An agent reads every enquiry, scores it against your criteria, asks for missing details and puts the draft quote into the CRM. Your sales team reviews, edits and sends.
This work comes back every week, and nobody was hired for any of it.
- 01
Left waiting
Enquiries sit in the inbox until someone has time. By then the prospect has asked elsewhere.
- 02
Asking back
Important details are missing and get requested one by one over several emails.
- 03
Building quotes
Prices, text blocks and terms are copied together from scratch every time.
- 04
Updating the CRM
Conversations, status and next steps are entered by hand after the fact.
The fastest answer often wins the deal. From now on, that is yours.
Each of them can be started on its own. Critical steps go to a person for approval.
- 01
Scoring and enriching leads
Every enquiry gets a priority based on your criteria, with a reason and company context.
- 02
Asking follow-up questions
If quantity, date or scope is missing, a friendly question goes out in your name.
- 03
Quotes from templates
The draft is built from your price lists and text blocks and waits for approval.
- 04
Scheduled follow-ups
Open quotes are followed up at your pace, without anyone having to remember.
- 05
Keeping the CRM current
Status, notes and next steps land automatically on the right contact.
This is how an agent works on a typical case. An example of the approach, not a reference.
Input
Enquiry via the website form
Result
Draft quote in the CRM, lead scored
- 1
Understand
What is needed, by when, at what scope? Missing details are identified.
- 2
Score
Does the enquiry match your criteria? Priority with a reason.
- 3
Ask back
If something is missing, a friendly question goes out in your name.
- 4
Quote
Draft quote from your price lists and text blocks.
ApproveHuman decides
Sales reviews, edits if needed and sends.
Typical systems in this area. We check others in the initial call.
- HubSpot
- Pipedrive
- Salesforce
- Outlook
- Gmail
- Microsoft 365
- Google Workspace
Scale
The complete department workflow
Enquiry, quote, follow-up and CRM upkeep interlock and work best as one department workflow.
If you want to automate lead scoring first, the Starter package fits.
- Agent system for an entire department
- Connection of two to three core systems
- Ongoing optimisation, monitoring and server costs
Does the agent send quotes on its own?
Only if you want it to. Usually it prepares the draft for approval, and your sales team sends it. On request it can ask for missing details itself.
How does the agent know our prices?
From your price lists, templates and previous quotes. You set rules such as discounts or country prices in plain language.
Which CRM is supported?
Among others, we connect HubSpot, Pipedrive and Salesforce. If you work with a different system, we check the interface in the initial call.
In the initial call we look at one concrete process and tell you honestly whether and how it can be automated. 30 minutes, free of charge, by video, in English or German.