Sales Crew handles the administration around sales: research, qualification, CRM, proposals, follow-up and reporting. People keep ownership of customer relationships.
AN ILLUSTRATIVE AGENT TEAM
The work your Crew can take on.
Best for: B2B sales teams with long sales cycles and significant CRM administration.
An illustrative use case, not a claim about a client engagement.
Before
After a call, the salesperson manually updates the CRM, writes a summary and remembers the next follow-up.
With Crew
Sales Crew structures supplied notes, prepares CRM updates, drafts a message and creates a follow-up task. Proposals, discounts and outgoing communication follow agreed permissions.
What we measure
Administrative time, CRM completeness and timely follow-ups.
01Organise incoming leads
02Research companies before meetings
03Qualify opportunities against your criteria
04Keep CRM records current
05Prepare meeting briefs and consent-based notes
06Draft proposals and follow-ups
07Track pipeline actions and deadlines
08Coordinate the handover to Order or Service Crew
Illustrative architecture. The model interprets; rules govern execution. Feedback is reviewed, not used to retrain the model automatically.
Rules before autonomy.
First define permissions, spending limits, communication rules, authentication, audit trails and approval points. Error handling and fallback paths are part of the process.
Accounting, tax, financial and other professional decisions stay with authorised people. Integration feasibility is assessed for your specific systems.
