Relationship Intelligence Platform

Overview

A custom relationship-intelligence system built for a client whose business development runs on long-cycle professional relationships rather than inbound leads.

Challenge

The client’s most valuable asset — who the firm knows, and the state of every relationship — lived in inboxes and individual memory. Generic CRMs demanded data entry nobody would do.

Solution

A system that assembles the relationship graph from the tools the team already uses, scores relationship health, and surfaces who to contact next and why — with near-zero manual entry.

Current status

Live in production. Details anonymized under client agreement.