Proposal writer from the sales call
Finish a sales call and find a branded proposal draft waiting, written from what the prospect actually said.
What changes
Today
After every call, a salesperson copies from notes, old proposals and the price sheet to build the proposal by hand. Quotes go out days late.
With the agent
The agent reads the call transcript and drafts a call summary and a full proposal in your structure, wording and service list. It also tells the salesperson when the prospect opens it.
How it works
- The salesperson drops in the call transcript or meeting notes.
- The agent writes a call summary and a proposal in your template, using your own services and prices.
- The salesperson edits the draft and sends it.
- When the proposal is opened or signed, the deal updates in your CRM and the team gets a message.
Keep looking
More like this
- AI agentWin more clients
Pitch deck builder
Name the prospect and the services. Get a branded pitch deck with the right case studies already in it.
- Google Slides
- Google Drive
- HubSpot
- AI agentWin more clients
First message writer for prospects
Pick a prospect from your CRM and get a short, personal first message based on who they are.
- HubSpot
- Gmail
- AI agentWin more clients
Instant reply drafts for prospect messages
When a prospect replies, a ready draft lands in Slack within moments. Tap Send, Edit or Skip.
- Slack
Next step
Seen one you want?We'll build it around your team.
Book a 30-minute call. We look at how your team works, pick where an agent helps first, and build it. You own what we build.
- Automations deployed
- 100+
- Live clients in
- AU / SG / VN / ID
- Kickoff to live
- 2 to 4 weeks
- Code and data
- Yours
You own everything we build. No lock-in.
Not ready for a call? Request a free AI audit.