Most popular solution

Custom AI
CRM + Quoting Agent

A custom AI agent that captures every inbound lead, drafts a branded quote from your real pricing in minutes, and runs a lightweight CRM your sales team will actually open. Built around your exact products and process. Fixed price, deployed in 4 to 6 weeks.

$6K - $15K fixed 4 - 6 weeks $100 - $375/mo running
Real client outcome

~$15K profit every two weeks

"Thanos helped me set up automation for my automotive business and it completely changed the game for me. Since implementing it we have been averaging around $15K profit every two weeks. If anyone is looking to automate parts of their business, he really knows what he is doing."

Automotive Reseller
Custom AI quoting + CRM agent
Read case study

If this sounds familiar, this is for you

Leads come in across email, web forms, WhatsApp, and Instagram. Someone copies the details into a spreadsheet, sometimes. Quotes get written in Google Docs from a template, with prices looked up in a separate sheet. Follow-up is sporadic. Win rate is unknown.

The cost is invisible because it shows up in 30-second slices: a forgotten DM, a quote that takes a day to send, a price that gets entered wrong, a lead that never gets followed up on. Across a year it adds up to tens of thousands in lost revenue and a sales process the team quietly hates.

A custom AI CRM and quoting agent removes that friction completely. Lead in, quote out, pipeline updated, follow-up scheduled. Built around exactly how your business sells, not how a SaaS thinks you should.

What the agent actually does

01

Captures every inbound lead

Listens across Gmail, web forms, WhatsApp, Instagram DMs, and Telegram. Extracts the real fields (name, company, product, quantity, urgency) using an LLM, not a rigid form.

02

Pulls your real pricing

Reads from your sheet, Airtable, ERP, or custom DB. Applies your margin rules and your discount logic. Your pricing stays yours.

03

Drafts the quote in your voice

Branded PDF or doc, your tone, your terms, your signature, your attachments. Written like the last 50 quotes you sent and won.

04

Logs everything in a custom CRM

One pipeline view of every lead, every quote, every status. No spreadsheet. No HubSpot fees. Built for your sales process exactly.

05

Follows up automatically

Schedule you approve. Tone calibrated to the relationship. No more forgotten leads, no more awkward chasing emails.

06

Reports what is actually happening

Win rate, average deal size, time to quote, by source. Real data on your pipeline for the first time.

How the build works

WEEK 1

Discovery

We map every channel leads come from, where pricing lives, your tone, your edge cases. Output: a fixed-price proposal.

WEEKS 2 - 3

Core build

Lead capture, pricing logic, and quote generation go into a working prototype. You see a real demo at the end of each week.

WEEKS 4 - 5

CRM and integrations

The lightweight CRM, the follow-up logic, and integrations with Gmail, Calendar, Sheets, WhatsApp, and your existing tools get wired up.

WEEK 6

Deploy + tune

Goes live against your real inbox. We watch every quote for the first two weeks and tune tone and pricing rules until you are confident.

Custom build vs SaaS CRM

Spreadsheet + Docs HubSpot / Pipedrive Custom AI Agent
Cost (Year 1)Free + lost revenue$3K - $18K subscription$7K - $19K all-in
Quote draftingManualTemplated, manual editAuto, in your voice
Pricing logicIn someone's headLimitedYours, encoded
Inbound channelsManual triageEmail + formEmail, WhatsApp, IG, forms
Follow-upSporadicReminders onlyAuto, tone-calibrated
Time to first quoteHours to a day15 - 30 minutesUnder 10 minutes
Built around your processYes, but lossyNoYes, exactly

Read the full breakdown in our custom vs off-the-shelf AI guide.

When the math works

  • +You send more than 20 quotes per month
  • +Pricing involves real logic (variants, volume discounts, region rules)
  • +You lose measurable revenue to slow or missed quotes
  • +Multiple people are involved in the quoting workflow
  • +Leads come in across more than one channel

When it does not

  • -You send 5 quotes a month or fewer (overkill)
  • -Pricing is fully standard with no variation
  • -Your sales is purely phone-based with no inbound channels
  • -You have no source of truth for pricing yet (consolidate first)

Frequently asked questions

What does a custom AI CRM and quoting agent cost?
A typical small business build lands between $6,000 and $15,000 as a fixed-price engagement. Ongoing AI and hosting costs after launch are usually $100 to $375 per month depending on volume. Every project is scoped individually with a free consultation and a detailed proposal within 48 hours.
How long does the build take?
Most small business CRM and quoting agents are deployed in 4 to 6 weeks. Discovery is week one, the core build runs weeks two and three, integrations and the CRM layer go in weeks four and five, and we ship to your real workflow in week six. More complex pipelines (multi-product, multi-currency, complex discount rules) extend to 8 weeks.
How is this different from HubSpot, Pipedrive, or Zoho?
Off-the-shelf CRMs handle pipeline tracking well but do not handle the quoting logic specific to your business. You still write quotes manually or in a clunky quote plugin. A custom AI agent is built around your exact products, your real pricing rules, your tone of voice, and your sales process. It generates the quote, sends it, and follows up automatically.
Where does the agent get pricing and inventory from?
From whatever source of truth you already have: a Google Sheet, an Airtable, a custom database, or an existing ERP. We do not move your data. The agent reads from your system, applies your margin rules, and drafts the quote. If your pricing currently lives in five places, we help consolidate before building.
Can the agent send quotes without human review?
It can, but we recommend a human review loop for the first 50 to 100 quotes the agent generates. After that you can choose to fully automate, keep a one-click approval step, or send unattended below a certain deal size. The choice is configurable per workflow.
What channels does the agent listen to?
Gmail, Outlook, contact forms, WhatsApp Business, Instagram DMs, and Telegram are the most common. We have also built voice-call lead capture for businesses where leads come in over the phone. The list of channels is part of the discovery scope.
Do you offer ongoing support after deployment?
Yes. We offer ongoing support and optimization packages. AI systems improve over time with fine-tuning and monitoring, and we partner with you long-term to make sure the agent keeps pace with your products, pricing, and tone as the business evolves.

Ready to scope your build?

Book a free 30-minute consultation. We will give you an honest read on whether a custom CRM and quoting agent makes sense for your business, and a fixed-price proposal within 48 hours if it does.