Commercial equipment distributor (US)

30,000 sales emails, organized into a CRM automatically

The problem

All sales conversations happened over email — and stayed in each rep's personal inbox. Leads were tracked separately in Excel. Finding past correspondence took time, and when a rep left, the history risked leaving with them.

What we did

Leaving the existing email setup untouched, we built a system that parses incoming mail and files it into a CRM automatically. Conversations attach themselves to the right company and deal, so anyone can trace the history.

At rollout we bulk-imported roughly 30,000 past emails, generating a lead database of about 6,000 companies — with zero manual data entry.

The result

  • Sales history now accumulates automatically, with no typing
  • Customer data moved from personal inboxes to a durable company asset
  • Serverless architecture keeps monthly running costs minimal
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