What you are probably dealing with
Quotes are built by copy-paste
A customer sends a photo of a spec sheet or a voice note. The rep reads it, digs through the product list, opens Excel and works out the discount. Half an afternoon per quote — and the wrong part number gets typed more often than anyone admits.
The CRM is always out of date
Visit notes stay in a notebook, quotes sit in personal inboxes, deal stages go untouched. When a manager wants the pipeline, the only way to get it is to ask everyone in the Monday meeting.
Follow-up runs on memory
A quote goes out and nothing happens. Nobody is told who is due for a call or who is going cold. When a rep leaves, their relationships walk out with them.
Every tool bought separately
One CRM, one mailer, one quoting tool, one helpdesk — none of them share data, all of them bill monthly, and connecting them means hiring someone to write the glue.
Before and after
Before
- 1Enquiry arrives as a PDF, photo or voice note
- 2Rep reads it and hunts for part numbers by hand
- 3Quote built in Excel, discount and tax calculated manually
- 4Saved, emailed, then pasted into the CRM a second time
- 5Rep sets a personal reminder to follow up in three days
With AI GO
- 1The enquiry file is uploaded and read by AI
- 2Line items matched against real product and price records
- 3Quote generated instantly — the rep only corrects it
- 4Sending writes the deal and the send record back automatically
- 5Follow-up dates notify the owning rep when they fall due
Modules involved
Each module runs on its own, or together as one pre-sales pipeline. All ready to use — no development required.
業務管理中台 — CRM 客戶關係管理
中小企業業務管理中台：潛客開發、商機管線看板、客戶 360 檢視、報價轉單、活動跟進與業績分析。內建業務主管／業務兩種角色視角，資料全部掛在 AI GO 內建 CRM 與銷售模組，零自訂資料表。
CRM智能報價單
用一句話說出報價需求，AI 立刻拆出品項、比對系統產品與售價並建立報價單。也支援手機拍照、圖檔、PDF 與語音輸入，手機與電腦同樣好用。
AIHubSpot CRM 管理後台
HubSpot CRM 綜合管理後台：聯絡人、公司、交易、服務單、商品五大物件的檢視／建立／編輯／封存全在此完成，同步至 AI GO ERP（customers／sale_orders／product_templates），並支援 HubSpot Webhook 即時自動同步。
CRMAI 客服管理中台
以 AI GO 內建聯繫中心為底的客服管理中台：LINE／Facebook／Instagram 等多來源訊息統一收件匣、依規則自動派工與開單、客戶 360（訂單／出貨／收款／發票／產品一次看齊）、訂單備註留痕、結案滿意度（CSAT）指標與知識庫沉澱。工單、對話、派工單、客戶與訂單全部落在 AI GO 既有資料表，僅知識庫與派工規則為本模板自建。
CRMPlatform capabilities
Describe it and the app is generated
Your sales process is not the same as anyone else’s. Instead of bending it to fit a packaged tool’s fields, describe what you actually do and AI GO builds to that.
Multimodal enquiry capture
PDFs, images and voice recordings go straight in. AI extracts items and quantities, then matches them against the real product records in your system.
Connects to what you already run
Two-way HubSpot sync, Gmail OAuth sending, webhooks from your website forms. Keep the tools you have — just make the data flow between them.
Quoting authority stays controlled
Who can see cost, who can discount how far, what fields changed — all recorded. Discount approvals run through the system rather than a verbal nod.
Labour cost you can recover
For a five-person sales team at an average loaded rate of NT$350/hour, here is the monthly labour cost you can recover:
Building and checking quotes
About 8 hours per rep per month
- Hours / month
- 40 hrs
- Hourly rate
- NT$ 350
- Recovered / month
- NT$ 14,000
Back-filling and tidying the CRM
- Hours / month
- 25 hrs
- Hourly rate
- NT$ 350
- Recovered / month
- NT$ 8,750
Writing and sending follow-ups
- Hours / month
- 18 hrs
- Hourly rate
- NT$ 350
- Recovered / month
- NT$ 6,300
Assembling the pipeline before the weekly meeting
Done by a manager, so a higher rate
- Hours / month
- 12 hrs
- Hourly rate
- NT$ 420
- Recovered / month
- NT$ 5,040
| Work replaced | Hours / month | Hourly rate | Recovered / month |
|---|---|---|---|
| Building and checking quotesAbout 8 hours per rep per month | 40 hrs | NT$ 350 | NT$ 14,000 |
| Back-filling and tidying the CRM | 25 hrs | NT$ 350 | NT$ 8,750 |
| Writing and sending follow-ups | 18 hrs | NT$ 350 | NT$ 6,300 |
| Assembling the pipeline before the weekly meetingDone by a manager, so a higher rate | 12 hrs | NT$ 420 | NT$ 5,040 |
| Total | NT$ 34,090 | ||
These figures assume a typical staffing profile. Real numbers depend on your team size and process — we rerun the model with your own data during a consult.
FAQ
We already run HubSpot. Do we have to replace it?
Could the AI quote the wrong price?
How long does adoption take, and do we need IT?
What happens to the account data when a rep leaves?
Further reading
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Other solutions
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