
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.
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.
