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Sales App

Turn the reasons you lost into strength for the next deal.

Sales is the app for recording leads and deals, and for carrying what you hear in the field back into how your company explains itself. It keeps everything from the first conversation to the order in one flow, a machine counts which deals are at risk, and the AI stops at drafts. It works alongside the customer management tool you use today.

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What Sales does

Capture, count, return. That is all it does.

What comes in
Site AI chatDeal conversationsInquiriesQuotes & documents
SalesThe record of your deals
What comes out
Deals at riskQuote & proposal draftsNext-step ideasLost reasons, back to knowledge

  1. Capture

    Leads, deals and quotes are kept in one flow, from the first conversation to the order. From conversations it pulls out candidate problems and objections, which you check and save.

  2. Count

    Nothing has moved for a while; a quote is about to expire. A machine counts fixed conditions and tells you which deals are at risk.

  3. Return

    The reasons you were turned down are offered to your company knowledge as a lesson. Only when you approve do they become material for fixing how you explain things.

The problems it solves

Does this sound familiar?

Usually, the only place a deal is remembered is inside one salesperson’s head.

You cannot say why you lost last month

“Too expensive”? “Not now”? The most expensive lesson you paid for fades on the drive home and is gone by next week.

Answering the same objection from scratch, every time

The answer that worked was never kept anywhere. So at the next deal, you think it up all over again.

The customer’s real problem becomes “requirements”

The specific worry you heard in the meeting shrinks to one line of “requirements” in the proposal.

Waiting for a reply — and forgotten

You usually remember the stalled deal only after it is lost.

The same question, a different answer from each person

What the customer hears depends on who they happened to talk to.

You adopted a CRM, and only got more fields

You record more than ever. And still, the reasons you lost are kept nowhere.

Features

What you can do with the Sales App.

Six features. In each, the AI stops at a draft. You make the call.

Keep it all, first conversation to order
1Keep it all, first conversation to order

Leads, deals and quotes are kept in one flow. Quotes are kept as versions, so earlier ones and the reasons they were rejected are not lost. Individual customers are the default; company management can be added later if you need it.

1 / 6

Screens are drawn for explanation. Details differ from the actual product.

After the deal

All the way to the step after “Let’s go ahead”.

Once a deal is agreed, work stalls when you send quotes and documents, or ask for payment. Here you send from the same place, and who got what, and when, stays with the deal.

Works

Send quotes by email

Instead of pasting the quote into an email, you send a link to the customer’s page, so old versions don’t linger in inboxes. Whether it arrived is added to the quote’s history.

Works

Send sales documents by version

Edit a document, then “confirm the version”. Who got which version, and when, is kept. If you are still handing out an old version after an edit, the list flags it.

Maturing

Send a payment link

Pick a product price and send one link — with an expiry and a way to cancel; cancelling also closes the checkout they have open. If it cannot be closed, you are told.

Maturing

Check purchase history, then choose a price

Purchase history can be looked up by email address. Whether to give a discount is not judged by a machine — you choose, so there is no dispute over a single borderline day.

Where this stands

Quotes and documents go out by email, and replies to leads who came in on LINE go out on LINE — all from the same place. You are the one who sends, and who got what, and when, stays on the deal.

The order we recommend

Connect sales last.

If you add sales management before your company’s explanations are in one place, the records have nowhere to go back to. Logging “too expensive” twenty times is just data entry if there is no place where someone reads it and rewrites how you explain price. That is why we recommend this order.

  1. Grow your knowledge

    Bring your company’s explanations together in Knowledge. It is where the reasons you lost will come back to.

  2. Grow your site

    Let those explanations reach customers through your site. That is where conversations begin.

  3. Connect sales

    Once conversations are happening, activate Sales. Only then does it become a way back, not just more fields to fill.

To be honest

The path that carries lost reasons back into knowledge has been checked end to end with tests. How much it pays off depends on how many objections get recorded. That is why we recommend growing your knowledge and site first.

What changes

The reasons you lost change how you explain.

  • The reasons you lost stay

    Kept in the deal record, not in one person’s head. They don’t leave when people do.

  • You notice before you lose

    A machine flags stalled deals and quotes about to expire. Fewer deals remembered only after they are lost.

  • Night inquiries are leads by morning

    Site conversations are registered with the most recent questions attached. No notification emails to copy over.

  • At the next deal, the answer is ready before you meet

    When a recurring objection is approved into knowledge, it becomes material for rewriting your pricing page.

  1. 22:14A visitor is asking the AI on your site. It is after hours, and you are asleep.
  2. 22:19“I’d like to talk to someone directly,” they write.
  3. 22:19A lead is created automatically, with their most recent questions.
  4. MorningYou open the list. It also shows which channel they came from.
  5. MorningDone. Not a single notification email to copy over.

One night, and the next morning

How it connects

Connect it, and the steps around each deal fill in.

Sales reads your company knowledge to move deals forward, and writes the reasons you lost back into it. These add-ons and connectors work well alongside it.

Website chat

When someone talking to the AI on your site says “I’d like to talk to a person”, they become a lead — with their most recent questions and the channel they came from.

See what it does

Payment links

When a deal is agreed, pick a product price and send one link. With expiry and cancellation.

MaturingSee what it does

Voice capture

Turn recordings of deals and meetings into company knowledge just by talking. Where participants’ consent is required, nothing starts until it is confirmed.

See what it does
Where lost reasons go back to — more on Knowledge

Using it with peace of mind

Four promises that protect your customer relationships.

The AI does not contact your customers without your say-so

The AI drafts and researches. Sending anything to a customer, or anything involving money, happens only with your approval — or within a scope, budget and deadline you set when delegating to the AI. The AI never decides a discount.

No material, no made-up content

If the conversation record is empty, problems and objections stay empty. So you never unknowingly send a proposal listing “customer requirements” nobody actually said.

The at-risk list is computed from fixed conditions

Deals on the at-risk list are picked by computing fixed conditions, and the reason shown is the exact condition that applied. The short comment the AI adds to each deal is shown separately, as a reference.

Your company knowledge changes only when you approve

Lost reasons are only offered to knowledge; you decide whether to adopt them. One remark in one deal will never rewrite your company’s explanations on its own.

FAQ

What people ask.

  • No. Sales works alongside the customer management tool you use today. What Sales takes on is the path that carries lost reasons back into how your company explains itself.

  • Sales is included in the OS iXanagi plan ($299/month per brand, provisional while we tune pricing).

  • No. The sales-side AI returns drafts and material for your decision, and stops before anything is carried out. Quotes and documents can go out by email, and replies to leads who came in on LINE can go out on LINE — but you are the one who sends them.

  • That is the default. A company name can simply be kept as part of the person’s details. Managing companies, departments and decision-makers can be added later as a brand add-on, only if you need it.

  • We don’t claim it can. That is exactly why the at-risk list is picked by computing fixed conditions, not by the AI. The reason is the exact condition that applied, so you can check it. The AI’s short comment on each deal is a separate reference.

  • No. Noticing that an objection keeps coming up is a person’s job, and it is offered to knowledge only when you press the button.

  • Knowledge is in every plan. Since Knowledge is where lost reasons go back to, we recommend growing your knowledge and site first, then connecting Sales.

  • Right away. It starts to pay off, though, once your knowledge and site are up and conversations with customers begin.

What works now (release notes)
Defined

Bring what you hear in the field back into how you explain.

Connecting sales can wait until your knowledge and site have grown. Start by putting your business into words, together with the AI.

Define your business with AIContact us