More Appointments. More Deals. Less Chaos.
How we built a custom AI sales tool for a B2B sales team — from the first inquiry to a fully running system.
Phone sales — but without a system.
A B2B sales team acquires business customers daily — by phone, structured, under time pressure. The problem: processes that cost time instead of closing deals.
The Problem
- Call scripts stored in Word documents
- Leads managed in Excel spreadsheets
- Manual data entry after every call
- No overview of team performance
- Lost leads, inconsistent conversations
The Goal
- One system instead of three tools
- AI coaching directly during the call
- Automatic lead capture
- Measurable results per agent
- No data with third-party providers
Three requirements. One system.
No third-party CRM, no monthly license fees, no data with third parties — and yet everything a modern B2B sales team needs.
Call Management
Structured, repeatable, immediately usable for every agent — with AI coaching in real time that responds to the current conversation situation.
Lead Management
Centralised, team-capable, with complete call history and automatic lead scoring — no more manual transfers.
Team Analysis
Who performs how, which arguments work, where is the potential — measurable, at a glance, exportable as PDF.
This is what it looks like — live in the browser.
The AI conversation assistant runs directly in the web browser — no download, no setup. Agents open the tool, select the conversation type and are guided step by step through the call.
What the tool can do.
A web-based B2B sales tool, fully tailored to the team's processes — from the first call to the appointment close. Everything in one system. Everything in real time.
AI Conversation Assistant
An interactive decision tree guides agents step by step through the conversation — 55+ steps, 7 decision-maker types, ready-made objection responses. Claude AI (Anthropic) analyses the situation in real time and provides concrete coaching hints directly on screen.
CRM & Lead Management
Create, search, filter and prioritise leads — with automatic duplicate detection, complete call history and a lead score calculated automatically from conversation data. Follow-ups, appointment scheduling and ICS calendar export directly integrated.
Team Analytics
Win rate, average AI score, call duration — per agent, at a glance. Plus an A/B analysis of which arguments, decision-maker types and times of day deliver the best results. Monthly reports as PDF at the push of a button.
Security & Control
Role-based user management, automatic session termination after inactivity, complete login log in the admin panel. All data is stored on your own server — no cloud subscription, no dependency on third parties.
Lean architecture. Maximum control.
Requirements Analysis
Directly with the team: What slows down sales? What costs time? What needs to work from day one?
Iterative Development
Every feature — from login to automatic session termination — tested and refined directly with the team.
AI Integration
Claude Haiku API (Anthropic) for real-time coaching. PHP backend with SQLite, no framework overhead, no vendor lock-in.
Go-live & Operations
Deployed on standard web hosting. Running from day one. No onboarding time, no license costs.
Questions & Answers.
What is AI sales automation?
What does a custom B2B sales tool cost?
What is the difference from HubSpot or Salesforce?
How long does development take?
Is the tool GDPR-compliant?
Who is a custom AI sales tool suited for?
Similar requirements?
We build tools that fit exactly to your processes — not the other way around. A first 30-minute consultation, free of charge, no obligation.