AI for sales admin
AI for sales admin, fitted around your software.
Enquiries priced, quotations drafted and followed up, sales orders and pro forma invoices prepared, and customer records kept up to date, ready for your team to check and send.
The £499 assessment: one team · two-hour systems walkthrough · written report with priced recommendations · follow-up call. We agree it on the free call.
Covers roles often advertised as: Sales Administrator, Internal Sales Administrator, Sales and Bookings Coordinator, Sales and Customer Service Administrator, Customer Sales Advisor / Administrator, Sales and Marketing Administrator, Wholesale Operations & Sales Administrator.
What the AI system does
- Reads enquiries from the inbox and web forms and drafts a quotation from your price list
- Follows up open quotations, proposals and deposits on a schedule you set
- Enters sales orders, dispatch notes and pro forma invoices into your system as drafts
- Checks pricing, product and delivery details, and tracks back orders and amendments
- Keeps customer details, leads and follow-up actions up to date in your CRM or spreadsheet
- Drafts delay updates and booking confirmations for approval
What stays with people
- Pricing decisions, discounts and negotiation
- Phone calls and customer relationships
- Approving quotations, credit terms and anything that commits the business
Hiring for sales admin?
Test what AI can take on first.
Many sales admin duties are repetitive and rule-based. That makes them good candidates for AI to prepare, for a person to check and approve. The conversations and judgement calls stay with people.
Whether that changes the hire is something to test rather than guess. It may not. The £499 assessment looks at the same work: what is repetitive, what needs judgement, and what each build would cost, so you decide with the detail in front of you. Use the report's estimated time savings and ongoing costs alongside the work left with people, including checks and exceptions, when deciding whether the hire changes. Time freed is not automatically a cash saving.
Related workflows
Automate supplier enquiry responses
Replies to routine supplier questions (remittance, PO status, payment dates) are drafted from your own records for approval.
Open recipe →Customer serviceAutomate order status replies
Replies to "Where is my order?" questions are drafted from your order and courier data for approval.
Open recipe →Customer serviceAutomate customer inbox triage
Incoming customer emails are classified, routed to the right person and given a draft reply.
Open recipe →OperationsAutomate stock reorder alerts
Low-stock lines are flagged against your reorder rules with a draft purchase order.
Open recipe →Questions
Asked before we start.
Can AI do my sales admin?
AI can take on much of the repetitive, rule-based part of sales admin: reading, matching, keying and drafting, inside the software you already use. A person checks and approves financial commitments, material record changes and sensitive messages. Routine messages may be sent automatically only within categories and rules you have agreed in advance; anything outside those rules goes to a person. How much it can take on depends on your volumes and systems, which is what the £499 assessment tests.
Will it replace our sales admin hire?
Sometimes it changes what the role needs, sometimes it does not. We would rather test it than guess. The assessment sets out which sales admin tasks suit AI, which stay with people, and what each build would cost, so you can decide before you hire.
Do we need new software?
Usually not. Clerq builds around the tools you already use. How much can happen inside a particular system depends on how it connects, which we confirm during the assessment.
How do we start?
Book a free 30-minute call. If the £499 assessment of the team that does this work makes sense, we agree it there. You get a written, priced plan and a follow-up call, with no obligation to commission a build.
Next step
Find out what is worth automating, for £499.
For £499 we walk through one team’s work and systems with you, then send a written report: what is worth automating, what it would take and what each piece would cost to build. If something is not worth automating, the report says so.
Prefer email? stephen@aiclerq.com