Professional Services
Professional Services CRM Pattern
CRMAI AutomationWeb Design
Before → after ranges shown are illustrative examples for capability preview — not live or personalized results.
Problem
The team relied on manual follow-up and missed leads when prospects contacted them across multiple channels.
Solution
GILNEX built a CRM pipeline, AI-assisted triage, service landing pages, and automated follow-up sequences.
What was built
CRM pipeline
Web leads enter a defined pipeline with source, status, priority, and next action.
Automated follow-up
Follow-up sequences replace manual outreach across inbound channels.
AI triage & routing
Message triage and admin alerts for urgent sales or support requests.
Lead command center
Source, status, priority, and next action visible in one view.
AI routing
Message triage and admin alerts for urgent sales or support requests.