01 / By role

Automation for Sales manager

Automations that take work off a Sales manager's desk.

Sales

Lead qualification and routing, without the waiting

Every inbound lead, from the website, LinkedIn or an event list, is enriched, scored against rules you define and assigned to the right rep with a first email ready to send, usually within a minute of arriving.

Read the breakdown

02 / USE CASES

Proposal and quote generation

A short form or the CRM deal triggers a branded proposal with the right pricing, terms and case studies, sent for e-signature when approved.

Sales calls straight into the CRM

Zoom, Teams or Meet calls are transcribed and summarised by AI; the deal in HubSpot or Salesforce is updated with next steps, tasks are created and a follow-up email is drafted for the rep to send.

NDA and standard contract turnaround

NDAs are generated from your template on request; incoming redlines are diffed clause by clause against your approved wording, and only real deviations go to legal.

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