AI Automation CRM Lead Management
AI-Powered Lead Routing & CRM Workflow
Client: Regional Roofing Company
We shipped an AI-powered lead routing and CRM workflow that cut response time from hours to minutes and increased booked inspections by 38%.
Challenge
The company relied on manual lead assignment and spreadsheet tracking. Response times averaged 4–6 hours, and leads were frequently lost between reps.
Solution
We built an automated intake pipeline that scores and routes inbound leads to the nearest available rep in under 60 seconds — integrated with their CRM, calendar, and notification stack.
Results
- Response time reduced from hours to under 2 minutes
- Booked inspections up 38%
- Lead leakage eliminated
- Zero added headcount
SaaS Automation Healthcare
SaaS Scheduling Platform with Automated Intake
Client: Multi-Location Clinic Group
We built a SaaS scheduling platform with automated reminders and intake, reducing no-shows by 27% and saving the front-desk team 15+ hours per week.
Challenge
Five clinic locations used different scheduling tools and manual reminder calls. No-shows were costing the group $40K+ per month in lost revenue.
Solution
We designed a unified scheduling platform with SMS/email reminders, digital intake forms, and real-time availability sync across all locations.
Results
- No-shows reduced by 27%
- Front-desk team saved 15+ hours/week
- Patient intake time cut in half
- Unified dashboard for all 5 locations
AI Automation CRM Lead Management
Automated Lead Enrichment & Pipeline Syncing
Client: B2B Real-Estate Firm
We automated lead enrichment and pipeline syncing across CRM and email tools, doubling qualified opportunities without adding headcount.
Challenge
The sales team spent hours manually researching leads and copying data between CRM, email sequences, and spreadsheets. Qualified pipeline was stagnant.
Solution
We built a lead enrichment engine that pulls firmographic and intent data at ingestion, scores leads, and syncs pipeline state across CRM and email tools in real time.
Results
- Qualified opportunities doubled
- Manual research hours eliminated
- CRM and email always in sync
- No additional headcount required
