Sales platform: leads, commissions and AI-assisted quotes
A system to run a sales team end to end: each salesperson works their own leads with a follow-up agenda, AI helps gather requirements and define scope, management prices quotes from an hours catalog, and commissions are calculated automatically when payments come in.
- Industry
- Professional services
The problem
A services company with several salespeople tracked prospects in spreadsheets and chats. There was no clear rule on who owned each client, follow-ups slipped, every quote was built from scratch with loosely defined scope, and commissions were calculated by hand.
What we solved
Each salesperson logs and works their own leads; management sees everything and assigns the leads that come in through the website. A lead belongs to whoever registered it first for 90 days, and the system detects duplicates by email, phone or company. Every open lead requires a dated next step: the "Today" screen sorts overdue items, today's tasks and new leads not yet contacted, and the agenda arrives by email every morning. Follow-up messages go out through WhatsApp or Gmail with templates for each stage, and presentations are sent as a link that notifies the salesperson when the client opens it.
To quote, the salesperson enters what they researched about the company and what the client asked for. From that, AI suggests questions in rounds to narrow the project down, explains why each one matters and measures how well defined the scope is; every answer records whether the client confirmed it or it is an assumption. It then builds a scope sheet with pieces from a component catalog, what is out of scope and the risks. AI never sets prices: the salesperson requests the quote and management adjusts hours, rate, contingency and discount (with a cap) before approving it. The client receives it as a link in Spanish or English that can be downloaded as a PDF.
Commissions are generated automatically when each payment is recorded, on the subtotal before VAT and excluding monthly services and third-party costs. Each salesperson sees their own statement, and management gets metrics by period: close rate, average deal size, funnel, forecast and a salesperson ranking. AI works only with what the team enters, with filters against malicious instructions and strictly formatted responses, and its cost is logged per request.
Technologies
- PHP 8
- SQLite
- Google Gemini
- Gmail
- HTML y CSS sin frameworks
