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AI in sales: follow-up that does not slip

A new lead wants a quick answer and an open quote needs a call at the right moment. That is exactly the work that slides as soon as things get busy, and the CRM falls behind what is really going on.

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8 AI employees for sales

An AI employee for sales does the groundwork: qualifying enquiries, preparing follow-up, entering orders, preparing meetings, finding duplicate records and gathering signals. The conversation with the customer and the choice of which deal comes first stay with your sales team.

  • Luuk · Lead Responder

    Sales · Custom implementation

    Automate lead follow-up with AI

    Responds to new leads, asks qualifying questions and makes sure the right leads reach sales.

    Connects toHubSpotOutlookTeamsSalesforce
  • Bas · Quote Assistant

    Sales · Example application

    Automate quote generation with AI

    Drafts quotes based on earlier proposals, pricing agreements and the request.

    Connects toHubSpotMicrosoft 365SharePointSalesforce
  • Marco · Quote Follow-up Assistant

    Sales · Custom implementation

    Automate quote follow-up with AI

    Tracks open quotes, follows up at the agreed moment and flags what needs attention.

    Connects toHubSpotSalesforceOutlookTeams
  • Noor · CRM Cleaner

    Sales · Example application

    Clean up CRM data automatically with AI

    Finds duplicate records, incomplete data and outdated contacts, and proposes corrections.

    Connects toHubSpotSalesforceDatabasesAPIs
  • Willem · Tender Tracker

    Sales · Example application

    Track public tenders automatically with AI

    Follows published tenders, filters for what suits you and flags the deadlines in good time.

    Connects toOutlookTeamsSharePointAPIs
  • Ellen · Account Signals Assistant

    Sales · Example application

    Automate account signals with AI

    Follows what is happening at your customers and flags the moments when a conversation makes sense.

    Connects toHubSpotSalesforceTeamsAPIs
  • Bram · Order Entry Assistant

    Sales · Custom implementation

    Automate order entry with AI

    Turns orders from email, PDF and Excel into orders in your ERP and passes exceptions to the sales office.

    Connects toOutlookExactAFASBusiness Central
  • Niels · Prospect Researcher

    Sales · Example application

    AI sales agent: account research before every call

    Researches an account before a meeting and prepares a briefing from the website, Chamber of Commerce data, news and your CRM.

    Connects toHubSpotSalesforceKVKOutlook

Also relevant for sales

These AI employees sit with another department, but touch the same work.

Task by task

This is the starting point for each task. Exactly where the line sits for your team, we agree together during setup.

  • Automate lead follow-up with AILuuk · AI employee Lead Responder

    Runs automaticallyEnriches new leads with what is already in your CRM, qualifies them against your criteria and proposes a reply or a meeting.

    A person decidesBorderline cases and leads that need specialist advice from the start. Nobody is rejected automatically.

  • Automate quote generation with AIBas · AI employee Quote Assistant

    Runs automaticallyDrafts a quote with your own prices and margins, and flags when a proposal falls outside the agreed mandate.

    A person decidesChecking and sending. Custom work and large amounts always go past a person.

  • Automate quote follow-up with AIMarco · AI employee Quote Follow-up Assistant

    Runs automaticallyTracks open quotes, follows up at your pace and records responses in the CRM.

    A person decidesLarge amounts and quotes that have gone quiet: an account manager picks up the phone.

  • Clean up CRM data automatically with AINoor · AI employee CRM Cleaner

    Runs automaticallyFinds duplicate, incomplete and outdated records and proposes a correction, with the reasoning attached.

    A person decidesApproval to merge. That only happens after sign-off, in batches that can be rolled back.

  • Track public tenders automatically with AIWillem · AI employee Tender Tracker

    Runs automaticallyFollows publications, filters on your criteria, summarises and flags deadlines well in advance.

    A person decidesThe decision to bid, and writing the bid itself.

  • Automate account signals with AIEllen · AI employee Account Signals Assistant

    Runs automaticallyFollows public signals about your customers, filters for relevance and records them on the account.

    A person decidesWhether and how to get in touch. A conversation starter is a suggestion, not a ready-made email.

  • Automate order entry with AIBram · AI employee Order Entry Assistant

    Runs automaticallyTurns orders from email, PDF and Excel into orders in your ERP, translating the customer's product codes into yours.

    A person decidesOrders that differ on price, quantity or lead time. Those go to the sales office with the reason attached.

  • AI sales agent: account research before every callNiels · AI employee Prospect Researcher

    Runs automaticallyPrepares a briefing before a meeting from the website, the Business Register, recent news and the history in your CRM.

    A person decidesGetting in touch. It sends no cold emails or messages itself.

You stay in control.

Not every decision should be made automatically. For each workflow, we set out:

  • What can happen automatically.
  • What is put forward for approval first.
  • When a person is brought in.
  • What information is stored.
  • How actions are logged.
Integrations

The AI employees on this page work with these packages, among others. Is your system not listed? We can connect any system, even if there is no standard integration.

Frequently asked questions

What can AI take over in sales?

The work around the conversation: qualifying new leads and preparing a first reply, drafting and following up quotes, entering orders from email and PDF into your ERP, researching accounts before a meeting, cleaning up the CRM and gathering signals about customers and public tenders. The sales conversation itself and the choice of which customer comes first stay with people.

How does AI help with lead generation?

Not by inventing more leads, but by following up the leads that come in faster and more consistently. The Lead Responder enriches an enquiry with what your CRM already holds, checks it against criteria you agree with sales and proposes a reply or a meeting. The Account Signals Assistant also watches public signals at existing customers.

Does this work with HubSpot, Salesforce or Pipedrive?

Yes. The AI employees work through your CRM's API and record their work there too: status, summary and next step. We agree up front which fields they fill in, so you do not end up with duplicate or half-completed records.

Does an AI employee send quotes or follow-up emails to customers itself?

It can, but you decide where the line is. For custom work and large amounts we advise against sending automatically. A person checks the draft, and for a large quote an account manager calls instead of an email going out.

Does an AI employee contact new prospects itself?

No. The Prospect Researcher prepares a briefing before a meeting, but getting in touch stays with your account managers. Unsolicited emails and messages fall under the GDPR and the rules on unsolicited communication, and a first contact should come from a person.

Where do you start with AI in sales?

With the step that slips most often today. For one team that is the first reply to a lead, for another it is following up quotes. If you do not yet know where most time is lost, the AI Opportunity Audit maps that out first.

How to put this to work

  1. 1A short callTogether we look at your process and your systems, and which task is the best place to start.
  2. 2Set up on your rulesIntegrations with your own systems, and agreeing what may run automatically and what a person approves.
  3. 3Measure and adjustFirst alongside your team, only then on its own. We look at what it delivers and adjust.