Softment

AI by Industry

AI for Sales Teams

Move faster from lead → meeting → follow-up with AI workflows that stay brand-safe and ops-friendly.

Start smallFixed-scope pilot
Delivery1–2 weeks typical
IncludesSource + handoff
Lead qualification and meeting booking workflowsOutreach personalization with template controlsWhatsApp agent for fast inbound responseCRM syncing and routing automationGuardrails + monitoring for reliability

Industry Problems

Where teams get stuck

Common bottlenecks we see before AI workflows are implemented.

Slow response times

Inbound leads expect fast answers; delays reduce conversion and increase CAC.

Inconsistent qualification

Teams qualify differently, leading to noisy pipeline data and misrouted leads.

Manual CRM hygiene

Updating CRM fields, follow-ups, and reminders often falls behind under pressure.

Risky personalization

Automation can hurt brand if templates and safety controls aren’t designed well.

AI Solutions

What we build

Implementation-ready modules designed for reliability, safety, and real operations.

Lead qualification + routing bot

Capture intent and structured fields, score leads, and route to the right next step with booking handoff.

Outreach personalization engine

Template-driven drafts with safety checks and optional human review queues.

WhatsApp inbound agent

Handle FAQs and qualify leads on WhatsApp with clear escalation patterns.

Workflow automation + monitoring

Reliable sync workflows with retries, logs, and operator visibility.

Stack

Suggested implementation stack

A practical stack we can adapt to your constraints and existing systems.

OpenAI / Claude (LLM)CRM APIs (HubSpot/Salesforce/Pipedrive)Calendly + scheduling integrationsWorkflow automation (n8n / Make / Zapier)Guardrails + template controlsMonitoring + analytics hooks

Automations

Example automations

A few workflows that usually deliver ROI quickly.

Auto-qualify inbound leads and book meetings

Route leads to owners based on territory/criteria

Draft outreach with brand-safe templates

WhatsApp inbound assistant for fast response

CRM hygiene: follow-ups, reminders, and field completion

Standard

AI delivery standard

Quality and safety practices we ship with AI builds so the system stays measurable, maintainable, and production-ready.

Logging + tracing

Conversation and tool traces with request IDs, error visibility, and debug-friendly runbooks.

Guardrails + safety

Tool allowlists, PII-safe patterns, refusal behavior, and escalation routes for edge cases.

Evals + regression tests

Golden queries, scorecards, and regression checks so quality improves over time instead of drifting.

Cost + latency controls

Caching, prompt discipline, retrieval tuning, and routing so your app stays fast and predictable at scale.

Documentation + handoff

Architecture notes, environment setup, and next-step roadmap so your team can iterate safely after launch.

Security-first integration

Secrets isolation, role-based access, audit-friendly actions, and minimal data retention by design.

Compare

Decision guides

Quick comparisons to help you choose the right approach before building.

FAQ

Frequently asked questions

Can you integrate with our CRM and lead sources?

Yes. We integrate with CRMs and lead sources that provide API/webhook access. Scope depends on your permissions and desired routing rules.

Can we keep a human review step for outreach drafts?

Yes. We can include a review queue before drafts are sent or synced to your sequencing tool.

Can this work on WhatsApp?

Yes. WhatsApp support depends on your provider setup. We scope the flows and integrate with your routing and CRM tools.

How do you keep messaging brand-safe?

We use template systems, validation rules, and guardrails to prevent risky outputs, plus clear escalation patterns.

Ready to start?

Want an AI pilot for your workflow?

Start with a fixed-scope gig or request a tailored implementation plan for your systems.