Professional Services E-commerce & Retail Sales Outreach CRM Management

Automate daily CRM deal follow-ups with AI

Analyzed 94 open deals in Pipedrive. Identified top 20 deals needing follow-up, with highest urgency: NovaBrand Co ($18,500 deal, 12 days since last contact) and Freshline Apparel ($9,200 deal, 8 days no reply). Flagged 2 contacts with HIGH bounce risk — suggested finding new contacts at those companies. Drafted 20 personalized follow-up emails and saved to dashboard as pending_review. Sent 13 previously approved emails via Twin Email. All sent emails logged as activities in Pipedrive with timestamps.

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