Sales &amp; CRM AI

Every CRM vendor sells you 'AI features' that work for vague generic use cases and completely miss the patterns that actually drive your revenue. We build custom AI inside your existing CRM — using your historical pipeline data, your win/loss patterns, your specific ICP — and get measurably better lift than any off-the-shelf product.

Whether it's predictive lead scoring trained on your last 24 months of opportunities, churn signals stitched from product usage and support data, or an AI SDR cadence that books 4× the meetings of your current outbound, we engineer the system around your funnel — not a generic template.

Why teams hire us for this

The four things you'll get from a Niche.dev engagement on sales & crm ai.

Lead scoring that actually correlates

Embedding-based scoring trained on your pipeline data, with explainable outputs your reps trust. Average improvement: 30–60% lift in opportunity conversion vs. rules-based scoring.

Predictive churn with intervention playbooks

Identify at-risk customers 60–90 days before they cancel, with the specific signal that flagged them. Plus the playbook to act on it.

Pipeline hygiene on autopilot

Stage-mismatch detection, auto-deduplication, next-best-action recommendations — your reps stop drowning in stale opportunities.

AI SDRs that don't burn your domain

Personalized outbound at human quality, integrated with your CRM and respecting deliverability best practices. We've cut CAC by 60% on real engagements.

What we build

Concrete systems we've shipped in this space. Not a roadmap — production deployments.

Predictive lead scoring (embeddings or fine-tuned)
B2B SaaS churn prediction with intervention playbooks
AI SDR / outbound automation (email + voice)
Pipeline hygiene and stage-correction automation
Sales-call intelligence and coaching from transcripts
Quote and proposal generation from CRM data
Account-based scoring and prioritization

Real numbers, real production

Aggregate metrics from Niche.dev sales & crm ai deployments.

60%

CAC reduction on AI-powered outbound

4×

Sales team efficiency lift

90 days

Churn-signal lead time

30–60%

Lead-scoring conversion lift

How an engagement runs

Predictable, milestone-based, no open-ended retainers. You see real progress every two weeks.

Revenue audit

We pull your last 18–24 months of opportunity data, identify the highest-impact AI lever (scoring, churn, outbound, hygiene), and quantify expected lift before any code is written.

Pilot model

Two- to four-week build: a working model deployed in a sandbox CRM environment with backtested results against your real historical pipeline.

CRM integration

We wire it into Salesforce / HubSpot / your custom CRM via native APIs, build the rep-facing UI, and train your sales team on how to use it.

Tuning and scale-out

Monthly model retraining on fresh data, drift monitoring, and progressive expansion to additional revenue use cases.

The stack we work in

We bring opinions but we meet you where you are. These are the tools we use most for sales & crm ai.

Salesforce / HubSpot APIs OpenAI GPT-4 / Embeddings scikit-learn / XGBoost PyTorch Snowflake / BigQuery Python dbt Airbyte / Fivetran Hightouch (reverse ETL)

Real sales & crm ai we've shipped

Every one of these is a production system. Click through for the full case study.

Frequently asked questions

The questions every prospect asks before working with us.

Why not use Salesforce Einstein or HubSpot's built-in AI?

Both are great if your use case fits their templates. Custom AI typically outperforms by 30–80% because it's trained on your specific historical patterns rather than a generic baseline. We've built side-by-side benchmarks for clients on this exact question.

How much historical data do we need?

12 months of opportunity history is the minimum for a useful predictive model. 24+ months gives meaningfully better results. If you have less, we can start with embeddings-based scoring (works without much data) and graduate to fine-tuned models as data accumulates.

Will my reps actually use it?

Adoption is the hardest problem in sales AI. We design every model to be explainable — every score comes with the top 3 reasons — and integrate the UI directly into the rep's existing CRM workflow. No new tools to log into.

Can you build an AI SDR that doesn't get my domain blacklisted?

Yes. We follow deliverability best practices (warmed-up domains, low-volume per-mailbox, real personalization, opt-out compliance) and integrate with tools like Smartlead or Instantly for sending. We've never burned a client's primary domain.

What CRMs do you integrate with?

Salesforce, HubSpot, Pipedrive, Close, Microsoft Dynamics, and most custom CRMs with REST APIs. If your CRM doesn't have a public API, we've built integration bridges before.

Sales & CRM AI