TAGAI SOLUTIONS home
Call TAG+1 (839) 888-2424
TAG
Call TAG · +1 (839) 888-2424Book a discovery call
← All solutions

CRM automation & AI sales coaching

Know who to contact. And why.

Bring customer history, open quotes, and follow-ups together so your team can prepare for the next conversation.

See what happens next

What we can build for you

  • Organized leads with a clear owner
  • Follow-up reminders and message drafts
  • A sales coach informed by your records

Try the idea

Give sales a clear next move.

Follow a practical example, one step at a time. Use the button to see what happens next.

  1. Review history
  2. Choose a priority
  3. Prepare follow-up
Explore the connected sales exampleExamples use fictional information. Nothing is sent, published, or booked.

An open quote that needs attention

  1. 1History
  2. 2Priority
  3. 3Prepare
Illustrative example1 / 3

Who should the team contact?

Customer
Cedar · fictional example
Record
A quote requested two days ago
No follow-up is recorded.

The example connects the customer’s request, quote, and last contact.

Works with the tools you use.

Customer records, email, calendars, call notes, quotes, and relevant order information.

Your access, approvals, and limits

Your team can review the reasons behind a recommendation and approve messages before they go out. A priority is not a prediction of a sale.

See how approvals and access work

Make a confident decision

A useful first test.
Not a leap of faith.

Start with a business workflow audit →
Focus
Test
Measure
Is this right for my business?

Lead ownership, customer history, and follow-up tasks are split across inboxes and spreadsheets.

What would we test and measure?

Connect one lead source to the CRM, define ownership, and prepare a reviewable next-action queue before automating outbound messages.

Track unassigned leads, overdue follow-ups, record completeness, and time to first response—not assumed revenue.

What determines scope and cost?

Systems, data quality, access, exception handling, and support. Scope is agreed before implementation; results are not guaranteed.

A closer look

See a relevant project.

Enterprise Revenue Cockpit showing a ranked account queue and territory context

Make the next sales move clear.

Enterprise Revenue Cockpit

  1. Signals
  2. Priority
  3. Action

Reference deployment · snapshot

View the project and its statusProject status is shown as documented. This is not a promise of results.
Explore 2 more related projects
Browse the full showcase

Built around your business

One step at a time.
See what works.

  1. 01

    Find the problem

    Explore this step

    Audit the problem, your tools, and what a useful result looks like.

  2. 02

    Build what helps

    Explore this step

    Connect what is needed. Test it with your team and agreed approvals.

  3. 03

    Check the results

    Explore this step

    Compare against the starting point. Expand when the value is clear.

Choose how to start

Let’s find what
could help you.

Answer a few questions

Free · About 5 minutes

Start the questionsGet a starting-point summary, not a full audit.

Talk to TAG

Free · 45-minute conversation

Request a conversationWe confirm your time by email.Or call +1 (839) 888-2424