Skip to main content
Download free report
SoftBlues
SoftBlues
Back to Projects

AI-Assisted Sales Pipeline & CRM Integration

Senior AI Engineer2025Danya K.
Danya K.
Danya K.

Senior AI Engineer

LLM & AI Agents

Key Expertise

Multi-Agent SystemsLLM API IntegrationRAG SystemsPrompt OptimizationAgent Orchestration

Experience

13+ years

Timezone

CET (UTC +1)

Skills

AI / ML

LLM APIsPrompt optimizationCoding agentsRAGToken usage optimizationMulti-agent ArchitectureDSPy

Languages

PythonPowerShell

Databases

Vector search

Infrastructure

Deployment scripts Assisted remediation workflowsCloud watchersLocal development toolingService health checksLog ingestion & metadata enrichmentHigh-load architecture

Frameworks

OpenCode-based workflows

Integrations & Protocols

Document processingExcel automationEvent dataCRM integrationsAPI integrationsCustom provider routerAnalytics pipelines & data processingStatic code analyzers & test automation
7-day risk-free trial
Response within 24 hours
View Full Profile

Overview

AI-assisted Sales Pipeline and Lead Generation automation for an event agency. The project replaced fragmented manual tracking across social media, forums, spreadsheets, and an outdated CRM with a structured qualification pipeline, messenger notifications, and automated lead-routing flows.

Achievements

Reduced repetitive copy-paste and duplicate checking across Excel/CRM sources; Introduced AI-assisted lead qualification based on incoming message context; connected social/forum messages to scenario-based follow-up; Enabled messenger alerts for high-priority leads; Implemented fallback logic across LLM providers to improve reliability when quotas or providers were unavailable.

Responsibilities

  • Designed the end-to-end lead flow from raw message to qualified follow-up
  • Developed Excel-to-CRM automation; built provider-routing and fallback logic
  • Configured messenger notifications
  • Supported local deployment and setup for users through shell and PowerShell scripts

Technologies Used

Excel automationCRM integrationsLLM APIsCustom provider routerPowerShellPythonAPI integrations
Danya K.

This project was delivered by

Danya K.

View Full Profile

Ready to Build Your AI Team?

Get matched with the right AI experts for your project. Book a free discovery call to discuss your requirements.

We respond within 24 hours.