Blueprint CRM

01 The problem

Growing service teams were running sales on spreadsheets, support on shared inboxes and delivery on chat threads. Leads went cold without follow-up, nobody could forecast revenue, and customers repeated themselves every time they got in touch. Every new tool added another subscription and another place for data to go stale.

02 The approach

We designed one workspace around the customer record. Leads flow in from web forms and email, are scored automatically and move through a drag-and-drop pipeline with weighted forecasting. Won deals become projects with tasks and milestones, and support tickets carry SLA timers and the full history. An AI assistant drafts replies and next actions, but nothing is sent or changed until a person approves it. Roles, two-factor sign-in and an audit log keep data safe.

03 Objectives

• Cut average lead response time from hours to under 15 minutes
• Lift lead-to-customer conversion by 20% through scoring and timed follow-ups
• Give managers a weighted pipeline forecast without spreadsheets
• Hit 95% of support tickets within SLA
• Replace three to four separate subscriptions with one platform

04 Key features

• Visual pipeline with weighted forecasting
• Lead capture and AI lead scoring
• Contact timeline across sales, projects and support
• Projects, tasks and milestones
• Support tickets with SLA timers
• Automation rules with human approval
• AI-drafted replies and summaries
• Roles, two-factor sign-in and audit log

05 Links and services

• Custom Software & SaaS
• AI & Workflow Automation