Sales
End-to-end sales pipeline
From first lead to close - every rep sees their slice, managers see all, and no leads slip through.
- Automatic lead scoring
- SLA-driven smart reminders
- Quarter revenue forecasting
BRAIN CRM · Smart customer management
A CRM that works with you - not against you.
A customer-management system shaped to your business, plugged into what you already use, so your team works the business - not the tool.
Tailored workflowsEmail + WhatsAppLive dashboardsSmart permissions
BRAIN CRM · capabilities
A CRM that fits how you work.
Four directions we tailor to each org - based on team size, process complexity, and existing integrations.
Communication
Email + WhatsApp + phone in one record
Customer history in one place - emails, calls, WhatsApp, docs. No rep ever has to search twice.
- Gmail/Outlook integration
- WhatsApp Business API built-in
- Auto recording + transcription
Reports
Dashboards managers actually open
Targets, pipeline, team performance, revenue forecast - all in one view. Scheduled reports auto-emailed.
- Role-specific dashboards
- Scheduled PDF/Excel reports
- Goal-deviation alerts
Automation
Automations inside the CRM
Auto follow-up, escalation on no-reply, reminders, task creation - so no rep has to remember.
- Visual workflow engine
- Ready-made comms templates
- 1000+ app integrations
Integrations
Plugs into everything you already use
The agent sits on top of the tools you already use - ERP, CRM, finance systems, cloud, chat. No system swap, no data migration.
SAPOracleNetSuiteMicrosoft DynamicsWorkdayPrioritySalesforceHubSpotPipedriveZohomondaySlackMicrosoft TeamsWhatsAppGmailGoogle CalendarNotionJiraAsanaZapierMakeAWSAzureGoogle CloudCustom API
AWSBRAIN CRM · Case studies
CRMs running for our customers
CRMs we built for Israeli companies - each with a different flow, same principle: built around how the team actually works.
BRAIN · crm-sales
Sales pipeline446 open
Leads248
Qualified124
Meeting47
Proposal18
Closed9
Hot deal: #4827 at ~92%
B2B
Real projectCRM for a 24-person sales team
A system tailored to long sales cycles (3-9 months), with lead scoring, revenue forecasting, and SLA per stage.
- 24 reps, 6 teams, 3 management tiers
- Email + WhatsApp integration
- AI lead scoring
- Quarterly revenue forecasting
+38%
Close rate
×2.4
Revenue per rep
0
Lost leads
How we work
A process tailored to your business
Three steps - understand how your team actually works, build the system around that, and support adoption.
Discovery
Map the existing team flow
We sit with reps, watch the real flow, identify friction and where leads slip.
- Shadowing reps in the field
- Mapping current systems
- Defining KPIs + targets
Customize
Customize the system
We build screens, flows, fields and permissions to match how the team works - not the other way.
- Custom customer cards
- Visual workflows (BPMN)
- Role-based permissions
Rollout
Training and close adoption support
Cohort-based rollout, Hebrew training, full docs, and 3 months of close support until everyone is comfortable.
- Group + 1-on-1 training
- Hebrew internal docs
- Close post-launch support
BRAIN CRM - ROI
How much sales close after a CRM rollout
Numbers measured at our customers - not promises.
+38%
Close rate
Reps who work with a proper CRM close more deals - reminders + full context.
Across 24 measured projects
70%
Less searching
History in one place - no more "where is that email?" or "what did we talk about?".
3 hours saved per rep / day
0
Lost leads
Built-in reminders + auto-escalation make sure no lead slips.
Every lead has an owner and a deadline
×2.4
Revenue per rep
Same team, same marketing spend - nearly double the revenue in year 1.
Across 90%+ of measured projects
Parameter
Without
With BRAIN
Where is the history?
Excel, heads, emails
Single record
Who owns the lead?
Unclear
Clear with deadline
Quarterly reports
3-5 days of work
Automatic
Rep tracking
1-on-1 calls
Live dashboard
* Based on 24 CRM projects. Results vary by team size and business type.
By the numbers
CRMs running in production
+0
Active CRMs
+0
Daily sales users
0%
Avg. close-rate lift
×2.4
Revenue per rep
0
Lost leads
24/7
Post-launch support
FAQ
What we get asked most
Depends. If the system fits 80% of your needs - improve it. Less than that - custom is worth it. We'll analyse before recommending.
Email - two-way sync with Gmail/Outlook. WhatsApp - via official Meta Business API, with approved templates.
Yes. The interface is simpler than Excel. Hebrew training, video docs, close support. Average adoption: 92% in month 1.
Depends on team size and complexity. Basic CRM for a 5-person team - from ~$7k. Enterprise CRM for 50+ - from ~$50k. Avg ROI: 6 months.
BRAIN CRM · next step
A CRM that fits your business.
We'll meet for an intro - map one sales flow, show how the right CRM improves it, give a focused proposal.