Custom CRM AI Assistant Integration
Embedded AI Action Bar for Existing Business Software
Executive Overview
A lightweight, secure UI widget and backend integration adding natural language deal summaries, automated email drafting, and meeting action-item extraction directly into a proprietary CRM.
Operational Problem & Inefficiency
A mid-sized consultancy used a custom internal CRM without native AI features, forcing account managers to manually transcribe meeting notes and compose status updates outside the system.
Engineered AI Architecture & Execution
Engineered an embedded React overlay and backend API connector that reads deal timelines, extracts action items from uploaded transcripts, and generates contextual email drafts within the existing CRM UI.
Key Deliverables
Business Value Delivered
Technology Stack
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