Client Overview

A B2B marketing agency managing 12,000+ contacts in HubSpot and ClickUp. Sales reps often forgot to update CRM fields, leading to misalignment and poor forecasting.

Challenges

• Manual CRM updates delayed by 24–72 hours
• Reps switched between 4+ tabs to find or edit lead data
• Sales forecasts became unreliable due to incomplete entries

Our Solution

Deployed a CRM Co-Pilot agent:

• Embedded directly into HubSpot and Notion
• Understood natural language commands (e.g., “Show me all leads from NYC who opened last week’s campaign”)
• Could update, delete, calculate, and enrich lead data autonomously

Operational Impact

• Average CRM update time dropped from 4 mins to <30 seconds
• Sales reps used voice + text to operate CRM hands-free
• Pipeline views now updated in real-time