Jeffrey AI was born in early 2019 in order to fulfil a need for automating and managing tasks for the sales team with minimal time required from the manager.
JeffreyAI’s parent is Carbon and Finch which provides software development for Microsoft Dynamics, C# and .Net. The company’s founder, Jimmi Jakobsen, needed to improve the quality and quantity of sales leads in order to increase revenues but also to reduce the team’s time on repetitive and often unproductive tasks.
So the team built JeffreyAI, named after one of the team. JeffreyAI focuses on capturing, understanding and responding to email enquiries, freeing up the team to build better relationships and close more deals.
JeffreyAI is still young, but every day gets stronger and smarter.
"I’ve been really impressed with JeffreyAI so far. The aesthetics and interface are clean and clear, as well as being very intuitive. I’ve found it really easy to manage pipeline using the “Kanban” view that I’ve edited so I can keep track of precisely which stage of the process our leads are at. It’s actually helped me to not forget to follow up with important deals so helped me avoid losing money which is a massive plus. Importing our data was a painless process as well which was a bonus! On a side note, really impressed with the development and customer service team who’ve been making improvements to the system as we feedback to them. Already seen some great improvements on things I’ve passed them feedback on recently which has made a big difference for us."