Automated CRM Updates Project
Anesah Fraser
Sales Meeting Notes → CRM Auto-Update
Problem
Sales reps spend 2–3 hours/week updating CRM after calls.
Solution
AI extracts structured CRM fields from meeting notes with rep review.
Outcome
• 80% reduction in manual CRM updates
• Better pipeline data quality
Tech
Python, FastAPI, Claude API, Mock HubSpot
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Posted Feb 10, 2026
Automated CRM updates from sales meeting notes using AI.
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