All work
AI · ERP
A CRM shaped around the client's sales process, with AI that drafts replies and scores leads.
- Client
- Services company
- Role
- Architect & team lead
- Stack
- Laravel, React, PostgreSQL, OpenAI API
01 · The problem
Off-the-shelf CRMs didn't match the client's pipeline, so the team stopped using them and went back to email.
02 · What we built
What we built
- 01Custom pipeline stages, fields and automations.
- 02AI reply drafts from the lead's history, sent after a human check.
- 03Lead scoring that explains why a lead scored high.
03 · Architecture
Architecture
01 · Interface
- React
02 · API
- Laravel
03 · Services
- Pipeline
- AI replies
- Lead scoring
- Inbox
- OpenAI API
04 · Data
- PostgreSQL
04 · Key features
What it does.
Pipeline
Stages that match your sales process.
AI replies
Drafts you approve before sending.
Lead scoring
With reasons, not just numbers.
Inbox
Email and WhatsApp in one thread.
05 · Screens
A closer look.
06 · Outcome
What it delivers.
AI
reply drafts from each lead's history
Why
behind every lead score, not just a number
0
thread for email and WhatsApp
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