Philip W.
CRM Automation Specialist
Plano, Texas
4
Years Experience
CRM Automation
Specialization
About
Philip W. is a crm automation specialist based in Plano, Texas with 4 years of experience. At their firm, Philip helps businesses implement AI-powered solutions that drive efficiency and growth. Serving clients across Texas and nationwide.
Expertise
Client Success Story
AI-Powered CRM Pipeline for a Commercial Real Estate Firm
Rebuilt the client's entire CRM workflow in HubSpot with AI-powered deal stage automation, automated follow-ups via n8n, and Clay-enriched contact data. The automated pipeline managed 500+ active deals simultaneously and contributed to $1.2M in closed transactions in the first year.
AI Agent Team
Philip W. runs a team of specialized AI agents that work around the clock to deliver results.
LeadScorer
Lead Scoring Agent
AI-powered lead scoring using firmographic data, behavior, and intent signals
DataEnrich AI
Contact Enrichment Agent
Automatically enriches CRM contacts with company data, tech stack, and social profiles
TaskBot
Activity Automation Agent
Creates follow-up tasks, logs activities, and sends reminders to sales reps
PipelineAI
Deal Management Agent
Automatically moves deals through pipeline stages based on engagement signals
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