AlphaCRM with a Call Centre at Cave IT
Cave IT replaced a CRM subscription with its own AlphaCRM from alpha.ai and brought 5,000 contacts across, history included. A call centre with 1,268 enriched companies meant the sales team could start calling on day one. A lead becomes a sale in one click.
See AlphaCRM
All names and amounts in the screenshots are demo data.
Cave IT wanted to leave its old CRM subscription and have customers, contacts, meetings and the sales pipeline in its own branded environment. At the same time, outbound sales ran on spreadsheets and loose notes. There was no overview of who to call when, and the calls left no trace in the system. Whatever was said on the phone disappeared the moment the call ended.
Cave IT got its own AlphaCRM, alpha.ai's CRM for Danish businesses, with its own database, its own domain and its own email sending domain. Around 5,000 existing contacts were moved over, including the history from the old system. On top of that we switched on the call centre: call lists, a focused calling flow and one-click conversion from lead to sale. And instead of starting from an empty list, Cave IT got 1,268 Danish companies from the CVR register, found and enriched by alpha.ai and ready to call.
AlphaCRM is built from a shared foundation and add-on modules that are switched on per installation. Cave IT's version has the call centre. Other customers' versions of the same platform don't. That's how alpha.ai can give one customer a heavy special feature without making the system heavier for everyone else.
The call centre is the salesperson's workbench. A list is imported, and the salesperson calls through it one company at a time in a focused calling window. Every call gets an outcome in one tap, recalls and callbacks are scheduled automatically, and scripts, daily targets and KPIs sit in the same place.
All names and amounts in the screenshots are demo data.
All names and amounts in the screenshots are demo data.
The list is what made the difference from day one, and alpha.ai built it. 1,268 Danish companies were pulled straight from the CVR register and filtered on headcount, active status, positive equity and positive profit. No bought lead lists. Each row was then enriched through web search: what the company actually does, the registered decision-maker, any IT contacts, what type of number you're calling, and a likely pain point to open the conversation with. The list came with a note stating exactly which fields are verified facts and which are educated guesses.
The system runs on Cloudflare and Supabase in the EU, with its own domain and its own email sending domain. Cave IT owns both the system and the data, and there is no per-user licence.
What the system does
Call centre
Call lists, a focused calling flow with a button for every outcome, automatic recalls, callbacks, call scripts, daily targets and KPIs.
A full call list from day one
1,268 Danish companies from the CVR register, filtered on headcount, active status, positive equity and positive profit, and enriched with what the salesperson needs.
Lead to sale in one click
When a conversation goes somewhere, the lead becomes a customer, a contact and a sale. The call notes come along, so they don't get stranded on the call list.
Notes as one story
Customer, contact, meeting, sales and call notes gathered in one timeline per customer and one per person.
My follow-ups
Every customer has an owner, and every salesperson has an overview of who to get back to today.
Live updates
Two colleagues work in the same system at once, and a change in one place shows up in the other without reloading the page.
Before vs. after
Before AlphaCRM
- A monthly subscription to a CRM they didn't own
- Outbound sales on spreadsheets and loose notes
- No overview of who to call when
- Calls left no trace in the system
- No ready-made list to call
With AlphaCRM
- Their own system, database and domain
- A call centre with calling flow, recalls and daily targets
- 1,268 enriched companies ready from day one
- Lead to sale in one click, with the call notes attached
- The whole customer story in one timeline
From idea to launch
Their own system
AlphaCRM was set up for Cave IT with its own database, its own domain and its own email sending domain.
Moving the data
Around 5,000 contacts were moved over from the old CRM, including the history.
Call centre switched on
The call centre was activated as an add-on module on Cave IT's installation, with lists, calling flow, scripts and KPIs.
The call list
1,268 companies were pulled from the CVR register, enriched and imported, together with a note on what is fact and what is an educated guess.
The sales team opens the system and has a list to call. Every call gets an outcome, recalls and callbacks schedule themselves, and when a conversation goes somewhere, the lead becomes a sale in one click, with the call notes attached. Everything that happens with a customer sits in one timeline, and two salespeople can work in the same system at the same time without getting in each other's way.
