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AI agent · CRM

Salesflow AI Agent

An AI sales agent that qualifies inbound leads, drafts follow-ups, and books meetings — pipeline velocity up 2.4× in the first quarter.

Vantage Industrial Supply · 7 weeks · 2025

Salesflow AI sales agent dashboard with pipeline metrics, lead queue, and HubSpot sync charts.

Challenge

Inside sales spent half their day copying CRM notes and chasing cold form fills. Marketing generated leads, but response times averaged 19 hours and quotes stalled in inbox threads.

Approach

We shipped a Next.js ops console plus background workers that enrich leads, draft emails in the brand voice, and propose meeting slots from Google Calendar. Reps approve sends in one click; the agent handles nudges and task creation in HubSpot.

Timeline

  1. 01

    CRM & data audit

    Week 1

    Mapped objects, pipelines, and compliance rules. Defined what the agent may never send without approval.

    • CRM map
    • Approval matrix
    • Brand voice guide
  2. 02

    Agent & console

    Week 2–4

    Lead scoring, enrichment via Clearbit, email drafts, and meeting booking flows with audit trail.

    • Ops console
    • Worker jobs
    • HubSpot sync
  3. 03

    Pilot team

    Week 5–6

    Four reps, daily standups, prompt tuning from won/lost deals.

    • Pilot report
    • Playbooks
    • Metrics dashboard
  4. 04

    Full sales rollout

    Week 7

    Entire inside sales team onboarded with SSO and quarterly model review cadence.

    • Production launch
    • Training
    • Handover

Stack

  • Frontend

    Next.js, React, Tailwind CSS

  • Agent

    OpenAI API, Tool calling, Vector store (accounts)

  • Integrations

    HubSpot, Google Calendar, Clearbit, Postmark

  • Data

    PostgreSQL, Redis, BullMQ

“The handover was the best I’ve seen in fifteen years of running engineering teams. Our developers picked up the Northwind codebase in a week without a single ‘why is this like this?’ Slack message. The map component alone saved our dispatchers 22% of their daily routing time.”

Marcus Ellery, CTO — Northwind Logistics

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