For Sales & pre-sales
Spend your time selling, not writing proposals.
Enquiries arrive assigned, follow-ups schedule themselves, and the AI discovery chat turns a client conversation into an SRS and a proposal your engineers would sign off.
CRM · Pipeline
Discovery
FinEdge KYC app
AI chat in progress
Proposal Sent
Physio Plus booking
V2 · 1,240 h
Closed / Won
Urban Grocer POS
Create project →
What changes. From the first week.
Leads in a spreadsheet nobody trusts
A kanban pipeline with stage-triggered follow-ups
Three days of a senior engineer per proposal
A discovery chat that writes the SRS and proposal for review
Hand-off to delivery by email
Create Project on a won lead, with notes and files carried over
Your workflow
Three things you’ll do every week. Faster.
- Step 01
Capture every enquiry
Website enquiries and demo bookings land in the CRM, assigned and on the calendar.
- Step 02
Scope with AI
Run the discovery chat, review the generated SRS and proposal, set milestones and send V1, V2…
- Step 03
Close and hand over
Move to Closed / Won and create the project; the plan is built from your finalised scope.
Where AI helps
AI does the typing. You make the calls.
Suggests the service pillar for every new lead.
Runs discovery with the questions a senior analyst would ask.
Writes the SRS and a matching client proposal.
See your company
in one system.
Thirty minutes with the team that builds Apro OS and runs its own company on it every day.
- A walkthrough of Apro OS using a company like yours
- Your current tools mapped to modules, and what you can switch off
- Pricing for your team size