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 to
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.
4.8 from 127 reviews
ISO 9001 & 27001500 projects delivered
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.
Bas · Quote Assistant
Sales · Example application
The AI Quote Assistant
Drafts quotes based on earlier proposals, pricing agreements and the request.
Connects toMicrosoft 365
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 to
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Finds duplicate records, incomplete data and outdated contacts, and proposes corrections.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 toDatabasesAPIs
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 toAPIs
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 toAPIs
Bram · Order Entry Assistant
Sales · Custom implementation
AI Order Entry
Turns orders from email, PDF and Excel into orders in your ERP and passes exceptions to the sales office.
Connects toExactAFASBusiness 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 toKVK
Also relevant for sales
These AI employees sit with another department, but touch the same work.
What does AI in sales actually do for your sales team?
AI in sales does the groundwork and the follow-up around the sales conversation, so your salespeople have more time for customers who actually want to buy. The conversation, the price and the decision stay with them.
What does that look like on an ordinary day? A new lead quickly gets a personal reply and a suggested call, prepared by the lead follow-up employee. Before the call there is a short briefing on the company, the latest contacts and any open quotes. After the call, the quote generator prepares a draft using your own prices and margins. Often it starts even earlier, with an enquiry that lands in the CRM complete, as with a configurator that passes every enquiry straight to sales as a lead.
An AI employee in sales is an AI agent that works in your CRM and mailbox with fixed rules. What it may send on its own, you decide per type of message; for custom work and large amounts a salesperson always checks first. How such a colleague works is explained in what an AI employee is. Where most follow-up slips in your business is what we work out in the AI Opportunity Audit.
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.
- The AI Quote AssistantBas · 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.
- AI Order EntryBram · 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.
- Connect HubSpot to your other systemsCRM platform for marketing, sales and customer service, with contacts, deals and tickets in one place.
- Microsoft 365 integrationOffice platform with Outlook, Teams, SharePoint and OneDrive, with Entra ID for accounts and access.
- Connect Salesforce to your other systemsCRM platform for sales and service that you can configure extensively with custom objects, rules and automation.
- Connect Pipedrive to your other systemsCRM for sales teams that work with a visual pipeline: deals, people, organisations and activities.
- Google Workspace integrationGoogle's office suite with Gmail, Calendar and Drive, plus user and group management.
- Connect AFAS to your other systemsDutch ERP and HR suite from AFAS that brings HR and payroll, finance, sales, purchasing and projects together in one environment.
- Exact Online API: connecting your CRM, online shop or AICloud accounting and ERP software from the Dutch company Exact, widely used by SMEs and their accountants.
- KVK API integrationThe APIs of the Dutch Chamber of Commerce: look up company data in the Business Register by name, KVK number or address.
- Business Central integrationMicrosoft's ERP for growing and mid-sized organisations: finance, purchasing, sales, stock and projects in one system.
- Shopify integrationHosted ecommerce platform for brands and retailers, from a first store to Shopify Plus.
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.
Does AI in sales replace my salespeople?
No. AI in sales takes over the admin around a deal: research, follow-up, draft quotes and keeping the CRM up to date. The conversation, the price agreement and the relationship stay with your salespeople. It does leave them more time for the conversations themselves.
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.
Related services
AI for car leasingLease applications, document checks and contracts, around your leasing systemAI Opportunity AuditKnow where the opportunity is before anything gets builtWhat does an AI employee cost?What drives the price, with an estimate for your situationAI implementationThe foundation first, then the first process, then expandAI automationWhat we automate, and where a person keeps deciding
How to put this to work
- 1A 30-minute callTogether we look at your process and your systems, and which task is the best place to start.
- 2Set up on your rulesIntegrations with your own systems, and agreeing what may run automatically and what a person approves.
- 3Measure and adjustFirst alongside your team, only then on its own. We look at what it delivers and adjust.
More on AI employees
- What is an AI agent? Explanation, examples and when you need oneWhat an AI agent is, what it is allowed to do and what it costs.
- Automate business processes: what it means, how to start and examples by departmentWhich work to automate, per department and per industry.
- AI Opportunity AuditKnow where the opportunity is before anything gets built.
Insights
- AutomationCreating quotes with AI: a faster first draft without losing your marginWhich part of your quoting process to automate with AI, and why prices always come from your own system.Read the article
- IntegrationsHubSpot integration with your ERP and accountingHubSpot integration with your ERP and accounting: connect sales and invoicing without duplicate customers, with one direction per field and error recovery.Read the article
- AI in practiceAI solutions for business: per department, with what they deliver and where they go wrongAn overview of AI applications by department, with what each one does, when it fits and where a person stays in charge.Read the article