Sales and support teams were overwhelmed with back-and-forth communication across calls, emails, and meetings — often losing sight of the latest context with each customer.
I deployed a private LLM instance, fine-tuned with system instructions, to summarise recent communication threads into digestible notes. This was integrated directly into the CRM’s timeline view, allowing any team member to instantly see “what's happened recently” at a glance.
The AI summaries saved hours of manual catch-up time per week and improved decision-making across teams. It also gave new team members an instant understanding of each account's current state.