Step 2 of 5
Sell more, faster.
Common problems
- Inbound lead qualification that's time-consuming and inconsistent depending on the salesperson
- Sales proposals written by hand, from scratch every time
- Appointment slots managed through back-and-forth emails
Modules involved
AI Sales Assistant
Qualifies your leads and prepares your sales proposals
Booking / Appointments
Automatically manages slots, confirmations, and reminders
CRM Pipeline
The same pipeline as for acquisition — no double entry
✅ Actually automated — An electronically signed quote automatically moves the lead to "Client" status in the CRM and creates an upsell opportunity to qualify.
🔁 Recommended journey — Qualify with the Sales Assistant, confirm the appointment via Booking, generate and track the quote in the CRM.
All the assistants in this journey are included in the Pro plan.