Recently touched
- 2026-06-16 Milestone 5: Extra Features Done
- 2026-06-11 Upsell / new-sell deal duplication via product multi-select Done
- 2026-06-07 Auto-Anlage Projekt bei "Won" + Standard-Projektvorlage Done
- 2026-06-07 Deal value automation: sync deal value to linked project via Make Done
- 2026-06-06 KI-Agents — Konfiguration Done
What we built
- 01
Call to CRM
Fireflies recaps attached to the deal, creating a lead when there is no deal yet
- 02
AI follow-up
Follow-up email drafted from the call notes with the right references, no more action items lost
- 03
Native automations
Lean setup: stage triggers and notifications, no-show handling, and the qualified-but-cannot-book handling which cluttered the pipeline before
- 04
Telephony
A CloudTalk tag set during the call creating the Pipedrive deal directly
- 05
Upsells
Upsell and new-sell deals spun off the original through a product multi-select instead of being retyped
- 06
Data quality
Phone numbers normalised to E.164; fields and lost reasons standardised
- 07
Projects
Historical won deals converted to projects in pipedrive, deal value synced to the linked project through Make, helper workflows driving the project lifecycle
- 08
Reporting
An SDR statistics dashboard on top of the cleaned data