BMI Publishing
A complete system design for turning a deteriorating Act! CRM into a governed source of daily sales actions, captured customer memory and leadership reporting.
How the work moves
Client
BMI Publishing
Agenryx system
AI & Automation
Operating change
CRM cleanup, sales memory, daily actions and reporting share one foundation
3
Magazine titles served by one platform
~50k
Contact and prospect records in scope
23
Automations mapped into the system
01 · The challenge
What the client needed to resolve
BMI's contacts and prospect records accumulate dead addresses, duplicates and missing context. Knowledge from calls and email stays in individual inboxes, so salespeople repeat research and leadership sees an incomplete pipeline.
The change
Before
BMI's contacts and prospect records accumulate dead addresses, duplicates and missing context. Knowledge from calls and email stays in individual inboxes, so salespeople repeat research and leadership sees an incomplete pipeline.
Agenryx built
A build-ready product architecture, data model, Act! write contract, access register, human-review map and staged implementation plan for a FastAPI and Next.js application. The project is explicitly documented as design phase pending client access and decisions.
Resolved
CRM cleanup, sales memory, daily actions and reporting share one foundation
02 · What we built
The proposed custom application connects Act!, Microsoft 365 and an internal review queue to a shared Postgres memory layer. Four dependent stages clean the CRM, capture conversations, draft daily work and produce reporting without allowing the AI to send directly to clients.
A build-ready product architecture, data model, Act! write contract, access register, human-review map and staged implementation plan for a FastAPI and Next.js application. The project is explicitly documented as design phase pending client access and decisions.
03 · Product walkthrough
Select a step or let the walkthrough advance automatically.
BMI's contacts and prospect records accumulate dead addresses, duplicates and missing context. Knowledge from calls and email stays in individual inboxes, so salespeople repeat research and leadership sees an incomplete pipeline.
04 · What changed
CRM cleanup, sales memory, daily actions and reporting share one foundation
Every client-facing AI output remains human-reviewed before it is sent
The design maps 23 automations onto seven reusable engines instead of 23 isolated workflows
Technology used
Start with what you need