Outcomes, not adjectives.

Situation

NovaCrest's sales team was spending over half their week on lead qualification: reading inbound enquiries, deciding who was worth a call, and following up on quotes that went cold. Three people. A lot of time. Most of it on leads that never converted.

What we built

We built a sales AI agent integrated with their existing inbox and CRM. It reads every inbound enquiry, classifies intent, asks follow-up questions via WhatsApp or email, and creates a qualified lead card in the CRM — with a summary, a score, and a suggested next action. For quotes that went cold after three days, it sends a single follow-up automatically.

Result

Lead response time went from 6 hours to under 4 minutes. The team closed 31% more deals in the first quarter after launch.

Situation

Meridian had been forcing their client management workflow into a generic SaaS CRM for two years. Half the fields were unused. Their team had built a parallel system in spreadsheets. Nothing connected.

What we built

We mapped how their team actually tracks clients, renewals, internal notes, and escalations — then built a custom CRM on top of their existing infrastructure. Clean pipeline views per relationship manager, automated renewal reminders 60 and 30 days out, and a client health score based on recency and engagement.

Result

Spreadsheet usage dropped to zero within six weeks. Client retention improved by 18% over two quarters.