Service
Sales and CRM with AI
I build the path from lead to sale: capture, AI qualification on WhatsApp, entry into the CRM and follow-up by the sales team. When off-the-shelf tools do not fit, I build the CRM to order, with each customer's data kept apart.
Who it is for
Sales teams and business owners who generate leads (ads, website, referrals) and lose sales along the way: slow replies, qualification done by eye, leads with no owner and data scattered across spreadsheets.
Problems it solves
- A lead arrives and nobody answers in time.
- Qualification done by eye, each salesperson with their own criteria.
- A lead with no owner, or passed on without the context of what the customer said.
- Data scattered across spreadsheets, WhatsApp and the CRM, with no reliable conversion number.
What I deliver
- An AI agent that talks to the lead on WhatsApp, qualifies it and books a meeting or calls the salesperson.
- Automatic lead scoring and distribution to the team, with a note of what the customer said in the conversation.
- Integration with your CRM through its API, or a custom CRM: Kanban pipeline, WhatsApp inbox on the official API and dashboards.
- Measurement tied to the sale: where each lead came from and what each qualified lead cost.
How it works
Diagnosis
One conversation and a map of the funnel. You leave with a list of where sales slip away. No cost, no commitment.
Pilot in production
In 2 to 4 weeks, an agent running on a real part of the funnel, with the metric defined before we start.
Scale
Did it work? I take it to the rest of the funnel and to the next channels.
Typical timeline
Qualification pilot in 2 to 4 weeks. A custom CRM takes longer and is split into phases agreed after the diagnosis.
Related case
Frequently asked questions
What is an AI SDR agent?
An SDR is the person who makes the first contact with a lead and separates who is likely to buy. The AI agent does this work on WhatsApp: it answers right away, asks what matters, logs it in the CRM and calls the salesperson at the right moment. Deciding to close the sale is still up to a person.
What result should I expect?
It depends on the funnel, and each project starts with the metric defined beforehand. In projects I delivered: 4 times more meetings booked than the human SDR on the same funnel (a premium services company with international operations), 60% lower cost per qualified lead than the previous operation (an insurance brokerage) and 70% less time spent analyzing leads in the first 60 days (the CRM in the case below).
Do I need to replace my CRM?
In most cases, no. The agent talks to the CRM you already use, when it has an API. Replacing it only makes sense when the current CRM blocks what the operation needs. In that case I build a custom one, as in the case below.
Let's talk?
The diagnosis is a conversation, free and with no commitment. You leave with the list of processes that eat the most hours of your team.
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Want this running in your operation?
Tell me in one sentence. I reply with what can be done, how long it takes and what it costs.
Tell me the problem