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Professional Services

AI Sales CRM

Representative project — B2B services sales team

Representative project: illustrative of our work, not a verified client engagement.

The challenge

A sales team was tracking leads across spreadsheets, email, and WhatsApp. Follow-ups depended on individual memory, managers had no reliable view of the pipeline, and conversation history lived on personal phones.

The solution

A custom CRM with a pipeline matching the team's real sales stages, automatic lead capture from web forms and WhatsApp, and AI-generated summaries of each conversation logged against the deal. Follow-up reminders and stalled-deal alerts keep opportunities moving.

The CRM was designed around three screens the team uses every day: a personal task list, the pipeline board, and the customer record. Everything else — reports, settings, imports — sits one level deeper. AI is used narrowly: summarising conversations and suggesting next steps, with the salesperson confirming any field changes.

Results

Leads from every channel are captured in one place, follow-ups are scheduled automatically instead of remembered, and managers can review the pipeline without asking for a spreadsheet.

Services used in this project

CRM Development

A custom CRM built around your sales and service process, with the pipelines, fields, and integrations your team actually needs.

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AI Sales Automation

AI that responds to new leads within minutes, qualifies them, books meetings, and keeps follow-ups going so no deal goes cold.

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AI CRM Automation

Keep your CRM accurate without the admin — AI logs calls and messages, updates records, and flags deals that need attention.

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