Custom AI Lead-to-Payment Automation
Turn Leads Into Paying Customers While You Sleep
Automate your entire sales pipeline from lead capture to invoice with AI-powered proposal generation and seamless payment tracking. Watch prospects convert into revenue without manual intervention.
PROBLEM
Manual Sales Admin Is Killing Your Revenue Potential
Hours spent on proposals, payment tracking, and invoice management pull you away from closing deals. Leads go cold while you're drowning in administrative tasks. Your financial data lives in silos, creating errors and delays that cost you money.
SOLUTION
How It Works
AI-Powered Proposal Generation
The moment a lead arrives, AI instantly creates three customized package options tailored to their specific needs and budget. No more generic templates or hours spent crafting proposals. Your prospects see perfectly tailored solutions within minutes, dramatically increasing conversion rates.
Real-Time Payment Tracking & Sync
Every payment automatically flows into Zoho Books and your financial ecosystem in real-time. Track transaction status instantly without manual data entry or reconciliation headaches. Your books stay synchronized across all platforms, eliminating errors and giving you accurate revenue visibility.
Complete Revenue Pipeline Automation
From lead capture through invoice generation, your entire workflow runs on autopilot. Lead details flow in, proposals deliver automatically, payments trigger invoices, and your books update instantly. Four hours of admin work compresses into four seconds of seamless automation.
PROCESS
From kickoff to launch in weeks, not months
01/ Discovery
We audit your workflows and interview you to extract your subject matter expertise. Your AI delivers excellent work because we train it on your expertise.
02/ Development
We build your custom AI at startup speed, using our own AI. We run evaluations to ensure quality and consistency.
03/ Testing
Your team deploys the AI and gives feedback. We polish and provide full documentation.