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Vivians.io / CRM & AI & Automation / Consulting & Building Serving Southern California & Global

Your systems should keep up with your people.

We build the behind-the-scenes CRM, automation, and workflow systems that let your team focus on what they do best, growing your business and serving your clients. Trusted by 100+ organizations since 2023 across Southern California and globally, including manufacturing, B2B services, legal, wineries, municipal, and more.

Book a Discovery Call → See what we do
↳ Vivian Welsh, Founder & President Temecula / 2026
01 / Solutions Sound
Familiar?

Your business is growing.
Your systems aren't keeping up.

We hear the same three challenges from nearly every leader we work with. Here's how we help.

№ 01
The Data

Drowning in data?

Tired of all the spreadsheets, folders, and emails? Add conversations and order data to the mix and it becomes unmanageable fast. We consolidate and organize your data, connecting your CRM, website, social, documents, and order data, so you get clear insights and better decisions without the chaos.

Let's talk →
FIG. 01: The Data Problem Spreadsheets / Silos / Sprawl EMAILS SPREADSHEETS CRM FOLDERS ORDERS SOCIAL DOCS
№ 02
The Workflow

Dreaming of automation?

Imagine a business where routine tasks handle themselves, freeing your team to focus on strategy, growth, and people-centered initiatives. We design custom workflow automations that save time, reduce errors, and let your people drive impactful change instead of managing repetitive manual work.

Let's talk →
FIG. 02: The Workflow Engine Trigger → Process → Outcome TRIGGER AUTOMATE OUTCOME + Hours saved + Errors reduced + Team focused
№ 03
The Path

Feeling overwhelmed?

You're not alone. Many business leaders aren't sure where to start. We guide you through every step, ensuring a smooth, effective integration into your workflows. Think personal engagement and productivity combined with a systems roadmap that aligns to your vision.

Let's talk →
FIG. 03: The Roadmap Discover → Design → Deploy → Adopt STEP 01 DISCOVER STEP 02 DESIGN STEP 03 DEPLOY STEP 04 ADOPT YOUR VISION
02 / Services What
We Do

Transform your organization with four focused services built to work together.

Designed around your team and your goals, not off-the-shelf software forced to fit. Click any service to expand.

№ 01
CRM & Automation Design

Bespoke CRM and workflow automation systems built around how your business actually works — your processes, your team, your goals.

  • Customized solutions aligned with your goals
  • Seamless integration with existing processes
  • Lead pipelines, follow-ups, and tasks automated
Expand
№ 02
Strategic Consultation

A clear technology roadmap that aligns to your business model, your team, and your vision, not a one-size-fits-all plan.

  • Tailored strategies for your specific challenges
  • Expert guidance through every step
  • Systems roadmap aligned to your goals
Expand
№ 03
Change Management & Training

Equip your team with the skills to adapt and thrive. We prepare your workforce for the future of work, with confidence, not overwhelm.

  • Comprehensive team training for technology adoption
  • Leadership development for driving change
  • Ongoing support through the transition
Expand
№ 04
Data Consolidation & Insights

Gathering information from various systems is time-consuming. We consolidate and organize it for better decisions, faster.

  • Connect CRM, website, social, documents & orders
  • Organized dashboards for actionable insights
  • Eliminate manual data gathering and reporting
Expand
03 / Clients Trusted
By

Over 100 organizations since 2023 across Southern California & globally trust us with their systems.

Manufacturing, B2B services, legal, wineries, municipal water districts, community colleges, real estate, hospitality. If your business runs on relationships and operations, we can help.

Client logos across manufacturing, B2B services, legal, wineries, municipal water, education and more
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Bronze Business of the Year 2025
Bronze Business
of the Year 2025
★ / Recognition Bronze
2025

Honored as Bronze Business of the Year at the 60th Annual Awards Gala.

Recognized by the Temecula Valley Chamber of Commerce for service, contribution, and impact in our community.

Vivian and Robert Welsh at the Temecula Valley Chamber of Commerce 60th Annual Awards Gala Awards Gala · 2025
Vivians.io recognized on stage as Bronze Business of the Year On Stage
Certificates and Bronze Business of the Year award from Temecula Valley Chamber, City of Temecula, County of Riverside, California Senate and Assembly Certificates & Award
Vivian and Robert Welsh at the Temecula Valley Chamber 60th Annual Awards Gala Vivian & Robert
Bronze Business of the Year 2025 award seal Award Seal
Vivians.io was named Bronze Business of the Year alongside Temecula Valley's most celebrated organizations at the 60th Annual Awards Gala.
Read the announcement →
04 / Team Real
People

Real people. Real experience. Real results.

We lead every engagement personally. You work directly with Vivian and Robert, supported by a trusted network of partners and specialists when your project calls for it.

Founder № 01 Speaker · Culture Builder

Vivian Welsh

Founder & President

A speaker, change manager, and culture builder, Vivian guides organizations through the human side of technology change — building connection, confidence, and a team that's ready to grow.

Meet Vivian →
Founder № 02 Strategist · Builder

Robert Welsh

Founder & VP, Technology Services

Robert is the systems strategist and technical architect behind every build — designing and implementing CRM systems, automations, and integrations that work the way your business does, not the other way around.

Meet Robert →
05 / Connect

Ready to build systems that work for your team?

Tell us a bit about your business and what you're working through. We'll be in touch typically within one business day.

Email info@vivians.io
Response Typically within one business day
Office 43200 Business Park Dr
Temecula, CA 92590
Billing 31805 Temecula Pkwy #378
Temecula, CA 92592
Book a Discovery Call Vivians Calendar → Robert's Calendar →
Form / Discovery Inquiry Required ★

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