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OctoSales™
AI Sales & Customer Intelligence Engine
Convert leads faster with AI scoring and smart follow‑up.
The Problem & The Solution
Pain Points
- Sales reps waste time on low‑quality leads.
- Follow‑ups fall through the cracks.
- No visibility into pipeline health.
- Forecasts are unreliable.
Solution
OctoSales™ scores leads using AI, automates follow‑up sequences via email and WhatsApp, and gives managers real‑time pipeline dashboards and accurate forecasts.
Features
Lead Scoring
AI ranks leads by conversion probability.
Automated Sequences
Drip campaigns via email and WhatsApp.
Pipeline Dashboards
Real‑time view of deals by stage.
AI Forecasting
Predict monthly/quarterly revenue.
Call Logging
Log calls and notes directly in the CRM.
Integrations
Sync with HubSpot, Salesforce, or custom CRMs.
How It Works
Import Leads
Bring in leads from web forms, ads, or manual entry.
AI Scoring
Machine learning assigns scores based on behavior.
Automate Outreach
Trigger email/WhatsApp sequences for each segment.
Close & Forecast
Track deals, log outcomes, and refine forecasts.
Use Cases
Real Estate
Nurture property inquiries to viewings.
B2B Services
Manage long sales cycles with multiple stakeholders.
E‑Commerce
Re‑engage abandoned carts and upsell.
Education
Convert prospective students into enrollments.
Security & Compliance
RBAC
Sales reps see only their leads.
Audit Logs
Track all CRM changes.
Encryption
AES‑256 at rest, TLS in transit.
Backups
Daily snapshots with retention.
Pricing
Pro
For growing businesses
- All Starter features
- Advanced AI models
- Priority support
- On‑prem optional
Enterprise
Full‑scale digital transformation
- All Pro features
- Custom integrations
- Dedicated success manager
- SLA guarantees
Implementation Timeline
Discovery
Requirements gathering and data source mapping
Implementation
Connectors, AI model training, dashboard build
Testing
User acceptance, security audit, performance tuning
Go‑Live
Production rollout with training and support
Frequently Asked Questions
Can I import from my existing CRM?
Yes, via CSV or direct API integration.
How does AI scoring work?
Models analyze engagement, demographics, and historical win data.
Is WhatsApp outreach compliant?
Yes, using official WhatsApp Business API with opt‑in.
Can I customize email templates?
Absolutely – full HTML editor with merge fields.
What forecasting methods are used?
Weighted pipeline and AI regression models.