A growing B2B software company had more inbound leads than its small sales team could handle well. Good leads went cold simply because no one got to them fast enough.
The challenge
Reps triaged leads by hand, followed up when they could, and wrote up calls after the fact — if they remembered. The CRM was always a little out of date, so forecasting was guesswork.
What we built
A sales copilot that scores every inbound lead the moment it lands, sends a tailored qualified follow-up within minutes, and drafts a call summary that writes straight back to the pipeline. Reps stay in control — the copilot just removes the lag and the admin.
- Real-time lead scoring against ideal-customer signals
- Instant, tailored first-touch follow-up
- Call summaries auto-written back to the CRM
The result
First-response time dropped from hours to minutes, more inbound leads reached a real conversation, and the pipeline finally reflected reality — because keeping it current stopped depending on anyone remembering to.