Sales and proposals
Reduce sales admin and move opportunities through the pipeline faster.
- Responding to and qualifying enquiries
- Follow-ups and next steps
- Preparing quotes and proposals
- Prioritising opportunities
AI and automation consultancy · B2B companies
We apply AI to the processes that matter most to your business.
We look at how your company works, find where it is losing time, opportunities or capacity, and build bespoke systems that connect to the tools you already use.
See examplesAI built into the business
Processes and information
Data, documents and tasks from the tools the business already uses.
Bespoke AI and automation
A system that analyses information, carries out tasks and supports decisions.
Action within the process
Organised information, completed tasks and results ready for the team.
Solutions
Systems for real business problems.
We build bespoke AI and automation systems, integrated into your company's processes and tools.
Orders and operations
Turn incoming information into structured work that is ready to act on.
- Processing emails, PDFs and spreadsheets
- Extracting products, references and quantities
- Preparing orders for review
- Syncing with CRM, ERP and other systems
Customer service and workflows
Respond faster and automate repetitive tasks without losing human oversight.
- Personalised replies to enquiries
- WhatsApp and web forms
- Classification and routing
- Automatic alerts and follow-ups
Documents and information
Organise and use scattered information without repetitive manual work.
- Searching documentation
- Extracting and structuring data
- Summaries and draft replies
- Workflows with human review
Example system
Sales qualification and prioritisation
A lead arrives in the CRM. The system assesses the relevant criteria and organises opportunities by priority, status and next action.
Demo with fictional data
Who needs attention now?
Demo · 4 opportunities
Sorted by priority
| Company | Product / Project | Value | Priority | Status | Next action |
|---|---|---|---|---|---|
| Norte Forma | Industrial inspection | £18,500 | High | Client awaiting a reply | Reply today |
| Lumen Cargo | Logistics monitoring | £32,000 | Medium | Proposal unanswered for 6 days | Follow up |
| Vale Studio | Aerial survey | £7,500 | Medium | New lead, not yet contacted | Contact lead |
| Atlas Norte | Technical mapping | £41,000 | Low | Follow-up call scheduled | Wait |
Example system
Automatic, personalised replies to new leads
A system that turns website enquiries into personalised sales conversations on WhatsApp.
- 01
Enquiry received on the website
The prospective client fills in a form with details of the service they are looking for.
- 02
Automatic, personalised contact
The AI uses the details of the enquiry to start a WhatsApp conversation, with a message tailored to each prospective client.
- 03
Follow-up through to the first call
The assistant clarifies the request, gathers further information and proposes a call with the sales team.
How we work
We implement in stages.
Before building anything, we agree the outcome we want to achieve and how we will measure it.
- 01
Understand
We find where there is friction, delay or missed opportunity.
- 02
Prioritise
We choose the process where AI or automation can make the biggest difference.
- 03
Build
We build a first version that works with your existing tools.
- 04
Validate and improve
We test it in day-to-day work and refine it before adding complexity.
A practical conversation
Is there a process in your company that takes too much time or leaves opportunities on the table?
Request a free demo with an example tailored to your company, or book a call to talk it through directly.
Prefer to get in touch by email? contact@pentavara.com