Departments/Sales
A sales team that spends its day selling.
AI agents answer new enquiries, qualify and route them, prepare the quotes and keep the CRM complete. Your reps get a qualified list and the time to work it.
How the agents work in sales.
01Reads
Enquiries, emails, call notes and the history in your CRM.
02Checks
Each lead against your criteria, and each quote against your pricing rules.
03Acts
Replies, books the meeting, drafts the quote and updates the record.
04Asks
Passes anything outside your rules to the rep or the sales lead.
Where the agents work.
Each one starts as a single process with a measure agreed before anything is built.
01Lead response
- Today
- Enquiries wait until a rep is free to reply.
- With agents
- Every enquiry gets a relevant reply straight away, and a meeting is offered.
- Measured in
- Speed of first response
02Qualification and routing
- Today
- Reps sort the good leads from the poor ones by hand.
- With agents
- Leads are checked against your criteria and routed with the record already built.
- Measured in
- Leads reaching a conversation
03Quotes and proposals
- Today
- Quotes are built from old documents and a price list.
- With agents
- The quote is drafted from the enquiry and your pricing, ready for a rep to check.
- Measured in
- Time from enquiry to quote
04Follow-up
- Today
- Follow-ups depend on someone remembering to send them.
- With agents
- Every open opportunity gets its next step on schedule.
- Measured in
- Opportunities followed up
05CRM upkeep
- Today
- Reps update the CRM at the end of the week, if at all.
- With agents
- Calls, emails and meetings are logged and fields kept current without a rep typing.
- Measured in
- Records complete
06Call preparation
- Today
- Preparing for a call means searching five places.
- With agents
- A briefing arrives before each meeting with the account history and what's changed.
- Measured in
- Prep time per meeting
Works inside
- CRM
- Email and calendar
- Website forms
- Quoting tool
- Call recordings
- Price lists
What stays with your people.
The agents prepare, check and record. The calls that carry judgement or risk stay with a named person on your team.
- 01The conversation and the relationship.
- 02Pricing and discounts outside your rules.
- 03Which deals to pursue.
Guides for this team.
- Guide
Guide
Fund first
A four-question test
Which AI use case should you fund first?
Score each candidate on how often it happens, how much judgment it needs, where its inputs come from and how you'd measure it. Fund the one that passes.
Point of viewWhy does your back office grow faster than your revenue?
Every new order adds admin, so finance and ops headcount grows with volume. How to find work that scales per unit, measure it and automate it first.
Questions
Questions we hear first.
Does a rep approve every reply?
That's your choice. Replies are written in your voice from approved information. You decide whether a rep approves each one before it's sent, or only the ones outside your rules.
Which CRM does it work with?
We connect through the options your CRM offers. We confirm what's possible with your setup during the strategy step, before we propose anything.
Will it replace our sales reps?
No. It takes the admin around the conversation so reps can have more of them. Deals, pricing judgement and relationships stay with your team.
Why not just use ChatGPT or Copilot?
They're good tools for one person doing one task. The systems we build run a whole process: they connect to your systems of record, follow your rules, hand exceptions to a named person and log every step. The two work well side by side.
Why not build this ourselves?
You can, and some teams should. What we bring is a team that does this every day, a tested way of working, and people who stay to run it. Everything is set up in your accounts, so your team can take it over when it's ready.
Make your business AI-native.
Start with a short call about where your team's hours go and what you want to change.