I Built an AI Agent That Eliminates CRM Admin Work (Saves 35+ Hours/Month Per SDR) – Here’s How

I’ve spent 2 years building growth automations for marketing agencies, but this project blew my mind.

The Problem

A client with a 20-person Salesforce team (only inbound leads) scaled hard… but productivity dropped 40% vs their old 4-person team. Why?
Their reps were buried in CRM upkeep:

  • Data entry and Updating lead sheets after every meeting with meeting notes
  • Prepping for meetings (Checking LinkedIn’s profile and company’s latest news)
  • Drafting proposals Result? Less time selling, more time babysitting spreadsheets.

The Approach

We spoke with the founder and shadowed 3 reps for a week. They had to fill in every task they did and how much it took in a simple form. What we discovered was wild:

  • 12 hrs/week per rep on CRM tasks
  • 30+ minutes wasted prepping for each meeting
  • Proposals took 2+ hours (even for “simple” ones)

The Fix

So we built a CRM Agent – here’s what it does:

🔥 1-Hour Before Meetings:

  • Auto-sends reps a pre-meeting prep notes: last convo notes (if available), lead’s LinkedIn highlights, company latest news, and ”hot buttons” to mention.

🤖 Post-Meeting Magic:

  • Instantly adds summaries to CRM and updates other column accordingly (like tagging leads as hot/warm).
  • Sends email to the rep with summary and action items (e.g., “Send proposal by Friday”).

📝 Proposals in 8 Minutes (If client accepted):

  • Generates custom drafts using client’s templates + meeting notes.
  • Includes pricing, FAQs, payment link etc.

The Result?

  • 35+ hours/month saved per rep, which is like having 1 extra week of time per month (they stopped spending time on CRM and had more time to perform during meetings).
  • 22% increase in closed deals.
  • Client’s team now argues over who gets the newest leads (not who avoids admin work).

Why This Matters:
CRM tools are stuck in 2010. Reps don’t need more SOPs – they need fewer distractions. This agent acts like a silent co-pilot: handling grunt work, predicting needs, and letting people do what they’re good at (closing).

Question for You:
What’s the most annoying process you’d automate first?