AI sales automation
We automate the administrative side of selling: capturing and qualifying leads, keeping the CRM current and prompting the next action, so salespeople spend their time with customers.
The short answer
AI sales automation captures each enquiry, works out what the customer wants, checks it against your criteria, routes it to the right salesperson and drafts the first response. It keeps the CRM up to date from emails and calls, and flags deals that are going quiet. BookMyTechies builds it inside your CRM.
Leads are lost in the gap between enquiry and reply
Enquiries arrive from the website, email, adverts and phone at all hours. Many wait hours for a reply, some are never followed up, and the CRM reflects only what salespeople had time to enter.
Managers then forecast from incomplete data.
How the work is usually done today
- An enquiry arrives through one of several channels
- Someone copies it into the CRM, when they have time
- A manager assigns it
- The salesperson researches the company and replies
- Updates are entered after calls, or not at all
What AI changes
Capture, qualification and record-keeping are automated. The conversation stays human.
Captures every enquiry
Web forms, emails and adverts feed the CRM directly, with duplicates merged.
Qualifies and routes
Each lead scored against your criteria and assigned by territory, product or workload.
Drafts the reply
A first response prepared from the enquiry and your approved material, for the salesperson to send.
Keeps the CRM current
Emails and call notes summarised and logged against the deal.
How the automation works
This is the path of a new enquiry.
Capture
The enquiry is recorded in the CRM the moment it arrives.
Handled byYour systemsEnrich
Missing details are filled in and the request is classified.
Handled byAIQualify
The lead is scored and assigned to the right person.
Handled byAIRespond
A draft reply is prepared. The salesperson edits and sends it.
Handled byAI and personFollow up
Reminders and next steps are created, and quiet deals are flagged.
Handled byAI
Where people stay in control
Selling is a relationship. Automation supports it and does not replace it.
- Salespeople review customer-facing messages before they are sent
- Scoring criteria are yours and can be adjusted
- Large or unusual opportunities go to a manager
- Any lead can be reassigned or re-scored by hand
Security and governance
- The AI works only with the data and systems it has been given access to
- Every automated action is logged with what was done, when and why
- Confidential data is handled under your access rules, and we agree where it is processed before work starts
Systems this connects to
What you can expect
Results depend on your volumes and how clean your data is, so we measure a baseline first and report against it. We do not quote figures before we have seen the process.
- Every enquiry answered quickly, including out of hours
- No lead left without an owner
- A CRM that reflects what is really happening
- Forecasts based on complete data
Common questions
Will customers know they are dealing with AI?
Replies are reviewed and sent by your salespeople, so customers deal with a person. If you use automated replies, we recommend saying so clearly.
Does it work with our existing CRM?
Yes. We build on Zoho CRM, Odoo CRM and Dynamics 365 Sales, using the data and stages you already have.
Can it score leads the way we do?
Yes. Scoring uses your criteria, such as industry, size, need and budget, and is tuned on your past results.
What about data from phone calls?
Call notes or transcripts can be summarised and logged, where you record calls and have consent to do so.
Explore further
Platforms this automation runs on
Often used alongside
Losing leads to slow follow-up? Talk to us.
Tell us where your enquiries come from and how quickly they are answered. We will show you where automation helps.