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Sales Audit

A tool that exports manager conversations and deals from CRM systems and uses AI to evaluate the quality of each sales funnel.

Sales Audit — an AI-powered sales team audit tool that pulls manager conversations and deals from CRM systems and messengers, then uses AI to assess how effectively each funnel is being worked.

Challenge

Identify exactly where clients are being lost and which managers are dropping leads — without manually listening to hundreds of conversations.

What's Inside

Data collection from CRM systems and messengers, calculation of quantitative funnel metrics (stage-by-stage conversion, first response time, deal length), and qualitative AI-driven dialogue analysis: tone, objection handling, and progression to target actions. The output is a ready-made report with findings for each individual manager.

Technologies

Python, LLM for dialogue analysis, integrations with CRM systems (amoCRM / Bitrix24) and messengers, analytics backend, PostgreSQL.

Result

The team lead gets an objective, manager-by-manager breakdown and specific conversion growth opportunities — with zero manual auditing required.

Sales Audit