Sales
AI layer over the CRM for sales-call preparation
Close rate +19%
monthly savings
Tools used
LLMsCRM integraceRAGWebhooks
The problem
The sales team had plenty of data sitting in the CRM but little time to go through it before a call. Meeting prep was inconsistent and depended entirely on how much each rep managed to read beforehand.
Our approach
We built an AI layer on top of the CRM that automatically compiles a client overview, communication history, and suggested talking points before every call, then proposes call notes and next steps afterward.
The result
The sales team rated the rollout as 100% valuable — better prep let them handle more calls, and close rate rose by 19%. Rollout took six weeks; pricing is quoted on request based on call volume.
Ready to save dozens of hours a month?
A free, no-obligation consultation. Describe your process, and we'll tell you whether automation pays off.