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Sales, with AI. A 30-day pilot you can measure.

Pilot one sales workflow that turns call notes into CRM fields and follow-up drafts, while pricing, discounts and customer commitments stay with the sales lead.

What the AI prepares

What the model drafts in a sales pilot, and where a person steps in.

  • CRM notes

    Call notes become CRM-ready fields: pain, budget, owner and next step.

  • Follow-up emails

    Follow-up emails are drafted from notes and approved product text.

  • Proposal sections

    Proposal sections are drafted only from approved product, pricing and delivery notes.

  • Lead checks

    Lead qualification flags missing budget, authority, timing or technical fit before the opportunity moves stage.

Most small firms have no CRM

Only a quarter of micro businesses that use software have a CRM, so call notes stay in inboxes and heads. The pilot turns them into records someone can follow up.

26%of micro businesses that use software have a CRM system
Using CRM software, by size
  • 26%Micro
  • 42%Small
  • 54%Medium
Source: Longitudinal Small Business Survey 2024: SME employers (opens in a new tab), Department for Business and Trade, September 2025. UK SME employers that use software to sell or manage the business.

Most of a sales week is not selling

Sales reps say 60% of their week goes on admin, data entry and prospecting rather than selling. Drafted call notes and follow-ups give some of it back.

60%of an average sales rep’s week goes on work other than selling
Share of the working week
  • 40%Selling
  • 60%Not selling
Source: State of Sales, 7th edition (opens in a new tab), Salesforce (vendor survey), February 2026. 4,050 sales professionals in 22 countries, including 250 in the UK, August to September 2025.

Half of sales teams already use AI agents

54% of sales teams use AI agents now and another third expect to within two years. The pilot starts with a reviewed, low-risk task.

Sales teams using AI agents
  • Use AI agents now54%
  • Expect to within 2 years34%
  • Expect to within 5 years8%
  • Do not expect to3%
Source: State of Sales, 7th edition (opens in a new tab), Salesforce (vendor survey), February 2026. 4,050 sales professionals in 22 countries, including 250 in the UK, August to September 2025.

Start with one clear decision

The two-week diagnostic ends with build, pause, clean up first or do nothing, for this workflow.

See the rollout diagnostic

How the pilot runs

Track follow-up time, missing CRM fields, proposal rework and missed next actions. Keep reviewer notes for the decision to keep, change or stop the pilot.

  1. 01

    What goes in

    Call notes and approved product text.

  2. 02

    What comes out

    CRM summary, follow-up and proposal outline.

  3. 03

    Who checks it

    Sales lead.

  4. 04

    Never without approval

    Pricing, discounts or commitments.

Common questions

Can the AI act on its own?

No. It prepares drafts and checks. A person signs off before any of this happens: pricing, discounts or commitments.

What does it cost to start?

The AI Rollout Diagnostic is £1,500 fixed and takes two weeks. You get a clear answer for this workflow: build, pause, clean up first or do nothing.

How do we know it worked?

Track follow-up time, missing CRM fields, proposal rework and missed next actions. The pilot is kept only if those numbers improve.

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Ready to test the sales workflow?

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