AI Agents · 2025

AI Lead Desk for B2B Sales Team

Client: Confidential SaaS Client

Custom AI lead qualification system that scores, summarizes, and routes inbound leads automatically.

AI AgentsSalesCRM

Duration

5 weeks

Category

AI Agents

Year

2025

The problem

Sales reps spent 20+ hours weekly manually qualifying inbound leads, copying data between forms and CRM, and writing follow-up notes.

What we built

Built an AI agent that ingests inbound leads, enriches them with public data, scores intent, drafts personalized outreach, and pushes structured records into HubSpot with next-step suggestions.

Outcomes

  • 20+ hours saved per rep per week
  • 3x increase in qualified discovery calls booked
  • Average lead response time reduced from 6 hours to under 5 minutes

Stack

Next.jsOpenAIHubSpot APIPostgresVercel

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