Service 06 · CRM, quotes and forecasts

Automatic quotes and follow-ups, with your team in charge.

We set up your CRM (one place for every customer, enquiry and sale) to update itself. AI drafts follow-ups and quotes within your price rules. Your team sends them.

Start a sales automation project See the timeline
Typical phase
8–14 weeks per phase
Scope
CRM · quotes · checkout
Standard
Salespeople approve what customers see
Follow-ups · Account A-311Your CRM

Changed: the first call moves to day 3 and covers pricing. The next email becomes a pricing FAQ for the salesperson to edit. The day 9 email is skipped.

Illustrative: this screen shows examples, not client results. Each change is logged with its reason.

What we make · 6 parts

6 parts of the sales process we automate.

Automation breaks on an out-of-date CRM, so we fix that first. Your team still talks to buyers and agrees the price.

A smiling customer at a shop counter while an assistant points to a tablet checkout
  1. 01Sales

    Self-updating CRM

    Calls and emails logged for you. Duplicates blocked. Each deal stage follows your rules.

    Auto-logged · stage rules
  2. 02Sales

    Suggested next steps

    Your CRM suggests the next step and flags deals at risk. It shows why, so salespeople can overrule it.

    Next steps · risk flags
  3. 03Sales

    Quoting, pricing & approvals

    Quotes follow your price rules, discount limits and approvals. They link to invoices and secure payment links.

    Quotes · approvals
  4. 04Sales

    Proposals & follow-ups drafted

    AI drafts proposals, recaps and follow-ups from your CRM and approved content. The account owner reviews and sends each one.

    Drafted · reviewed · sent
  5. 05Sales

    Conversation intelligence

    Calls and meetings transcribed with consent. Objections and promises go into the CRM. Common themes shape coaching.

    Consent · coaching
  6. 06Sales

    Sales reports & forecasts

    A forecast built from your open deals. It shows its assumptions and how far past forecasts were off.

    Forecast · reports

How it works

Offers that follow what buyers do, inside rules you set.

From buyer activity to forecast in 5 steps. The offer is chosen at the highlighted step.

  1. 01 · Capture Buyer activity Pricing views, replies, product use and meetings, saved to the CRM.
  2. 02 · Stage Where they are Set by the stage rules your team agreed.
  3. 03 · Adjust Next step The next offer, channel and timing change to match what buyers do. Sales
  4. 04 · Draft Sales approves AI drafts follow-ups and quotes. Your team edits and sends.
  5. 05 · Forecast All deals Deal risk and forecast from activity, with the reasons shown.

Timeline · 4 stages

Agree the process, then automate it.

We agree stages and terms with your salespeople first, so every report uses the same words. Timings shown are typical.

Stage 01 of 4Wk 01–03

Map

We map your sales stages, tools and handovers. Then we agree the definitions everyone is measured on.

You get

  • Process map
  • Stage definitions
  • Tool list

Stage 02 of 4Wk 03–08

Automate

We set up the CRM to log activity and block duplicates. We connect marketing, finance and support, then rebuild reports.

You get

  • CRM set-up
  • Connected tools
  • Data rules

Stage 03 of 4Wk 07–12

Assist

We add next-step tips, quoting, proposal drafts and call notes with your team, one task at a time.

You get

  • Sales guides
  • Quote steps
  • Assistant rollout

Stage 04 of 4Wk 12–14

Forecast

We train the forecast on past deals and review it weekly with sales leaders. We update it as your process changes.

You get

  • Forecast model
  • Weekly review pack
  • Usage report

How we use AI · what you will see

Every automatic offer is checked against your rules before it is sent.

Each rule has an owner and a set response if broken, from blocking the offer to holding it for approval.

Offer rules · Your company · liveIllustrative
Offer rules · Your company · live
RuleSettingLast 30 daysWhen brokenOwner
Minimum margin≥ 22% after discount0 breaches (on track)Offer blockedFinance
Discount above 15%Manager approval14 sent for approval (needs attention)Held for approvalSales lead
Stock checkCurrent stock3 offers withdrawn (on track)Offer replacedOperations
Same customer, same weekMax 2 offers1 breach · fixed (gap)Second offer held backCRM owner
Every breach logged with the rule that caught itRules are agreed with finance before any offer is automated.

What you get

Rules, guides and connected tools, built in your systems.

What we make for you is yours once it is paid for. Tools we already had stay ours, and you get a free, permanent licence to use them. Every change is logged.

