A custom CRM with an AI assistant that writes the follow-ups
Sales pipeline£1.9m in play
Lead 8
Halden Logistics£24k
Brightwater Dental£9k
Qualified 5
Kestrel Foods£15k
Proposal 3
Orchard Legal£38k · follow-up drafted
Marlow Estates£62k
Won 4
Fenwick & Co£41k
Assistant: call summarised and a follow-up drafted for Orchard Legal. Ready for your review.
The challenge
Off-the-shelf CRMs never fitted how this team sold, and people were losing hours every week to notes, updates and follow-up emails.
How it works
Step 1PipelineA visual pipeline designed around the team’s real sales stages.
Step 2SummariesAI summarises calls and meetings and logs them against the right deal.
Step 3Follow-upsDraft emails are prepared for review, with the right pricing and next steps.
Step 4InsightWeekly pipeline summaries for the leadership team.
What we did
- Mapped the real sales process with the team
- Designed and built a custom CRM with a visual pipeline
- Added AI that summarises calls and drafts follow-ups for review
- Trained the team and set clear rules for reviewing AI drafts
AIbuilt into the daily workflow
Ready to start your AI journey?
Send us a quick enquiry and we’ll reply within one working day. Or email info@cinqamis.com.