A CRM the sales team actually opens.

01 — Challenge

A pipeline that lived in spreadsheets.

Ledgerly sells finance software to finance teams, and its reps were spending more time logging deals than closing them. The off-the-shelf CRM asked for a dozen fields per call, so the real pipeline lived in spreadsheets and Monday's forecast was a guess.

• 26 minAdmin logged per deal
• 3Spreadsheets running the pipeline

02 — Approach

Let the CRM do the typing.

We shadowed the sales team for a week and counted every click between a call and an updated deal. The brief wrote itself: the CRM keeps the record, the rep makes the call.

1. 01

   Capture, don't ask

   Calls, emails and meetings logged against the right deal automatically.

2. 02

   Agents for the busywork

   Small, single-job agents for notes, follow-ups, renewals and enrichment — each with a human override.

3. 03

   One screen per deal

   Everything a rep needs before a call on one page, from billing history to the last conversation.

03 — Solution

Laravel underneath, agents on top.

A custom Laravel CRM shaped around how Ledgerly sells, with nine AI agents live: they summarise calls, draft follow-ups, flag at-risk renewals, enrich new accounts and answer every inbound lead in about eight seconds, posting anything unusual to the team in Slack.

04 — Results

Less logging, more selling.

Reps open the CRM because it saves them time, not because they're told to — so the pipeline on screen is finally the real one, and the team got its evenings back.

• −62%Admin time per deal
• 9AI agents live
• 8 secTo answer a new lead
• 0Side spreadsheets left