Two people shake hands across a desk, one holding printed papers
The closewith the buyer activity that led to it
Automated & Dynamic Sales: what you get and in what format
#What you getFormat
01Sales process map & stage definitionsDiagram · doc
02CRM set-up & automation rulesCRM settings
03Sales guidesCRM content
04Quoting, pricing & approval stepsQuote settings
05Proposal & follow-up templatesTemplates
06Conversation intelligence set-upSettings · consent steps
07Forecast model & sales dashboardsModel · dashboard

What changes

Faster deals and protected margin, judged on 3 measures.

Success means faster replies, more deals won and no offer below its minimum margin. They are aims, not guarantees.

  1. 01

    More time for selling

    Logging, chasing and paperwork are automated, so salespeople spend more time with customers.

  2. 02

    Forecasts you can believe

    Automatic logging and stage rules keep the CRM current. Forecasts start from up-to-date deals.

  3. 03

    Pricing under control

    Discount limits, approvals and minimum margins apply as each quote is built.

Reply rateWithWithoutIllustrative

Replies by week, flexible vs fixed follow-ups. Shape only. Compared with fixed follow-ups on similar accounts.

Tools we use

Your CRM, shop and payment tools, kept and connected.

We connect your CRM, shop, payment and messaging tools, so offers and follow-ups move between them. We work with these tools. No partnership is implied. A person approves all AI output.

  • HubSpot
  • Zoho
  • Stripe
  • Razorpay
  • Shopify
  • WhatsApp
  • Google BigQuery
  • Python
  • n8n
  • PostgreSQL
  • Salesforce
  • Twilio
  • Slack
  • Microsoft Teams

Standards we build to

Card data kept out of the CRM, and every offer checkable.

We build every price rule and payment step to these rules. We hold no certificates for them.

  • GDPR — General Data Protection Regulation (EU) 2016/679

    General Data Protection Regulation (EU) 2016/679

    We record consent for each purpose and channel. Tracking starts only after consent. Deletion requests reach every tool.

  • DPDP Act 2023 — Digital Personal Data Protection Act, 2023

    Digital Personal Data Protection Act, 2023

    Clear notices and consent records for customers in India. If they withdraw consent, every channel stops the same working day.

  • ISO/IEC 27701 — Privacy information management systems

    Privacy information management systems

    Every tool that holds personal data is listed with its purpose, how long it keeps data and the supplier’s terms.

  • PCI DSS v4.0.1 — Payment Card Industry Data Security Standard

    Payment Card Industry Data Security Standard

    Payments go through a secure payment provider, so card details never enter your sales tools or message logs.

  • NIST AI RMF 1.0 — AI Risk Management Framework

    AI Risk Management Framework

    Each AI model has a named owner, a measured error rate and a limit that stops it.

  • EU AI Act — Artificial Intelligence Act (EU) 2024/1689

    Artificial Intelligence Act (EU) 2024/1689

    We label AI-made content where required. We rate each AI use by risk. A person can overrule any automatic decision.

Offers & plans

Sales automation services, from CRM set-up to forecasting.

For sales teams. Start with one offer and add others. Each shows what is included, who it suits and how long it typically takes.

Categories
05
Offers
14
Plans
04
Not sure what you need? Tell us the problem

How to buy

  1. 01Pick offers. Ask about one, or add several to one enquiry.
  2. 02Choose a plan. A small job, a fixed project or ongoing help.
  3. 03Send your enquiry. We reply within one working day.

Browse by category

Timelines are typical. We write the scope before we quote.

01CRM & process

3 offers
Typical timeline: 3–5 weeks

Sales process design

We agree your sales stages, exit rules and report terms with your team before anything is automated.

What’s included

  • Process mapping with your salespeople
  • Stage definitions and exit rules
  • Hand-offs between marketing, sales and service
  • Report terms signed by leadership
  • Process
  • Stages
  • Definitions

Best forTeams where every salesperson sells a slightly different way.

Typical timeline: 8–16 weeks

CRM set-up or switch

Set up a new CRM or move to one, built around your process, with the connections and reports you need.

What’s included

  • Records, fields and access rights
  • Links to marketing, finance and support
  • Data moved over and checked
  • Dashboards and reports rebuilt
  • Team training and adoption plan
  • CRM
  • Moving data
  • Connections
  • Salesforce

Best forBusinesses getting a CRM, or replacing one nobody updates.

Typical timeline: 4–8 weeks

Self-updating CRM

Calls, emails and meetings logged for you, duplicates blocked and fields asked for only when known.

