AI automation · Sales
AI automation for sales
AI automation for sales takes the repetitive work around selling off your team's plate: first replies to new leads, qualifying questions, CRM updates, follow-up reminders and proposal drafts. Salespeople keep the conversations and the relationships. The system makes sure no lead waits and no deal is forgotten.
11 workflows · 0 related workshops
Reply faster, follow up every lead, and keep the CRM up to date without typing.
Typical sales workflows start when a lead arrives from a website form, an ad, a portal or WhatsApp. AI replies within minutes, asks the questions your best salesperson would ask, scores the lead and books a meeting or hands it to the right person with a summary. Follow-up sequences restart quiet conversations, and every touch is recorded in the CRM.
DAIDU designs these workflows around your existing tools, such as WhatsApp Business, HubSpot, GoHighLevel, Zoho or a simple spreadsheet, and keeps a human in the loop for pricing, discounts and commitments.
AI Meeting Scheduling
A prospect clicks a scheduling link or asks to meet via website chat or WhatsApp.
Workflows
Sales workflows we build
Sales
AI Meeting Scheduling
Lets prospects and customers book, reschedule or cancel meetings through personal scheduling links or a chatbot, handles time zones and reminders, and logs every meeting in the CRM.
- Prospect requests meeting
- Offer available slots
- Route to right rep
- Confirm and remind
Sales
Automated Sales Follow-Up Reminders
Schedules follow-ups automatically based on pipeline stage and last contact, sends them by email, WhatsApp or SMS, and reminds reps when a personal call is needed.
- Lead enters pipeline
- Set reminder timeline
- Send follow-up message
- Prompt personal call
Sales
Contract Creation and E-Signature
Creates contracts from CRM deal data using approved templates, sends them for e-signature, chases pending signatures and files the signed copy automatically.
- Deal reaches stage
- Generate contract
- Legal or manager check
- Send for e-signature
Sales
Cross-Sell and Upsell Triggers
Spots the right moment to offer an add-on, upgrade or complementary product from purchase history and deal stage, and sends a personalised offer by email, WhatsApp or in-app.
- Customer event occurs
- Analyse behaviour
- Check eligibility
- Send personalised offer
Sales
Lead Capture and Instant Follow-Up
Captures leads from forms, chatbots, QR codes and ads, logs them in your CRM and sends a personalised email or WhatsApp reply straight away, followed by a short nurture sequence.
- Lead submits form
- Create CRM record
- Send instant reply
- Score the lead
Sales
Lead Scoring and Prioritisation
Ranks every lead by how likely it is to buy, using CRM data, website behaviour and engagement, so sales reps call the best prospects first.
- Collect lead signals
- Enrich lead profile
- Calculate the score
- Route hot leads
Sales
Predictive Customer Churn Alerts
Watches support tickets, usage, feedback and engagement to flag customers who may be about to leave, and alerts account managers with suggested retention actions.
- Collect customer signals
- Score churn risk
- Alert account owner
- Suggest retention action
Sales
Property Viewing Follow-Up Emails
After a property viewing, sends the client a personalised thank-you with property details and similar listings, follows up if there is no reply and flags highly engaged clients for the agent.
- Viewing logged
- Send thank-you
- Personalise content
- Follow up if silent
Sales
Proposal and Quote Generation
Generates branded proposals and quotations from CRM data and your price list in minutes, with scope, deliverables and terms filled in, ready for client approval and e-signature.
- Select opportunity
- Pull pricing data
- Draft the proposal
- Review and approve
Sales
Sales Pipeline Reporting Dashboard
Turns live CRM data into dashboards and scheduled reports on pipeline value, win rates, deal velocity and forecasts, and flags stalled deals automatically.
- Sync CRM data
- Calculate key metrics
- Flag pipeline risks
- Forecast revenue
Sales
Sales Rep Performance Tracking
Tracks calls, emails, meetings, deals and quota attainment for each rep automatically and sends scorecards and coaching alerts to reps and managers.
- Capture rep activity
- Measure against KPIs
- Generate scorecards
- Alert on shortfalls
Learn it
AI workshops for sales teams
Workshop dates on request
AI Marketplace
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Explore the AI Marketplace Tools open on marketplace.daidu.ai. Listings are independent products; DAIDU does not guarantee third-party pricing.
Consultation
Automate your sales work
- A 30-minute call with someone who builds automations
- We look at one process you repeat every week
- You leave with a clear next step, whether or not you work with us
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