The AI inside the CRM that drafts, quotes, summarises and builds reports. Your rep decides and closes; the system work is done by the assistant.
It runs inside Victoria CRM · Available depending on the plan you have
Hi Martín, confirming: the 20 boxes are available and they leave the warehouse on Thursday. Tabto accept
Seven tasks that eat up the sales team hours and not one of them is selling.
The rep rewrites the same answers, with different wording and a different criterion every time. The quality of the service depends on who replied and at what time.
An AI suggested reply over the customer message, inline autocomplete while typing and templates generated with AI.
To quote, you have to leave the chat, open a spreadsheet, find the right price list and come back. By the time the quote is ready, the customer has gone cold.
A quote builder inside the chat, with the real catalog and the price list that matches that customer.
Before calling, the rep reads 200 messages back or calls with no context. When a lead is reassigned, the history is lost in practice.
An AI lead summary: what they asked for, where it was left and what the next step is, in one paragraph.
To find out how the month is going, the rep asks the manager for a report and the manager asks IT. Nobody looks at the numbers in time.
Reports requested in plain language and a target meter always visible in the CRM top bar.
The rep calls the warehouse or opens the ERP to find out whether the item is there, what price it ended up at and which branch has it. Meanwhile the customer waits on the other side.
Price and stock lookup per branch from the same chat, against your system and on the spot.
Once the sale is closed, you have to go into the management system, enter the same data again and issue the document. The work is duplicated and typing errors creep in.
Documents created from the CRM, with the data from the conversation already loaded.
On a visit the rep does not have the customer account statement at hand, or what they bought last time, or how much they owe. They go back to the office to enter what they did.
A visit schedule in the CRM and lookups on WhatsApp: account status, balance, purchase history and customer summary, without opening a computer.
Four aids inside the CRM message composer itself. None of them sends a message on its own.
Over any customer message, the assistant writes a draft with the context of the conversation. It is left written in the text field, unsent.
The quote is built with the real catalog and with the price list that matches that customer.
The PDF carries the legend “This quote is not an invoice and has no tax validity. Prices subject to change without notice.”
Targets and cash box inside the same system where they work. No parallel spreadsheets.
Target progress is measured with the opportunities won by closing date, the same as the dashboard: the numbers match across screens.
Every rep has their target and their progress visible in the CRM top bar, all the time. When the period closes, the attainment history stays.
Reports, reminders and internal coordination inside the same system where the rep works.
AI reports is a module in beta: it builds the report over the real data in the system and it may need an adjustment.
See AI reportsThis module does not handle customers on its own. It works for the rep who does.
The suggested reply, the autocomplete and the templates write the draft into the text field. Sending is always an action by the rep.
The administrator defines what each role sees and can do, screen by screen. There is also the “own records only” scope, which limits the rep to their leads and their data.
Every custom field is configured so the AI can read it, write it or neither. Internal fields stay out of its reach.
Every change, every template created and every cash box movement stores an author and a date. The cash box also shows whether the movement came in through AI or through the web.
The assistant is useless if the rep keeps working the way they used to. The rollout includes the team.
We map how each role works today: who handles the chat, who quotes, who approves and with which price list.
We define what each profile sees, which fields the AI can read and write, and what requires approval.
We train the reps on their own process, not on generic exercises. It goes live with the templates and the catalog already loaded.
After the start we review what is used and what is not, and adjust templates, fields and targets with the team.
A complete 7-stage process, between 1 and 3 weeks.
See corporate trainingIn 30 minutes we walk through the CRM with your sales process and show you what your team stops entering by hand.
It runs inside Victoria CRM · Available depending on the plan you have.
