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How Applicaa Streamlined Client Management with HubSpot–Xero Automation


Cloudify built an agent that reads every email from the providers this firm works with, does the matching work in HubSpot, and colour-marks each message so the team sees what still needs a person.

84%

Of messages had the admin done without a person

11sec

From arrival to done, against four to five minutes

2.6

System actions carried out per message

92%

Of the agent’s decisions kept by the team

What the agent does with every email

84% Of messages had the admin done without a person. Each dot is one message

A closed loop for routine emails.

Routine emails are handled, logged and colour-marked before anyone opens the inbox.

SOURCE

Outlook inbox

Pension-company emails

SOURCE

My Robot

Reads · understands · acts

DESTINATION

HubSpot

Deals updated automaticall

What happened to each email

Every message ends in one of three outcomes, and the inbox shows which.

0messages handled in twelve weeks

  • 0

    Fully handled

    Closed by the agent. Nothing left to do.

    447 work done in HubSpot901 moved away automatically

  • 0

    Pre-sorted for the team

    Customer found and email saved on the deal; a person decides the next step.

  • 0

    Needs a person

    The agent could not identify the customer, so it leaves the email to the team.

Qarin's client image
“Qarin keeps our growing team aligned and productive. From task tracking to smart insights, everything just works, it feels like the future of sales”
TESTIMONIAL
Qarin's client image
“Qarin completely transformed how our small firm operates. After implementing the platform, our sales grew by 30%.”
TESTIMONIAL
Qarin's client image
“Qarin completely transformed how our small firm operates. After implementing the platform, our sales grew by 30%.”
TESTIMONIAL

Give Your Team Hours Back Every Week

We estimated the time saved from two numbers we know: how long a person takes per message, and how many messages the agent did the admin for.

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THE CHALLENGE

One shared inbox, dozens of emails, all by hand

The firm helps private customers move their savings from one provider to another. Every provider replies into the same inbox, in its own wording, with no common format.