Sales AI™
In most service businesses the first accurate quote wins. Sales AI drafts quotes and proposals from your pricing rules in minutes, keeps your CRM updated automatically, and follows up on every open estimate until it closes — so deals stop dying of neglect.
What it is
Sales AI wraps your sales motion in automation: it turns job details, site photos, and call notes into professional quotes and proposals using your real pricing; it logs everything to your CRM without anyone typing; and it runs the follow-up cadence on every outstanding estimate. Your closers spend their time closing.
Sales admin is where revenue quietly leaks.
- ✕Quotes take days to go out because they compete with billable work.
- ✕Estimates that get no follow-up simply expire — the customer buys from whoever stayed in touch.
- ✕Proposal quality varies by who wrote it and how tired they were.
- ✕CRM data is stale because updating it is nobody's favorite job.
Sales AI compresses quote-to-close.
- Generates quotes and proposals from your price book, photos, and notes — in your format, on brand.
- Same-day turnaround on estimates, even during your busy season.
- Automatic follow-up sequences on every open quote, with alerts when a prospect engages.
- Hands-free CRM hygiene: calls, emails, and outcomes logged automatically.
What's inside Sales AI™
Instant quote drafting
Job details in, professional estimate out — using your real pricing rules.
Proposal generation
On-brand proposals with scope, terms, and options, ready to send.
Quote follow-up engine
Every open estimate gets a polite, persistent cadence until it resolves.
Engagement alerts
Know the moment a prospect opens the quote — call while it's warm.
CRM autopilot
Activities, notes, and stages updated automatically from calls and email.
Win/loss insight
See which services, price points, and delays win or lose you deals.
What it does to your bottom line
Quote turnaround
Beat competitors who take a week to send a PDF.
Quote win rate
Typical lift from faster quotes plus disciplined follow-up.
Admin removed
Estimators estimate; closers close; nobody babysits the CRM.
Deals forgotten
Every open estimate is worked until it's won or lost on purpose.
A fit if you're in…
Not on the list? The underlying problem — quotes out in minutes. follow-ups that never slip — shows up in most industries. Ask us whether it fits yours.
From first call to live system
- Discovery & audit — we map your current workflow and quantify what it costs.
- Pilot — a working version on your real data in weeks, not quarters.
- Launch & training — your team trained in hours; humans stay in the loop where it matters.
- Optimize & support — we tune against real results and stay accountable to the ROI.
Common questions
How does it know our pricing?
We encode your price book, margins, and rules during setup — including the judgment calls, like minimums and travel fees. You approve every template before anything goes out.
Can quotes still be reviewed before sending?
Yes. Most clients start with draft-for-review mode and move routine quote types to fully automatic once they trust the output.
Does it work with our CRM?
We integrate with the common ones (HubSpot, Salesforce, Jobber, ServiceTitan, and others) or set up a lightweight pipeline if you don't have one.
What about complex custom bids?
It drafts the 80% that's structure and boilerplate, and your estimator focuses on the 20% that needs expertise. Complex bids get faster, not dumber.
How is this different from Pipeline AI?
Pipeline AI wins the first contact — responding to new leads instantly. Sales AI wins the deal — quotes, proposals, and follow-up after the conversation starts. They're better together.
See what Sales AI™ would do for your numbers
A free 30-minute consultation: we look at your current workflow, estimate the savings, and give you a straight answer on whether this pays for itself. No pressure, no jargon.