- Production of furniture
- Business Processes Automation
- CRM
- AI Solution
CRM and Quote Automation Platform with AI Live Chat
A custom CRM and quote automation platform built to help managers prepare structured quotes, manage proposal statuses, coordinate approvals, and track customer communication in one workspace. The system also includes an AI-enabled live chat assistant that gives website visitors a choice between automated support and human customer service.
Overview
Quick overview: key aspects of our work - discover the essentials of our project
Industry
Country
Solution type
Services
About the client
Understanding our client: specifics, challenges, and custom solutions
The client operates in the furniture and cabinetry sector, offering customizable products with multiple configuration options, materials, colors, and pricing conditions. Their sales process depends on accurate proposals, clear product information, design approval, customer communication, and timely responses to website inquiries.
Problem
Solution
Key features
Project features overview: essential enhancements and strategic solutions
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Built-In PDF Presentation Generation
The platform supports PDF presentation generation for custom furniture and cabinetry proposals. Managers and designers can prepare structured presentation materials using reusable templates, custom pages, product details, design-related information, and client-specific proposal content.This keeps presentation preparation connected to the quote workflow, customer context, and approval process instead of managing proposal materials as separate files across different tools. -
Built-In Design Approval
The system supports a structured design approval workflow for projects that involve custom options, materials, colors, layouts, and client review. Managers can send design materials, manage versions, and track approval status within the same proposal workspace.This helps keep design communication, proposal context, and agreement status connected to the relevant customer and quote process. -
Built-In PDF Price Quotation Generation
The platform includes PDF price quotation generation for customized proposals. Sales managers can prepare quote documents, apply pricing logic, include selected options, and track proposal status as part of one quote workflow.This is important for furniture and cabinetry projects where each proposal may include different components, configurations, materials, discounts, and approval steps. -
Custom Pages in Proposals
Managers can configure custom proposal pages to adapt layouts, content blocks, product descriptions, visual materials, and presentation details for different customer needs.This gives teams more control over how complex furniture and cabinetry proposals are presented, while keeping client-facing documents aligned with the quote, design approval, and CRM workflow. -
Flexible Discounts Configuration
The platform supports configurable discount logic at the proposal level. Managers can apply discount conditions and adjust pricing details based on the quote structure, selected options, customer context, and internal business rules.This supports customized sales workflows where pricing may depend on materials, components, project scope, product configuration, or negotiated proposal terms. -
Built-In CRM
The built-in CRM centralizes customer records, requests, proposals, agreements, communication history, and quote-related activity in one workspace.This gives managers access to customer context while preparing quotes, tracking proposal status, coordinating design approval, using email templates, and following up on customer communication. -
Email Templates
The platform includes email template management for recurring customer communication around proposals, quote updates, design approval, follow-up messages, and other sales workflow steps.Managers can use predefined templates to keep communication consistent while still adapting messages to the specific customer, project, or proposal stage. -
User Management and Access Control
Administrators can manage users, roles, permissions, and access to platform areas based on team responsibilities. This supports controlled access across CRM records, quote workflows, proposal generation, discounts, live chat, AI settings, and administrative configuration.This keeps operational tools available to the right team members without exposing every workflow or setting to every user. -
AI-Powered Live Chat Assistant
The AI-enabled live chat assistant gives website visitors a choice between automated support and human customer service. Visitors can ask free-text questions, choose popular topics, receive AI-generated responses, or be redirected to a manager when the AI cannot answer confidently.The live chat workflow also supports manager notifications, conversation assignment, reassignment, resolved status, read-only access, conversation history, attachments, AI conversation monitoring, and contact form fallback when no live agent is available. -
AI Settings and Knowledge Base Management
Admins can manage the AI assistant through configurable settings, including AI availability, assistant name and avatar, prompt behavior, popular topics, and knowledge base updates.The AI setup supports OpenAI or other LLM providers, model configuration, RAG files for domain-specific answers, vectorization, N8N prompt workflows, and escalation to a human manager when the visitor needs support beyond automated assistance.
Result
Performance Showcase: Unveiling the Results of Our Collaborative Endeavors
Customer review
Real Stories of Satisfaction and Success
Do you have a business challenge you’d like to resolve?
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