From enquiry to quote without the copy-paste
Website enquiries read, priced and turned into CRM deals and draft quotes, with sales approving in one click.
- Lead capability
- AI Automation
- Sector
- Branded merchandise
- Market
- United Kingdom
- Stack
- Workflows · CRM · AI · APIs
(01)The brief
Quote requests arrived by form, email and phone. Each one was retyped into the CRM, priced from a spreadsheet and answered by hand, so the busiest days were the slowest to respond.
(02)What we did
- 01
Mapped the quote process step by step with the sales team.
- 02
Connected the website forms and inbox to the CRM and the price list.
- 03
Added an AI step that reads each request: product, quantity, deadline, urgency.
- 04
Drafted quotes from templates for a person to check and send.
(03)What we built
What we built
- Form + inbox capture
- AI request reader
- CRM deal creation
- Quote drafting
- Sales notifications
(04)What changed
What changed
Enquiries land in the CRM complete, with no retyping.
Sales review a drafted quote instead of starting from a blank page.
Nothing waits in an inbox: every request is tracked from the first message.
Capabilities on this project
(05)Start here
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