The problem
Every quote needed a price from the ERP, a stock check and a manager. Sales people copied numbers by hand, so customers waited about two days and many bought elsewhere.
What we built
- An AI agent that reads the WhatsApp request and drafts the quote
- A live link to the ERP price list and stock
- One-tap approval for managers
- A quotes dashboard for the sales lead
The result
A checked draft is ready about four minutes after the message arrives. The team now sends three times more quotes with the same people, and wins more of them.
How it went
01 · 2 weeksDiscoverInterviews, process map and one number to move.
02 · 3 weeksDesignClickable screens and a fixed scope.
03 · 8 weeksBuildTwo-week sprints with a demo every Friday.
04 · OngoingRunMonitoring, support and improvements.