Sales automation

No enquiry is left lying around. No follow-up date is forgotten.

Sales is the half that collects what marketing brought in. We automate it from the read inbox through the opening message and the follow-ups to the invoice and the renewal — inside your mailbox, your CRM and your ERP. The machine prepares, a human approves.

InboxClassificationProspecting in wavesOpening messageStaggered sendingFollow-upsBlock listRemindersOrdersDealsInvoice in the ERPRenewal

01Showcase: ourselves

Our own business runs exactly like this.

We sell nothing we do not use ourselves every day. ForumSphere LLC, which AISphere belongs to, runs Swiss specialist forums with advertisers, agencies and readers. Behind them sit our own CRM and our own ERP, fully connected. Bookings, replies, invoices and follow-ups run automatically. Where a message goes out, a human approves it with one click.

Booking

Customers book on their own

Ad slot, company listing or PR article on our specialist forums: chosen and booked online, around the clock. No quote loop, no waiting for a call back.

Inbox

A reply within minutes

Every enquiry is read, matched to the right contact and answered. The draft reply is ready within minutes; one click and it is on its way.

CRM

Our own CRM

Companies, people, cases, consents and the block list in one place. Every email, booking and invoice hangs on the right contact without anyone typing it in.

ERP

Our own ERP

The booking becomes the order, the order becomes the invoice, the incoming payment closes the case. Documents come from the data, not from manual work.

Connected

Everything connected

Mailbox, CRM, ERP, forums, newsletter and social media talk to each other. One event triggers the next steps on its own: confirmation, publication, invoice, reminder.

Sales

Follow up and renew

Anyone who does not reply gets a friendly reminder. When a booking runs out, the renewal offer arrives in time, not once the slot is already empty.

This is exactly the chain we build for your business: on your systems, with your rules.

02What runs by itself in sales

Six building blocks, one unbroken chain

Each block works on its own. Together they lead from the first researched address to the renewal invoice — with nobody retyping, copying or filing anything by hand.

Inbox

Every email is read and classified

Enquiry, order, rejection, «not right now», meeting request, out-of-office, undeliverable address: an incoming message is not merely filed, it is understood — and then the right thing happens on its own.

  • The deal stage moves on by itself
  • Out-of-office replies and bounces clog nothing any more
  • Whatever needs a human decision becomes a task
Prospecting

Waves instead of a watering can

Companies are researched by AI before anyone writes to them at all: website, offering, contact person with their role, an assessment of the potential. Whoever does not fit is never touched.

  • A named contact with a role instead of an info@ address
  • Addresses are checked before anything is sent
  • Anyone who does not want to be contacted never enters a wave
Opening message

Written for this one business

The research produces an opening message that fits this company — not a form letter with a name pasted in. It is only sent once a human has read it.

  • Staggered sending with pacing and send windows
  • The mail provider's daily limits are respected
  • No factual claim about the business without a source
Follow-ups

Cadence instead of chance — and no means no

Follow-ups run to a fixed cadence, never sooner than a week. A «next year» gets a date instead of being forgotten. A rejection lands on the block list immediately — with every contact of that company.

  • A rejection closes the deal as lost
  • A «not right now» is parked and returns on its date
  • A meeting request becomes a task for a human
Order

One click turns a prospect into a customer

An order is recognised as one, matched to the right item and the right deal, and put up for approval. One click turns it into a customer — order confirmation and draft invoice included.

  • The draft invoice appears in the ERP, not in a spreadsheet
  • Invoice Ninja is one of the systems we connect
  • The order confirmation goes out only after your approval
Term

Service on payment, renewal before expiry

Once payment arrives, the booked service goes live — without anyone having to remember it. Before the term runs out the renewal invoice is ready, early enough that it can still be paid.

  • No customer waits for someone to switch things on by hand
  • No term expires quietly

None of this was drawn up on paper. It runs in day-to-day operation — across our own platforms and our clients' projects.

03The path of one address

How an address becomes a customer

Five stations that would otherwise take five people and a good memory.

  1. 01

    Researched

    The company is looked at before it is written to: what does it do, who is responsible, does it fit at all? The result is stored as knowledge on the case, not on a sticky note.

  2. 02

    Contacted

    The opening message is drafted and waits for your approval. Then it goes out staggered — on the pacing, in the send window, within the daily limits.

  3. 03

    Answered and classified

    The reply comes back into the same mailbox, is read and classified. Enquiry, rejection, «not right now» or meeting request — each classification triggers something different.

  4. 04

    Followed up or closed

    Anyone who does not reply is reminded on the cadence. Anyone who declines is blocked and the deal is closed. Anyone who postpones comes back on the agreed day.

  5. 05

    Ordered and invoiced

    The order becomes a customer, an order confirmation and a draft invoice. The service goes live on payment, and the renewal is ready before the term ends.

04Approval in sales

Not a line leaves the building unseen

In sales this is not a precaution but the condition: a machine writing unseen in your company's name will cost you a customer sooner or later.

Every outgoing message is a draft first

Opening message, reply, follow-up, order confirmation: everything sits in the dashboard until you have read it. Including the things you asked for yourself.

Your correction becomes a fact

What you note during an approval is not just worked into that one text — it is stored as knowledge about the company. Next time, the automation already knows.

Guards above every automation

Several hundred checks run daily against our own sales operation: does every email have its case, is no block list leaking, was nobody contacted twice. And each gate is deliberately made to fail once.

05And the other half

Sales collects what marketing brings in

Both halves read the same contacts, the same consent and the same block list. So a rejection in sales also blocks the newsletter — with nobody having to remember it. Each half can still be booked on its own.

Marketing automation

Newsletters, social, ad accounts, search notifications and derived content — the half that creates demand and sends the replies into exactly this mailbox.

Both together

One dashboard, one approval principle, one set of contacts. The overview shows what the two halves share and where the handover happens.

06Questions about sales

What we are asked about this most often

Does the machine send prospecting emails without us seeing them?

No. Every opening message and every follow-up sits as a draft for approval beforehand. What you do not release is not sent — not even when you started the run yourself.

What happens if someone does not want to be contacted?

The company goes on the block list together with every known contact and is never contacted again — in sales and in the newsletter alike. An objection to advertising is stored as a fact, not as a note in a free-text field.

Won't staggered sending land us in the spam folder?

That is exactly what the pacing, the send windows and the mail provider's daily limits are for. Undeliverable addresses are detected and retired instead of being mailed again — and an unsubscribe takes effect in every list immediately.

Do we have to change our CRM or our ERP for this?

No. We connect to what you have — mailbox, CRM, ERP and your platform's checkout. Changing systems is a project of its own and should never be the price of admission to automation.

Does this work without a sales department of our own?

Especially then. Where nobody sits in the inbox all day, the most is left lying around: enquiries never followed up, forgotten reminders, renewal invoices never sent. Those are the gaps the automation closes first.

Can we automate sales only?

Yes. The sales half can be booked on its own and runs independently. If the marketing half is added later, both share the same contacts and the same block list — bringing them together afterwards is not a rebuild.

Tell us what stays lying in your inbox.

Write to us about the steps that repeat every week in your sales work. You will get an honest assessment — including when the answer is: this is not worth it for you.

The quickest way is by email or through the contact form.