AI-CRM and Business Operating System

About the project: Transforming chaotic input data and disjointed processes into a unified automated company ecosystem (OS). Creating a smart Notion-CRM that automatically receives leads, manages finances, and saves up to 40% of time using AI agents.

What was implemented:

Smart CRM: Lead database, Customer Spaces, full sales funnel.
Management (Master Engine): Multi-level hierarchy (Epics - Projects - Sprints - Tasks), Kanban boards.
Telegram Inbox Sync: Notion-Telegram integration. The bot forwards messages, recognizes intent, and assigns responsible parties via AI.
Financial Hub (CashFlow): Automated income tracking, invoice tracking, Time-tracking.
AI Agents & n8n: AI assistants system, webhook automation.

Project in numbers:
40% time saved on routine management.
3 AI agents integrated into operational processes.
100% transparency of operations from a single screen. Tech Stack: Notion, n8n (Make), Telegram API, OpenAI / Gemini API.
#notion #crm #telegram #n8n #ai #automation