Streamlining Customer Management with Automated CRM AI

Business Challenge: An established Finnish general contractor and construction firm was experiencing bottlenecks in its pre-construction and business development pipeline. Critical information from new inquiries (received via email) was often delayed, entered incorrectly, or missed entirely, resulting in slow follow-up times and lost tender opportunities.

AI Solution: AndAI implemented a custom Automated CRM AI System seamlessly integrated with the company's email server and existing CRM platform. This AI solution automatically scans all inbound email communications, identifies key entities (e.g., sender name, company, project location, specific inquiry details), and intelligently creates or updates contact records, logs new project inquiries, and assigns an initial qualification score in real-time, eliminating manual data entry.

Outcome:

• Achieved 100% capture rate for all inbound sales and project inquiries, with zero manual data entry required.

• Reduced average lead response time by 80% due to instant CRM updates and automated notification triggers.

• Improved data accuracy within the CRM, providing sales and project managers with a reliable, up-to-the-minute view of the pipeline.