Sales · Software Engineering
Custom AI-Powered CRM & Intelligence Engine
Unifying 10+ Data Silos into an AI-Powered CRM to Eliminate Lead Friction
A custom CRM that joins 10+ data sources, answers questions in under a second, and stops inquiries from being dropped.
Impact snapshot
| Metric | Result |
|---|---|
| Data Integration | 10+ Disparate Sources Unified |
| Lead Loss Rate | 0 Dropped Inquiries |
| Operational Speed | Sub-Second Knowledge Retrieval via RAG |
Tech stack
Next.js & Python
Frontend Application
Next.js
React
Tailwind CSS
TypeScript
AI & API Backend
Python
FastAPI
PyTorch
LangChain
LlamaIndex
AI Infrastructure
vLLM
Qdrant
PostgreSQL
The Challenge
Customer data scattered across disconnected spreadsheets and platforms was hurting customer service response times and causing qualified sales leads to slip through the cracks. Without centralized data or predictive intelligence, the client couldn't effectively segment users or capture cross-sell opportunities.
The Solution
High-Speed Unified UI
Built a custom, modern CRM web application using Next.js, providing reps with real-time customer views and lightning-fast search performance across 10+ integrated data streams.
Private RAG & LLM Engine
Built an asynchronous Python FastAPI backend leveraging a self-hosted Large Language Model paired with Retrieval-Augmented Generation (RAG) to query internal knowledge bases.
Autonomous AI Agents
Deployed specialized Python AI Agents wrapped in execution harnesses to automate support drafting, lead scoring, and targeted upsell recommendations.
The ROI & Results
Instant Knowledge Retrieval
Reduced customer service response times from hours to seconds by allowing reps to query company data conversationally.
Maximized Lead Capture
Automated workflow tracking ensures 100% of incoming inquiries and upsell opportunities are addressed.
Scalable Infrastructure
Replaced bloated legacy SaaS tools with an adaptable Next.js/Python AI engine designed to scale seamlessly alongside team growth.