Sales AI Solutions
Claude drafts and flags; your reps decide and send. Pricing bands, discounts, and forecast changes never move without a person.
3 Solutions
Sales AI Solutions
Proposals, pipeline visibility, and call prep — without losing control of pricing.
Every solution below drafts text; your rep reviews it and sends it. Pricing, discounts, and forecasts stay your call — no solution changes a deal stage or a forecast figure on its own.
1 - Proposal & Quote Drafting Assistant
B2B · Technical Services · Draft Only
Problem
Every quote is retyped from scratch, causing slow turnaround and pricing inconsistency.
Claude-Powered Approach
Paste the client brief or RFQ; Claude assembles a scoped proposal at your correct pricing for your rep to review and send — no discount or custom term outside pre-approved bands without sign-off.
Who: B2B or technical-services sales leads Ask about this →
2 - CRM Deal-Note Summarizer & Pipeline Digest
B2B · CRM · Draft Only
Problem
Deal notes are messy or missing, so pipeline reviews run on memory instead of data.
Claude-Powered Approach
Export your weekly CRM data; Claude produces a one-page digest with stalled and at-risk deals flagged, ready for the Monday pipeline review. It flags risk — it doesn't change a stage or a forecast figure.
Who: sales managers running Odoo, or any structured CRM export Ask about this →
3 - Discovery-Call Brief & Qualification Builder
B2B · Professional Services · Draft Only
Problem
Reps walk into discovery calls under-prepared on the prospect's sector and likely pain points.
Claude-Powered Approach
Paste the prospect's name, website, and any notes; Claude returns a one-page call brief with likely pain points and qualification questions — a starting hypothesis the rep verifies live on the call.