Every Quote Takes Hours.
Every Proposal Is Manual.
Every Follow-Up Falls Through.
Your team knows how to close — but they're buried in formatting, chasing approvals, and re-keying data. We build AI systems that handle the admin so they can get back to revenue.
See where quoting, proposals, and follow-ups are costing you deals — free, 5-minute assessment.
01 — The Problem
Your best people
aren't selling.
Research, data entry, proposal writing, follow-up, CRM updates — the tasks that fill the day, leaving genuine selling time in short supply.
Admin, research, follow-up, and data entry.
Bain & Company / Salesforce, 2025without AI automation in place.
Technova Partners, 2025by sales teams using AI automation.
Sales Automation Research, 2025
of teams using AI report revenue growth vs 66% without.
HubSpot State of Sales, 2025win rate increase reported by early AI adopters in sales.
Bain & Company, 2025ROI delivered over 24 months when AI is embedded across sales workflows.
Sales AI Research, 202502 — AI Quoting Pipeline
45 minutes per quote.
Now under 3.
From deal detection to personalised delivery — fully automated, fully logged in HubSpot, with engagement-aware follow-up.
reported after AI-powered CPQ implementation.
DealHub / Trintech, 2025for a team processing 500 quotes/month.
Upwork Case Study, 2025for HubSpot customers using embedded AI.
HubSpot, 2025
Seven stages. Fully automated.
From the moment a deal enters HubSpot to follow-up that adapts to prospect behaviour.
Deal detected in real-time
Webhook monitors HubSpot 24/7. New deal created via form, manual entry, or inbound enquiry — automation triggers instantly.
AI classifies the deal
Standard, Complex, or Borderline — each with a confidence score. Standard flows automatically. Low-confidence deals alert the rep via Slack with a context brief.
Quote built and validated
AI pulls prospect details, products, pricing rules from HubSpot. Line items, tiers, GST calculated. Validation runs before anything is sent.
Sent from the rep's email
Personalised with prospect name, enquiry summary, and direct quote link. Rep's signature and branding applied. Feels personally written.
HubSpot updated automatically
Deal stage, quote number, value, line items, send time — all timestamped and logged. Pipeline is accurate without the rep touching the CRM.
Engagement-aware follow-up
Day 2, 5, and 10 — content adapts. Opened but didn't click? Curiosity-driven message. Clicked the quote? Urgency-focused. No opens? Re-engagement. Pauses on reply.
Reply detection and handoff
Prospect replies — sequence pauses, rep gets Slack notification with deal context and HubSpot link. Cold deals flagged with recommended next action.
FOR COMPLEX DEALS
AI searches your historical HubSpot deals by product type, volume, and customer profile. Delivers a suggested price with confidence score, comparable past deals, and pricing range — all via Slack. Accuracy improves with every deal closed.
03 — AI-Personalised Proposals
Proposals that feel
personally written.
Because they are. AI reads what you know about the prospect and generates a document specific to their business, challenges, and goals.
from personalised CTAs vs generic versions.
HubSpot Researchreported by teams using AI generation.
Multiple Sources, 2025
From discovery to tailored proposal.
Discovery data captured
Industry, size, pain points, goals, budget, timeline — structured in HubSpot.
AI generates the proposal
Prospect-specific opening. Tailored solution section. Matched case studies. Recommended package.
Products matched to profile
AI surfaces the most relevant offerings ranked by fit — not everything you sell.
Tracked and intelligence-fed
Opens, section views, time on pricing — all flow back to HubSpot. Follow-up adapts to behaviour.
WHAT CHANGES
One marketing team used AI to create personalised proposal assets for 2,000 target accounts in minutes — each referencing specific company details and initiatives.
Tofu, 202504 — HubSpot Intelligence
Your CRM becomes
your sales engine.
Most businesses use HubSpot as a contact database. AI turns it into an active intelligence system that scores leads, predicts deals, and tells reps exactly what to do next.
with HubSpot AI and automation.
HubSpot Datawith HubSpot automation.
HubSpot Research
AI Lead Scoring
Analyses email opens, page visits, form fills, deal stage — assigns a predictive score that updates in real time. Reps call the right leads first.
Breeze AI Copilot
Summarises deal records, drafts follow-up emails, pulls contact history, generates meeting briefs — directly inside HubSpot. 80% reduction in post-call time.
HubSpot State of Sales, 2025AI Sequence Personalisation
Outbound sequences generated per prospect — industry, role, and context-specific. 3-5x higher reply rates vs generic templates.
Deal Intelligence
Predicts close probability, flags at-risk deals before they go cold, surfaces next-best-action recommendations. 50% more deals closed with AI active.
CRM Enrichment
Company, contact, and industry data filled automatically. LinkedIn integration saves up to 8 hours per week per rep on research.
Pipeline Forecasting
AI analyses historical patterns to deliver accurate revenue forecasts. Sales managers get real visibility — not gut-feel pipeline reviews.
What the rep's day looks like.
05 — The Compound Effect
The gap doesn't close.
It widens.
AI learns from every deal, every quote, every follow-up. Month by month, your operation gets smarter.
Pipeline live
Standard deals auto-quoted. CRM updated in real time. Reps get daily Slack digest.
Intelligence builds
Pricing accuracy improves. Follow-up sequences driving higher response rates. Proposals converting.
Higher capacity
Same headcount, more deals. Win rate climbing. Pipeline forecasting accurate. Management has real visibility.
Structural gap
Full year of deal intelligence. Pricing, proposals, and follow-up all compound. Competitors can't catch up.
Sales pros using AI daily are 2x more likely to exceed quota.
HubSpot State of AI, 2024AI can effectively double the time reps spend actually selling.
Bain & Company, 202506 — Common Concerns
Straight answers.
"Our sales process is too complex for automation."
That's why the system classifies deals. Standard deals flow automatically. Complex deals get AI pricing intelligence and a structured brief — then the rep takes over. The system handles the volume. Your people handle the nuance.
"We don't want generic AI-written emails going to clients."
Neither do we. Every email is personalised to the prospect's name, enquiry, and context — sent from the rep's actual email address with their signature. Prospects can't tell the difference because the quality is indistinguishable from a personally written message.
"Our reps will resist change."
The system removes work, not autonomy. Reps still control relationships and negotiations. They just stop spending 45 minutes per quote and chasing CRM updates. When reps see pre-qualified leads, auto-built quotes, and an accurate pipeline without manual entry — adoption isn't the problem.
"What if the AI gets the pricing wrong?"
Every quote is validated before sending. Failed validation escalates to the rep — never to the customer. For complex deals, AI provides a suggested price with a confidence score and comparable deals. The rep makes the final call. Pricing errors go down, not up.
"We're not big enough to justify this."
A business processing 100 quotes per month saves 25-35 hours monthly on quote construction alone. That's before follow-up automation, CRM accuracy, and proposal personalisation. Most businesses recover the implementation cost within 3-6 months through time savings and faster sales cycles.
"Does this work with our existing HubSpot setup?"
Yes. The automation layers on top of your existing HubSpot CRM — your deal pipeline, quote templates, product catalogue, and sequences. No migration. No replacement. Your data stays where it is. AI makes it work harder.
07 — Next Step
Ready to build a
smarter sales operation?
Start with a free Business Audit. We map where your quoting pipeline, proposals, and CRM are leaking time and revenue — and what fixing it is worth.