Automation guide
Automate sales and CRM
In sales, every minute a rep spends feeding the CRM or waiting to reply to a lead is margin going cold. The mechanical part —capturing, qualifying, replying instantly, preparing the proposal— is exactly what you can automate without touching the sales conversation. Here’s which sales and CRM jobs you can take off your plate, which pay off first, and how to choose.
The catalog
What you can automate here
The jobs in this area, grouped by family. The ones with a solution already built are linked; the rest are queued.
Lead capture
- Capture leads from web forms
- Capture leads from email, chat and WhatsApp
- Enrich lead and contact data
- Deduplicate the CRM
- Assign leads to reps
- Send an instant first reply
Qualification
- Qualify leads against sales criteria
- Score conversion likelihood
- Detect buying-intent signals
- Request missing sales information
- Prioritize the opportunity queue
- Discard non-opportunity contacts
Pipeline management
- Create and update CRM opportunities
- Move opportunities by stage based on activity
- Schedule sales follow-ups
- Flag stalled opportunities
- Forecast close dates and probabilities
- Detect at-risk opportunities
Proposals and closing
- Generate sales quotes
- Prepare personalized proposals
- Configure products, prices and discounts
- Get discount approvals
- Prepare contracts and order documents
- Hand closed deals to operations
How to choose
Where to start
Start with response speed: contacting a lead in the first minute moves conversion more than any other automation, and it’s among the simplest to build. Follow with what removes data entry from the rep —capture and enrichment in the CRM— and with generating proposals and quotes, which shortens the time between the yes and the paperwork. Leave the sales judgment to the rep: you automate the shuffling, not the relationship.
Frequently asked questions
Replying to the lead in the first minute. A lead contacted instantly converts well above one that waits for a rep to have a free slot, and it’s among the fastest automations to build: the lead comes in, the first contact is sent and it’s assigned to the right rep, without anyone watching the form. From there, removing CRM data entry and generating proposals are the next highest-return steps.
Only in the part you decide, and always with a safety net. Instant reply and initial qualification automate well; the sales conversation that needs judgment stays with your rep, with the lead already sorted and in context. On sensitive points the AI proposes and a person approves, until accuracy lets you release autonomy.
Yes. It’s built on your current CRM by connecting through its API, without asking you to migrate or switch tools. We connect the lead sources you already have, slot the reply, enrichment and qualification in between, and leave the lead sorted where your team already works.
Shall we build it in your business?
You’ve pinned the area. We pick the first job and leave it running.