SALES AGENT
CRM + LEAD OPERATIONS
A business had leads coming in faster than the CRM could keep up with cleanly. We built a chat-commanded agent that reconciles, ranks and manages them, so the CRM stays a working system instead of a dumping ground.
THE PROBLEM.
[ BEFORE ]
New leads were landing in the CRM faster than anyone had time to process them properly. Records went in as-is, duplicates piled up alongside stale entries that hadn't been touched in months, and the CRM slowly stopped being something the sales team could trust at a glance.
Deciding who to contact next was a judgement call made from a messy list, not a clear signal. With no reliable way to see which leads were worth chasing first, follow-up defaulted to whoever was most recent or most visible, not necessarily most likely to convert.
Working an opportunity through the pipeline meant manually updating records at every stage. That upkeep competed directly with actual selling time, and the more leads came in, the further the CRM drifted from reality.
WHAT WE BUILT.
[ THE SYSTEM ]
- BUILD/01
A chat-commanded agent that reconciles new leads into the CRM and cleans up duplicate and stale records as part of the same pass.
- BUILD/02
A recommendation layer that ranks which leads to contact next and summarises what each one actually wants, so outreach starts with context instead of a cold list.
- BUILD/03
End-to-end pipeline management, moving opportunities through stages and keeping the CRM current without manual data entry.
THE RESULT.
[ AFTER ]
The CRM stays clean and current on its own, and the sales team works from a ranked, summarised list instead of guessing which lead to chase next.
[ BUILT WITH ]
>> PART OF AI Agents + Automation
[ START HERE ]
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