Software shaped to your operation.
Bespoke systems for small and mid-sized companies and nonprofits: AI, reporting, automation, and custom tools.
You have software. The work is still manual.
There are CRMs, form tools, email threads, Slack channels, and a dashboard or two. The work still moves between them by hand: somebody retypes the submissions, somebody chases the invoices, somebody rebuilds the Monday report, and the whole routine runs on whoever remembers it.
- Form submissions get retyped into the CRM by hand
- The same report gets rebuilt every Monday from the same three exports
- Follow-ups happen only when somebody remembers
Automation & AI
AI that takes over the manual work: intake that reads documents on arrival, and invoicing, reminders, and follow-ups that run on their own.
Reporting & data systems
One pipeline from your source tools to reports that rebuild themselves every week without a person doing it.
Custom internal tools
Booking systems, client portals, and staff dashboards shaped to how your operation already runs.
What that looks like in practice:
Case management for ten staff across three programs.
Family records lived in spreadsheets, inboxes, and people's heads. Pomelo built their case and staff management system: linked individual and family records, with the notes, check-ins, goals, and action plans the whole team works from.
The staff side runs in the same system: purchase orders, PTO requests, and task management. An AI content system runs alongside it, drafting newsletters, board reports, and grant updates in the organization's own voice.
"Our continuity of care relies on staff sharing information and collaborating on interventions, something that was virtually impossible before Pomelo built our case and staff management systems. Staff and clients love the ease of access, and funders love the transparency."
Sixty reports that build themselves.
Their numbers were spread across three tools, joined by name matching that broke when someone added a middle initial. Basic reporting burned over 10 hours per month, and evaluating one crew leader meant opening six pages.
Pomelo replaced it with one automated pipeline: crew performance, job costing, sales goals, and damage tracking across ten years of jobs, with alerts that email the owners when data goes stale or a job sits on hold too long.
A booking system that fills group sessions on its own.
Pomelo built a booking system around a custom grouping engine: kids book their own sessions and only see times that match their level, so groups fill instead of fragmenting. When a teammate books in, everyone else at that level gets a notification, and kids follow each other into sessions on their own. Per-coach schedules, Google Calendar sync, and invoicing run underneath it.
"Kids used to text me at 9 pm asking if I had a session they could join tomorrow. Now they book themselves into the right group and my calendar stays full with lucrative group sessions."
A whole back office in one platform.
Client information came in through Jotform and got retyped by hand into a legacy CRM that was never built for tours. Pomelo built the platform their staff and their clients both work in:
- Tour signup, registration forms, and an AI intake that reads passports on arrival
- Installment payments with automated invoicing and reminders
- Client messaging, announcements, and staff reporting
Led by Grace Santos.
Pomelo is based in Charlottesville, Virginia. Grace scopes every engagement personally and stays on it through launch.