AI CRM Dashboard
A B2B sales team was managing their entire pipeline through email threads and a shared spreadsheet. Every call had to be manually summarized, follow-ups were missed more often than not. We built them a focused CRM that connects to their calendar, auto-generates call notes with GPT-4, and keeps the deal board in one honest view.
- Problem
- Pipeline tracked in spreadsheets, no call summaries, deals slipping through the gaps.
- Solution
- CRM with AI call summaries, automatic follow-up scheduling, and a live deal board — built in 8 weeks.
- 8 weeksTime to ship
- AutomatedCall logging
- 8 weeksTimeline
- 3 engineersTeam
- Next.js
- OpenAI
- PostgreSQL
- Prisma