Structured inquiry intake
Capture the agreed details, flag missing information, and assign a named owner to each request.
All servicesKeep inquiries moving
Applied AI for Business
AI sales administration and lead-to-quote systems
Keep inquiries moving
from sales to estimating.
When inquiries stall between sales and estimating, customers wait and follow-up becomes difficult to track. We help sales leaders connect intake, quote preparation, and the next action so every inquiry has an owner.
CaptureAssignFollow up
Canadian-founded. Globally delivered.Sales administration that supports relationships
The opportunity
Respond consistently.
Keep the next action visible.
Your workflow can capture an inquiry, identify missing details, prepare an acknowledgement, route the request to an estimator, and record the next step in your CRM. Follow-up reminders help the team see which open quotes need attention.
AI assists with extracting request details and preparing drafts. Sales and technical staff approve pricing, commitments, and customer communications. We confirm available integrations and access before defining the build.
What you receive
Clear ownership.
Consistent follow-through.
An estimating handoff
Provide a review task, relevant request details, and agreed CRM updates so sales and estimating share the same status.
A visible follow-up process
Give the team reminders, recorded outcomes, and a way to identify quotes that need a next action.
Want fewer dropped opportunities?
Improve your inquiry-to-quote process
Inquiry record
Capture who asked, what they need, and what information is missing.
Reviewed response
Prepare an acknowledgement or clarification for approval.
Estimating task
Give the right person the request, context, and due date.
Follow-up record
Make open quotes, next actions, and outcomes visible.
Illustrative project: sales handoffs
Improve the step
that keeps customers waiting.
A supplier receives requests by email and manually chases estimating updates. A first project could create a CRM record, prepare an acknowledgement, and assign a review task from each inquiry. Sales approves customer messages and estimators own pricing. Measure first-response time, time to quote, missing details, and follow-up completion; track conversion later where data supports it.
Improve your inquiry-to-quote processThe next worthwhile step
Give every good inquiry
a clear next step.
Bring one inquiry-to-quote handoff that leaves customers waiting. In a free, 20-minute video conversation, identify where AI may help, what needs checking, and a practical next step. Receive a short email recap you can use whether or not you work with us.
20 minutes · No preparation required · No obligation
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