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AI · CRM · Automation

AI CRM & Sales Automation

We rebuilt a growing SaaS team's CRM, automated their entire lead-to-close flow with AI, then ran the performance ads that kept the pipeline full.

ClientLoomi (SaaS)
IndustryB2B Software
Timeline6 weeks
ScopeBuild + Grow

What we did

The build

Loomi was growing fast but drowning in manual work — leads scattered across inboxes, no single source of truth, and a sales team copying data by hand. We started with a free strategy call, mapped their pipeline, and scoped the fastest path to impact.

We rebuilt their CRM around how they actually sell, layered in AI to score and route every lead automatically, and connected it to their tools so nothing falls through the cracks. Then our marketing side took over — launching performance campaigns that feed the new system with qualified demand.

  • Custom CRM rebuilt around their pipeline
  • AI lead scoring & auto-routing
  • End-to-end sales automation
  • Tool & email integrations
  • Reporting dashboard
  • Performance ad campaigns

Services

What we delivered

AI Implementation Custom Software CRM & Automation Web App & Dashboard Performance Marketing Media Buying

Performance

The results

+180%Qualified leads per month
3.2×Sales pipeline value
−42%Manual admin time
6 wksFrom kickoff to launch

Review

In their words

Klick365 rebuilt our CRM, automated our sales flow, then ran the ads that filled it. Leads up, admin down — and one team handling all of it. It genuinely changed how we operate.
Sophie LemaireCOO at Loomi

Let's build

Want results like these?

Tell us where you want to go — we'll bring the software and the marketing to get you there.

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