Example
Proposal request assigned
- Maintenance for two shops
- Assigned to Samira
- Original enquiry attached
Samira can now prepare the proposal.
Sales and customer records · Dubai
Keep the conversation going after the quote.
An enquiry arrives. A proposal goes out. Who follows up? We connect messages, customer records and the next task, so a promising conversation does not depend on someone remembering it later.
Pricing is based on the job and connections involved.
ExampleSales and customer records · Dubai
An example of what your team could receive.
Example
A new enquiry, with the next step already organised.
01Starting request
Could you quote for maintenance at our two shops?
02What AI does
- The system checks whether the customer already has a record in your CRM — the system your team uses to track customers.
- It adds the maintenance enquiry for both shops to the right record. An uncertain match goes to a person for checking.
- A task to prepare the proposal is assigned to Samira, with the conversation attached.
- A follow-up task is prepared for after the proposal. Your team reviews any outgoing message before sending it.
03Result for your team
Prepared result
- Maintenance enquiry
- Two shops
- Owner: Samira
- Proposal task ready
- Next contact to be reviewed.
The result is ready for your team to review.
Press Play to see the steps.
Illustrative example — fictional customer and team member.
Help your sales team pick up where they left off.
Keep details with the customer.
Connect the useful messages, notes and proposal in the same record.
Make the next task clear.
Give it an owner and agreed timing, with the information they need.
Spot work that has stopped moving.
Show enquiries with no owner, no next action or a question still waiting.
Start where the conversation gets stuck.
Walk us through one enquiry.
Show how it arrives, becomes a quote and gets followed up.
Agree the next steps.
Choose the details to save, the responsible people and the messages that need review.
Test with your team.
Check new and returning customers, then connect the agreed process.
A price for the sales work you need connected.
We check your CRM, channels and requirements. If Sales Desk covers the work, we explain that option. Extra development or complex connections are quoted separately, with software and support costs clearly listed.
Questions & answers
A few useful answers
Can we keep our CRM?
We check its available connections before recommending a change. The first stage can work with the system your team knows.
Will it message every enquiry automatically?
No. We agree who can be contacted, when and what requires approval. Staff reminders can be the first step.
What happens after your team sends a quote?
Tell us where the next conversation tends to stop. We will help connect that missing step.