The challenge
iClosed helps sales teams book and run high-intent calls. The product worked, but the surrounding operation did not. Every booked meeting kicked off a chain of manual steps: enrichment, routing, reminders, and post-call follow-up. That coordination tax grew with every new customer, and it capped how fast the platform could scale.
What we built
We treated the whole booking-to-follow-up flow as one automated pipeline. Enrichment and routing run the moment a meeting is booked. Reminders and reschedules handle themselves. After a call, the system drafts the follow-up and updates the CRM without a human touch.
Under the hood this is production engineering, not a stack of brittle scripts: typed integrations, retries, observability, and evaluation on the AI-drafted content so quality stays high.
The result
Reps got their time back. Meeting handoffs that used to take a coordinator now happen in seconds, follow-up runs around the clock, and the manual scheduling load dropped by roughly 90 percent. The platform scaled without scaling its back office.
“The automation layer did the work three coordinators used to do, and it never dropped a lead.”
iClosed product team