Attraction
First call
First call from a potential customer interested in your services. It is logged automatically, with their phone number and what they explained.
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AI sales funnel for your calls
AI sales funnel: every call, a qualified lead
The voice agent answers the call, finds out each potential customer’s sector, need and timeframe, and logs them at the right stage. The AI summarises each lead, suggests what to prepare for the meeting and shows you at what point sales are being lost.
Up and running in 1 day · Included in the plan at €120 + VAT a month · Free integration consulting
6stages, from first contact to customer won
8details about each lead that the agent can find out, one at a time
1 dayto have it working with your calls
Check it now: call +372 699 1693.
Our own sales agent will answer, and your call will go into our funnel just as your customers’ calls would go into yours.
Every customer, at their stage
An AI sales funnel is a board of sales opportunities that is filled in automatically by calls: the voice agent logs each potential customer, and the AI analyses the conversations and suggests the next step. Each card shows who they are, what their business does, what they need and how interested they are, and you move it between stages by dragging it.
- 6 stages
- 8 details per lead
- Up to 5 mobiles notified by WhatsApp
- Closing a sale is always up to a person
- In healthcare businesses, the AI only receives the call summary
Six stages, from first contact to customer won
The classic sales funnel stages, each with a descriptive name so that your whole team knows what to do with each card.
Capture
Contact made
You know who they are and how to contact them. The next step is to send them what they asked for: a price, a proposal or a call.
Nurturing
Has the offer
They have received the offer and are considering it. At this stage it pays to follow up so that their interest does not cool.
Conversion
Awaiting confirmation
They have accepted and it still needs formalising: the signature, the deposit or the first appointment.
Not interested
Lost
They are not going ahead. The card stays visible so that the reason can be analysed, and their record is kept.
Won
Customer won
Sale closed. It remains the same record, with its conversations, appointments and payments.
Calls and the AI only move cards forward between the first four stages. Marking a sale as won or lost is always your team’s decision; the AI can only suggest it.
Go into the meeting knowing who you are talking to
When you open a card, you have everything you need to call them or meet them, without listening to the whole call.
- Their business: sector, company name, size, need and timeframe, just as they explained it.
- For the meeting: what the AI recommends preparing, based on the conversation.
- Next step: the recommended action and, if there are any, the points to improve in following up that lead.
- Their conversations by phone and WhatsApp, their callback requests and their path through the funnel: who moved the card and when.
Get to know every lead before the meeting
The agent asks for the details you choose, one at a time, and the AI suggests what to have ready for the meeting.
The agent asks what your team needs to know
You choose which details you want to gather from each potential customer. The agent asks for them naturally, one at a time and after answering the caller’s question, as a good salesperson would.
You choose the details
Sector, company name, number of people or sites, call volume, who answers the phone today, what software they use, what they need to solve and in what timeframe.
One question at a time
First it answers what it has been asked, then it asks a single question. If the customer would rather not answer, it does not push.
The meeting, with context
Before booking the appointment, it makes sure it knows at least the company or its sector, and includes it in the appointment subject.
Everything stays in their record
When the call ends, the information is saved in their record and on their funnel card. If they provide new details on another call, the most recent version is kept.
Callback requests, always first
Many sales are lost through a lack of follow-up: a call not returned or a quote not sent. The funnel brings them to the fore.
Callback requests
If nobody is available to take the call, the agent notes the name, the confirmed phone number and the reason. It is saved to their record as a callback request, and their card moves to the top of the column, highlighted, until someone deals with it.
WhatsApp alert for every new lead
Up to five mobiles on your team receive the alert “There is a new lead” as soon as one is logged, without having to open the panel.
Only sales calls
You decide which agents feed the funnel: for example, the sales one yes and the support one no. You can also add any record manually.
A second opinion on every sale
The AI analyses the conversations of each lead and of the whole funnel, and presents its conclusions in a few lines. You decide how to act.
AI funnel diagnosis
With a single click, the AI reviews the conversations across the whole funnel and tells you where sales are being lost, how many leads it affects and what to do now.
Each lead’s level of interest
High, medium, low or none, shown on the card alongside a two-line summary of their need.
Points to improve
If a lead was not given the price or their call was not returned, their card says so and the details explain what happened.
The real analysis is generated from your own leads’ conversations, when you request it.
In healthcare businesses, the funnel’s AI only receives the summary of each call, never the full conversation.
Integration with your CRM and systems
It integrates with Salesforce, HubSpot, Microsoft Dynamics 365, Zoho CRM, Pipedrive, Odoo, monday.com, Holded, Zendesk and WooCommerce. Other integrations within 3 weeks at most.
You activate the connectors from the panel with your account key, and integration consulting is free of charge.
Ready-made connectors in the panel
- Dynamics 365
- Holded
Brands and logos belong to their respective owners. The connection is made through each system’s API; some connectors require a specific plan from the provider (for example, Salesforce Enterprise or Odoo 19 on the Custom plan).
AI sales funnel: answers before the demo
The most common questions before getting started.
Do I have to enter leads manually?
No. With the funnel switched on, every sales call creates its card or moves it forward automatically. You can also add records manually and move cards by dragging them.
Can the AI mark a sale as won?
No. Calls and the AI only move cards forward between the four open stages. Marking a sale as won or lost is always up to a person; the AI can only suggest it on the card.
What information does the agent ask callers for?
The ones you select: sector, company name, size, call volume, who answers the phone, what software they use, what they need to solve and in what timeframe. It asks one at a time and does not push if the customer would rather not answer.
Is it a separate CRM?
No. Each lead is the same customer record, with its conversations, appointments and payments, and removing it from the funnel does not delete anything. If you already work with a CRM, the agent integrates with the most widely used ones and with any system that has an API; additional integrations are ready within 3 weeks at most.
How much does the sales funnel cost?
At no extra cost: the funnel is part of the panel, included in the single plan at €120 + VAT a month with 1,000 minutes of conversation. Each additional minute costs €0.65 + VAT.
How long does it take to get up and running?
One day. We set up the agent with the information you want to gather, connect the funnel to your sales calls and decide who gets notified. If you need an additional integration with your CRM, it is ready within 3 weeks at most, and integration consulting is free of charge.
Can I try it before signing up?
Yes. In a 30-minute demo we set up an agent with your services and you see how each sales call enters the funnel. You can also call +372 699 1693 and talk to our own sales agent.
Get your AI sales funnel up and running in 1 day
We help you set it up with your own calls: what information the agent should gather, which calls go into the funnel and who gets notified. This consulting is free of charge.
Call our sales agent +372 699 1693
Our own sales agent will answer, and your call will go into our funnel just as your customers’ calls would go into yours.