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Professional ServicesBoutique consulting firm
Intelligent Proposal & Contract Generator Linked to the CRM
Cut proposal preparation time from 3 days to just 5 minutes.
3 days→5 minper business proposal
The Challenge
Drafting business proposals took several days, causing delays that cooled prospect interest and led to errors in manually copying rates.
The Solution
We built an AI-powered proposal generation engine, connected to the CRM and trained on the firm's historical winning proposals.
Generative AICRMProposals
Results & Benefits
- ✓Cut proposal drafting time from 3 business days to 5 minutes.
- ✓Eliminated pricing and prospect-data quoting errors entirely.
- ✓Sped up the consulting firm's sales cycle by 30%.
Agent involved
Ossa — Proposal Builder →Case study based on a common business problem, solved with custom AI and automation.