SALES
Sales with AI: every lead with a value and a next step
Enquiries from the inbox become leads in the pipeline. You see open leads, the weighted value and the win rate – and the cockpit reminds you of every step that is due. Agents check new leads and draft messages; nothing goes out without your approval.
The pipeline at a glance
- A board with stages – from lead through meeting to proposal – with probability and deal value.
- Key figures at the top: open leads, weighted value, win rate and what is due today.
- Every lead with contact, history, notes and the next step with a date.
- “Lost” with a reason – so you can learn from it.
Agents that work alongside you
- Agents check new leads and draft messages; nothing is sent until you approve.
- The Team Cockpit reminds you of the next step.
- Templates for freelancers and sales teams come with a playbook, agents, workflows and a forecast.
Courses for your team
“AI sales workspace for B2B service providers” shows in nine videos how to qualify opportunities, prepare conversations, calculate quotes and keep an eye on the forecast.
“Preparing cold calls and practising objections” shows in twelve videos how to call with a reason, check relevance and respect a no – with the sales coach as your sparring partner.
Transcript
In the funnel, you follow every lead until the project is won. Under “Cases” you choose the “Acquisition” funnel. The board shows every stage – from Lead through Meeting to Proposal. The key figures are at the top: open leads, the weighted value, the win rate and what’s due today. One click opens the record: contact, history, notes and the next step with its date. Once the step is done, you move the lead on – here to “Contacted”. The Team Cockpit reminds you of the next step. Won or lost? The funnel records both – a lost lead with its reason, so you can learn from it.
How it works
- Enquiries from the inbox become leads in the pipeline.
- You qualify the lead and set the next step with a date.
- An agent drafts the message; you check and approve it.
- Won or lost: the pipeline records both – a loss with its reason.
Frequently asked questions
Who is this for?+
For freelancers, small sales teams and service providers. The “Freelancer: winning clients” and “Sales team” templates come with a playbook, agents, workflows and the pipeline.
Does the AI write emails to customers by itself?+
It drafts messages. Nothing is sent until you approve – directly from your mailbox.
Can I practise sales conversations?+
Yes. In the cold-calling course, the sales coach is your sparring partner for openers and objections.
More topics
See DENKRAUM AI with your own example
In a 45-minute demo, we show you suitable examples. Then we define a first use case together, along with the knowledge sources needed and the operating concept.