The challenge
PMD Finance is a Manchester-based business finance provider supporting small and medium-sized businesses with funding. As demand grew, manual work across sales and operations began slowing response times and capping how far the business could scale.
Their CRM, the system that holds every customer and deal record, sat at the centre of this. Teams spent significant time reviewing inbound enquiries, extracting information from documents, and keying it into the CRM before a deal could even be assessed.
PMD Finance needed a way to speed up these workflows without replacing their existing systems.
Our solution
North Stack designed and implemented an AI powered operational workspace that integrates with PMD Finance's CRM, email inbox, and document workflows.
The platform automates early stage deal processing and provides a unified operational view across the business.
Key capabilities included
AI Sales Inbox
Automatically reads inbound enquiries, extracts key information, and creates structured CRM records.
Deal Qualification Engine
Analyses enquiries and prioritises opportunities most likely to convert.
Funding Assessment Automation
Extracts relevant financial data from documents to support faster quote preparation.
Operational Intelligence Dashboard
Provides real time visibility across pipeline activity, deal progression, and sales performance.
Implementation
The first version of the platform was designed, built, and deployed within six weeks, integrating directly with PMD Finance's existing infrastructure.
Results
- Over 50 percent faster quote turnaround times
- Faster response to inbound funding enquiries
- Improved visibility across sales pipeline and deal progression
Client feedback
“North Stack helped us turn manual processes and disconnected data into a clear, AI-enabled workspace that delivers real-time insight and frees our team to focus on what matters most.”
The project at a glance
- AI Sales Inbox
- Deal Qualification Engine
- Funding Assessment Automation
- Operational Intelligence Dashboard
- Deployed in six weeks
