Automation
Sales cycle automation: from seven systems to one
End-to-end automation from quotation to client onboarding, with client data entered only once.
- Bitrix24
- CRM automations
- API integrations
Real projects that I proposed, built and put into production. Each one follows the same structure: situation, solution and result.
10 projects
Automation
End-to-end automation from quotation to client onboarding, with client data entered only once.
Processes
A form with conditional questions, automatic calculation of the grant amount and follow-up of every case until it is closed, so none is ever forgotten.
Applied AI
A web application for online tests with AI-assisted scoring, designed so that the model never knows who the candidate is.
BI & data
A business intelligence system on top of the CRM: panels for each area and lists for consultants, with real-time data and comparisons with previous years.
CRM/ERP
Generation, sending, follow-up and filing of minutes automated in the CRM, with automatic reminders and the status of every case at a glance.
CRM/ERP
Client communications centralised and segmented by profile, with open and click tracking used to improve every send.
Applied AI · Own prototype
Two-agent prototype for restaurants: an AI waiter that understands orders in plain language and an AI-free kitchen, organised by section, that queues and times every order and analyses each service.
Automation
Traceable sales follow-up with no manual intervention, built with a guard field pattern and a monthly recurrence loop.
Processes
Every change to a client's fee is recorded with its reason and who approved it, and reaches billing without getting lost along the way.
Applied AI
Training on a fixed schedule, an internal usage guide and data handling criteria, so AI is used consistently and in line with regulations.