AI Automation
Nimbus CRM — AI Automation Suite
Autonomous agents for lead triage, reply drafting and pipeline hygiene — 71% faster response.
- Client
- Nimbus CRM
- Industry
- B2B SaaS · CRM
- Country
- India
- Timeline
- 10 weeks
- Services
- AI AutomationWorkflowsIntegrations
Overview
A sales-led SaaS drowning in inbound with a 6-hour first-response time.
The Challenge
Reps were spending 40% of the day triaging and drafting — not selling.
Our Strategy
Agent workflows for triage, draft-reply generation, pipeline hygiene and forecast prep.
Execution
Every phase, in order
- 01
Discovery
Shadowed 8 reps to map 22 recurring workflows.
- 02
Agents
Built 5 agents: triage, draft, enrich, hygiene, forecast.
- 03
Integrations
HubSpot, Slack, Gmail, Calendly, Clearbit connectors.
- 04
Rollout
Gradual rollout with reviewer-in-the-loop before autonomy.
Deliverables
What we shipped
- Workflow maps
- 5 agents
- Integrations
- Reviewer dashboards
- Monthly QA reports
Gallery
Selected screens
Results
Outcomes that moved the P&L
−0%
Response time
+34%
Rep selling time
0%
Pipeline hygiene
+18pt
Forecast accuracy
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