EFIMOV CRM sales CRM for a web studio

The task

Build a system where a manager sees in the morning who to call and when, and fills in nothing by hand after the call: the conversation is recorded and transcribed, the outcome and the next dated step are already in the card.

What got in the way

Leads come from the site form, chat, Telegram, email and phone calls, and ads are paid per conversion. Spreadsheets and off-the-shelf CRMs lost repeat requests and callbacks, and it was unclear which ad click actually led to a conversation.

Project constraints

• A new lead gets a reply within 15 minutes, and a lead from the night is first in the morning plan
• Two managers call in parallel, each with their own daily schedule
• Yandex Direct pays per conversion: the CRM tells Metrica who we actually spoke to and never reports one lead twice

What we built

• Today screen: a timed call queue, a reaction timer for new leads, a schedule for two people and deadlines
• Client card: Telegram and email history, recorded calls, an AI dossier and the next step with a date
• Telphin calls right from the card: the recording, transcript and call outcome land in the history on their own
• AI assistant preps for the call, handles objections, drafts proposals and specs and sets reminders without duplicates
• Pipeline and analytics: cost per lead and per conversation, ad ROI, the best hours to call
• Offline conversions to Metrica: the Direct strategy learns from leads that turned into a real conversation
• Company finder from Yandex Maps and a call trainer with an AI client and a review of mistakes

How it looks

Built with

Similar project

If you need something similar, the service page lists what is included, timelines and pricing.