E-commerce
A custom CRM for a sales team: +10% to company profit
+10%
to company profit
100%
of calls transcribed
AI
prompts live on every call
The starting point
The team worked in an off-the-shelf CRM that didn't fit the process. Extra features got in the way, the needed ones were missing, customization hit a ceiling.
Unpaid Shopify orders kept slipping through - money was lying on the floor.
What I built
- 1Recording and transcription of every call
- 2An AI assistant on the call: surfaces the right script in real time
- 3Clean reporting for the owner
- 4Built-in onboarding for new reps
- 5A knowledge base and documented processes
- 6Shopify integration: unpaid orders get caught automatically
The result
+10%to company profit
From recovering unpaid orders. Sales became systematic: a new rep ramps up on a documented process, and the owner sees the numbers without manual summaries.
What this looks like for you: A CRM built around your process - not a process bent around someone else's CRM.
Stack
custom CRM
call transcription
AI assistant
Shopify integration
Want a system like this in your business
A free 25-minute review: we look at your process and find where a system pays off first. Straight talk, no obligation.
Book a free 25-min review