Revenue flow
Pre-sales
Process 01 · Pre-sales
Pre-sales
Process 01 · Pre-sales
No lead waits and no deal goes cold
The Pre-sales process answers every prospect instantly, brings them to the sales center and follows each deal through to reservation.
Key metric
Sales pace to reach break-even and hit the sales target
Process features
Agent, tracking and assistant, configured for your company
01
Custom AI agent
Replies in seconds, on whichever channel each lead uses, and qualifies them before handing off to a sales rep.
Responds 24/7 on WhatsApp, portals, email and calls
Qualifies budget, financing and purchase timeline
Books the sales-center visit and confirms it the day before
Re-engages cold lists with the right message
Customized with
Your brand voice
Projects and inventory
Business rules
Hours and channels
When to hand off to your team
Conversation volume
Message
02
deals tracking
Every deal with its stage, assigned rep and next step. The agent and your team work on the same record.
Optional: calls recorded and transcribed on every record
New18
Laura Gómez
Portal · 2BR
Qualify today
Qualify today
Andrés Ruiz
WhatsApp · retail unit
Reply within 5 min
Reply within 5 min
Qualified11
Marta Díaz
Mortgage pre-approved
Book visit
Book visit
Juan Pérez
Subsidy in process
Send simulation
Send simulation
Visit booked7
Camila Rojas
Saturday 10:00
Confirm tomorrow
Confirm tomorrow
Pedro Silva
Sunday 11:30
Assign rep
Assign rep
Reservation4
Sofía León
Apt 804 · Torre Norte
Sign payment schedule
Sign payment schedule
Diego Mora
Apt 1203
Receive deposit
Receive deposit
03
Sett assistant
Your sales team asks in plain language and Sett answers with data from the deals dashboard.
Licensed by the number of users on your team
Which Torre Norte deals have gone more than 5 days without a reply?
Sett
There are 6 deals. Three have already visited the sales center and are pre-approved: Marta Díaz, Camila Rojas and Juan Pérez. I suggest calling them today.
Source: Deal tracking · Torre Norte
Console included
Includes your sales CRM
Your team and the agents work in the same console. If you already use Sinco, Ingemax, Sico or Smart Home, we sync the data.
Leads and contacts
Source, project and rep for every lead
Deals by stage
From first contact to reservation
Inventory
Units, prices and reservations
Configure the Pre-sales process
Choose whether to use the AI agent and at what volume, whether tracking includes calls, whether to sync with your ERP, and how many users get the assistant.
Other processes in the flow
Image or video pending · prompt