Let sales spend time on closing
Inquiries are organized as they arrive, quote materials are prepared automatically, and follow-ups are flagged on time. Your sales team focuses on judgment and conversation.
Sales automation
Work we can automate
Inquiry triage
InputCustomer emails, web forms, marketplace and trade-show leads
OutputStructured requests: product, quantity, destination, missing details
Quote drafts
InputRequest + product catalog and price list
OutputDraft quote and reply email awaiting approval
Follow-ups
InputCustomer status in your CRM or sheet
OutputDue-date reminders and follow-up drafts
A typical workflow
Inquiry arrives
Designated inboxes and forms are monitored; new inquiries enter the workflow.
Extract the request
Model, quantity, destination and target date are identified and checked against your catalog.
Prepare the reply
A draft quote and reply are created, with open questions listed for the customer.
Sales approves
A salesperson reviews, edits and sends; the record syncs to your customer sheet.
Human approval
Systems we commonly connect
- Business email (Outlook, Gmail and others)
- Excel / Google Sheets / Feishu Sheets
- CRM (HubSpot and others)
- Product catalog and price list
What you receive
- A working inquiry workflow
- Quote and reply templates
- Follow-up rules
- Guides and training
Other solutions
Customer support
Ticket triage, common replies and after-sales tracking.
- Message triage
- Reply drafts
- After-sales tracking
Finance & back office
Invoice checks, reconciliation and expense review.
- Three-way matching
- Bank reconciliation
- Expense review
Operations & supply chain
Order tracking, delay alerts and stock reminders.
- Order tracking
- Delay alerts
- Stock reminders
Documents & data
Contract extraction, data organization and data entry.
- Contract extraction
- Data organization
- Data entry
AI agents & custom work
Custom cross-system workflows and internal AI assistants.
- Internal knowledge assistant
- Cross-system workflows
- Custom agents
Start with one repetitive task
Tell us what your team repeats every day. We’ll assess for free whether it can be automated and whether it’s worth it.
Or email us at mrlin728@gmail.com