AI CRM

A CRM-focused product where AI supports everyday customer and sales operations through workflow-aware assistance.

Domain CRM
Use case Sales operations
Work AI-assisted workflows

The work

The product focuses on CRM workflows where teams manage customer context, repeated actions, and follow-up work across daily operations.

What mattered

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.

What shipped

We worked on CRM workflow logic, AI-assisted interaction flows, internal product surfaces, and automation scenarios.