CRM CHAINS · AI Deal Accelerator Before · The ChallengeFive fractures
killing the funnel.
01
Lead chaos
Two vendors, 40+ siloed webhooks, no canonical schema. Hot leads landed in inboxes no one watched.
02
3-hour response
Industry-shared FRU leads contact 2–3 lenders. Their 15-min SLA was missed on 6 of every 10 leads.
03
Zero visibility
No cross-agent dashboard. No pipeline totals. No unit economics. The owner ran the business on vibes.
04
Tool sprawl
GHL + Lead Mailbox + Agent Legend + spreadsheets. Three subscriptions doing one job, badly.
05
Vendor lock-in
Every workflow lived inside a SaaS they didn't own. Switch the platform → lose every asset.