Rep360 AI: sales bot inside GoHighLevel workflows(opens the agency's site)
OpenAI-powered bot that automates lead follow-up, appointment booking and data capture for sales reps.
OOrbilon TechnologiesSkill
CRM Integration case studies
Published CRM Integration projects from AI and automation agencies in the Administrate directory.
114 case studies · See all CRM Integration agencies
Urban Movers & Packers: moving platform with AI photo estimator(opens the agency's site)
One platform for pricing, back office and GPS tracking, with an AI tool that quotes moves from photos.
OOrbilon TechnologiesArtFlow Pro: gallery SaaS with AI artwork descriptions(opens the agency's site)
Web and mobile app for artworks, consignments and sales, syncing five e-commerce platforms.
OOrbilon TechnologiesSASS: Iron Horse membership platform replacing legacy VB system(opens the agency's site)
Moved a fragile Visual Basic membership system to a custom platform with no downtime, then added member self-service.
MModernize Your Business Software | Pilot West StudiosVOAFit: patient app for medication, weight and inventory tracking(opens the agency's site)
Delivered an MVP patient app for a medical practice to track dosing, medication levels, weight and stock.
MModernize Your Business Software | Pilot West StudiosTalkAbroad: replacement conversation scheduling system(opens the agency's site)
Rebuilt a language platform's booking workflow and admin tools and switched over without disrupting active learners.
MModernize Your Business Software | Pilot West StudiosHaas Automation: online equipment finance credit application tool(opens the agency's site)
Built an automated online credit application tool to cut the cost of processing equipment finance requests.
LLiventusGarner Foods: trade promotion platform linked to Business Central(opens the agency's site)
Replaced a SaaS tool with a custom platform tied to Microsoft Business Central and Power BI to speed up deductions.
LLiventusEquipment finance firm: Salesforce test automation bots(opens the agency's site)
Automated slow manual Salesforce testing of lease origination and ACH workflows with custom bots.
LLiventusRoof Maker: price configuration platform and quoting tools(opens the agency's site)
Replaced a legacy pricing engine with a configurable platform, customer and sales quoting tools, and an admin dashboard.
SSOTechnologyDDC NY: WordPress and WooCommerce catalogue site(opens the agency's site)
Rebuilt a luxury furniture dealer's site on WordPress and WooCommerce with custom search and catalogue navigation.
SSOTechnologySoundgas: WordPress repair and partner auction site(opens the agency's site)
Fixed code and speed problems on a music retailer's WordPress site and built a separate partner site with auctions.
SSOTechnologyBullhorn: Salesforce customer hub with an Agentforce AI agent(opens the agency's site)
Single sign-on self-service portal on Experience Cloud, with an AI chat agent that answers from the knowledge base and hands off to staff.
LLaunchPad LabHealth insurer: AI assistant for medical necessity reviews(opens the agency's site)
AI tool that reads clinical records, matches them to care guidelines and drafts nurse review notes with a full audit log.
LLaunchPad LabConsumer lender: AI document automation into Salesforce(opens the agency's site)
Amazon Textract pipeline that reads emailed loan documents and updates the matching Salesforce records without manual keying.
LLaunchPad LabSnapCare: generative AI compliance document checks(opens the agency's site)
Built a generative AI service that verifies clinician compliance documents inside the firm's existing tools.
SSOLTECH3DR Labs: AI pipeline for 3D medical imaging(opens the agency's site)
Replaced legacy tools with a CNN-based imaging pipeline whose results are reviewed by human experts.
SSOLTECHHailSolve: AI property ownership search with Salesforce(opens the agency's site)
Built a generative AI model that finds and verifies client-owned properties and syncs them into Salesforce.
SSOLTECHCybersecurity firm: AI-driven quoting (CPQ) system(opens the agency's site)
Replaced slow manual quoting at a Victorian cybersecurity firm with a custom AI quoting tool and automated approvals.
CCorptec Technology PartnersCorporate finance team: GPT reporting automation tool(opens the agency's site)
Built a Python and GPT tool with dashboards that automates weekly budget reports and analysis for a finance team.
CCorptec Technology PartnersOrby: AI agent automation platform(opens the agency's site)
A scalable automation platform for an enterprise AI agent company, with easier agent training and less manual IT work.
DDianAppsKhatabook: ledger app for small businesses(opens the agency's site)
Android, iOS and web apps for a digital ledger, adding staff pay tracking and multi-business support.
DDianAppsScientific Sales: CMMC compliance for a defence contractor(opens the agency's site)
Secured controlled unclassified information and built the policies and monitoring needed for CMMC compliance.
CCorsica TechnologiesSouthern Michigan Bank & Trust: co-managed IT and security(opens the agency's site)
Filled specialist IT and security gaps with a co-managed model alongside the bank's own team.
CCorsica Technologies