Success Story

ProblemA large share of inbound marketing leads never entered the sales workflow — gaps between marketing automation and CRM meant reps never saw them. Direct revenue left on the table every quarter.

What Qurio doesQurio flags leads that stalled in Salesforce, prioritizes who to re-engage, drafts outreach, and logs activity back to the CRM — closing the loop marketing assumed was already running.

ProblemHigh-volume quote requests were handled manually — read emails, update trackers, draft supplier outreach, chase follow-ups. Overflow was outsourced at hourly rates while the company scaled toward acquisition.

What Qurio doesQurio reads inbound quote emails, updates the tracking sheet, drafts supplier inquiries with logo/color/spec details, and runs conditional follow-up reminders across stakeholders.

ProblemSales reps searched a six-figure SKU catalog for every color, quantity, and availability question. Quotes slowed down and a legacy chatbot couldn't keep up with catalog complexity.

What Qurio doesDelivered AI assistant that answers product questions, surfaces catalog data, and generates quotes in natural language — integrated with live catalog and brand assets.

ProblemThousands of vendor invoices lived in shared folders as PDFs and spreadsheets. Finance had no fast way to see payables, receivables, or project exposure without opening files one by one.

What Qurio doesQurio reads invoices from OneDrive and produces plain-language AP/AR summaries by project — no writes into the accounting system required.

ProblemRelationship managers retyped meeting notes into Salesforce at the end of every day — pipeline data lagged 24+ hours behind client conversations.

What Qurio doesAfter meetings, Qurio captures notes and updates Salesforce records from conversation context — contacts, opportunities, and follow-ups logged automatically.

ProblemInstallation projects run 5–8 years but project managers change constantly. Budget status, delays, change orders, and subcontractor notes were lost at every handoff.

What Qurio doesQurio maintains living project memory — completion %, budget vs. actual, delay flags, and notes — queryable by the next PM without reconstructing history.

ProblemStrategy teams spent weeks cleaning messy, unstructured survey exports before any analysis could start. Speed of insight was the competitive edge — prep was the bottleneck.

What Qurio doesQurio ingests raw Excel survey files with plain-language instructions — no pre-structuring, no analyst cleaning pass — and surfaces patterns for downstream strategy work.

ProblemDozens of field crews started pre-dawn shifts with no site or scope info — coordinators ran phone trees every morning before crews left the yard.

What Qurio doesQurio pushes work orders via SMS or WhatsApp before shift start — location, scope, and timing in one automated message per crew.

ProblemClient performance reports required manual assembly from multiple custodian exports every cycle. Portfolio issues surfaced only when someone happened to review the numbers.

What Qurio doesQurio pulls custodian exports, assembles client-ready reports, and flags portfolio metrics that breach thresholds before advisors send.

ProblemEach claim scattered across emails, photos, adjuster notes, and attachments — adjusters stitched summaries by hand before review, with inconsistent severity calls.

What Qurio doesQurio ingests mixed claim inputs and produces structured summaries with severity context for adjuster review.

ProblemVolunteer dispatch ran entirely in Excel — coordinators manually assigned sites, shifts, and sent reminders every week with no automated notifications.

What Qurio doesAutomated assignments and shift notifications from scheduling rules — who works where, without spreadsheet handoffs or manual outreach.

ProblemConsultants downloaded one-star reviews, categorized themes in Excel, and prioritized fixes by hand — hours per brand with no way to scale across a growing client roster.

What Qurio doesQurio ingests Amazon reviews at scale, clusters pain points by theme, and generates a prioritized product improvement roadmap with concrete next steps.