What’s included

  • Emails, calls and meetings auto-logged
  • Duplicate blocking and merge rules
  • Stage rules and timed required fields
  • Data quality scores by team
  • Auto-logging
  • Clean data
  • Rules
  • Salesforce
  • Microsoft Teams

Best forSales leaders whose deal report is out of date by Friday.

02Help while selling

3 offers
Typical timeline: 6–10 weeks

Suggested next steps

Your CRM suggests next steps and flags risky deals, each with its reasons, so a salesperson can judge it.

What’s included

  • How-to guides for each deal type
  • Next step shown with its reasons
  • Flags for stalled or risky deals
  • Usage tracking and updates
  • Guides
  • Risk flags
  • Reasons
  • Salesforce

Best forTeams where the best salesperson’s method lives only in their head.

Typical timeline: 5–9 weeks

Proposals drafted for you

AI drafts proposals and scope documents from CRM data and approved content. The account owner reviews each one.

What’s included

  • Templates with approved, reusable content
  • Drafts from CRM and quote data
  • Review, approval and version history
  • E-signature and file storage links
  • Proposals
  • Templates
  • Approval
  • Salesforce
  • OpenAI

Best forTeams rebuilding every proposal from the last client’s file.

Typical timeline: 4–7 weeks

Meeting notes and follow-ups

A summary before each meeting and a draft recap after, saved to the CRM so deals match what was said.

What’s included

  • Pre-meeting summary from CRM history
  • Recap and actions drafted after meetings
  • Notes and next steps saved
  • Owner reviews before anything is sent
  • Summaries
  • Recaps
  • Saved to CRM
  • OpenAI
  • Salesforce
  • Slack

Best forSalespeople writing notes at 9 in the evening, or not at all.

03Pricing & quotes

3 offers
Typical timeline: 8–14 weeks

Quoting & approvals

Quotes that follow your price rules, send discounts for approval and produce a document finance accepts.

What’s included

  • Products, bundles and price set-up
  • Discount limits and approval steps
  • Quote templates and version history
  • Links to invoicing and finance tools
  • Quotes
  • Approvals
  • Invoicing
  • Salesforce

Best forTeams quoting in spreadsheets with discounts approved over chat.

Typical timeline: 6–12 weeks

Pricing rules

Written price rules by customer group, volume, term and cost to serve, with every price decision on record.

What’s included

  • Price structure and rule design
  • Minimum margins and automatic checks
  • Test runs before launch
  • A record of every price decision
  • Pricing
  • Minimum margin
  • On record
  • Salesforce

Best forBusinesses that give away margin the same way in every deal.

Typical timeline: 5–10 weeks

Online checkout & payment links

Small deals close through online checkout or a payment link, so salespeople can focus on bigger deals.

What’s included

  • Online checkout or payment link set-up
  • Secure payments through your provider
  • Automatic account set-up and CRM updates
  • Failed payment recovery
  • Self-serve
  • Payment links
  • Secure

Best forBusinesses where small deals cost as much to close as large ones.

04Calls & coaching

2 offers
Typical timeline: 4–8 weeks

Conversation intelligence

Calls and meetings transcribed with consent, then turned into CRM notes, common objections and deal risk flags.

What’s included

  • Consent asked in calls and meetings
  • Transcript, summary and CRM notes
  • Objections, competitors and promises pulled out
  • Limits on storage time and access
  • Transcripts
  • Objections
  • Consent
  • OpenAI
  • Salesforce
  • Microsoft Teams

Best forTeams where what customers say never reaches anyone else.

Typical timeline: Ongoing, monthly

Team coaching from calls

Call data turned into team coaching themes and better scripts, without scoring individuals.

What’s included

  • Themes across the whole team
  • Script and objection-handling updates
  • Monthly coaching pack for managers
  • Clear policy on what is measured
  • Coaching
  • Themes
  • Policy
  • Salesforce

Best forSales managers coaching on instinct because they cannot hear every call.

05Reports & support

3 offers
Typical timeline: 5–9 weeks

Sales reports & forecasts

A forecast with a range, its assumptions and its past error, built on how your deals move and age.

What’s included

  • Win rates, deal age and coverage
  • AI-assisted forecast with ranges
  • What-if and risk views
  • Weekly review pack for leaders
  • Forecast
  • Ranges
  • Weekly
  • Salesforce

Best forLeaders whose forecast is a spreadsheet of hope.

Typical timeline: 6–10 weeks

Which marketing led to sales

Trace marketing activity through to closed sales, with one agreed definition for every stage.

