Use case · Sales Operations Agent
From client brief to closed deal —the sales cycle, automated.
The Sales Operations Agent runs your full sales chain — pulling supplier quotes, generating proposals, sending follow-ups, updating the CRM. Your team makes the strategic calls and closes the deals; the agent runs the operational chain in between.
Live · deal travelling the chain
Northwind Trading · Q3 reorder
Opp #4821 · owner Maria · 12 line items
Value
£42,000
Cycle time
−4.2 days
Intake
Supplier quotes
Proposal
Human sign-offFollow-up
CRM update
Brief intake · Parsing client requirements
Run telemetry
Touchpoints
1
Auto-resolved
0
Time spent
12s
Confidence
What it is
An AI agent that automates the multi-step sales cycle.
Supplier quote pulls, client proposal generation, follow-up sequences, CRM updates — the operational chain that turns leads into closed deals. The agent runs the chain. Your team runs the relationships.
You don't lose deals on price.
You lose them while drafting the last proposal.
What it does
The full sales cycle, run by the agent.
Five stages. The agent handles each one, surfaces decisions to your sales team, and updates the CRM as it goes.
Stage 01
Intake
Receives the client brief — by email, form, or CRM record — parses requirements, classifies the opportunity, and matches it to the right path. Surfaces missing information so the salesperson asks once, not five times.
Stage 02
Supplier quotes
Runs the whole exchange — sending RFQs from your templates, tracking and chasing responses, answering supplier clarifications from your specs, and escalating only the questions that genuinely need a human. By the time the salesperson looks, quotes are compiled against your margin rules.
Stage 03
Human sign-offProposal generation
Drafts the client proposal in your branded format — using supplier quotes, your product data, and your margin logic. The salesperson reviews, adjusts pricing or positioning, and sends. The agent prepared the work; the salesperson signs off.
Stage 04
Follow-up
Sends follow-up sequences based on engagement — opened, clicked, ignored — stopping when the prospect engages and escalating with full context when they don't. Nothing slips because the salesperson got busy.
Stage 05
CRM update
Every step gets logged, so the pipeline stays clean without anyone updating it manually. Reporting reflects reality, not best-effort data entry.
Supplier quotes
They see the picture, not the inbox.
Salesperson inbox · 14 unread
Compiled · vs margin rules
4 suppliersIn practice
A premium aluminium and glazing systems partner runs long, technical sales cycles with architects and main contractors. Every project meant capturing technical specs, pulling supplier prices, generating detailed proposals, and following up across weeks. The Sales Operations Agent now handles the chain — spec capture, supplier coordination, proposal drafting, follow-up sequences — so the senior team focuses on the architect conversations that win the work.
Often deployed alongside.
Same buyer, adjacent bottlenecks.
Operations Reporting Agent
Pipeline anomalies, surfaced to leadership.
Quotes stuck, proposals unsent, follow-ups missed — the data comes straight from the Sales Operations Agent's CRM updates.
Industries
Where the Sales Operations Agent runs.
Bespoke manufacturing, professional services, and any business where every quote is custom and every deal is project-shaped.
Want your sales cycle to runitself between calls?
Tell Growy what slows your sales chain down today — the chasing, the quoting, the proposal drafting. The team comes back with a build plan and a live agent running the chain end to end.
Tell us your bottleneck