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
- Approval assistant inside your sales system's quote screen
- Your price and discount rules, set up
- Approved quotes saved straight back to your sales system
- Quotes sent to the right manager by deal size and discount
- Short AI note to the manager on which rule was broken
- Dashboard showing how long quotes take to approve
How your order runs, after you choose a plan
Questionnaire
You answer a short questionnaire about your business, your goals and what this service needs.
Five sample concepts
We prepare five sample ways to run the work from your answers — for example passing each task on at once, one summary a day, or waiting for your yes.
You choose or mix
Pick one, or tell us what to take from two of them.
Upload your material
Send what this service works from — files, data, access or material, depending on the service. 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
Your workflows start running. A status page in your account shows every run.
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 includes more usage.
Pilot
Start small- The complete service is included in this plan.
- Less than $2 a day
- Included every month — Quotes checked: 40More when you need it: $9 for 20 extra ($0.45 each)
- 2 care rounds a month — changes, fixes and help
Start
- The complete service is included in this plan.
- Less than $2 a day
- Included every month — Quotes checked: 100More when you need it: $9 for 20 extra ($0.45 each)
- 2 care rounds a month — changes, fixes and help
Growth
Recommended- The complete service is included in this plan.
- Less than $3 a day
- Included every month — Quotes checked: 250More when you need it: $9 for 20 extra ($0.45 each)
- 2 care rounds a month — changes, fixes and help
Scale
- The complete service is included in this plan.
- Less than $5 a day
- Included every month — Quotes checked: 600More when you need it: $9 for 20 extra ($0.45 each)
- 2 care rounds a month — changes, fixes and help
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 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.