What’s included

  • Marketing, sales and finance data joined
  • Agreed stage and source definitions
  • New deals and deal speed reports
  • Monthly report for the board
  • Reporting
  • Deal speed
  • Board view
  • dbt
  • Salesforce

Best forTeams where marketing and sales report different revenue numbers.

Typical timeline: Ongoing, monthly

Monthly sales tools support

Reserved time each month to run and improve your sales tools as products, areas and teams change.

What’s included

  • Reserved time from operations and engineers
  • Changes, new fields and new reports
  • Quarterly process and data review
  • Monthly review against agreed priorities
  • Monthly
  • Changes
  • Review
  • Salesforce

Best forBusinesses without their own sales operations team.

Your enquiry

Tick “Add to enquiry” on any offer, choose a plan, then continue. Or enquire about one offer.

How we work with you

Ways to start, from a question to a quote.

Ask a quick question, send your project details or request a quote. The person who will lead the work reads each one in full. Services in your enquiry go with it.

Or book a 30-minute call

What are you sending?

  1. 01

    About 2 minutes3 short answers

    For a first chat, a press request or anything not ready to plan yet.

    You get A reply from a named lead

  2. 02Recommended

    About 8 minutes5 short steps

    Goals, who it is for, budget and timing, so our first reply can outline the work.

    You get Options and prices after one call

  3. 03

    About 15 minutesYour documents attached

    Your documents, deadlines and the purchasing and security rules to meet.

    You get Confirmation and a named lead

How it is priced

Each plan shows how it is priced. Work starts once we agree a written scope and price.

  • Typical length
    4–12 weeks
    Pricing
    Fixed price

  • Typical length
    3–9 months
    Pricing
    Fixed price per stage

  • Typical length
    Ongoing · 6-month minimum
    Pricing
    Monthly fee

  • Typical length
    6–18 months
    Pricing
    Priced per written scope
Compare what each plan includes
What each plan includes and who it suits
PlanWhat you getBest for
ProjectOne clear job for one fixed price.
  • A written scope: what you get and how we agree it is done
  • A named project lead and a fixed team
  • A shared plan with checkpoint dates
  • Source files, yours once paid for
 A brand identity, a website, a simple app or a set of tools
MilestoneA bigger build in stages you approve and pay for one at a time.
  • Stages, each with its own scope and approval
  • A go or stop review at each stage
  • Re-plan between stages as you learn
  • Pay for each stage you approve
 Work too big for one contract, such as a large app
RetainerA monthly team that runs and improves what we built.
  • Team time set aside for you every month
  • Agreed response times for requests and fixes
  • A monthly review and a to-do list
  • Planned improvements, not only fixes
 Monthly social media and ads, or care for live sites and apps
EnterpriseA large, long project with its own team and agreed response times.
  • A project director and a decision group
  • A team for each part of the work
  • Response times, reports and a list of risks
  • Security, legal and purchasing checks in the plan
 Large companies making changes across markets, brands or business units

Questions

What teams ask about sales automation.

For anything else, ask us. A short call is usually quicker than a long email.

01Will this replace our salespeople?

No. We automate logging, paperwork, reports and reminders. Finding needs, negotiating and the relationship stay with your salespeople, who get more time for them.

02Are automatic prices fair to customers?

They have to be fair and legal. Our written rules price by customer group, volume, term and cost to serve. Prices never depend on who someone is or what they might pay.

03Do we need to record calls?

Only with consent, and only where the law allows. We ask in the call or the meeting invite. We keep recordings for a limited time. Anyone can say no and still take part.

04Which CRMs do you work with?

Salesforce, HubSpot and Zoho. If you need a custom system, our Technology & Intelligence team builds it. The same automation runs on it.

05Will the forecast replace the sales leader’s judgement?

No. The forecast gives a range, with its assumptions and past error. Your sales leader still sets the final number, using the evidence.

Works best with

Sales runs on good enquiries and long relationships.

Lead Gen ranks new enquiries. Customer Strategy keeps the customers you win.

05Ranking new enquiries AI Lead Generation Rank new enquiries so your team calls those most likely to buy first. Explore Lead Gen 07Marketing Technology Customer Relationship Strategy Loyalty and follow-up plans that keep customers happy and coming back. Explore Customer Strategy

Tell us what you need built.

You will talk to the lead who would run your work.

Book a call

Three ways to start

We always agree a written scope and price before work begins.

Choose one of the three ways above
See the work Explore our services Industries we serve Meet the team Email us Read our approach