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Sales
Confidential
CRM Pipeline + AI Client Onboarding
A lightweight CRM pipeline plus AI-assisted intake to standardize client setup.
What We Built
A pipeline workflow with reporting and an AI-guided onboarding flow that captures structured requirements and produces summaries.
Key Features
- Pipeline stages and deal tracking
- Reminders/tasks and follow-up discipline
- Dashboards and reporting
- Structured intake forms
- AI-assisted summaries for handoff
Impact
Faster onboarding
Better follow-up consistency
Cleaner reporting
More leads converted
Confidentiality
Client name withheld. References available upon request.