SENSEI SALESCONTROLLED BETA
From the first lead to the signed deal.
And the work that follows.
Turn loosely managed enquiries into a disciplined pipeline, professional offers and a clean handover to delivery — with your approval at every step.
- Enquiries scattered across inboxes and notes.
- Offers rebuilt from an old Word file every time.
- Follow-ups that depend on someone remembering.
- A won deal that reaches delivery as a forwarded email.
- Every opportunity in one pipeline, with value, probability and owner.
- Professional offers in your template, drafted with AI and approved by you.
- Follow-ups due today, visible to the right people.
- Won deals handed to a project with tasks — on your confirmation.
The sales lifecycle,
step by step.
Select a step to see what happens — and where a person stays in control.
Start from a new lead or an existing customer in Flow — offers are not limited to current customers.
YOU DECIDE WHO TO PURSUERecord the objective, services, value, timing, probability and owner.
YOUR TEAM OWNS THE DEALMove it through your stages. Due follow-ups surface for the right person; managers see the whole pipeline.
MANAGERS SEE EVERYTHINGA short conversation fills the gaps, then the offer is drafted in your template using your Sales Knowledge.
NOTHING IS SENT WITHOUT APPROVALEdit, create new versions, export to Word or PDF and send it yourself. Record whether it was accepted or lost.
YOU SEND WHAT YOU APPROVEAfter acceptance, draft a contract from your template — for human and legal review.
LEGAL REVIEW STAYS WITH YOUMark the deal won, convert the prospect to an active customer and hand it to a project with tasks in Flow.
HANDOVER ON YOUR CONFIRMATIONWhat Sales can do
Opportunity tracking
Customer, objective, services, value, probability, stage, owner and timing.
Sales Knowledge
Add your website, business details and reference files so drafts reflect how you actually sell.
AI-guided offers
A short business conversation that asks for missing details instead of inventing them.
Your templates
Reusable offer and contract templates based on your branding and sample documents.
Versions & approval
Edit, keep versions and approve explicitly before anything is delivered.
Word & PDF export
Export offers and contracts and send them yourself, the way you already do.
Optional contracts
After an accepted offer, draft a contract for human and legal review.
Follow-ups & oversight
Due follow-ups, won/lost outcomes and a pipeline view for managers.
A WEEK WITH SALES
One enquiry,
followed through.
Illustrative scenario
An opportunity is created: objective, services, estimated value, 40% probability.
It asks two questions it can’t answer from your knowledge, then drafts in your template.
Exported to PDF and sent by the account owner.
It appears in the owner’s list; the customer accepts after a call.
The prospect becomes an active customer and a project with tasks is created in Flow.
SALES PLANS · ADD-ON TO COREWORKING DRAFT
Choose your level.
Per month, excl. VAT · requires a Core plan
How the document allowance works (proposed)
Each newly generated AI offer or contract counts as one document. Your own edits and template changes don’t count. Rules for regenerations, unused documents and extra packs will be confirmed before launch.
What Sales does not do
No e-signatures, customer acceptance portal or payment collection. No automatic sending — you send what you approve. Contracts always need your own legal review.
Questions about Sales
Does Sales work with new leads, or only existing customers?
Both. You can create opportunities and offers for prospects and for existing customers. When a deal is won, a prospect can be converted to an active customer — after you confirm.
Can it create proposals and contracts?
Yes. Sales helps you draft offers and, after acceptance, optional contracts. Both are exported to Word or PDF. They don’t replace your business or legal approval.
Does it send offers to my customers?
No. You export and send them yourself, the way you do today.
Do I need Sensei Flow?
Yes. Every subscription starts with a Core plan; Sales is an optional add-on.