CHALLENGE

MRI needed a custom CRM to help agents track leads, work together, and boost sales. Their previous system had several challenges:

  • Limited Lead Tracking – Agents struggled to track and convert leads.
  • Manual & Time-Consuming Workflows – Lack of automation increased workload.
  • Inefficient Collaboration – Teams needed better tools for task management and coordination.
  • Without real-time reports, agents struggled to improve sales strategies.

MRI risked losing potential sales opportunities and reducing agent productivity without these improvements.

THE SOLUTION

We built a custom CRM platform to simplify lead tracking and boost sales. The system automates lead management, reducing manual work and improving response times. Agents can collaborate through shared calendars, task boards, and messaging tools. Real-time analytics provide insights, helping teams make better sales decisions. Personalized dashboards help agents stay focused on their top priorities.

Key Improvements:

  • Lead Management – Automated tracking and sorting made responses 50% faster.
  • Task Automation – Reduced manual work by 35% through automated task assignments and follow-ups.
  • Real-Time Insights – Integrated Power BI for live sales analytics and predictive reporting.
  • Enhanced Collaboration Tools – Shared calendars, task boards, and messaging hubs improved team coordination.
  • Custom Workspaces – Personalized dashboards helped agents focus on top priorities.

This solution streamlines workflows, saves time, and increases overall efficiency.

INTEGRATIONS

 To enhance efficiency and agent performance, we:

  • Integrated Real-Time Analytics – Provided sales teams with instant data insights.
  • Optimized Agent Workflows – Improved productivity through task automation and collaboration tools.
  • Improved Lead Tracking – Allowed agents to focus on high-value clients.
  • Scalable CRM – Created a system that grows with the business. 
  • With these upgrades, MRI now operates a high-performance AI-driven CRM. Agents work smarter, close deals faster, and build stronger client relationships.

KEY PERFORMANCE INDICATORS

These improvements made MRI’s CRM more efficient, automated, and user-friendly:

  • Faster Lead Sorting – Agents categorized leads 50% quicker, focusing on top clients.
  • Reduced Task Management Time – Automation of repetitive tasks cut manual effort by 35%.
  • Boosted Productivity – Real-time analytics increased agent productivity by 40%.
  • Happier Clients – Automated follow-ups improved experience and boosted retention by 25%.