Quotes built by hand
Every request is read, priced and formatted manually, so response times stretch to days.
All services
Problem Problem Problem
Quotes & Sales Follow-up
Quotes in minutes. Follow-up that never slips.
An AI agent reads incoming requests, drafts accurate quotes from your real pricing, and follows up on every open quote and new lead. A person approves anything before it reaches a customer.
Leads that go cold
Follow-up depends on someone remembering, and open quotes quietly expire in a sent folder.
A CRM nobody updates
Sales activity lives in inboxes instead of the system the business runs on.
What we automate
Built around your products, systems and team.
Every build is tailored to your business. These are the pieces most clients start with.
Request extraction
Products, quantities, dates and delivery details pulled from emails and forms, even when written in plain language.
Quote drafting
Pricing tiers, stock and shipping applied from your systems, formatted as your quote or PDF.
Approval queue
Reps review and send in one click. Nothing goes out without a person.
Automatic follow-up
Timed, personal follow-ups on open quotes and new leads, with the CRM updated as it goes.
FAQ
Common questions.
What if a request is unusual?
The agent flags anything it can't price confidently and routes it to a person with everything it extracted, so nothing is guessed.
Does it work with our CRM?
We commonly connect HubSpot, Salesforce, Odoo, NetSuite and QuickBooks, plus Gmail and Outlook. If your system has an API, it can usually be connected.
Is this only for B2B?
No. Any business that answers custom requests benefits: wholesale, bulk and corporate orders, custom products, trade programs and service estimates.
Free consultation
Find out what you can automate.
A 30-minute call. Bring one process that costs your team hours every week, and leave with a plan to automate it.