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
Nimbus CRM — AI Automation Suite
Case study

Diagnose → Identify → Prioritize → Fix → Measure → Scale

Step 01

Diagnose

A sales-led SaaS drowning in inbound with a 6-hour first-response time.

Step 02

Identify the restriction

Reps were spending 40% of the day triaging and drafting — not selling.

Step 03

Prioritize

Agent workflows for triage, draft-reply generation, pipeline hygiene and forecast prep.

Step 04

Fix

Discovery → Agents → Integrations → Rollout

Step 05

Measure

Response time: −71% · Rep selling time: +34% · Pipeline hygiene: 96% · Forecast accuracy: +18pt

Step 06

Scale

Once the restriction cleared, the same system was extended across AI Automation, Workflows, Integrations for Nimbus CRM.

Solution

What was implemented, in order

  1. 01

    Discovery

    Shadowed 8 reps to map 22 recurring workflows.

  2. 02

    Agents

    Built 5 agents: triage, draft, enrich, hygiene, forecast.

  3. 03

    Integrations

    HubSpot, Slack, Gmail, Calendly, Clearbit connectors.

  4. 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

Impact

Documented project outcomes

−0%

Response time

+34%

Rep selling time

0%

Pipeline hygiene

+18pt

Forecast accuracy

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