Sales Automation
Quotations, order entry and enquiry follow-up handled by AI agents inside your ERP, email and WhatsApp, with your sales team approving what goes out.
What Sales Automation Covers.
Most sales desks spend more time typing than selling: reading RFQs, looking up prices, re-keying orders and remembering who to follow up. We put AI agents on that work. They read what customers send, prepare the quotation or order from your own catalogue and pricing, and hand it to your team to approve. Your people keep the customer relationship and the pricing decisions.
Core Capabilities
Quoting
RFQs from email, WhatsApp, PDFs and spreadsheets are read, matched to your catalogue, priced from your systems and drafted as a quotation for approval.
Order Entry
Purchase orders are checked against the quotation and turned into draft sales orders, with any mismatch in items, quantity or price flagged.
Call & WhatsApp Capture
Orders and enquiries taken by phone or WhatsApp become structured drafts, so nothing waits to be typed up later.
Reactivation & Enquiry Response
Customers who have stopped ordering are identified from your sales history, and new enquiries are answered and qualified quickly.
How We Approach It
Map the Sales Desk
How enquiries, RFQs and orders arrive today, who handles them and how long each takes.
Connect Catalogue & Pricing
Link the agent to your product list, price lists and customer terms.
Run Alongside Your Team
Every draft is reviewed by a person while accuracy is measured on real work.
Adjust Approvals
You decide which routine items can go out with lighter review as confidence grows.
Where It Fits
RFQ to Quotation
Multi-line RFQs turned into quotation drafts using your catalogue and price list.
Dealer Orders on WhatsApp
Orders sent as messages, photos or voice notes captured as draft orders.
Repeat-Order Reminders
Customers due to reorder, or who have gone quiet, contacted with a relevant message.
Website Enquiry Response
Form enquiries answered, qualified and passed to the right salesperson.
Why It Matters.
Faster Responses
A draft quotation is ready soon after the request arrives, not when someone gets to it.
Less Re-Typing
Items, quantities and prices are entered once, by the agent, and checked by your team.
More Volume, Same Team
Your sales desk handles more enquiries without adding people for data entry.
Questions, Answered
What happens when the AI can't match an item?
It is sent to a person, not guessed. The line is shown with the original document and the closest matches from your catalogue, and your team picks the right one.
Does our sales team still approve quotations?
Yes. We start with a person reviewing every quotation and order. Later you can choose which routine items need less review; that decision stays with you.
Which systems does this work with?
Email, WhatsApp, PDFs and spreadsheets on the intake side, and your ERP, accounting software or CRM for pricing and order records. We confirm how each of your systems can be connected during the assessment.
Talk to Us About Sales Automation
Tell us what you're working on. We'll scope it with you, be honest about what it involves, and suggest the right way to deliver it.