Onboard AI CRM Platform
AI-powered enterprise CRM automating lead scoring, pipeline management, and sales communication.
/ Overview
Onboard is Cyberei's flagship CRM product — an AI-powered sales platform automating lead scoring, pipeline management, and omnichannel sales communication.
See it live/ Project Details
Name: Onboard AI CRM
Client: Cyberei Technologies (In-House)
Industries: CRM & Sales
Date: 2024 - Present
Project page: cyberei.com
/ Challenge
Sales teams waste 40% of time on data entry. Existing CRMs are complex with low adoption. Needed a CRM sales reps actually want to use.
/ Provided Services
AI Lead Scoring
Cyberei delivers ai lead scoring solutions using modern technologies and best practices.
Pipeline Management
Cyberei delivers pipeline management solutions using modern technologies and best practices.
Conversation Intelligence
Cyberei delivers conversation intelligence solutions using modern technologies and best practices.
/ Solution
Onboard uses AI to automatically score leads, suggest next actions, and log communications. Integrates email, WhatsApp, and telephony for omnichannel engagement.
/ Tech stack
Python ML
Lead scoring models using 50+ behavioral signals achieving 95% accuracy.
WebRTC
In-browser calling with transcription, sentiment analysis, and coaching insights.
React & Node.js
Real-time Kanban boards with drag-and-drop and AI-powered forecasting.
/ Client's Feedback
Onboard transformed our sales process. The AI lead scoring alone increased our conversion rate by 40%.
VP of Sales, Enterprise Client
Client Testimonial
Frequently
Asked Questions
What was the goal of the Onboard CRM project?
The Onboard CRM project focused on replacing manual or legacy workflows with a scalable digital platform - improving speed, reliability, and user experience for the client's end users and teams.
What technologies were used to build Onboard CRM?
The Onboard CRM platform was built with modern frameworks - React/Next.js on the frontend, robust backend services, cloud infrastructure on AWS, and analytics to track performance and user behaviour.
What results did Onboard CRM deliver?
The Onboard CRM platform delivered faster processes, better data visibility, and a smoother user experience. Specific outcomes are highlighted on this case study page, with measurable improvements over the previous workflow.
How long did the Onboard CRM project take?
The Onboard CRM project was delivered on a structured milestone plan, with design, development, and QA phases managed by a dedicated Cyberei team. Timelines for similar projects range from a few weeks to a few months depending on scope.
Can Cyberei build a solution like Onboard CRM for my business?
Absolutely. The patterns and architecture behind Onboard CRM are reusable. Contact [email protected] or book a call via the calendar popup and we will scope a similar platform for your business.
