Panesh Mondal
AI CRM Automation Expert for Growing Businesses
Ready for work
Panesh is ready for their next project!
Project Title
AI Win-Back & Customer Reactivation Flow
Project Description
AI Win-Back & Customer Reactivation Flow is an advanced CRM automation system designed to identify inactive leads, lost deals, and past customers who can be re-engaged with personalized follow-up sequences.
The system analyzes CRM activity, last interaction date, deal status, purchase history, customer intent, and engagement signals. Based on this data, AI segments contacts into reactivation groups and triggers tailored email, SMS, or sales follow-up workflows.
Instead of sending the same message to every contact, the system creates smart reactivation paths based on customer behavior, urgency, value, and previous objections.
My Role
AI Automation Engineer, CRM workflow architect, lifecycle automation planner, and reactivation strategy builder.
Key Features
Inactive lead detection
Lost deal reactivation flow
AI-based customer segmentation
Personalized win-back messaging
Follow-up priority scoring
CRM stage update automation
Sales task creation
Email/SMS reactivation workflow
Performance tracking dashboard
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Project Title
CRM Data Hygiene + Smart Tagging System
Project Description
CRM Data Hygiene + Smart Tagging is an AI automation system designed to help businesses clean, organize, and classify CRM data automatically.
The system detects incomplete records, duplicate contacts, missing fields, outdated lead information, and inconsistent customer data. It then applies smart tags based on lead source, customer intent, deal stage, urgency, industry, and follow-up priority.
This helps sales and operations teams keep their CRM clean, improve segmentation, reduce manual admin work, and make follow-ups more accurate.
My Role
AI Automation Engineer, CRM workflow planner, data automation builder, and tagging system designer.
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AI Call-to-CRM Auto-Logging is an automation system designed to help sales and support teams capture phone call details and update CRM records automatically.
The system processes call summaries, customer details, intent, follow-up needs, urgency, and key discussion points, then logs the information directly into the CRM. It helps teams reduce manual data entry, avoid missed follow-ups, and keep every customer conversation organized.
This workflow can support sales calls, customer support calls, lead qualification calls, appointment requests, and follow-up tracking.
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Speed-to-Lead AI Qualification System
A CRM automation concept designed to capture new leads from forms, ads, and website channels, qualify them instantly with AI, score them by intent, budget, and need, then route high-quality leads to the right sales team in real time.
The system includes AI lead scoring, CRM updates, Slack/Twilio notifications, human approval, and a dashboard for tracking lead quality, sources, conversion rate, and follow-up activity.
Tools/Skills: Python, FastAPI, OpenAI, Gemini, Webhooks, CRM Automation, Google Sheets, Airtable, Slack, Twilio, Dashboard Design.
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