6 min read
Terms and conditions
The rules of the service: what we offer you, what we expect from you and what each party answers for.
- terms
- contract
terms
Everything we have published about terms.
Book a demo
AI Forms
Forms that ask based on what your customer answers.
Form · Branch service
What do you want to solve this quarter?
Serve three branches without adding staff Serve three branches without adding staff
Continue
Reading your answer
Analyzing with AI
Writing the next question
How many enquiries does each one get today?
- Built from a prompt
- Follow up when a detail is missing
- Speak your customer's language
- Take documents and files
- Shared with a link or an embed
- Preview before publishing
Pipelines
Every answer triggers a workflow.
Pipeline · Incoming request
- Open question Ejecutando
- Reads the attached document Ejecutando
- Qualifies the request Ejecutando
- Drafts the proposal Ejecutando
- Visual node graph
- Qualifies automatically
- Pulls data out of documents
- Updates your CRM
- Generates deliverables
- Notifies your team
Deliverables
Proposals and documents that write themselves.
Deliverable · Proposal
The customer's answers
Writing the proposal
Executive summary
Escribiendo
Scope per branch
Escribiendo
Estimated investment
Escribiendo
Published in the Sales Room
- Tailored proposals
- Executive summaries
- Your brand and your tone
- Based on real answers
- Reviewed before you share them
- Published in the Sales Room
Analysis
The case arrives analyzed before your first meeting.
Submission analysis
Fit 82 out of 100
Urgency High
Budget Defined
Decision-maker Identified
You choose the widgets
- Configurable score
- Widgets that fit your process
- Urgency and budget detected
- Your manual values always win
- Version history
- Exports to CSV
Intelligence
What you know about a customer never gets lost.
Intelligence · Ask AI
What did we agree with this customer? What did we agree with this customer?
Renew the contract in June and add the third branch to the plan.
Contact memory 2 Submissions
Ask anything about this contact
- Memory per contact
- Signals across the workspace
- Updated with every case
- Corrections in one click
- Questions in plain language
- Context for every meeting
Knowledge Base
Your knowledge, available in every conversation.
Knowledge Base
services-catalog.pdf
Drop the file
Services catalog New
Pricing page Up to date
Success stories Folder
Assigned by Form or contact
- Documents and URLs
- Dynamic folders
- Assigned by Form or contact
- Pages refresh on their own
- Company context in order
- No duplicated content
Sales Rooms
Your customer opens a link and sees their proposal.
The customer's Sales Room
Implementation proposal View
Book a call Pick
Questions about the process Open
You get in with a link
- One Room per customer
- Deliverables always at hand
- Answers questions about your process
- Scheduling and contact links
- Your design and your colors
- Nothing to install
Forms that ask based on what your customer answers.
Form · Branch service
What do you want to solve this quarter?
Serve three branches without adding staff Serve three branches without adding staff
Continue
Reading your answer
Analyzing with AI
Writing the next question
How many enquiries does each one get today?
Every answer triggers a workflow.
Pipeline · Incoming request
- Open question Ejecutando
- Reads the attached document Ejecutando
- Qualifies the request Ejecutando
- Drafts the proposal Ejecutando
Proposals and documents that write themselves.
Deliverable · Proposal
The customer's answers
Writing the proposal
Executive summary
Escribiendo
Scope per branch
Escribiendo
Estimated investment
Escribiendo
Published in the Sales Room
The case arrives analyzed before your first meeting.
Submission analysis
Fit 82 out of 100
Urgency High
Budget Defined
Decision-maker Identified
You choose the widgets
What you know about a customer never gets lost.
Intelligence · Ask AI
What did we agree with this customer? What did we agree with this customer?
Renew the contract in June and add the third branch to the plan.
Contact memory 2 Submissions
Ask anything about this contact
Your knowledge, available in every conversation.
Knowledge Base
services-catalog.pdf
Drop the file
Services catalog New
Pricing page Up to date
Success stories Folder
Assigned by Form or contact
Your customer opens a link and sees their proposal.
The customer's Sales Room
Implementation proposal View
Book a call Pick
Questions about the process Open
You get in with a link