Sales
Automates CRM updates and call prep for reps.
Reps spend more time in the CRM than with customers. An AI assistant that handles CRM updates, meeting summaries, email drafts, and call prep. Reps spend 80% more time selling. Saves 2.5 hours per rep per day.
80 %: More time spent actively selling with an AI copilot · McKinsey Sales Productivity 2024
Runs on the Elevon platformData Inputs (5 sources)
Meeting Intelligence Agent
Communication Agent
Call Prep Agent
Daily Sales Briefing
01How it works
5 data sources. 4 AI agents. Admin work eliminated.
The inputs go in, the agents work one after another and you get one output, saved automatically.
- 01
Data Inputs (5 sources)
The copilot pulls CRM data, email communication, calendar and meeting recordings, internal documents, and LinkedIn profiles of contacts.
- 02
Meeting Intelligence Agent
Automatically generates structured meeting summaries: key points, action items, sentiment. Updates CRM without rep intervention.
- 03
Communication Agent
Drafts follow-up emails, thank-you messages, and proposal cover notes based on meeting context and communication history.
- 04
Call Prep Agent
Before each meeting, prepares a briefing: account history, recent interactions, open issues, suggested talking points, and potential objections.
02Return
See when it pays off.
Four inputs, one answer: what this work costs today and with the workflow.
Your inputs
Cost: €1,000 implementation + €190 / month platform fee
Result
€68,720saved in year one
120 hours of work back every month · 22.0× return on the first year's cost
Illustrative calculation. Includes €1,000 implementation and €190 / month fee. Agents' share is your assumption. Your numbers in a 30-minute call.
03Every month
What the workflow does every month.
The jobs it keeps doing after the first run, so nobody starts from zero.
Auto CRM updates
After every call and email, the copilot suggests a CRM update: stage, notes, next steps. The rep just approves with one click.
8 hrs/month
Meeting summaries
Structured summary of every meeting within 5 minutes. Key points, action items, sentiment, and suggested next steps automatically in the CRM.
6 hrs/month
Email drafts
Follow-up emails, thank-you messages, and proposal cover notes drafted based on context. The rep edits and sends in 2 minutes.
5 hrs/month
Call prep briefings
15 minutes before a meeting, the rep gets a briefing: account history, recent interactions, open issues, talking points, and potential objections.
5 hrs/month
04Included and price
What's included
- Elevon copilot configured and deployed
- CRM integration (Salesforce, HubSpot, Pipedrive)
- Email and calendar integration
- Meeting recording integration (Teams, Zoom, Meet)
- CRM update rules calibration
- Email templates and tone of voice setup
- Demo run with real meetings
- Team walkthrough (1 hour)
One-time implementation
€1,000
One-time implementation. Full configuration and first live run.
Then €190 / month platform fee
Same fee regardless of how many use cases you run.
FAQ
Questions, answered.
Microsoft Teams, Zoom, Google Meet. The copilot processes recordings or transcriptions from these platforms.
Yes. The copilot suggests an update and the rep approves with one click. No automatic changes happen without the rep's knowledge.
The copilot uses meeting context and communication history. 85% of emails are sent by reps with minimal edits.
Yes. Each rep gets personalised briefings and suggestions. Managers see an overview of the whole team's activity.
The copilot works with business data from your CRM, email, and calendar. Meeting recordings are processed within your environment.
Reps report time savings from day one. Measurable impact on pipeline metrics typically within 30 days.
05More for Sales
More AI Agent Workflows for Sales.
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AI Sales Forecast
AI predicts pipeline close probability and revenue by period, analyzes deal stage, activity, and rep history. Improves forecast accuracy to 92%.
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Lost Deal Analysis
AI analyzes lost deals to find patterns, price, timing, competitor, objection type. Surfaces actionable insights to improve win rates by 25%.
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Cross-sell Recommendations
AI identifies upsell and cross-sell opportunities from purchase history and usage patterns, suggests next best product per account. Increases revenue per customer by 30%.
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Next step
No manual CRM updates. No lost prep. Reps sell.
The copilot handles admin. You focus on customers and closing deals.