CRM Deal Desk Approval Agent
For sales teams waiting days for discount approvals. It checks every quote against your pricing and discount rules as reps build it, approves quotes within policy instantly, and sends others to the right approver with the exact rule broken highlighted.
- Free scoping assessment first
- Inspected before it goes live
- Monthly or every 3 months, or yearly
- 2–4 days build time, once your material is in
What you get
- Deal desk agent inside your CRM quote flow
- Pricing and discount rules engine
- Instant CRM write-back for approved quotes
- Approver routing by deal size and discount
- AI explanation of each breach for approvers
- Quote cycle-time dashboard
How your order runs, after you choose a plan
Questionnaire
You answer a short questionnaire about your business, your goals and your style.
Five sample concepts
We prepare five sample directions built from your answers — designs, personalities, layouts or setups, depending on the service.
You choose or mix
Pick one, or mix them — for example the colours of one with the layout of another.
Upload your material
Send your logo, photos, prices and texts. We use only what you give us.
We build it
Our specialist AI team builds the complete service from your choice and your material.
Quality inspector
An automated inspector checks the work. Anything that fails is rebuilt before you see it.
Live
A website goes live on your own domain; everything else arrives in your dashboard.
The five samples usually arrive within minutes. Each service's build time is counted from the day your questionnaire and material are complete.
How it works
What it does for you, every day, once it is live.
- 1Checks each new quote against margin floors and discount tiers.
- 2Approves in-policy quotes instantly and writes them back to the CRM.
- 3Routes out-of-policy quotes to the right approver with the breach highlighted.
- 4Tracks quote approval time and common breaches.
Connects to
Connected to the tools you already use.
How we deliver it
Choose your plan
Every plan includes the complete service. A bigger plan adds AI usage, care and capacity.
Pilot
Start small- The complete service is included in this plan.
- Included every month — Quotes checked: 400More when you need it: $9 for 100 extra ($0.02 each)
- 2 care rounds a month — changes, fixes and help
- Assistant: up to 40 chats a day
- Jobs worked on at the same time: 1
Start
- The complete service is included in this plan.
- Included every month — Quotes checked: 1,000More when you need it: $9 for 100 extra ($0.02 each)
- 4 care rounds a month — changes, fixes and help
- Assistant: up to 100 chats a day
- Jobs worked on at the same time: 2
Growth
Recommended- The complete service is included in this plan.
- Included every month — Quotes checked: 2,400More when you need it: $9 for 100 extra ($0.02 each)
- 8 care rounds a month — changes, fixes and help
- Assistant: up to 300 chats a day
- Jobs worked on at the same time: 4
Scale
- The complete service is included in this plan.
- Included every month — Quotes checked: 6,000More when you need it: $9 for 100 extra ($0.02 each)
- 22 care rounds a month — changes, fixes and help
- Assistant: up to 1,000 chats a day
- Jobs worked on at the same time: 8
Bigger than Scale? Enterprise is quoted after a free assessment.
- Built on your business — your data, rules and tools — by our specialist AI team, not a generic template.
- Every delivery passes our quality checks before you see it: tested, working and documented.
- On a monthly plan, the AI usage is included up to your allowance, so your bill is predictable. Beyond it you pay only the rate shown, or move up a size.
- On every plan: we keep it live and running, improve it each month from its own results, and your monthly care rounds cover changes, fixes and help.
Included in the price
- The service built for your business and running (or delivered)
- Your workflows running on our machines
- A status page with every run, failure and fix
- Changes after delivery: rounds of care included
Extras
Tick what you want on top; the total updates as you go.
What we need from you
We use only what you give us — we never invent your details.
- Which CRM and quote tool do your reps build quotes in?
- What are your margin floors and discount tiers, in writing?
- Who approves at each level, and who covers when they are away?
- Should approvers be pinged in team chat, email or inside the CRM?
- Which products, bundles or multi-year terms have special rules?
Your data stays yours.
The promise, in plain words — and each part is built into how we work, not just written here.
Encrypted, per customer
Everything you send us is encrypted with keys that belong to your account alone.
Used only for your service
Your files and answers are used to build your service — never for another customer's work.
No outside AI without approval
Data you mark confidential is not sent to any outside AI service we have not approved. By default it is handled only by our own tools.
Delete everything, any time
From your account you can delete everything you sent us and everything built from it. Your keys are destroyed, so even backups become unreadable, and you get a deletion receipt. Only the invoice records that accounting law requires are kept.
Add-ons & upgrades
Start with the build, then add what you need — anytime.
Built for your sector
Ready to see it built on your business?
Start with a free scoping assessment — we scope it and quote before you commit.