Through the eyes of Automation Hero

Goals

Challenges

Results

savings on every email.
10 min
phone calls in CRM
100%
Monthly savings per salesperson
20h

How did we do it?

1

Workflow verification

We conducted a detailed analysis of the work style, verifying the sources of contacts and the technical specifications of the current systems.

2

One source of truth

We integrated all channels with automation, creating a central database where each customer received a unique, unchangeable ID.

3

Dedicated AI agents

We have deployed an "army of agents" who analyze the entire history (customer file) and generate ready-made draft responses based on the entire thread.

Additional objectives

Eliminating communication chaos at HubSpot.

Increasing team efficiency.

Full archiving and analysis of EVERY communication.

Mateusz Siejo

Customer review

Visually and functionally, the system meets our needs—it's exactly how we want it to look in the end. Although we are not yet using all the available tools to the extent we had planned, we are working hard on it. We see enormous potential in this for organizing our work.

Mateusz Siejo

Co-founder

See other Case Studies

How did MTA transfer the work of 80 people from 6 systems to ClickUp?

The dispersion of key processes across three unconnected systems generated information chaos and hindered the effective management of MTA projects.

How did we at Greenfield eliminate 95% of invoice errors?

GreenField struggled with a manual, time-consuming and error-prone invoice handling process.

How did El Padre speed up bid preparation by 50% with the help of AI?

Event agency El Padre faced the challenge of increasing the number of submissions to meet market expectations without losing their high quality.

Are you facing an interesting challenge? Let's talk about your project.