Meeting preparation
Before the meeting, sales asks AIPE about the customer's history, open deals and tickets – straight from HubSpot.
Learn moreWho it helps
Sales & revenue teams.
Your team spends too much time searching and too little time selling. AIPE gives you the context you need for every conversation — instantly.
What slows sales down
Quoting takes too long
Hunt for old quotes, check prices, stitch text together — a new quote costs hours, not minutes.
Customer knowledge lives in the AM's head
The account manager knows the customer. But if they're sick or leave, nobody remembers what was discussed.
The CRM isn't kept up to date
The CRM is stale because entering data is too much work. So people rely on notes and memory.
Prep and follow-up eat the meetings
More time on pre- and post-work than on the actual sales conversation. The ratio is broken.
AIPE for sales
Quote generator based on your data
AIPE drafts quotes from existing quotes, price lists and customer profiles. Minutes, not hours.
360° customer knowledge on demand
Every interaction, quote, contract and email for a customer — instantly available, structured, searchable.
Meeting prep in seconds
AIPE summarizes account status, suggests talking points and highlights open items — before every meeting.
For sales: more time with customers.
In sales, a large part of the week goes into preparation and follow-up: piecing together customer history, building proposals from old templates, transferring call notes into the CRM, scheduling follow-up meetings. What matters with the customer – listening, advising, closing – gets whatever time is left.
AIPE takes this side work off your plate. Through the HubSpot connector, agents access contacts, companies and deals in real time. Product documents, price lists and references live in knowledge and are cited in proposals. Conversations can be recorded and summarized, and proposals are created as Word or PowerPoint files in Canvas.
What matters is that sales stays in control: AIPE drafts, people decide. Proposals, emails and summaries are suggestions that you review and adjust. Proven wording goes into the prompt library as a template so the whole team benefits – from the experienced key account manager to the new colleague in inside sales.
Use cases
Concrete help at every stage of the sale
Proposals in Canvas
Draft a proposal from a template and product knowledge, and have it revised precisely in Word or PowerPoint.
Learn moreSummarize meetings
Record customer conversations after notifying participants; a speaker-labeled transcript and summary follow automatically.
Learn moreDraft follow-up emails
Agents draft replies based on your company's knowledge; sales reviews and sends them.
Learn moreFind follow-up slots
With the calendar connector, agents suggest free slots and book meetings.
Learn moreAdvise website visitors
The WordPress plugin brings AIPE to your website as a chat and knowledge assistant.
Learn moreWorkflow
A customer meeting – before and after
- Step 1
Prepare
TodaySearch CRM, inbox and file storage one by one.
With AIPEOne question in chat brings together CRM data and documents, with sources.
- Step 2
Hold the conversation
TodayTyping notes on the side, details get lost.
With AIPERecord the meeting and stay fully focused on the customer.
- Step 3
Follow up
TodayWrite minutes and email in the evening.
With AIPEReview the summary, adjust the follow-up draft and send it.
- Step 4
Proposal
TodayCopy an old proposal and adapt it by hand.
With AIPEProposal draft in Canvas from a template and the conversation content.
Data protection & control
Customer data with clear permissions
You decide which CRM tools an agent may use – write tools are only used when enabled. Per-resource permissions control who sees which agents, chats and documents.
- Roles and sharing per agent, file and chat.
- Real-time HubSpot access, write tools only after enablement.
- Meeting recording only after the notice to participants has been confirmed.
- Configurable model providers, data processing agreement (DPA) online.
Relevant connectors
HubSpot and Propstack provide customer data in real time – Propstack read-only. Gmail and Google Calendar cover correspondence and meetings.
See all connectorsSales with AIPE
–70%
Time spent on quoting and meeting prep
+30%
More meetings possible through leaner processes
0
Loss of customer knowledge when people change roles
„With AIPE I prep a customer meeting in 5 minutes instead of an hour. The difference is real."
How much time does your sales team spend searching instead of selling?
Three questions about bottleneck, prep time and team. Then you see how much time AIPE can take over per week.
Sales checkQuestion 1 of 3
Anonymous, no emailabout 60 seconds
Sell more. Search less.
30-minute demo for sales teams. We'll show concrete sales use cases live.