Client CRM
I built a CRM that contacts leads instantly, reveals what happens on every call and feeds AI lead-quality verdicts back into paid acquisition.
The opportunity
The company sells leads on a pay-per-lead basis. Clients were leaving after their trials, and we couldn't see enough of the journey to understand why. Was the lead poor quality, was the first call too late, or did the sales conversation fall short? The old tools didn't fit our operation and left those questions unanswered. I built a CRM that makes the whole journey visible, from the lead we deliver to the conversation it creates.
What I built
- A custom CRM where every lead sold arrives with its contact details, messages, calls and pipeline history in one place.
- Instant Speed to Lead: ElevenLabs voice agents contact leads as soon as they submit a form, with a natural, conversational voice.
- AI verdicts that answer the questions the business depends on: was contact attempted, was the lead actually reached, and what did the conversation reveal about lead quality? Recordings, transcripts and quoted evidence sit beside each verdict.
- A feedback loop that sends those verdicts back to the ad platforms, connecting campaign optimization to the quality of the leads clients actually speak to.
- An account view that brings trial progress, response times and follow-up activity together, with client onboarding reduced from 2–3 days to minutes.
The experience
I designed the lead record around the next decision. The team can see what arrived, when contact happened and where the lead stands without piecing together separate tools.
Speed to Lead starts the conversation immediately. Calls and messages stay attached to the same record, so the next person has the context to continue it.
After a call, AI turns the recording into a transcript, a summary and a verdict. Contact attempts, successful reach and lead quality are assessed separately, making it possible to distinguish a follow-up problem from a lead-quality problem.
I built the client overview to make troubled trials visible while there is still time to act. Lead delivery, time to first call, reach and quotes show where an account needs attention.
I feed the AI verdict about lead quality to the ad platforms so campaigns optimize for quality.
