Model the pipeline
Structured the stages, fields and follow-up logic around how the business actually sells.
CRM, Sales & AI Workflow
AI-Powered CRM System
A CRM designed around real sales workflows, with AI helping to prioritise, summarise and follow up so nothing important is dropped.
- Industry
- CRM & business software
- My role
- Design of the CRM logic, pipeline structure, dashboards and the AI-supported features.
01 The Challenge
The problem we set out to solve
Leads slip through the cracks, follow-up is inconsistent, and the data a business already has never turns into a clear picture of what to do next.
02 What Was Built
From concept to a working system
The pieces that were designed and built.
Tools & systems
- A lead and deal pipeline structure
- Dashboards and reporting logic
- Task and follow-up workflows
- AI analysis and summary concepts
- A business reporting structure
03 Process
How it came together
The path from problem to a real, usable system.
Design the dashboards
Defined the reports and views that answer the questions a manager really asks.
Add AI where it helps
Used AI to prioritise leads, summarise activity and suggest the next action.
04 The Outcome
What it delivered
A CRM organised around real workflows, where AI helps prioritise, summarise and follow up — so the pipeline stays clean and no opportunity is forgotten.
05 What It Teaches
What you'd learn from it
How CRM logic, pipelines and AI insights fit together into a system a team will actually use.
More Proof
Other case studies
A few more real systems behind the training.
Bring your project
Build your own real system.
Bring your business, website, app, CRM or automation idea. We'll plan it and start building it together — and you keep what we make.