AI CRM system
Requests came in through three channels and disappeared into separate mailboxes. Now everything lands in one place, with a suggested next step attached.
What the system does
Website, email and phone come together in one place, with the client details already attached.
For each lead the logical next step is ready, along with why it is suggested.
Statuses follow what actually happens, without keeping lists by hand.
The process
How the system took shape, step by step
Every request arrives as a contact
Website, email and phone come together in one system, with company, question and urgency attached straight away.
Your own process as the basis
We captured the steps the team already uses: from first contact to intake, quote and assignment.
A suggested action per lead
The system prepares the logical next step, with the reasoning attached.
The team stays in control
Statuses follow what actually happens, but the team decides what happens and whose turn it is.
The end result
No request is left waiting
Everything comes in at one place, with context and a suggested next step. In a single overview the team sees what is going on and whose turn it is, so new colleagues can join in straight away.
We finally see in one overview what is going on and whose turn it is. New requests no longer get stuck in a mailbox.
Client · sales team
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Facing something similar?
We are happy to discuss what is possible for your specific situation.
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