The challenge
What needed to change
Sales and success teams were drowning in CRM noise. High-value accounts were easy to miss, and reps spent hours building their own notes instead of talking to customers.
All projects
AISaaS / SalesCustomer intelligence
Orbit AI
AI insights that surface customer patterns and automate the next best action for sales teams.
Project snapshot
- Headline result
- £210k saved yearly
- Timeline
- 11 weeks
- Category
- AI
- Code
- OA
01
£210k estimated annual savings
02
Faster account prioritisation
03
Higher rep focus on warm leads
The solution
What Nexora SG delivered
We built an AI intelligence layer on top of existing CRM data—account health scores, risk alerts and suggested next actions with clear explanations sales teams could trust.
What we built
Product capabilities that matter
- Account health scoring
- Churn risk alerts
- Next-best-action suggestions
- Explainable AI summaries
- CRM sync and team digests
Services used
AI strategyData designProduct engineeringIntegrations
Technology stack
Next.jsPythonVector searchCRM APIs
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