviews and approves every fix and change, then deploys it. Nothing reaches production without a person.
- Drift watched Agents read every platform release and check your automation, data and agreed KPIs, so you hear about a problem before your users do.
How a request travels
One change request, start to finish. Our AI agent, running on Claude, does the work. Our team approves every step.
Requests come in
By email, Slack, Teams or Jira. Everything lands in one Jira backlog.
Groomed against your org
The agent analyses the request against your Salesforce org and asks the questions it needs answered.
Estimated, faster
AI speeds up the estimate and shows how every part of it is calculated, so you see what you pay for.
Your go or no go
You decide, based on acceptance criteria written up front.
Built in a development environment
The agent builds the change in a development environment, never in production.
Tested and documented
It runs the tests and records the change, with documentation in Confluence or the tool you use.
Versioned
Every change is stored in Git, on its own branch, ready to deploy.
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Questions we get on calls
Can you take over an org another partner built?
Yes. Most of our run clients come to us with an existing org. We start by studying and documenting it, so we know what we are taking over before we touch it.
Do AI agents make changes in our production org?
No. Agents never touch production. They work in a developer sandbox with metadata only, or in a sandbox with masked data. A person always deploys to production, and the agent only helps prepare the package.
Which AI tools do you use, and what happens to our data?
We work with leading AI tools, Claude first, with Novera's own agents and skills around it, and we work inside your own AI tools when your company asks for it. Our Claude Team plan is covered by Anthropic's standard Data Processing Addendum, which includes the EU Standard Contractual Clauses, and data from it is never used to train models. Anthropic holds ISO 27001:2022, ISO/IEC 42001:2023 and SOC 2 Type II certifications.
Who is responsible for what the agents produce?
The consultant. Every AI output is reviewed by a consultant, who stays responsible for the deliverable.
What if we need a bigger project during the contract?
We scope it separately, with the same team that already knows your org.
Who keeps your CRM running today?
Tell us your scope and what is on your backlog. We will tell you how we would run it.
