Trade
4Everyware
From scattered annoyances to a working stack
We took on the manual work around leads, data and invoices with modular pipelines and hooked everything into the existing CRM. People now work from one portal instead of six tabs.
Results achieved
Reduced daily manual work
Company-wide AI platform
Modular infrastructure setup
The challenge
The team faced too much manual work and had unused data. They dealt with operational bottlenecks across lead generation, trade-show data entry, transport routing, and invoice processing.
Our approach
- 1.Build automation on top of the existing CRM.
- 2.Apply AI specifically to read and classify unstructured data.
- 3.Create a modular setup so new tools plug into the existing infrastructure quickly.
- 4.Deploy a company-wide AI platform with custom skills and connections to internal data.
The solution
A series of automated pipelines that handle daily lead generation, data enrichment, route optimization, and invoice processing. Employees access these tools through a central portal with personal accounts.
n8nClaudeDocument AICRM integration