Case Studies

Real results from real clients. See how Fyntra AI helps businesses build predictable pipelines and streamline operations.

Case Study 1

Predictable Pipeline for a Multi-Location B2B Services Firm

RevOps system implementation (growth + CRM + automation)

Client Snapshot

Multi-location B2B services firm | Motion: Inbound / Outbound / Mixed | Team: 7 reps

Primary Outcome: More qualified meetings + cleaner pipeline visibility

The Challenge

Lead sources were fragmented (referrals, sporadic campaigns, inconsistent outbound)
Follow-up depended on humans, causing slow response times and missed opportunities
The CRM didn't reflect reality (weak stage definitions, limited reporting, no SLAs)

What Fyntra AI Built

Offer + Intake Flow

Landing/CTA path, multi-step intake, friction reduction

Attribution Foundation

UTM structure, channel tagging, pipeline source visibility

Qualification Engine

Fit/intent scoring, disqualifiers, routing by region/service

Booking + Handoff

Calendar rules, rep assignment, confirmation + prep messages

Lifecycle Automations

Speed-to-lead email/SMS, no-show + reactivation, lost-lead recovery

CRM Hygiene + Dashboards

Enforced fields, stage exit criteria, forecasting view

Timeline

Week 1

Audit, pipeline design, offer/message alignment

Weeks 2-3

Funnel + CRM + automations built and tested

Week 4

Launch + QA + handoff rules finalized

Weeks 5-8

Optimization + scaling the best-performing channel

Results

+35%

Qualified Meetings

in 60 days

-30%

Cost Per Lead

reduction

+35%

Pipeline Value

in 60 days

"We finally had a system we could trust—qualified leads were routed instantly, follow-up happened automatically, and forecasting became real."

Joel Glassman

President

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Case Study 2

AI Support + Ops Automation to Reduce Load and Increase Speed

AI triage + qualification + handoff workflows + CRM/ticket automation + performance dashboards

Client Snapshot

Inbound-heavy business handling support and pre-sales inquiries | Channels: Web chat + form leads + email | Team: 7+

Primary Outcome: Faster routing and responses, higher deflection, and measurable time savings per week

The Challenge

Repetitive inquiries consumed the team (pricing, scheduling, onboarding, policies)
Response times were inconsistent, leading to customer drop-off
Ticket/CRM updates were manual, slow, and error-prone
Leadership lacked visibility into workload and bottlenecks

What Fyntra AI Built

AI Customer Support Agent

Trained on FAQs + policies; captures required details; escalates edge cases

Smart Escalation + Handoff

Context-rich escalation; tags + priority routing; recommended next steps

Workflow Automation

Auto-create/update records; assign owners; trigger notifications

Ops Visibility

Dashboards for volume, response time, deflection, escalation reasons

Timeline

Week 1

Process mapping + knowledge base collection + success metrics

Weeks 2-3

Agent build + routing logic + integrations (CRM/ticketing)

Week 4

Launch + monitored QA + escalation tuning

Weeks 5-8

Expand workflows + optimize deflection + refine reporting

Results

83%

First Response Time

improvement in 4 weeks

25%

Deflection Rate

in first 30 days

-22%

Avg Handling Time

with AI summaries

-25%

Ticket Backlog

in 60 days

-23%

Cost-to-Serve

through automation

"Our agents handled the repetitive questions instantly and escalated only what mattered. We got time back, and customers got faster answers."

Jonathan Duncan

SR Vice President

Want AI to streamline your support + internal workflows without rebuilding your stack?

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