The work
The product focuses on CRM workflows where teams manage customer context, repeated actions, and follow-up work across daily operations.
A CRM-focused product where AI supports everyday customer and sales operations through workflow-aware assistance.
The product focuses on CRM workflows where teams manage customer context, repeated actions, and follow-up work across daily operations.
CRM automation has to respect the existing sales process. The AI layer needed to assist the workflow without hiding context from the people responsible for it.
We worked on CRM workflow logic, AI-assisted interaction flows, internal product surfaces, and automation scenarios.