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Slimaco Who it’s for For sales

Salespeople sell instead of hunting for prices, discounts and customer history

Slimaco brings price lists, commercial terms and customer agreements into one place. Agents prepare draft quotes, briefs before meetings and lists of deals that need contact. The salesperson reviews and sends.

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The quote goes out the same day, not when someone finds the time.

Sound familiar?

  • Every request means checking the price list, the customer’s discounts and delivery terms in several places.
  • The customer’s terms were agreed by a salesperson who has left. Nobody knows why they are what they are.
  • Before a meeting you dig through the mailbox and the CRM to remember where things stood.
  • Deals without contact expire quietly, because nobody has time to review them.

What Slimaco takes over

  • An agent recognizes the request in the mailbox, matches products, prices and discounts to the price list and customer terms, and prepares a draft quote.
  • Commercial agreements from emails go into company knowledge after approval, so customer terms do not leave with the salesperson.
  • Every morning, a brief before meetings: contact history, latest emails and current information about the customer’s company.
  • Every Friday, a list of deals with no activity and a suggested next step.

To start: replies to requests for quotation. We measure the time from request to quote sent and the number of quotes per salesperson.

AI agents

Sales usually starts with these agents

Agents follow your company’s rules, in the apps you already use. Where it matters, they wait for a person to approve.

Scheduled · every hour · quotes inbox

Reply to a request for quotation

  1. Finds new inquiries in the mailbox and identifies the customer in HubSpot
  2. Selects products, prices and discounts based on the current price list and commercial terms
  3. Prepares a draft quote and reply to the customer
  4. Approval: The salesperson reviews and approves the quote before it is sent
ResultThe customer gets a reply faster, and the deal in CRM is filled in right away.
AppsGmailHubSpotGoogle Drive
Scheduled · daily at 7:30 am

Brief before a customer meeting

  1. Checks today’s customer meetings in the calendar
  2. Collects contact history from CRM and recent emails
  3. Adds current information about the customer’s company from the web
  4. Control: The brief goes only to you. The agent sends nothing outside
ResultYou start every meeting with full context, without searching your inbox.
AppsOutlookSalesforce
Scheduled · every Friday at 2:00 pm

Deals without contact

  1. Finds deals in Pipedrive with no activity for more than 14 days
  2. Summarizes the last contact and suggests a next step
  3. Sends the list to salespeople on Slack
  4. Approval: The agent only prepares messages to customers; the salesperson sends them
ResultDeals don’t quietly go cold.
AppsPipedriveSlack
See all automations

Works in the apps you already use

OutlookGmailHubSpotPipedriveSalesforceSlackGoogle Calendar over 1,000 integrations

See also

Similar situations in other companies

Story · 30-70 people“Kowalski goes skiing”See →IndustryB2B distribution and wholesaleA salesperson sells for two hours a day. The rest of the time goes on checking stock and prices.See →RoleCustomer serviceDeadlines follow the current procedure, not someone’s memory.See →

FAQ

Frequently asked questions

More answers in the knowledge base.

Will the agent send the quote to the customer on its own?
No. The agent prepares a draft quote and reply, and the salesperson reviews and approves it before it is sent.
Where does the agent get prices and discounts?
From the price list and commercial terms you add to company knowledge, and from customer data in the CRM. When the price list changes, so does the basis the agent works on.
Which CRM does Slimaco work with?
Our examples use HubSpot, Pipedrive and Salesforce. Connections run through an integration layer that covers over 1,000 apps. See the integrations list.
Do salespeople have to change how they work?
No. They keep working in their mailbox and CRM. Slimaco prepares drafts and briefs for them, and they decide what to send.
What about customer data?
Knowledge is stored in the EU, personal data is masked before it is sent to a model, and everyone sees only what they have permission to see.

Start for free

Try Slimaco on your own emails, documents and processes

In a week you’ll know whether Slimaco works in your company. You connect mailboxes and documents, describe your first task and check the result on your own data.

  • No card and no commitment
  • An account with unlimited users for 7 days, with a pool of 5,000 AI credits
  • Activation within one business day
  • Help with the initial setup

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