B2B Sales Company

A CRM that fills itself in

A mid sized B2B company ran its sales on Bitrix24, but every inquiry was reviewed, copied into the CRM and followed up by hand, so good leads went cold.

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Success story

The challenge and what we built

A mid sized B2B company ran its sales on Bitrix24, but every inquiry was reviewed, copied into the CRM and followed up by hand, so good leads went cold. We connected an AI layer directly to the CRM that reads each new deal, writes a personalised script for the rep, routes the lead by territory, deal size and industry and fills in the deal card from the conversation. The same system now calculates KPIs and salaries for more than 200 managers.

Results

  • 35% less sales manager workload
  • Leads routed to the right rep instantly
  • 40 hours a month back for accounting

Client details are kept confidential. Figures come from the project records and describe this specific project, not a guarantee for every business.

Before

  • Inbound leads waiting hours for a reply
  • Deal data copied into the CRM by hand
  • KPI and salary sheets built manually

After

  • 35% less sales manager workload
  • Leads routed to the right rep instantly
  • 40 hours a month back for accounting

Automations

  • AI deal analysis

    Prepares a tailored script for every incoming deal.

  • Smart lead routing

    Sends leads to the right rep by territory, size and industry.

  • CRM auto fill

    Summarises conversations into deal cards.

  • Instant alerts

    Slack and Telegram alerts the moment a lead arrives.

  • KPI and salary

    Monthly performance and pay calculated automatically.

Let's build together

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