Building a Privacy-First AI CRM Assistant for My Friend's Business

Matt runs a growing business, but his daily intake operation was becoming a bottleneck. His team receives business inquiries through email, website forms, and messaging channels. The incoming information is highly inconsistent. Some inquiries are valuable sales opportunities, some are support questions, some are junk, and others simply lack enough information to make a decision. He needed a system to ingest these inquiries, identify what they are, extract useful structured information, and draft the next response.