Sales work, handled by agents.
Lead scoring, stalled-deal detection, margin-safe quotes and a 12-month forecast are built from your customer and order history. Agents run the process; your team owns the relationship.
Easier work for your team.
Know which lead is worth the call
Inbound leads are scored hot, warm or cold from their behaviour and fit, and routed to the right owner.
Deals that do not go quiet
Stalled opportunities are detected and a next-best action is proposed; quotes stay inside your discount guardrails.
A forecast grounded in your history
A hierarchical 12-month sales forecast is built from your own orders and reconciled with external factors.
What the agents take on.
Every task below runs on your own data and reports back before anything is final.
- Lead scoring
- Opportunity progression
- Quote generation
- Sales forecasting
The screens this team works from.
From your data to an approved result.
Connect
Your ERP and the other systems the department uses are connected read-only first.
Prepare
The agent gathers, checks and drafts the work, showing the data it used.
Approve
Your team reviews the result and approves, edits or rejects it.
Record
The approved result is written back and every step stays in the audit trail.