Automating Lead Workflows with an Industry-Tailored AI CRM Platform

A business solutions provider with deep expertise in sales and marketing automation. Their focus is on building AI-powered tools that help small and mid-sized businesses manage leads, streamline customer engagement, and drive revenue without requiring deep technical know-how.

The Need:
The client needed a fully integrated, AI-driven CRM platform to replace their dependency on third-party tools like HighLevel. The platform had to support intelligent lead workflows, real-time customer engagement, personalized automations, and industry-specific configurations—all while remaining scalable and easy to use.

Our Solution:
We developed a comprehensive CRM system equipped with intelligent workflow automation and AI-driven engagement features. The platform includes a dynamic workflow builder, video content automation for lead nurturing, customizable landing pages, and a powerful reporting dashboard. Built with flexibility in mind, it supports deep integrations across platforms and industries.

Outcome Achieved:

• Replaced third-party CRM with a fully custom AI-powered lead management platform
• Automated onboarding workflows and follow-ups via dynamic video assignments
• Enabled custom landing page and funnel builders tailored to specific industries
• Supported multiple verticals including Real Estate, Dental, Legal, Automotive, and Financial Services
• Delivered real-time analytics on user engagement, conversions, and behavior insights