CRM with an AI assistant for calls and quotes
Sales, customer care and project delivery in one environment. The AI assistant helps with calls and emails: it drafts replies, call summaries and the groundwork for quotes.
A call that becomes a quote
How the assistant works with a call
After the call, the client record contains a brief summary: what the client wants, what you promised and what the next step is. The assistant also drafts an email. You check it, edit it and send it.
Call transcript
AI assistant: call summary
- Apartment building, renovation, interested in PV and battery
- Client will email older drawings
- Next step: draft quote
Draft email reply
Hello, thank you for today’s call. As agreed, once I receive the drawings I will prepare a proposal for a solar PV system with a battery for your building and send you a quote.
Matched in CRM
Project workflow
How a project moves through the system
Click a step to see what happens to the project in the CRM and whose turn it is.
Summary and draft reply. It writes a summary to the record and drafts a reply. The salesperson edits and sends it.
- SummarisedAI assistantstep 2
- New enquiryAI assistantstep 1
AI assistant for calls and emails
The assistant is part of the CRM, not yet another app. It works with the client’s history and with what is happening right now.
- Call summaryAfter the call, the client record contains a brief summary: what the client wants, what you promised and what the next step is.
- Draft replyFor an incoming email, the assistant drafts a reply. You just check it, edit it and send it.
- Groundwork for quotesFrom the call and previous communication it prepares the groundwork for a quote, so you do not start from a blank page.
- Calls in different languagesThe assistant can communicate in different languages, which is useful with foreign clients and suppliers.
From quote to handed-over project
- Quotes and budgetsFaster preparation of quotes and budgets, linked to the client and the project.
- Orders and contractsOrders and contracts are automatically matched to clients and projects. No searching through your inbox.
- Approval workflowApprovals run in a managed workflow. Everyone knows what they are responsible for, and tasks pass between teams without spreadsheet chaos.
- Deadline trackingThe system reminds you of tasks and deadlines and helps prioritise sales opportunities.
Overview for management
- ReportingManagement always has an up-to-date overview of open opportunities and ongoing projects.
- Adapted to your sectorThe CRM adapts to your sector: from hotels and apartment buildings to transport, manufacturing and construction.
We will show you the CRM live
We will show you how the assistant processes a call and an email and how a quote comes out of it.
- Phone, Pavel Munduch+420 792 320 104
- Emailmunduch@moonpartners.cz
- WhatsAppSend a message