What the Agent Can Do
Lead Capture & Qualification
The AI agent identifies and gathers potential leads, then assesses their viability based on predefined criteria.
Personalized Nurture Sequences
The agent initiates and manages tailored communication sequences (e.g., emails, messages) to engage and educate leads over time.
Proposal Generation
Leveraging product catalogs and lead information, the AI agent automatically creates customized sales proposals.
Lead Prioritization
Leads are scored and ranked by the agent based on engagement, qualification, and likelihood to convert, highlighting the most promising opportunities.
CRM Updates
The AI agent seamlessly updates the CRM system with lead stages, interaction logs, and other relevant data to maintain accurate records.
Dashboards & Reports
The agent generates insightful dashboards and reports, providing a clear overview of sales activities and suggesting optimal next actions for the sales team.
Problems This Solves
- Slow response times because follow-ups are manual or delayed.
- Lead lists growing without prioritization → effort wasted.
- Discrepancy in how proposals / quotes are created and sent.
- Lack of consistency in follow-ups, leading to lost opportunities.
- Poor visibility into which regions/products are performing better.
Key Features
How does it work?
Discovery & Planning
Prototype & Validation
Development & Integration
Testing & Deployment
Support & Optimization
Analyze your sales cycle, tools, team roles, and challenges. Define workflows, messaging tone, features, integrations, and qualification criteria.
Build a proof-of-concept to validate flows, integrations, and messaging before full-scale development.
Develop the full system with AI/NLP, automations, CRM sync, dashboards, alerts, and proposal generation.
Conduct QA, user testing, and performance checks. Refine based on feedback, then go live with team training and monitoring setup.
Provide ongoing support, monitor results, optimize workflows, and scale features as your business grows.
Tech Stack Used
Why Choose PLUSINFOSYS?
Your Business Success Is Our Priority
Deep Experience in Custom Solutions
We don't do generic tools; every agent is built to match your business.
Global & Local Presence
Servicing start-ups to global corporations.
Agile & Iterative Approach
Early prototypes, frequent feedback to ensure the final product works well.
Strong Focus on Business Impact
Not just tech, but outcomes — conversion improvements, efficiency gains, fewer errors.
Transparent, Collaborative Process
We integrate with your systems, respect your data & security, and ensure you're in control.
