All customer stories
Halcyon Pay
Fintech
Halcyon Pay keeps its CRM accurate without a single data-entry hour
A fintech sales team replaced Friday-afternoon CRM cleanup with automatic notes, scores and owners.
100%
leads logged in Salesforce
11 hrs
saved per rep weekly
85 people
Team size
The challenge
Halcyon’s reps were expected to log every lead, note and next step in Salesforce. In practice it happened on Friday afternoons, if at all, and pipeline reviews ran on guesswork.
What changed
Leadpilot now creates the lead, attaches the research summary, sets the owner and logs every email automatically. The CRO reviewed every drafted email for two weeks before switching approvals off for demo requests.
The results
Every inbound lead is in Salesforce within seconds, and reps save about 11 hours a week each. Pipeline reviews now start from data everyone trusts.
I was sceptical about AI writing to our buyers. After two weeks of reading every draft, I turned approvals off for demo requests.
Mark Ellison
CRO, Halcyon Pay
