Industry:
B2B Marketing Agency
Team Size:
12 employees
Location:
United States
Timeline to Live:
24 days
Services Used:
CRM Automation + AI Sales Automation
Primary Goal:
Build CRM infrastructure to support and track an automated outbound sales system
About the Client
The same B2B marketing agency as the outbound sales automation case study — building out the CRM infrastructure that underpinned the entire AI sales system. No CRM had existed before engagement. Every prospect relationship was tracked informally through email threads and the founders’ memories.
The Challenge
Before any outbound system could be built, a CRM infrastructure needed to exist — one that could receive, track, and advance every prospect the AI system would generate. The founders had no CRM history, no platform preference, and no CRM management experience. We built from zero.
- No CRM in place — all pipeline tracked via email and memory with no structure or visibility
- No data standards — no defined fields, stages, or processes for managing prospects
- No experience evaluating or managing CRM platforms — selection decision needed to be right first time
- Pipeline needed to support high outbound volume from day one — the system would generate more leads than could be managed manually
- Founders needed full pipeline visibility without having to maintain anything manually
The CRM needed to be set up correctly from day one — connected to the outbound system, updating automatically from every interaction, and requiring zero manual maintenance from the founding team.
Our Approach
We selected and configured the CRM platform based on the agency’s specific needs, then built the complete architecture — contact management, pipeline stages, automation logic, and integration with every component of the AI sales system — before the outbound sequences went live.
What We Built
A fully configured, automated CRM built from zero — integrated with the complete AI sales system and requiring no manual maintenance from the founding team.
The Results
CRM live and integrated within the 24-day build. Fully operational from the moment outbound sequences began running.
+340%
Pipeline Growth
100%
Activity Logged
0
Manual Updates
$290K
Pipeline — Month 1
“We’d never had a CRM before. Now we have one that updates itself, shows us exactly where every deal is, and requires nothing from us to maintain. The pipeline visibility alone changed how we think about the business.”
— Co-Founder, B2B Marketing Agency
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A CRM That Updates Itself Is a CRM Your
Team Will Actually Use.
Book a consultation and we’ll audit your current CRM situation — or build from zero if that’s where you are. Either way,
we’ll show you what automated pipeline management looks like.
No CRM? No problem. We’ve built from scratch more times than from an existing setup.
