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AI for sales

Leads, quotes and follow-up. How fast you answer decides your chances.

Those hours go into calling and visiting, instead of into retyping quotes and keeping track of follow-up.

Sales is a department in Altramano with 11 ready-made templates for leads, quotes and follow-up.

What runs on its own

  • Putting leads from a form or the website into the CRM and following them up straight away.
  • Summarising requests for quotes and preparing a draft answer in your tone.
  • A weekly overview of the pipeline as a dashboard.
  • Following up an expired quote automatically after ten days.
  • Scheduling visits with a proposal for time slots and a confirmation.

11 templates for this department

Every template comes with a manual in plain English. Choose one, point it at one or two integrations, fill in three settings at most.

SjabloonSoortWhat it does
Objection coachAI agentAn assistant that helps you with a good answer to customer objections.
Contract renewal 60 days aheadautomationSixty days before a contract expires you get a nudge with a draft mail for the renewal.
Meeting preparationAI agentAn assistant that prepares a sales conversation from earlier mail and quotes.
Lead from form to Tableautomation + assistantEvery enquiry through your form lands in a table and you get a notification by mail.
Quote approved → kick-off and invoicingautomationAs soon as a quote is set to Approved: a kick-off in the diary and a nudge to administration.
Quote writerAI agentAn assistant that turns a few notes into a tidy quote text in your own style.
Follow-up sequence after a quoteautomationThree days after a quote, a friendly follow-up mail, always for approval first.
Quiet quotes after 14 daysautomationEvery week, a list of quotes nothing has happened on for two weeks.
Sales appointment → preparationautomationEvery morning, a preparation for each of today's sales conversations: customer, earlier mail, quotes.
Lost deal → record the reasonautomationIs a quote set to Lost without a reason?
Weekly pipelineautomationEvery Monday, an overview of your open quotes by stage.

In the Studio

"Make a dashboard from this CRM export: leads per source, conversion per stage, lead time to a quote."

AI agents for sales

  • Lead follow-up agent

    Answers a new enquiry within minutes, asks the right questions and puts the lead in your CRM.

    Saves, estimated: ± 2 hours a week, and no enquiry left waiting

  • Quote maker

    Turns an enquiry into a draft quote in your house style, with your prices, for approval.

    Saves, estimated: ± 3 hours a week

  • Quote follow-up agent

    Follows up every outstanding quote until there is a yes or a no, with a message in your tone.

    Saves, estimated: ± 1 hour a week, and more quotes that get an answer

  • Meeting prep agent

    Looks up the company and your history before every appointment and gives you a one-page briefing.

    Benefit: Company and history looked up before every appointment.

  • Prospecting assistant

    Writes personal first mails to business contacts, always for approval, with an unsubscribe option.

    Saves, estimated: ± 3 hours a week

  • CRM keeper

    Puts call notes, mails and appointments in your CRM, so the customer picture is right without anyone retyping.

    Saves, estimated: ± 2 hours a week

  • Sales coach

    Helps you with a customer's objection and with the next step, in a conversation in the Studio.

    Benefit: Help with an objection and the next step.

  • Tender reader

    Reads the documents of a tender and makes a list of requirements, risks and questions.

    Benefit: Tender requirements and risks in a clear list.

  • Tender tracker

    Follows the announcements of public tenders that fit you and gives a weekly selection with the deadlines.

    Saves, estimated: ± 1 hour a week
All AI agents

Industries where this comes up

What runs on its own in your industry

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Choose your industry and your department. You see straight away which task we would take over first, and what that saves you per week.

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Installation companiesConstruction and contractorsAccountancy and bookkeeping firmsWholesaleTransport and logistics

Choose a department

11 sjablonen voor operations and planningTake the free scan
13 sjablonen voor administration and financeTake the free scan
11 sjablonen voor salesTake the free scan

Work orders from the mail into the planning

Nu

Requests and work orders come in as mail or PDF and are retyped into the planning by hand.

Straks

Every new mail with a work order is read, the details (address, customer, fault, requested date) are put into the planning or a table and the planner gets a notification.

Limit: comes to you first by default.

Saves, estimated

± 3 hours a week

and no retyping errors in addresses and dates

Choose a department

11 sjablonen voor operations and planningTake the free scan
13 sjablonen voor administration and financeTake the free scan
9 sjablonen voor management and officeTake the free scan

Recording additional work from the site

Nu

Additional work is agreed verbally and only missed at the final settlement.

Straks

The site manager sends a photo or a few lines through a form or WhatsApp; an additional-work letter is prepared in the house style, for the project lead's approval and then the customer's.

Limit: comes to you first by default.

Saves, estimated

± 1 hour a week per project

Additional work that would otherwise not be invoiced

Choose a department

13 sjablonen voor administration and financeTake the free scan
26 sjablonen voor reporting and analysisTake the free scan
8 sjablonen voor knowledge and researchTake the free scan

A delivery list per client from the month's receipts

Nu

Staff mail clients for missing receipts and keep track of it in a spreadsheet.

Straks

Per company file it works out which receipts and bank statements are missing; the client gets a friendly list by mail, in your tone, once you have approved it.

Limit: comes to you first by default.

Saves, estimated

± 4 hours a week per member of staff on chasing paperwork

Choose a department

9 sjablonen voor webshop and paymentsTake the free scan
13 sjablonen voor administration and financeTake the free scan
11 sjablonen voor salesTake the free scan

Orders from the webshop into the books

Nu

Webshop orders are entered into the accounting package as invoices by hand.

Straks

Every new order in Shopify or WooCommerce is entered into Exact, Visma or AFAS as a sales order or an invoice, and the payment is matched to it.

Limit: runs by itself; you can look back at everything in Runs.

Saves, estimated

± 5 hours a week

no double entry

Choose a department

11 sjablonen voor operations and planningTake the free scan
13 sjablonen voor administration and financeTake the free scan
9 sjablonen voor documents and communicationTake the free scan

Transport orders from the mail into the planning

Nu

Orders come in as mail or PDF and are retyped into the planning board.

Straks

Every order is read (loading address, unloading address, time window, reference), put into the planning or a table and confirmed to the customer once approved.

Limit: comes to you first by default.

Saves, estimated

± 4 hours a week on planning

Integrations these templates use

One workspace

Everything in one place.

What you see on this page happens in one place. You ask the Studio, automations and AI agents do the work, and what your systems cannot do, you add with an app. Everything works with your Company Brain and with the systems you already have.

Start with what you need now. The rest is already included.

See what is in each tier

You set the limit

What falls within it runs by itself. What falls outside it comes to you first.

For example: it books invoices under €1,000 straight through; above that, they come to you first. You choose that amount yourself. You can look back at everything that has happened.

Frequently asked questions

Does AI send quotes by itself?

No. A draft is ready in your tone; you approve it and send it. Prices and terms stay human work.

Does it work with our CRM?

HubSpot, Pipedrive and Salesforce are on straight away; Teamleader and Zoho we switch on as soon as you need them. No CRM? Then Tables works as a simple pipeline.

Can it reply outside office hours?

Yes, a confirmation can go straight away; the substantive answer waits for your approval.

What if the AI makes a mistake?

You set the limit. Above it, it comes to you first, and you can look back at everything.

Is this yet another system?

No. Your systems stay. Altramano does the work between them, and builds what you are missing.

Are we allowed to do this with our customer data?

Your own environment is in Amsterdam. If the data has to stay in the EU, Altramano only uses providers that process in the EU.

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Getting started

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