Sales Automation
From pipeline to money, without the busywork
AI-drafted quotations, tracked proposals, discount guardrails, targets and commissions — the whole quote-to-close motion on rails.
- Quotes drafted by AI from your catalog, ready for your review
- Discount approvals enforced automatically, not by memory
- Targets and commissions your reps can see every day
- Catalog-priced
- quotes drafted from your own price book
- Guard-railed
- discounts beyond policy route to approval
- Tracked
- you know the moment a proposal is opened
Capabilities
Everything inside Sales Automation
AI Quotation Generator
Point at a deal and Selfeey drafts a priced quote from your catalog — units, courses, plans, rooms, or products — ready for review.
Proposal builder
Long-form branded proposals with merge fields, media, and payment schedules. Send, and know the moment it's opened.
Approval thresholds
Discounts beyond policy route to managers automatically, with full audit trail on every override.
Price books
Central pricing with effective dates and per-segment lists keeps every rep quoting the same truth.
Targets & leaderboards
Rep, team, and period targets with live attainment — motivation without spreadsheet season.
Commission engine
Flat, tiered, or split plans produce statements finance can trust.
AI Inside
AI that drafts and answers. You decide.
- AI drafts the follow-up for an open quotation — you approve it before it goes
- Ask Selfeey which quotations are still open and what they are worth
- AI Proposal Generator writes the narrative, you approve the numbers
FAQ
Common questions
Put your revenue on the AI operating system
Start a 15-day free trial with your industry's modules, or see Selfeey configured for your business in a 30-minute demo.
Full features during trial · Cancel anytime before day 15 · Approval within one business day