Sales Pipeline Bot

What does the Sales Pipeline Bot do?

The bot tracks what is in your pipeline and how long nothing has happened. If a quote stalls, you get a nudge. It also keeps your CRM clean: duplicate records, missing fields and stale statuses are flagged and tidied. CRM synchronisation is included.

Key benefits

• Flags quotes where nothing is happening
• Keeps your CRM clean and current
• CRM synchronisation included
• You see at a glance where revenue is stuck

How it works

1. We visit for a consult and agree exactly what the bot should do — and where the line is.
2. We build it, connect it to your systems and put everything in your name. You keep your own data.
3. After that it runs and we keep adjusting it. Changes up to 2 hours per month are covered by the subscription.

Who it's for

For companies sending out enough quotes to lose track of them.

Frequently asked questions

Does the bot contact my clients itself?

Only if you want it to. By default it flags and you decide. We agree during the consult how far it may go on its own.

What does the price consist of?

Two parts: a one-off setup fee and a monthly subscription. The subscription covers support, updates and changes up to 2 hours per month. Usage costs — AI, telephony and messaging — are always yours, at cost price and itemised.

Am I tied in?

You can try your first bot for 30 days free of charge. After that the subscription is required for the first year, and free to cancel afterwards. There is no automatic renewal; renew yourself and you get one month of subscription free.

What if it takes longer than agreed?

The stated delivery time is an estimate. If we run late, your next month of maintenance is free.