CRM for Customer Operations and Sales
One place for correspondence, clients, and sales. The application unifies email from multiple accounts with contact history, deals, tasks, and calendar.
- TYPE
- Customer operations app
- SCOPE
- Email, relationships, sales, tasks & AI
- MY ROLE
- Concept, development & launch (in-house product)
- STATUS
- In production & active development
From scattered emails to a unified history
Clients reached out across various company inboxes. Piecing together conversations, proposals, and agreements required searching multiple accounts. We built a CRM that links correspondence to contacts and companies, allowing teams to move seamlessly from a message to concrete action.
Email, contacts, and sales in one place
Messages from connected accounts, client details, and notes accessible in one place.
- Connecting corporate email accounts (IMAP/SMTP) with separate sender identities.
- Automatic association of correspondence with person and company profiles.
- Call and meeting notes visible directly alongside email threads.
Deals, next steps, and deadlines linked to the active case.
- Deals managed on a pipeline stage board or table view.
- Tasks linked to clients and cases, with deadlines and reminders.
- Synchronization with Google Calendar and web push notifications.
CRM also on mobile
Key tasks, meetings, and messages accessible on your phone as well.
A clean mobile interface lets you quickly review your daily schedule, check recent correspondence while traveling, and log meeting notes right after finishing.
AI Support
The assistant helps summarize past collaboration and recall key agreements before contacting a client.
AI operates in context — analyzing messages, notes, and transactions linked to the chosen company. The generated summary highlights relationship status, open topics, recommended next steps, and source message links. The assistant informs human decisions and takes no automated actions.
Implementation outcome
The most significant change is that client history no longer depends on which inbox they wrote to or who spoke with them last. Messages, agreements, and next steps are unified in one place, accessible within seconds.
What can we streamline in your company?
This CRM is an example of an application built for specific needs. At EduSolutions, I also help design and implement other solutions — from initial concept to a working product.
Need a new application or changes to an existing system?
Describe what you'd like to improve, what's taking up your time, or what's missing in your current software. You don't need technical knowledge or a ready specification — I'll help define what's worth building.
projekty@edusolutions.ai+48 519 537 768