AI Sales Automation
Every lead followed up, every quote tracked
Leads inbox, pipeline, follow-ups, quotations and orders on one CRM. AI drafts the follow-up and reviews the quote, and Automations run your routine steps after a person approves.
- Every new lead in one inbox, with an owner
- AI drafts follow-ups; a person approves before anything goes
- Automations: plain rules with an approval step
- One queue
- every new lead with an owner
- Approve-first
- drafts and automated sends wait for a person
- Catalogue-priced
- quotations from your own products and GST rates
Capabilities
Everything inside AI Sales Automation
Leads inbox
Every new lead in one queue, from web forms, WhatsApp, calls and imports, assigned to the right person so nothing is missed.
Pipeline
Every open deal by stage with its value, close date and next step, and the deals going quiet called out.
Follow-ups
Follow-ups come back on the day you set, with the customer and the deal beside them. Ask AI for a draft and edit it before it goes.
Quotations and orders
Build GST quotations from your catalogue, share a link the customer can accept, ask AI to review the quote first, and raise the order once it is accepted.
Sales inbox
The customer conversations behind your deals, next to the pipeline.
Automations with approvals
When-this-then-that rules: a new lead gets a welcome message, a sent quotation gets a nudge. Approval steps, ready templates and a run log.
In the product
The screen you work in
AI Inside
What the AI does. What you decide.
- AI drafts the follow-up message; a person edits and sends it
- AI reviews a quotation for pricing, missing items and discount risk before you send it
- Automations are plain rules, not AI: each step runs as you set it and stops at an approval step
FAQ
Common questions
More leads, more sales, with AI that calls, messages and follows up
Start a 15-day free trial of the AI Sales & Marketing platform, or see Selfeey configured for your business in a 30-minute demo.
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