Problems we solved
- Manual note-taking and inconsistent follow-ups.
- Messy CRM data and stale opportunities.
- Risk of off-brand or non-compliant outreach.
What we built
AI notes: Call/meeting summaries with next steps and sentiment.
Follow-up generator: Approved templates with personalization and approvals.
Pipeline hygiene: Stale deal alerts, renewal nudges, and owner checks.
Governance: PII redaction, permissions, and full audit logging.
Stack
- Salesforce/HubSpot, calendar + call transcripts, n8n/Make, email/SMS.
- Retrieval over playbooks and legal/brand guidelines; approvals for sends.
Outcomes
- 30% more timely follow-ups sent.
- 12% higher win rate on serviced deals.
- Cleaner CRM with logged, auditable actions.
Give every consultant an AI copilot that keeps CRM data clean, compliant, and proactive.
FAQ
Does this replace our CRM?
No—it augments Salesforce/HubSpot with AI copilots and keeps data in your CRM.
Can legal review messages?
Yes—approvals and templates are enforced; all sends are logged.
How do you handle sensitive info?
PII redaction, encryption, and least-privilege scopes.
How long to implement?
3–5 weeks including templates, approvals, and QA.