Work & case studies · Professional Services
AI plugin for CRM automation
An agent inside the client's CRM that enriches leads, drafts follow-ups and updates records from email and call notes.
10+ hrs
saved per rep per week
-90%
missing CRM fields on new leads
Challenge
Sales reps spent hours a week on CRM housekeeping, and the data was still incomplete.
What we built
- An agent triggered on new leads and inbound emails that enriches company data, classifies intent, drafts a follow-up and proposes CRM updates.
- Approval step in the rep's inbox for anything that changes deal stage or value; automatic application for low-risk fields.
- Full audit log of every automated action.
Results
Reps report ten-plus hours a week saved and the CRM is now reliably complete, which in turn made pipeline reporting trustworthy.
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