AI-Powered Sales Intelligence Automation
Automates sales intelligence from emails and meetings to surface follow-ups, risks, and pipeline insights seamlessly into CRM configurations.
report_problemThe Problem
High-ticket sales teams lose extensive hours to manual CRM data entry and sifting through email threads. Critical meeting action items are often lost, and follow-up opportunities are missed simply due to tracking fatigue. Sales leaders needed a seamless intelligence layer that actively pulled insights instead of requiring manual push.
psychologyThe Solution
We developed an intelligence pipeline powered by Python (FastAPI) and n8n to integrate directly with Gmail and Calendar APIs. The AI monitors designated threads and calendar events, transcribes meeting data if necessary, and extracts structured follow-up items. Twilio WhatsApp alerts are surfaced to account executives when specific keywords or deal risks are detected.
Project Demo
The Results
Eliminated CRM Copy-Paste
Massively reduced the administrative pipeline workload for agents.
Improved Follow-Up Coverage
Automated deal risk detection ensures zero blind spots.
Repeatable Reporting
Weekly insight summaries delivered without active engineering time.