Back to home
Function · Sales & CRM
Artellis builds a tool that drafts the quote and the follow-up from the thread. You just hit send.
The pain
Why this one is worth fixing
Warm leads sit in your inbox while quotes stay half-written in your drafts. By the time you get back, the buyer has moved on, or picked whoever replied first. The information to close it is already there; nobody has the twenty minutes to stitch it together.
What Artellis builds
A quiet drafting layer that reads the thread, pulls scope from your SOW template and pricing sheet, and hands you a ready-to-send quote plus follow-up. You edit, you send.
How it works
- 01Reads the threadPulls the ask, the timeline signals and the objections out of the email chain and any attached brief.
- 02Drafts the quote and follow-upUses your SOW template, pricing rules and past-won language, not a generic model voice.
- 03You approve, it sends and logsOne click sends the reply and writes the next step, owner and date into your CRM.
Example artefact
What the output actually looks like.
Re: Proposal for ACME
To: Sarah Mills · cc: James Lee
Hi Sarah,
Thanks for the follow-up. Based on our call and the brief, here is a first-cut scope, timeline and price. Happy to adjust once we talk security requirements.
Scope: Phase 1 discovery + working prototype (4 weeks). Fixed price: €18,400. Kickoff: week of 9 Jun.
On security, we work inside your tenant and can sign your standard DPA. I have pencilled a 30-min slot Thursday to walk James through it. Feel free to reschedule.
Richard
You edit and send.
Where it plugs in
Gmail / OutlookHubSpot / Pipedrive / SalesforceGoogle Drive / SharePointYour pricing spreadsheet
Guardrails
- Human-in-the-loop: nothing sends, signs or spends without you approving it.
- Your data stays yours, hosted in your tenant or a dedicated Artellis workspace, never used to train public models.
- Week-one build: something small and useful is live in the first week, before we scope anything bigger.
FAQ
How long until we see something working?
A first working version of the sales & crm tool inside week one. Refinement and rollout happen after you have seen it work against your real inputs.
What do you need from us to start?
About 45 minutes to walk through the current flow, sample inputs (emails, files, screenshots, whatever you actually work from) and one person on your side who owns the outcome.
What happens if the AI gets it wrong?
Every draft goes to a human before it leaves the building. When you correct it, the tool learns your standard so the next one lands closer to right.
Bring us this workflow
One workflow. One week. Something working.