AI CRM & Sales Automation Solution

REQUEST FOR PROPOSAL (RFQ)
AI Agent + CRM for Sales Automation
GENERAL INFORMATION

Deadline: June 20, 2025

CURRENT SITUATION
60-100 weekly leads from META via WhatsApp Business. Current Kommo CRM with basic bot. Goal: increase from 5 to 10-15 monthly closures (current rate <10%).
MAIN REQUIREMENTS
Complete Processing

Texts, audios, files, calls
Automatic transcription
Document understanding (electricity bills, PDFs, images)

Integrations

AI agent for WhatsApp Business (no API)
Kommo CRM or alternative
Google Sheets database

Data Management
Collection: name, email, address, phone, electricity bill, consumption, client type
Database: Google Sheets with complete history
Automated Quotation

Filtering by consumption
Personalized PDF from Word templates
Automatic WhatsApp/email delivery
Video call request

Smart Follow-up

Follow-up every 2-3 days
Stage-based messages
Lead loss alerts
Automatic Google Calendar scheduling

Escalation

Industrial/agricultural client detection
Expert referral
Manual control when needed

TECHNICAL REQUIREMENTS

Availability: 99.5% minimum
Response: maximum 3 seconds
Capacity: 500-1000 simultaneous conversations
Backup: daily automatic

TIMELINE

Development: 3 weeks
Testing: 1 week
Total: 4 weeks maximum