Case study
Savwinch went from manual quoting to a live sales workflow.
This project started with a manufacturing sales problem. Product complexity was high, quoting was slow, and there was no single system carrying the enquiry from first touch to quote, follow-up, and finance handoff.
30+ hrs/week
saved on quoting alone
2-4 hours to seconds
quote turnaround
5 mins
lead response benchmark
300+ products
handled in the product logic
The bottleneck
The problem was not demand. It was operational drag.
Manual quoting across 300+ products took 2-4 hours per lead. No CRM, no pipeline, no automation.
What changed
Faster quoting, cleaner handoff, and a pipeline that could move without heroics.
30+ hours per week saved on quoting alone
Quote response time from 2-4 hours to seconds
Zero manual steps in the sales pipeline
Commercial context
During this period the operation also hit a five-minute lead response benchmark and supported 100% sales growth. The workflow rebuild gave the team the capacity to handle that lift cleanly.
Build scope
The system was not one tool. It was a connected operating layer.
Build component
CRM and dealer workflow rebuild
The first layer was a real operating system. Zoho CRM was configured around how enquiries, dealers, quotes, and follow-up actually moved through the business.
Build component
AI classification for product fit
Savwinch sold 300+ products across thousands of model and fitment variants. The classification layer narrowed the right product path in seconds instead of forcing the team through manual matching.
Build component
Automated quoting and follow-up
Once the product path was known, the system could drive quote-ready output and keep follow-up moving without relying on memory, inbox hunting, or spreadsheet clean-up.
Build component
Cross-system integration
Airwallex, Xero, WooCommerce, Google Workspace, and Zoho were connected into one workflow so the handoff between payments, finance, sales, and operations stopped breaking.
Workflow before and after
Enquiry intake
Before
Website leads, dealer requests, and direct enquiries arrived in different places with no consistent owner.
After
Lead capture landed in the CRM with context, ownership, and the next step already assigned.
Product matching
Before
Staff manually worked through 300+ products and thousands of variants to find the right fit.
After
The classification layer narrowed the correct product path in seconds and removed the slowest part of the quote process.
Quote output
Before
Quotes regularly took 2-4 hours per lead and follow-up depended on whoever remembered to chase it.
After
Quote-ready responses were prepared in seconds and follow-up logic kept the opportunity moving.
Finance and fulfilment handoff
Before
Payments, invoices, and order data lived across separate systems and needed manual reconciliation.
After
Airwallex, Xero, WooCommerce, and Zoho stayed in sync so the pipeline could move without manual re-entry.
System stack
What SynergAI built
- Custom CRM with AI product classification (300+ products, 1,000s of model variants)
- Automated quoting, seconds instead of hours
- Full sales pipeline: lead capture → AI classification → auto-quote → follow-up sequences → deal close → Xero invoice sync
- Google Workspace setup (emails, dual-hosted Outlook + Google)
- Custom Airwallex → Zoho integration (non-native, no existing pathway)
Why this page matters
This is the kind of proof page that helps both search engines and LLMs. It ties the service claim to a real workflow, a real stack, and specific operating changes instead of generic marketing copy.
FAQ
Straight answers on the Savwinch build.
Was this just an AI project?
No. The commercial win came from rebuilding the workflow end to end. CRM structure, dealer management, integrations, and AI classification all mattered. The AI layer worked because the operating system underneath it was clean.
What made the workflow difficult before the rebuild?
The quoting load was high, the product catalogue was complex, and there was no single system carrying the enquiry from first touch to quote, follow-up, and finance handoff. That is why simple plug-ins would not have solved it.
Why does this matter outside manufacturing?
Because the pattern is common. Leads arrive, somebody has to qualify them, a quote or next step has to be prepared, and follow-up gets missed when everything depends on manual admin. The Savwinch case is one version of a broader operations problem.
If your team is still pushing quotes and follow-up through manual admin, the bottleneck is probably the workflow, not the staff.
We can map the handoff, show you where the time is leaking, and tell you whether the commercial case is strong enough to build.