Business impact

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The problem: The CEO had to manually check Zoho CRM to see how the pipeline was doing, and deals stuck at the delivery stage often went unnoticed until a client complained.

What it looked like before: There was no proactive way to tell which deals were actually at risk versus just sitting open, manual review didn't scale as deal volume grew, and a deal gone silent for days had no system watching it.

What we built: A daily AI-diagnosed pipeline report delivered to the CEO before they open the CRM, plus a weekly deep-dive that scores every delivery-stage deal's health and flags risk factors — with alerts firing only for deals that actually need a decision, so healthy deals never generate noise.

Result: Leadership now gets a prioritized view of pipeline risk every morning without opening the CRM, at-risk deals get caught weekly before they turn into lost sales, and the full history of scores and recommendations is tracked over time instead of disappearing into a one-off message.

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AI system for reporting and monitoring health deals for Zoho CRM - daily review for CEOs and weekly spot diagnosis of risk deals.

Project details

Context:

• Business/industry: Sales / E-commerce CRM operations
• Current process: CEO manually checks Zoho CRM to see how the pipeline is doing; deals stuck in the delivery stage often go unnoticed until a client complains.

Problem:

• No proactive visibility into which deals are actually at risk versus just "open."
• Manual review doesn't scale as deal volume grows.
• No systematic way to catch a deal that's gone silent for days before it becomes a lost sale.

Solution

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Two complementary AI processes: a daily portfolio-wide report for leadership, and a weekly deep-dive specifically on delivery-stage deals — each pulling full call/task/note history before scoring, and alerting only when something actually needs attention.

Tools used: n8n, Zoho CRM, Claude (Opus 4.5 + Sonnet 4.6), Google Sheets, Telegram.

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Solution logic:

1. Daily report (9:10 AM): pulls all deals from Zoho CRM, aggregates stats (delivery/feedback counts, amount at risk, stage distribution) with code, then an AI Agent (Claude Opus 4.5) decides which specific deals warrant a closer look and calls a CRM tool per deal ID to diagnose issues — producing a prioritized Telegram report for the CEO.