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AI CRMFintechWeb3NDA

Confidential Client

Turning conversations into deals.

Fully operational deal pipeline
This project is under NDA. Details have been generalized.
crm.pipeline.ai/deals
DealsPipeline:$541KSearch deals...AllMy deals+ NewNew Leads5$86KAcme CorpJSJ. SmithEmail sent 2h ago$24,0002d ago3TechFlowMCM. ChenCalled yesterday$18,5001d ago1Redline IOAPA. ParkNo activity$12,0005d agoIn Contact3$142KDataVaultSKS. KumarMeeting today$65,000Today8NovaPayLTL. TorresProposal viewed$42,0003d ago4Proposal2$98KCloudBaseRPR. PatelAwaiting sign-off$58,0001d ago12Sendr.ioKOK. OkaforFollow-up due$40,0004d ago6Closed Won4$215KFinEdgeDKD. KimOnboarding started$92,000Today15Acme Corp$24,000WonTechFlowMC$18,500Acme CorpHighCreated Mar 2DEAL VALUE$24,000CONTACTJSJ. Smithj.smith@acmecorp.comSTAGENew LeadClosed65% win probabilityACTIVITYEmail sent: proposal follow-up2h agoCall scheduled for Thursday1d agoAdded note: budget confirmed2d agoClose DealAdd NoteEdit
Year

2024

Duration

8 weeks

Industry

Fintech

Key Result

Fully operational deal pipeline

Overview

An AI-powered CRM that ingests Telegram data and maps conversations to deals. The system automatically extracts entities, tracks deal progression, and surfaces insights from unstructured chat data.

Tech Stack

Node.jsTelegram APIAIReact

The Challenge

A trading firm needed to extract deal intelligence from thousands of daily Telegram messages. Manual tracking was impossible at scale, and existing CRMs could not ingest unstructured chat data.

Our Approach

We built a custom CRM that ingests Telegram data in real time, uses AI to extract entities (people, companies, deal terms), and automatically maps conversations to a deal pipeline. The system surfaces insights and flags stale deals.

The Outcome

The firm now has a fully automated deal pipeline built directly from their communication channels. What took hours of manual entry now happens automatically.

Key Result

Fully operational deal pipeline

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