Sales Assistant
Summarize accounts, prepare meeting briefs, and draft follow-ups for review.
AI applications
Your data is ready to do more.
Useful AI. Connected to your business. Governed by your rules.
CRMFlight AI turns customer and operational information into practical assistants for sales, quoting, service, and operations—without requiring a CRM replacement.
Flagship application
AI RFQ & Quoting Assistant
Help your team prepare quotes faster while keeping pricing, product selection, and final approval under business control.
WP 01
Receive
Read inbound RFQ emails and supported attachments.
WP 02
Extract
Identify quantities, specifications, part numbers, and missing details.
WP 03
Validate
Match against approved catalogs and retrieve authorized ERP information.
WP 04
Draft
Prepare a quote with citations to source data and flagged exceptions.
WP 05
Approve
Route to an authorized employee before any customer commitment.
More AI workflows
Start with a real operational bottleneck.
Account Intelligence
Surface changing purchase patterns and opportunities worth investigating.
Knowledge Assistant
Retrieve answers from approved documentation with permission-aware access.
Order Exception Assistant
Summarize fulfillment issues and help employees coordinate follow-up.
Safe by design
AI needs controls—not just prompts.
CONTROL
Governed access and actions
Permission-aware retrieval, secrets management, audit logs, usage budgets, and human approval for consequential actions.
MEASURE
Measurable performance
Baseline cycle time, measure net time saved after review, track error rates, and evaluate changes before production release.
AI packages
Deploy one workflow. Prove value. Expand.
AI LaunchCustom quote
One focused application, with optional managed AI service.
AI OperationsCustom quote
Two to three integrated workflows, with optional managed service.
Enterprise AICustom quote
Complex governed programs with custom support terms.
Every package is quoted on scope. Model usage, hosting, external data, and third-party fees are separate.
Ready to move forward?
See what AI can improve first.
Choose one workflow with measurable value, run a controlled pilot, and expand only when the results justify it.