THE CHALLENGE
Sales teams juggling disconnected tools: separate systems for pipeline, calls, email, tasks, and payments. Critical context lost between touchpoints.
MY APPROACH
Built 13+ integrated modules: Setter/Closer Kanban pipeline, call recording with AI transcription (Recall.ai + OpenAI), context-aware email drafting, automated follow-up suggestions, task management, Stripe Connect payments, Google Calendar/Gmail OAuth, and role-based dashboards.
THE RESULTS
13+ modules working seamlessly. AI transcription saves hours of note-taking per rep. Context-aware emails pull from full contact history. Multi-tenant architecture supports multiple teams with complete data isolation.