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AI for sales teams: more selling, less admin.

AI takes the research, preparation, notes and CRM updates off your sellers' plates, so they spend their time in conversations that close.

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Free62-page ebook
10×Guaranteed on the workflow
2 hrsFree consultation

Where AI helps sales first

  1. 1

    Prospect research and account briefs before every call

  2. 2

    Proposal and quotation drafts from your past wins

  3. 3

    Meeting notes, next steps and CRM updates written for you

  4. 4

    Follow-up emails drafted in each rep's voice, reviewed before sending

  5. 5

    Pipeline hygiene: stalled deals and missing data flagged weekly

Who it's for

  • Founders who still do most of the selling
  • SMB sales teams of 2 to 50 people
  • Sales leaders who want pipeline they can trust

How we keep it safe

Private and local first for sensitive data. Partnered cloud models only when a task needs them, behind a policy gate, with audit logs you can see.

Real-life use cases

From our own products and client work, and the first projects we most often run.

Worked example from Agnidoot, our Odoo AI product

Quotations in minutes, not hours

A distributor's sales team spent about 20 minutes assembling each quotation from price lists and past orders. With AI drafting inside the ERP, each quote takes about 2 minutes to review and send.

See Agnidoot
Typical first project

Call prep in two minutes

Before each discovery call, the rep gets a one-page brief: company news, likely needs, past contact history and three suggested questions.

Typical first project

CRM that updates itself

After each meeting, notes, next steps and deal stage are written to the CRM for the rep to confirm, instead of being typed on Friday afternoon.

Cover: Sales AI: From Zero to Expert

Free ebook · 62 pages · PDF

Sales AI: From Zero to Expert

Written for: SMB sales teams, individual sellers and sales leaders. Everything a sales professional needs to go from zero to expert with AI.

What's inside

  • A 5-level maturity model, from manual to agentic sales
  • Prompt cards and meeting workflows for every stage
  • Prospect research patterns and daily and weekly routines
  • Governance controls and a KPI framework
  • A 30/60/90-day rollout plan

We'll send occasional useful notes. No spam; unsubscribe any time.

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Want help putting it into practice? Book the free two-hour consultation.

The technology behind it

LLMs & multi-modelClaude, GPT, Gemini and open models, routed per task.RAG & context layersAI that reads your documents and systems with permissions.Enterprise agentsAgents that act inside your tools, with approval rules.Voice AIReal-time speech in 100+ languages, with human handoff.

How to get started

Four steps, the first ones free.

  1. 1

    Read the free ebook

    Zero to expert for sales teams, with a maturity model and rollout plan.

  2. 2

    Take the AI Readiness Score

    Three minutes to see where your team stands.

  3. 3

    Book the free two hours

    Bring one sales workflow; leave with a written plan.

  4. 4

    Prove it on one process

    A measured pilot against the baseline, under the 10× guarantee.

What to know before you start

How we keep AI safe and honest in sales.

  • AI drafts; people send. External messages, discounts and commitments always get a human review.
  • Customer data stays in your CRM and approved tools; we never paste it into public chatbots.
  • Automate the work around the conversation before the conversation itself.

Questions we're asked

Will AI replace our salespeople?

No. It removes admin so they spend more time selling. Relationships and judgement stay human.

Which CRMs do you work with?

Salesforce, HubSpot, Zoho, Odoo and others with an API.

Can AI write outreach emails?

Yes, as drafts in each rep's voice, reviewed before sending. Fully automated outbound needs stronger controls.

How fast can we see results?

Research briefs and meeting notes usually pay back in the first two weeks.

Is customer data safe?

Yes. It stays in your systems, with enterprise or private models that don't train on it.

What does a first project look like?

One workflow, such as call prep or quotation drafting, measured against today's time.

Do we need clean CRM data first?

It helps, but AI can also be the thing that cleans it.

Can it forecast our pipeline?

It can flag risk and missing data; forecasts stay owned by your sales leader.

Is there a guarantee?

Yes: 10× productivity on the agreed workflow, or the fee comes back.

How do we start?

Download the free ebook, take the AI Readiness Score, or book the free two-hour consultation.

Other departments

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Bring us one sales workflow.

Two free hours, no obligation. You leave with a plan either way.

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