Automating the sales process
In sales, time is literal: answering a new contact within minutes changes the odds of closing it. We qualify each lead against your criteria, record it in the CRM, assign a rep and book the meeting. Then we take care of what always slips: the follow-ups, the quotes that take too long, and the opportunities that go quiet without anyone noticing.
Signs you need this
- A contact that arrives at the weekend gets no reply until Monday.
- The CRM is out of date because nobody has time to fill it in.
- There are quotes sent weeks ago without a single follow-up.
Sales
5 automations in this area
Lead capture and qualification
Every incoming contact gets qualified, recorded and turned into a meeting or a concrete task.
- In
- Website forms, WhatsApp, Meta Ads, Google Ads, email campaigns, calls and trade shows.
- What it does
- AI qualifies the lead against your criteria, enriches it, records it in the CRM, assigns a rep and creates the next steps.
- Out
- A meeting booked in the rep’s calendar, or a task prepared with the full context.
- Human review
- The rep confirms the meeting and decides which leads deserve different treatment.
- Connects to
- Website, WhatsApp, Meta Ads, Google Ads, email, CRM and calendar.
- Outcome
- A reply within minutes at any hour — the single biggest lever on lead conversion.
- Example
- A lead arrives through the website at 11pm on a Saturday, gets an immediate reply, and on Monday the rep finds the meeting already booked.
Sales follow-up
No contact goes unanswered and every follow-up goes out on time.
- In
- Open opportunities in the CRM and the real activity on each one.
- What it does
- Prioritises by value and likelihood, spots the ones that have gone quiet and drafts the next message.
- Out
- Timely reminders and personalised follow-up emails with the context of the conversation.
- Human review
- The rep approves each send, or lets them go out once they trust them.
- Connects to
- CRM, email, calendar, LinkedIn and phone system.
- Outcome
- Zero forgotten opportunities and a pipeline that reflects reality.
- Example
- A rep with 80 open opportunities gets the 6 that genuinely need moving today, each with the draft already written.
Quotes and proposals
Quotes, contracts and reports generated from your templates and your price lists in seconds.
- In
- A customer record, an email request or a tender document.
- What it does
- Interprets the request, applies your prices and discounts, fills your template and calculates the totals.
- Out
- A document ready to review, sign or send, with its version saved in the CRM.
- Human review
- A final read before it goes out, and mandatory approval if the discount exceeds your limit.
- Connects to
- Word or Google Docs templates, price lists in ERP or Excel, CRM and e-signature.
- Outcome
- Quotes the same day instead of the following week, with no pricing mistakes.
- Example
- An industrial company answers a 40-line tender in 20 minutes, with the margin on every line calculated.
A CRM that keeps itself up to date
Calls, emails and meetings log themselves — nobody has to fill in the CRM.
- In
- Emails, calls, meetings and WhatsApp messages from the sales team.
- What it does
- Summarises each interaction, updates the record and the pipeline stage, and flags missing or duplicated data.
- Out
- Complete records, a readable history and a sales forecast built on real data.
- Human review
- Alerts when something does not add up, rather than fields filled in blindly.
- Connects to
- CRM, email, calendar, phone system and WhatsApp.
- Outcome
- The sales team gets back the hours it spent updating records.
- Example
- After a visit the rep sends a voice note, and the CRM ends up updated with the summary and the next steps.
Winning back lost opportunities
Lost quotes and dormant customers come back into the conversation, with a reason.
- In
- Quotes with no reply, customers who have stopped buying and abandoned carts.
- What it does
- Spots the pattern in each case, picks the moment and writes a message with a concrete reason to come back.
- Out
- Segmented reactivation campaigns and opportunities reopened in the CRM.
- Human review
- You approve the list and the message before the first send of each campaign.
- Connects to
- CRM, ERP or online store, email and WhatsApp.
- Outcome
- Revenue from a database you already own and are not working today.
- Example
- A services company restarts the conversation with 120 customers who had not bought for over a year.
Outcomes and examples are illustrative estimates. The specific target for your process is agreed after the diagnosis, in writing.
Do you recognise any of these processes?
Tell us which one costs you the most time. In a short call we work out whether automating it makes sense and, if it does, we send you the diagnosis with the scope and the quote in writing.
Request a diagnosis