Overview
CRM with AI-assisted lead scoring, stale-deal nudges, and automated follow-up sequences.
Client & Industry
Client: Atlas B2B Software
Industry: B2B SaaS
The Challenge
Sales reps ignored CRM hygiene. Deals stalled silently and marketing couldn't attribute pipeline to campaigns.
Our Approach
We ran a focused discovery sprint with stakeholders, mapped existing workflows, and shipped in phases so users saw value within the first six weeks. Each release included QA, performance testing, and documentation for internal teams.
Outcome
The platform is now in daily production use. Internal teams report faster decision-making, fewer manual steps, and clearer visibility into the metrics that matter to leadership.