Challenge
Every proposal was put together by hand: module table, hours, rates, terms. Math errors and forgotten deal cards cost money and time.
AI · automation · in-house product
AI sales automation: proposals and CRM with no manual work
Proposals were assembled by hand, and the CRM got updated "when there was time". Now both are a by-product of the agent's work.
- AI agent
- proposals from a brief
- CRM
- math checks
What we built
- Proposals from a briefthe agent fills in the branded template — goal, tasks, modules, timeline and cost — and produces a .docx version and an interactive HTML one.
- Math checkshours × rate = total is verified by a script, not by eye.
- CRM as a by-productafter every proposal, the deal card, price history and overall pipeline are updated.
- Remindersexpiring proposals and overdue steps surface in the daily review.
Result
Proposals are generated automatically from the brief, and the sales pipeline is always up to date. We now bring the same approach to our clients.
Technology
- Claude
- Python
- docx / HTML
- Git
Have a similar task?
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