CRM, Sales & AI Workflow
AI-Powered CRM System
A CRM designed around real sales workflows, with AI helping to prioritise, summarise and follow up so nothing important is dropped.
The challenge
Leads slip through the cracks, follow-up is inconsistent, and the data a business already has never turns into a clear picture of what to do next.
My role
Design of the CRM logic, pipeline structure, dashboards and the AI-supported features.
What we built
- A lead and deal pipeline structure
- Dashboards and reporting logic
- Task and follow-up workflows
- AI analysis and summary concepts
- A business reporting structure
Tools & modules
- Lead pipeline
- Deal tracking
- Dashboards
- Tasks
- AI-supported insights
How it was made
- 01
Model the pipeline
Structured the stages, fields and follow-up logic around how the business actually sells.
- 02
Design the dashboards
Defined the reports and views that answer the questions a manager really asks.
- 03
Add AI where it helps
Used AI to prioritise leads, summarise activity and suggest the next action.
The outcome
A CRM organised around real workflows, where AI helps prioritise, summarise and follow up — so the pipeline stays clean and no opportunity is forgotten.
What you'll learn from it in lessons
How CRM logic, pipelines and AI insights fit together into a system a team will actually use.
See AI automation training →
Want something similar for your business?
In the lessons we work on your real project — from idea to a working solution.