School Outreach CRM
An AI-powered B2B sales CRM built for teams that sell into schools.
Overview
A full-featured sales CRM with an embedded AI assistant. Handles pipeline management, call logging, follow-up scheduling and email sync — with AI-generated call prep, follow-up emails, stall diagnosis and next-best-action recommendations.
The problem
- 1Sales teams targeting schools had no CRM tailored to the long, relationship-driven cycles of education sector selling.
- 2Consultants were spending hours writing follow-up emails and preparing for calls without consistent frameworks.
- 3No tool surfaced which deals were stalling and why — leaving high-value pipelines to go cold unnoticed.
The solution
Built a full CRM with pipeline stages, temperature scoring, call queue, email templates and activity feed — purpose-built for school outreach.
Embedded a Claude-powered AI assistant on every client record with four modes: call prep, follow-up generator, stall analysis, and relationship health scoring.
Added a Next Best Actions dashboard that surfaces priority actions across the whole pipeline automatically.
Key features
Pulls client history and generates talking points, suggested questions, and watch-out warnings before every call.
Writes a personalised follow-up email with subject, body, urgency rating, and one-click mailto link.
Diagnoses why a deal has gone cold, assesses recovery likelihood, and suggests a re-engagement strategy.
Dashboard panel surfacing overdue follow-ups, hot leads gone idle, and high-value stalled deals.
Prioritised call list with temperature scores and days-since-contact.
Log and track emails per client with full activity history.
Technology stack
Results
Call prep, follow-up, stall analysis, health score.
Every deal stage tracked with AI-generated next actions.
Inside the product
Pick the next step that fits your timeline. Our team can take it from here.