← OSI Global
CRM Project

OSI Global · Sales Automation

Duration 13 months
Tasks 85

Recently touched

  • 2026-08-12 HubSpot Connector: Resolve Aggregate CRM Query (query_crm_data) Permission Error Done
  • 2026-08-08 HubSpot Scope Question for Aggregate CRM Queries (query_crm_data) Done
  • 2026-05-21 Daily agenda email: Claude + HubSpot workflow Done
  • 2026-05-21 Skills & Sequences Done
  • 2026-05-21 Skills & Sequences Done

Other projects in this case study

  • Sales MCP

    OSI Global sells alternative IT infrastructure and hardware lifecycle management into enterprise accounts, and their sales team runs on HubSpot. We built the OSI Brain, an MCP server that puts their…

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  • HubSpot Optimization

    OSI's HubSpot Optimization project is a large-scale initiative delivering a complete lead enrichment and order processing platform. The system combines multiple data sources (Apollo, Zerobounce,…

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  • Website Refresh

    OSI Global ran on WordPress. We rebuilt their site on Astro — a faster, static site OSI owns outright, with content as Git files editable by their own team or directly through Claude and ChatGPT, a…

    What we built

    • Performance score
    • Largest Contentful Paint
    • First Contentful Paint
    • Total Blocking Time
    • Cumulative Layout Shift
    • Speed Index
    Read case study

  • Service System

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