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Case Study

Felix CRM

Growth-focused inbound and outbound sales team

A client-focused case study that outlines deployment strategy, AI usage, and business impact.

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Challenge

Reps were missing follow-ups and the team lacked a reliable view of deal momentum.

Implementation

  • Rolled out unified pipeline stages and activity scoring
  • Enabled AI-generated follow-up suggestions by stage
  • Set alerting on stalled opportunities

Outcomes

  • Follow-up SLA compliance increased significantly
  • Average stage velocity improved across core funnel stages
  • Managers gained cleaner forecast visibility

AI Leverage Highlights

  • Lead quality scoring and urgency ranking
  • Follow-up sequence drafting and personalization
  • Deal risk analysis based on engagement behavior

Screenshot Walkthrough

Felix CRM interface

Control Layer

Felix CRM workflow

Workflow Layer

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