AI Sales Automation

A sales system that analyses every incoming lead in seconds, qualifies it, drafts a quote and schedules the follow-up — so the salesperson only approves and negotiates.

  • Our own sample project — not client work
  • Hands-on demo
  • Fictional data, simulated AI
Try the demo
AI Sales Automation dashboard: KPIs, incoming leads chart, sales funnel

Granivel sample project · not client work · fictional data

automated steps from enquiry to tasks
7automated steps from enquiry to tasks
grading from five explained scoring factors
A/B/Cgrading from five explained scoring factors
routes: instant quote, nurture or information
3routes: instant quote, nurture or information
human approval before any price goes out
100%human approval before any price goes out
The problem/ 01

Leads aren’t lost in the ad — they’re lost after it

In most small businesses enquiries are handled by hand, from inboxes, spreadsheets and memory. That creates four familiar leaks.

  1. 01 · TODAY

    Slow first response — by the time someone looks, the lead already has a competitor’s quote.

    AUTOMATED

    Instant confirmation and analysis within a minute, with an alert to the salesperson for hot leads.

  2. 02 · TODAY

    Every enquiry takes the same time, even “just curious”.

    AUTOMATED

    A–C grading: sales time goes to hot leads; cold ones get automatic, helpful information.

  3. 03 · TODAY

    Quoting is slow and every colleague does it differently.

    AUTOMATED

    Quote drafts from the product catalogue, in one structure, in a chosen tone — with human approval.

  4. 04 · TODAY

    Forgotten follow-ups and an opaque pipeline.

    AUTOMATED

    Deadline-driven tasks, statuses, an activity log and a live dashboard — nothing slips.

Automations/ 02

What does the system do on its own?

01Intake

Unified intake

Website form, Google Ads and Facebook lead forms, email — every channel lands in one list, with source and campaign.

02Data

Enrichment and de-duplication

Merges repeat leads, enriches company data and assigns an owner automatically.

03AI

AI analysis of free text

Need, size, budget, urgency, buying stage and missing data — in a fixed, checkable structure.

04AI

Explained lead scoring

A 0–100 score from five factors, each with a written reason. No black box.

05Route

Routing by grade

A: instant quote and alert. B: quote + nurture sequence. C: information email and reminder.

06AI

Quote drafts

A personalised quote from the catalogue: line items, VAT, payback, with a choice of tone.

07Human

Human approval

The AI never sends anything by itself: the salesperson reviews, edits and sends with one click.

08Tasks

Scheduled follow-ups

Calls, emails and surveys with deadlines, in a rhythm matched to the grade, with overdue alerts.

09Reports

Log and dashboard

Every step is traceable; the funnel, channels and time saved are visible live.

Interactive flow/ 03

A lead’s journey, step by step

Click through the steps. Each shows what the system does — and where the decision stays with a person.

KBWebsite form
LJGoogle Ads
FME-mail
< 1 s

Intake

The system

Records the enquiry, source and campaign, removes duplicates and sends an instant confirmation email.

The person

Nothing — fully automatic.

Screenshots/ 04

What the system looks like

Real screenshots from the hands-on demo. All data is fictional.

Try the demo
Lead detail: AI analysis with score, summary and scoring factors. AI analysis — score, reasons, extracted data.
Automatically generated quote draft with line items, VAT and payback. Quote draft — awaiting approval.
Automation flow diagram with branches and run counters. Automation flow — with live run highlighting.
Kanban pipeline with status columns. Pipeline — drag-and-drop status handling.
The demo on mobile. Fully usable on mobile.
Technology and security/ 05

What’s simulated in the demo, and what’s real in production

The hands-on demo

  • The “AI” here is simulated: a deterministic, rule-based analyser runs in your browser, and the interface labels every result as such.
  • Fully isolated: no server calls, no API keys, and no access to any live Granivel data.
  • All data is fictional; whatever you type stays in your own browser and can be cleared with one click.
  • It runs on its own route and bundle — it doesn’t affect the speed of the rest of granivel.hu.

In production

  • Real language-model calls on the server; the key never reaches the browser, with per-request and monthly cost limits.
  • Fixed-schema output with validation: when the model is unsure, the system hands over to a person.
  • Integration with your existing tools: forms, email, Google/Facebook leads, your CRM or spreadsheet.
  • GDPR in mind: data minimisation in prompts, logging, access control, EU data storage on request.
Who is it for?/ 06

Best where many quotes are bespoke

  • Energy, solar, heat pumps
  • Construction and renovation
  • HVAC and electrical
  • B2B services
  • Events and hospitality
  • Agencies and consultants
FAQ

Frequently asked questions

Was this built for a client?

No. This is Granivel’s own sample project, built to show in a hands-on way how such a system works. The company in the demo (Solvia Energy) and all data are fictional.

Is real AI running in the demo?

No — the AI results in the demo are simulated, and the interface labels them everywhere. In production a server-side language model does the analysis and quoting, with cost limits.

Will the AI send quotes to customers without me knowing?

No. A quote stays a draft until a person approves it. That’s a deliberate design choice: a person is always responsible for price and tone.

Can you connect it to our existing CRM?

Yes, that’s the typical route. The system works standalone, but most often it connects to your existing forms, email and CRM — or even a spreadsheet.

How long does it take to roll out?

It depends on the process. A simpler one- or two-channel version is typically a few weeks; we give an exact schedule after the free assessment.

See it working — or let’s talk about yours

The demo runs the sales of a fictional energy company. Tailored to your process, the same system works from your channels, with your products and pricing.

Try the demo
Let's build together/ 07

Tell us where your business stands today.

Write a few sentences about what you do and what you want to achieve. We will call you back, or send a free demo for your own industry — whichever you ask for.

Response time
Usually within one business day.
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