Business impact

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The problem: Managers manually qualified every lead, created CRM records by hand, and had no way to review conversation quality or get regular performance analytics — each manager qualified customers a bit differently, with no consistency.

What it looked like before: There was no system linking CRM, conversation history, and analysis together, so understanding how the sales team was actually performing meant management going without regular visibility at all.

What we built: Three connected workflows covering the full lead lifecycle — an AI agent that qualifies leads via BANT and creates the CRM record automatically, a system that reviews every recorded conversation for mistakes and successful patterns, and a weekly AI-generated report sent straight to the CEO on Telegram.

Result: Lead qualification time dropped by 80-90%, saving up to 15-20 hours of manager time a week. 100% of leads now enter the CRM without manual data entry, conversation analysis time fell by up to 90%, and the weekly CEO report went from several hours of prep to 1-2 minutes. Combined, the team saves roughly 20-30 hours a week.

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A comprehensive AI system for lead qualification, conversation quality control, and sales analytics built with n8n, Zoho CRM, PostgreSQL, Google Sheets, and LLMs.

Project details

Context:

• Business/industry: B2B and B2C companies that receive inquiries through a website and work with a CRM.
• Current process: Managers manually communicate with leads, qualify them, create CRM records, analyze conversations, and prepare reports for management.

Problem:

• Initial lead qualification takes too much time.
• Managers qualify customers differently.
• There is no automatic control of dialogue quality.
• There is no unified system connecting CRM, conversation history, and AI analytics.
• Management does not receive regular analytics on the sales team’s performance.

Solution

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A comprehensive AI platform was developed with three interconnected workflows that automate the full lead lifecycle — from the first customer message to the CEO’s weekly report.

Tools used: n8n, Zoho CRM, PostgreSQL, Google Sheets, LLM.

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