Sales Workers
Available 24/7
AI Deal Assistant
Preps proposals, quotes, and meeting briefs so your closers walk in fully prepared.
Day to Day
What AI Deal Assistant does every day.
Generates proposals & quotes
Formatted, priced, and ready in minutes — not hours.
Prepares pre-meeting briefs
Full context on the prospect before your rep dials in.
Pulls current pricing & packages
Always the right numbers, always the latest offer.
Tracks deal stage & next steps
In your CRM — pipeline stays clean automatically.
Sends meeting reminders
To both sides, so nothing slips.
Flags stale deals
So your reps know exactly which deals need attention.
Capabilities
Skills & capabilities.
Proposal Generation
Deal Briefing
CRM Deal Tracking
Pricing Automation
Meeting Prep
Stale Deal Alerts
Multilingual (EN / HI / TE)
In Action
See AI Deal Assistant in action.
A quote and full brief, ready before the 4 PM call.
AI Deal Assistant
Active now
Sales Rep · request
Prep a quote for the 3BHK unit at Aspire Towers for the 4 PM call.
AI Deal Assistant
Done — quote sent to your inbox with the 3BHK pricing, current offer, and payment plan. Also attached: the client's last 3 interactions and their stated move-in timeline (3 months).
Sales Rep · request
Any risk on this one?
AI Deal Assistant
One flag: they've reviewed the brochure 4 times but haven't confirmed a site visit yet. I'd lead with a soft site-visit ask.
Sales Rep · request
Good call — thanks.
Quote ready · Brief attached · CRM stage: Proposal Sent · Reminder set for post-call update.
Sample interaction. Real conversations are tuned to your voice and qualification criteria.
Better Together
Works well with.
AI SDR
Qualifies leads so this assistant preps the right ones.
View profileAI Follow-Up Agent
Nurtures the pipeline until deals are ready to close.
View profileSee the full AI Sales Workforce
The complete sales team, from prospecting to closing.
FAQ
Frequently asked questions about AI Deal Assistant.
Can it generate custom pricing based on unit or package?
Yes — it pulls from your current pricing sheets and configurations.
Does it integrate with our CRM's deal pipeline?
Yes — deal stages and next steps sync automatically.
Can a human review proposals before they're sent?
Yes — an approval step can be added before any proposal goes to a client.
How does it flag stale deals?
By tracking days-since-last-touch against your pipeline's healthy timing — stalled deals surface with recommended next actions.
Ready to hire AI Deal Assistant?
15 minutes with our team, and you'll see it running on your own pipeline.
Book a Free Demo