Every AI startup in B2B SaaS is pitching the same thing: replace your CRM with our AI-native one. I spent six months thinking that was the right answer. Then I watched what actually happens inside a sales floor.
The Problem
I work at a PropTech platform with millions of users and several hundred agents across sales, supply, finance, and audit. Each team has a CRM. Each CRM is full of data — leads, bookings, payments, inventory, documents.
The problem isn't the CRM. The problem is that there's no fast path from a question to an answer.
An agent wants to know: "Which leads from this university haven't been followed up in 7 days?" To answer that, they open a filter panel, set four conditions, wait for the table to load, export to CSV, and share it in Slack. Three minutes minimum. Multiply by 40 agents, 20 queries a day.
