AI GO is an AI enablement platform for SMEs, offering ERP AI integration, process automation, and AI customer service. No IT department needed — see results within 30 days.

Do I need to replace my existing ERP?

No. AI GO connects via API, adding AI capabilities on top of your existing ERP system while protecting your current investment.

How much does AI GO cost?

Enterprise adoption starts at NT$9,900/month with unlimited seats and hundreds of industry ERP modules unlocked — saving over 90% compared to building AI systems in-house. Full refund within 14 days of your first subscription. Schedule a free assessment.

Can I use AI GO without a technical background?

Yes. AI GO uses a no-code interface — just describe your needs and the system generates the corresponding AI features. No engineers or technical expertise required.

How long until I see results?

Standard onboarding takes 2–4 weeks, with measurable results typically visible within 30 days, including reduced process time and labor savings.

AI for Sales | Automated Quoting, CRM Sync and Follow-up - AI GO

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The CRM is always out of date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.

銷售客戶關係管理

完整 CRM 銷售管線：潛在客戶開發、客戶與聯絡人管理、商機看板、報價單與明細、活動紀錄、合約管理。內建潛客轉換、商機成交自動建約、AI 報價檢查與合約到期提醒。

CRM

智能報價單

上傳 PDF、圖檔或語音錄音，AI 自動辨識內容並智能匹配系統產品，快速建立銷售報價單。支援手動校正與項目增減。

HubSpot CRM 數據同步

雙向同步 HubSpot CRM 資料。即時更新聯絡人、公司、商機階段與成交活動，並提供自訂銷售漏斗分析。

CRM

自動發信 CRM

Gmail OAuth 整合的 CRM 自動發信系統。包含商機/客戶管理、群發信件、信件範本、發送紀錄追蹤與 Webhook 串接等完整功能。

CRM

客服工單中心

獨立客服工單系統：多管道工單受理、回覆串與結案滿意度、知識庫與常見問題管理、派工規則自動指派，內建 AI 建議回覆（比對 FAQ 與知識庫組 context，敏感議題自動轉人工）。

CRM

Browse all modules

Platform 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

TotalNT$ 34,090

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?

No. AI GO includes a two-way HubSpot sync — contacts, companies, deal stages and won activity stay in step. Keep HubSpot as your system of record and let AI GO add the things it cannot do: quote generation, sending automation and custom funnel analysis.

Could the AI quote the wrong price?

The AI only recognises and matches. Prices always come from your existing product master — it never invents a figure. Generated quotes then go through a human correction step where reps can add, remove or adjust lines before sending, and every change is logged.

How long does adoption take, and do we need IT?

Marketplace templates work out of the box — you can start trialling the same day. If you need to connect an existing ERP or customise fields, one of our Forward Deployed Engineers works alongside you, usually in weeks rather than months. You do not need to assign IT headcount.

What happens to the account data when a rep leaves?

Nothing walks out. Interaction history, quote versions and correspondence all live under the company account rather than a personal inbox or notebook. Handover is a change of owner, and whoever picks it up sees the full history.

Want to see this run on your own process?

Leave your details and an FDE will walk it through with your data.

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AI for Sales