Automation of quotation enquiries from email to CRM
From email to order in CRM – fully automated enquiry handling in less than 60 seconds. The AI-powered system analyses the content and attachments of email messages, classifies enquiries, extracts data from documents and creates a complete order in a proprietary CRM. Without human involvement.
The challenge in handling quotation enquiries
The sales team received dozens of quotation enquiries by email every day — from different partners, in different formats, with attachments such as PDFs, spreadsheets and photos. Each enquiry required manual opening, reading, extraction of key data (product, quantity, specification) and re-entry into the CRM system.
The process was time-consuming and prone to errors. With a high volume of messages, omissions, response delays and mistakes in transcribed data occurred. During peak periods (seasons, campaigns), the team could not keep up with demand, which led to lost orders and dissatisfied business partners.
The lack of automation also meant that two full-time employees were occupied exclusively with retyping data from emails — instead of focusing on closing deals and building customer relationships.
An intelligent AI-powered solution
The implemented solution fully automates the process of reading, analysing and registering quotation enquiries in CRM. The system monitors the email inbox in real time, identifies new enquiries and launches the processing pipeline without human involvement.
AI analyses message content and attachments (PDFs, images, spreadsheets), extracts key data — product name, quantity, technical specification, contact details — and creates a complete order in the CRM system. The OCR module handles non-standard documents, while the language model understands the context of the enquiry even when the correspondence uses informal language.
The entire cycle from receiving an email to creating an order in CRM takes less than 60 seconds. The system eliminates manual data entry errors, ensures an immediate response to enquiries and frees up the sales team for higher-value work — negotiations and closing deals.
Before and after implementation
Concrete automation results
Want to achieve similar results?
Book a free consultationPreviously, two people spent the entire day retyping data from emails. Now the system does it on its own, and we focus on closing deals. In the first month, we recovered 250 working hours.
Manufacturing company, 200+ employees
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