AI Sales Assistant
Your sales reps waste time qualifying and drafting: the AI Sales Assistant scores your leads, saves them to your CRM and writes a first draft of your proposals.
Results you can expect
- Makes qualifying inbound leads easier
- Generates sales proposals in minutes
- Helps prioritize the highest-potential prospects
- Usually shortens time from first contact to proposal
How it works
- Describe the prospect. Name, company and email are enough; sector, headcount, budget, urgency, needs and lead source refine the analysis. You can also describe your offers to guide the AI.
- A score and an analysis. The lead receives a score from 0 to 100 and a grade from A to D, calculated on four criteria: budget, company size, urgency and lead source. The AI adds its strengths, risks, the best-suited offer and the recommended next step.
- The lead joins your CRM. It is saved to your CRM, with no duplicates for the same email address, and you find it in CRM Pipeline.
- A first draft of your proposal. Based on the stated need, the assistant writes a structured sales proposal for you to review and complete before sending.
- An alert for promising leads. If you enable the option, your administrators receive an email when a lead reaches a score of 60.
Use cases
- Sole trader: know which enquiries to handle first when they all arrive at once.
- Tradesperson: start from a first draft of the proposal rather than a blank page after a site visit.
- Retailer selling to businesses: spot high-budget or urgent enquiries.
- SME with several salespeople: apply the same scoring grid to every lead, whoever the salesperson.
Frequently asked questions
How is the score calculated?
On four fixed criteria: budget, company size, urgency and lead source. The AI analysis complements the score without changing it, so two identical leads always get the same score.
Does the AI know my offers?
Only if you describe them in the dedicated field. Otherwise it stays generic and never invents an offer, a product name or a price.
Are proposals sent to the prospect?
No. The proposal is a text that you review, complete and send yourself. Check the estimates it contains in particular.
Can I change the scoring grid?
Not at the moment: the criteria and their weighting are the same for all clients.
Prices excl. VAT for France. No commitment, cancel at any time, no setup fees.
Included in the plan Pro
Together with the plan's other assistants, from 129 €/month.
See the plans
Together with the plan's other assistants, from 129 €/month.