Automated Sales Database
The CRM kept in sync on its own, a searchable second brain for the team, research and analytics on tap.
3 hrssaved every day
Before
The pipeline lived across spreadsheets, inboxes and a CRM nobody quite trusted. Every update was typed twice, and the history of a relationship lived in whoever had the last conversation.
What we built
A system that keeps the CRM in sync on its own, files every conversation into a searchable second brain, and runs research and analytics on the accounts the team is working.
Result
Nothing new to learn. The team works the way it did, the admin happens underneath. Three hours a day back across the sales team.
- TriggerA sales call ends
- StepNotes and the conversation captured
- StepCRM updated, nothing typed twice
- StepResearch run on the account
- OutcomeA brief in the rep's inbox before the next call


