Customer story

Giving businesses a path to $10M.

Digitalverse’s ambition is to give business owners a clear path towards $10M—and the systems, focus and motivation to pursue it.

For a growing solar and electrification installer, our work started with the everyday operations that make growth possible: responding to enquiries, progressing quotes, booking installations and keeping the team focused.

By Vicky De Greyte, Co-founder, Digitalverse

Solar, battery storage, EV charging and electrification Approximately eight staff AI operations agent
Diagram of one AI operations agent connected to the CRM, field service, calendar and inbox systems, producing a morning executive brief for the owners and team.
Within an hour Enquiries move into follow-up during business hours.
Top 10 A clear daily list for a salesperson facing 70-plus stale deals.
Around the clock A dedicated AI operations agent in the existing CRM, job management and email systems.

The constraints holding the business back

The team was busy. The systems were struggling to keep pace.

Leads could go cold under load. Years of stale deals clouded the pipeline. Roughly a third of deals were missing dollar values, undermining revenue reporting. Salespeople faced long lists of overdue follow-ups without clear priorities.

Further downstream, customers had paid deposits but installation dates remained unbooked. These gaps could sit unnoticed for months.

Growth was putting more pressure on a business already relying heavily on people remembering to check, chase and update.

AI operations with clear responsibilities

Digitalverse deployed a dedicated AI operations agent directly into the company’s existing CRM, job management and email systems.

Running around the clock, it monitors incoming enquiries, creates CRM records and sends automated customer follow-ups. It prepares personal daily sales priorities, escalates issues needing attention and produces a daily field job schedule.

Owners receive a morning executive brief and a weekly KPI scorecard. The agent also reports its own mistakes, making them visible for review.

The initial cleanup establishes a clearer picture of the business. Ongoing checks keep surfacing missing information, stalled deals and unscheduled jobs as they arise.

Industry and team

  • Industry: Solar, battery storage, EV charging and electrification
  • Team size: Approximately eight staff

The operational shift

What has already changed

1

Enquiries move into follow-up within an hour during business hours.

Incoming email enquiries trigger an automated customer response and CRM record creation, with the team copied in. That step no longer depends on someone finding time for manual entry.

2

A salesperson facing 70-plus stale deals now has a clear daily top 10.

The backlog becomes a source of prioritised actions, with automatic escalation when attention is needed.

3

Hundreds of dead deals have been removed from active reporting.

An audit reviewed thousands of historical deals and triggered a cleanup of several million dollars in recorded pipeline value, giving ownership a clearer view of current opportunities.

4

Missing deal values are caught through daily checks.

Gaps that undermined reporting are now identified for correction as part of the daily operating routine.

5

Paid deposits without installation dates are automatically flagged.

The team can see which jobs need scheduling attention and take the next step.

6

Ownership gets visibility without chasing updates.

Daily briefs and weekly scorecards bring priorities and outstanding issues directly to the people responsible for acting on them.

Better control today. More room to grow tomorrow.

The revenue impact is still too early to quantify. The operational shift is already happening.

The team has clearer priorities. Owners have better visibility. Follow-up is more consistent. Gaps that previously depended on someone noticing are now actively monitored.

These changes give the team stronger support for the work that produces revenue: winning customers, progressing opportunities and delivering installations.

This is how Digitalverse makes its ambition practical—helping owners remove operational barriers, see what their business could become and build the discipline to pursue it.

Build a business that can keep up with your ambition. Talk to Digitalverse.

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