--- title: AI in sales: from inquiry to quote | XOS description: Sales with AI: inquiries into the CRM, find leads, prepare quotes via chat and send them after approval, with pipeline and reporting. url: https://xos.prozessx.com/en/solutions/sales/ --- # From lead to quote. Contacts, leads and quotes live together. The chat creates, drafts and sends them out after your approval. [Book a demo →](https://xos.prozessx.com/en/book-a-demo/)[Sign up](https://xos.prozessx.com/signup) In short: Sales with AI: inquiries into the CRM, find leads, prepare quotes via chat and send them after approval, with pipeline and reporting. As of November 12, 2026 · ProzessX ## Before and after. Feature Before With XOS Inquiry The email gets retyped, the contact is created by hand. The workflow creates the contact, including the message, directly in the CRM. Quote A Word template, prices from memory. The document comes out fully formatted, with your company data. Follow-up Lives in someone’s head. The deal moves through its stages, visible to everyone. New customers Ready-made industry lists. Your own search profiles, every match with evidence. ## What actually happens in your role. Examples, simplified. Names are made up. Contact form ### An inquiry becomes a contact, no retyping. Someone fills out the contact form. The contact lands in the CRM. The ready-made workflow template for this is in development. Workflows are available from the Pro plan. - Template in development - Building block CRM Form submitted Contact with message in the CRM Nobody retypes anything Quote ### Create a quote in the conversation. Quotes and invoices are created from the deal. The document grows next to the conversation and can be downloaded as PowerPoint, Word, Excel or PDF. - Building blocks Quotes and invoices, Canvas, CRM You Create a quote for Example GmbH. XOS The quote is ready. Should I send it? Log Requested by you, approval pending Lead Radar ### Find the right companies, with evidence. Lead Radar collects matches from public web signals based on your own search profiles, attaches the evidence to each one, and adds the good fits to the CRM. - Building blocks Lead Radar, CRM Search profile created by you Matches from public web signals Evidence for every match Result entry in the CRM Follow-up ### Keep track of open quotes. A workflow can check open quotes on a schedule and drop the report into your inbox. A ready-made template for this is in development. Workflows are available from the Pro plan. - Building block Workflows Every Monday, 07:00 Check open quotes Report in the inbox ## Modules used and prices. Prices per seat per month, regardless of plan. Package Included Per seat per month Sales Lead Tracking, Exposé Generator, quotes and invoices, Lead Radar €29.99 CRM Contacts, companies, deals, lead scoring. Only available as a complete package €79.00 Telephony (CRM add-on) Calls straight from and within the CRM. Works only with the XOS CRM €39.99 Workflows Templates for invoice emails and inbox included from the Pro plan up ★★★★★ "The company owners know exactly what they are doing: highly professional, committed and with top-level expertise." Monika (M.B.) Customer review Google review ## Quick answers. Do I need the CRM for quotes and invoices? No. Quotes and invoices also work without the CRM, using a free-text customer name. With the CRM you also get contact selection and prefilled address and email. Will anything be sent without my approval? Before consequential steps such as an email to a customer, the system checks in with you. Harmless steps run through without interruption. [Management →](https://xos.prozessx.com/en/solutions/management/)[Accounting →](https://xos.prozessx.com/en/solutions/accounting/)[All use cases →](https://xos.prozessx.com/en/platform/use-cases/)[All roles →](https://xos.prozessx.com/en/solutions/) ## From first contact to quote in one place. [Book a demo →](https://xos.prozessx.com/en/book-a-demo/)[Sign up](https://xos.prozessx.com/signup)