Minimizing Manual Tasks for Sales Teams
Enhance your sales team’s efficiency by automating time-consuming tasks. Our AI-powered workflow solutions minimize manual data entry, call summaries, contract generation, and more—allowing your team to focus on closing deals and driving revenue.
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Common workflows for sales teams:
Intelligent Lead Enrichment
Automate the collection of critical prospect data, from company size to tech stacks, reducing time spent on research and improving lead scoring.
- Spend more time selling, not searching
- Focus on the highest quality leads
- Improve understanding of customer needs
AI Powered Call Transcription & Summary
Automatically transcribe and summarize calls, freeing your team from tedious reviews and ensuring no details are missed.
- Save time by automating call reviews
- Gain actionable insights from meeting summaries
- Focus on closing deals, not documentation
Streamlining Contract Creation
Automate every step of contract generation, from writing proposals to getting signatures. Eliminate manual input and reduce errors.
- Improve visibility across teams
- Ensure consistent contracts with company policies
- Avoid costly manual errors in contract details
Commission Tracking
Integrate your CRM with automated commission tracking to ensure transparent and error-free payments for your sales team.
- Eliminate errors from manual calculations
- Provide a transparent, centralized system for commissions
- Keep your sales reps motivated and informed
KPI & OKR Tracking
Automate reporting with real-time data dashboards tailored to your sales team, allowing for better data-driven decisions.
- Identify trends and make data-driven decisions
- Gain a clear view of goals and progress
- Reduce manual reporting errors
Unify Your In-House Operations
Break down silos and eliminate back-and-forth with streamlined workflows that keep every function aligned and every update in sync.
Revolutionize Team Coordination
Centralize campaign management, content production, and stakeholder reviews in one place. Keep your in-house marketing team aligned across creative, brand, and ops, without juggling Slack threads or buried email updates.
Stay in Lockstep
Automate key handoffs between departments, like routing creative briefs to design, sending approvals to legal, or syncing campaign data to reporting dashboards. Keep workflows moving without needing check-ins or manual follow-ups.
A Single Source of Truth
Give internal teams and stakeholders real-time visibility into campaign timelines, approvals, and performance, all from one central workspace. No more digging through folders or reconciling versions, just clear, reliable information when it’s needed.
Book a Consultation to hop on a quick call with one of our in-house workflow experts
What Our Clients Are Saying,
Glenn Tucker
Left Lane Capital
Chris Walton
Eton Venture Services
Blake Oswalt
Toba Capital
Bobak Emamian
Debut Capital
Curious how automation can streamline your in-house creative operations?
This eBook breaks down real-world workflows, proven strategies, and in-depth case studies from leading in-house teams.
Whether you're building out your in-house capabilities or looking to streamline an established team, you'll find practical insights to cut admin, improve stakeholder visibility, and speed up creative delivery.
Work with certified experts in over 100+ no-code tools
By using these tools we move 10x faster than development teams, and once we hand the project off to you, you can easily make changes as your company grows without needing to hire expensive engineering talent.
