Sales CRM platform

Client

The client is a FinTech company that needed a custom CRM aligned with its internal sales processes, rather than the limitations of an off-the-shelf solution.

Their main pain point was fragmented sales data and limited visibility across contacts, companies, deals, meetings, tasks, and reporting.

We developed a custom AI-powered CRM platform that centralizes sales operations, BI reporting, signal capture, and external integrations in one structured ecosystem.

Key Highlights

Challenge

The company had outgrown fragmented tools and manual sales processes. The new platform needed to bring together contacts, companies, deals, and activities while adding automation and intelligence on top of them. The goal was to create a CRM that could become the company's central operational system.

1. Unify sales data. Bring contacts, companies, deals, and activities into one system.
2. Automate opportunity capture. Automatically capture opportunities from email and external sources.
3. Prioritize with AI. Use AI to analyze and prioritize incoming signals.
4. Run workflows reliably. Support multi-step workflows that execute reliably end to end.
5. Automate and report. Automate repetitive operational tasks and provide clear reporting.

Solution

We built a modular AI-powered CRM platform covering the complete sales lifecycle.

• CRM Core. Contacts, companies, deals, calls, meetings, tasks, calendar, and reporting.
• Automatic signal capture. Gmail and external-source activity is automatically processed and converted into structured CRM signals.
• AI matching. Incoming opportunities are analyzed, scored, and ranked, with top matches reaching 90%+ confidence.
• AI automation. The platform includes automated document generation and AI-assisted project estimation connected to Google Docs and Sheets.
• Workflow automation. Temporal manages durable multi-step workflows, while RabbitMQ enables reliable asynchronous communication between services.
• Role-based access. Different teams receive access based on their responsibilities.
• BI reporting. Pipeline and activity performance are available directly inside the CRM.

Process

1. Process mapping. Defined the complete CRM and sales lifecycle.
2. CRM core development. Built contacts, companies, deals, activities, calendar, and reporting.
3. Integrations. Connected Gmail and external data sources.
4. AI layer. Implemented signal analysis, scoring, matching, and automation.
5. Workflow automation. Added Temporal and RabbitMQ for reliable process orchestration.
6. Deployment & support. Deployed the modular platform to cloud infrastructure and continue to expand it.

Result

• Centralized CRM. One centralized CRM for contacts, companies, deals, and sales activities.
• Automatic opportunity capture. Automatic opportunity capture instead of manual monitoring.
• AI-powered prioritization. AI-powered prioritization with 90%+ confidence for top matches.
• Automated workflows. Automated workflows for repetitive operational processes.
• Real-time reporting. Built-in reporting for real-time pipeline visibility.
• Scalable architecture. Ready for new modules, integrations, and automation.