CRM with an AI agent for a wholesale trading business
4 hrs → 15 min
First response time
~60%
Of inbound enquiries handled by the agent
12
Stalled deals revived in two months
One
Pipeline, replacing email and spreadsheets
The challenge
The sales process lived across email, WhatsApp and spreadsheets. Nobody could say reliably which deals were moving, and inbound enquiries waited hours for a first reply in a market where the first credible answer usually wins the order.
Our solution
We centralised the pipeline into a CRM built around how they actually sell, then put an AI agent in front of inbound enquiries to answer the routine ones, qualify leads, and route what needs a human. Follow-up sequences run automatically so a deal stops going quiet because someone forgot.
Tech stack
“They were proactive, easy to work with, and genuinely committed to delivering a high-quality result.”
Head of Business Development
Carni Trade Impex s.r.o. (verified Clutch review)
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