How Noveo Finance woke its pipeline with a custom sales agent, where three SaaS had failed

January 2026. Three hundred qualified prospects sleeping in Noveo Finance's Pipedrive CRM. Three sales SaaS had been tested without success. Several follow-ups with a meeting-capture tool vendor failed to fix the API limitations. The follow-up cycle was broken. That is when Catalia was called in.

The silent threat to B2B consultancies

The financial consulting industry has a problem its leaders rarely name: pipeline does not scale linearly with effort. Each consultant has a finite attention span. The CRM grows. Cold prospects pile up. And generic sales SaaS, designed for SMBs selling commodities, do not know how to absorb the specifics of a niche trade.

Noveo Finance, a 15-person financial consultancy, lived this in 2025. Three SaaS tested. None held. The CEO did not want to add a fourth one to a stack that already cost too much. He did not want either to develop a custom tool that would create proprietary tech debt the team could not maintain.

Catalia proposed a third path: orchestrate existing best-in-class building blocks (n8n + Make + OpenRouter + Claude + MCP connectors) into a custom AI sales agent that does what no SaaS can do, costs nothing more in licenses, and creates no proprietary tech debt.

Four months later, 300 forgotten prospects were reactivated, the observed conversion rate was up 20%, and Noveo Finance had a sales agent that worked the way its consultants thought.

Note: The full English version of this case study is being finalized. For the complete content with detailed methodology, results, and lessons learned, refer to the French version.