Representative project — B2B services sales team
Representative project — illustrative of our work, not a verified client engagement.
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.
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.
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.
A custom CRM built around your sales and service process, with the pipelines, fields, and integrations your team actually needs.
AI that responds to new leads within minutes, qualifies them, books meetings, and keeps follow-ups going so no deal goes cold.
Keep your CRM accurate without the admin — AI logs calls and messages, updates records, and flags deals that need attention.