Sales Automation

Faster replies to every inquiry, fewer leads left waiting and more time for the conversations that count. Measured in your pipeline, not in promises.

  • First result liveIn about four weeks
  • Works withYour CRM, your price list and your mailbox
  • After deliveryWorkflows and data are yours
Drafting a quoteBosman InstallationsWorks fromyour price list

A quote request from the website becomes a draft quote built from your price list; an assumption about capacity is flagged before your team sends it.

New requestWebsite form
Name
Ruud Smit, facility manager
Company
Smit Vastgoed
What are you looking for?
We are looking for heat pumps for 3 office buildings in Zwolle. Installation in January, outside office hours. Offices of around 400 m² each.
AI reads the requestDetails carried overPrices from your price listDone, quote sent
Bosman InstallationsSentQUOTEOF-2026-118
ToSmit Vastgoed
LocationZwolle, 3 buildings
ScheduleJanuary 2027
3×Air-to-water heat pump 12 kW€ 26,850Assumed: 12 kW per building
3×Installation and commissioning€ 7,200
1×Project management and handover€ 1,450
Subtotal€ 35,500
VAT 21%€ 7,455
Total€ 42,955
Send to r.smit@smit-vastgoedbeheer.nlApprove and sendSent to Ruud Smit, 09:16
An example: a quote request becomes a draft quote. Every step of your sales process can work this way.

Leads are rarely lost to a weak pitch. They are lost because nobody replied in time.

We look at where inquiries sit, what that costs and what following up faster is worth. That is where we build, not anywhere else.

Inquiries left waiting

An inquiry arrives on Friday afternoon and is answered on Tuesday. By then the customer has spoken to someone else.

Customer information in five places

Email, CRM, Excel and somebody's memory. Whoever takes over a customer starts from scratch.

Salespeople doing admin

Typing quotes, copying data and following up in the calendar. Time that does not go to customers.

How we solve it

The solution follows from the problem, not the other way round. These are the building blocks we use most often.

Every inquiry followed up at once

Inquiries are recognized, completed and set up for the right person, outside office hours too.

Quotes from your own price list

Draft quotes with your prices, terms and layout. Your team checks and sends.

A pipeline that updates itself

Your CRM stays current from email and calendar, with no retyping.

Follow-up at the right moment

Reminders and follow-up emails in your tone, when it matters.

Leads on your criteria

Priority based on what a good customer means for your business, not on a standard score.

Connections to your CRM

Works in the system your team already uses.

HubSpotPipedriveSalesforce

You are not buying sales automation. You are buying a result.

Up front, we agree what has to improve and how we will measure it. Afterwards, we show you what it delivered.

Faster replies to inquiries

Measured in time to first reply.

More inquiries followed up

Measured in the share of leads that get a response.

More time for selling

Measured in admin time per salesperson.

Higher conversion

Measured from inquiry to quote and from quote to order.

Outcome agreement

per process
ProcessWhat costs you the most
Pain pointFrom the audit, in your words
MetricFor example time to first reply
BaselineRecorded before we build
TargetAgreed together
ReviewAfter go-live and then every quarter
We measure what it delivers and adjust.

Measure. Build. Own.

After each step, you decide whether to continue.

01Free

Measure

The efficiency audit. We map your processes, take a baseline and show you where it pays off, and where it does not.

A baseline and a proposal per process
02About four weeks

Build

We build inside your existing systems, in short rounds your team tests itself. The work carries on as normal.

Working software every round, not slides
03After that

Own

You get everything in your hands. We measure what it delivers against the baseline and adjust. You can leave maintenance with us or run it yourself.

Results measured against the baseline, no per-user license

What we build is yours.

No platform you rent and no costs that grow with your usage. You get the software itself, with everything needed to understand and run it.

  • Source codein your repository
  • Integrations and workflowsdocumented
  • Prompts and rulesreadable and editable
  • Log of every actionin your own environment
  • Maintenancewith us or with you

Frequently asked questions

Not seeing your question? Ask it in the audit.

Price depends on scope: your CRM (HubSpot is easier than custom legacy systems), number of integrations, and whether you need basic lead routing or advanced AI scoring. We always provide a tailored quote after an intake. ROI typically shows within 2 months through higher conversion and time savings.

Yes. We integrate with all major CRMs: HubSpot, Pipedrive, Salesforce, Zoho, ActiveCampaign, and even custom systems via API. If your CRM has an API (or Zapier support), we can automate it. We also migrate data if you want to switch to a better platform during the project.

Basic automation (lead routing, email sequences, CRM sync) is live within 2-3 weeks. More complex projects with custom scoring models, multi-system integrations, and dashboards take 6-8 weeks. We always start with a quick-win flow (e.g., instant lead notifications) in week 1, so your team sees immediate results.

Yes, for 80% of adjustments. We train your team (or marketing ops) how to update email templates, lead scoring rules, and dashboards themselves. For more complex logic (API integrations, custom scripts), we offer maintenance contracts. You're never vendor-locked: all automations stay in your systems.

Faster follow-up and better lead prioritization typically lead to more closed deals. A worked example: a sales team of 5 reps that saves roughly 15 hours per week on admin (€750/week at €50/hour) saves around €39,000 per year. At an automation cost of €10,000, that pays for itself well within the year, on top of the extra revenue from higher conversion. We determine your numbers in the efficiency audit.

Start with the efficiency audit.

We look together at what costs you the most. You get a baseline, an overview of where it pays off and where it does not, and a proposal for the first step.