How We Built an AI Agent That Automates CRM Chaos for B2B Fintech (Saves 32+ Hours/Month Per Rep)

#The Problem: Two Nightmares Killing Growth

Nightmare 1: Pre-Call Chaos

3+ minutes wasted per call answering:“Who is this? Did someone talk to them? What did we even say last time? Are they a fit for our new product?”
30% of “qualified” leads were disqualified after reps burned time prepping.
Recycled leads = CRM hell: “Why does this contact have 4 conflicting notes from different reps?”

Nightmare 2: CRM Busywork

2–3 minutes per call manually logging notes and updating fields.
Psychological toll: Reps knew half the data they collected would be irrelevant next quarter due to shifting priorities.

Result: Reps spent 8+ hours/week on admin, growth stalled, and hiring more reps would’ve made things worse.

#The Fix: An AI Agent That Does the CRM Shoveling

1. Pre-Call Prep, Automated

Scans historical calls, emails, and CRM data.
Generates a “one-slap summary” before each call:“Last interaction: 4/12 – Spoke to Linda, Managing Director. Discussed billing pain points. Unresolved: Send API docs. Ask: ‘How’s your tenant payment process actually working?’”

2. Post-Call Autopilot

Auto-updates Salesforce with call summaries, tags, and next steps.
Reps review/correct via Slack slash commands (e.g., /update status=hot) or text responses.

3. Slack-First Design

No alt-tabbing: All CRM interactions happen in Slack.
Voice memo hack: Reps say “I’ll quickly message our solutions engineer” mid-call while the bot fetches scripts.

#How We Did It

Shadowed reps for one week aka watched them toggle between tabs to prep for calls.
Analyzed 10,000+ call transcripts: Found 12+ minute conversations (vs. 5-min avg.) had 3x more demos. Key trigger: Asking “How’s [specific workflow] actually working?” early led to much longer call durations.
Built for Slack: Most people hate new tools – we met them where they already live.

#The Results

2.5 minutes prep time saved per call (and no more “Who are you?” awkwardness).
40% higher call rate per rep (time savings → more confidence + better prep).
18% more demos booked in 2 months.
Zero manual CRM updates (except some corrections directly from within Slack).

Rep feedback:

“I have all the info I need upfront. The CRM updates itself and I know all information is accessible later on – I just focus on steering the conversation.”

#What’s Next

Disqualify leads faster: Ask questions that historically led to most lost deals early in the conversation.
Smart lead prioritization: Rank leads by likelihood to buy specific products.
Automated call feedback: Bot DMs reps with insights on what areas to improve on: “Send CFO API docs by Friday.”

#Why This Works

CRM tools aren’t broken – but expecting humans to manually curate data in 2025 is. This isn’t just about throwing AI at a problem; it’s about giving reps back their time to do what they’re good at: talking to prospects and selling.

“With the Narratic AI, our team is no longer drowning in CRM busywork. We’re saving 32+ hours monthly per rep – time we’ve redirected into closing deals. I can spend a lot more time with actual brain work instead of chasing people to keep their data fresh.”

Jannik Cramer, Head of RevOps at Getmomo