Practical systems, not showcase theatre.

Post-call CRM hygiene was manual and notes never landed reliably; an expensive call-tooling stack did not fit the workflow; channel attribution was not trusted.

Meeting-intelligence automation (sales-call transcript → structured summary → CRM), CRM association logic so notes land on the right contact and company, and attribution validation workflows.

Pilot live on the core path; production workflow with AI summary + CRM write; attribution gaps quantified. No client-confidential metrics are published; client name withheld by agreement.

The business was relying on scattered manual tracking and needed a clearer internal system for daily operations.

Ozvyo mapped the workflow and is building a custom job-tracking dashboard to centralise records, statuses and follow-up actions.

The goal is to reduce manual checking, make work easier to track and give the business owner a clearer view of operations.

Teams lose time answering repeated questions, checking forms manually and following up inconsistently.

Ozvyo mapped the enquiry workflow, prepared the knowledge base, set AI guardrails, and connected automation so routine replies and routing run without a person at every step.

Faster first response through automation, with human control kept for important decisions.