SaaS · CRM · AI voice
One CRM spine for every channel your leads already use.
Sales teams were losing nights to copy-paste between ad platforms, spreadsheets, and chat apps. CortexFlow pulls every lead into one list — with WhatsApp, email, call notes, and AI voice on the same card.
SaaS
The constraint
- Leads arrived from Meta, Google, IndiaMART, and web forms into separate inboxes — reps reconciled manually at the end of each day.
- WhatsApp conversations lived outside the CRM, so handoffs between SDRs and closers lost context.
- Leadership had no live view of pipeline by project or region without exporting spreadsheets.
- Follow-up calls depended on whoever was free — no consistent script or booking flow.
What we shipped
- 1
Mapped every inbound channel to a single lead model with source attribution and project tags.
- 2
Built role-based dashboards — admin, manager, and rep views — so each tier sees their slice without noise.
- 3
Integrated WhatsApp and email threads onto the lead timeline with permission boundaries.
- 4
Shipped a configurable AI voice agent: script, FAQs, tone, and calendar booking — transcripts land on the CRM card.
- 5
Deployed on a cloud stack sized for daily lead volume with staging for script changes before production.
Outcomes
- One list for all inbound leads — no more copy-paste reconciliation between ad platforms.
- WhatsApp and email history visible on the same card as call notes and AI transcripts.
- Managers filter pipeline by project and region without weekly spreadsheet exports.
- AI voice handles warm-lead follow-up and booking before a human picks up the phone.
Stack
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