An internal sales platform that finds new revenue inside an existing customer base.
The business already had a large customer base in its CRM, but spotting the right moment to offer a customer another service depended on reps noticing it themselves. There was no single place that showed which customers needed attention, which services fitted them, or who was responsible for following up.
We built an internal sales platform that turns the existing customer base into a steady source of new revenue. It syncs customer data from Monday.com, watches for buying signals, matches the right services to each customer and gives the sales team everything they need to pitch, email and follow up without leaving the platform.
Customer data is synced from Monday.com, so the platform always works with current customer records.
Signals such as new negative Google reviews are detected automatically and turned into opportunities.
Each customer shows which services fit them, so reps know exactly what to offer.
Managers assign opportunities to sales reps and can see who owns each one.
AI generates a tailored sales pitch for every opportunity.
Personalised emails and follow-ups go out from templates, with ready-made proposal PDFs attached.
Upsell opportunities are surfaced systematically instead of by chance.
Signals, services, pitches, emails and proposals live in the same platform.
Managers assign each opportunity and see who is following up.
Pitches, emails, follow-ups and proposals are prepared automatically.
An end-to-end platform that finds businesses by location and category, finds and verifies their emails, and sends qualified leads straight into outreach campaigns, with AI-powered reply handling.
A self-serve SaaS for a German agency that brings Google, Jameda and kununu reviews into one dashboard, with real-time alerts, direct replies and a review-removal workflow where clients pay only for success.
Tell us how your team works today and we’ll show you what we could build, starting with a free workflow audit.
We’re happy to answer any questions you may have and help you determine which of our services best fit your needs.
Email Us at: contact@swiftlyops.comWe schedule a call at your convenience
We do a discovery and consulting meeting
We prepare a proposal
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