AI-POWERED QUOTE & REVENUE INTELLIGENCE
Turn Salesforce Into a Revenue Execution Engine
Quotes created, pricing enforced, records updated, and deals followed up, all through one conversation inside the Salesforce you already run.
On it. Pulling the deal context now.
- ✓Opportunity: Acme Industrial, $250K, proposal stage
- ✓Products & pricing matched from CRM
- ✓Discount checked: within policy, no approval needed
Your Reps Don't Sell Inside Salesforce. They Search Inside It.
A simple question, "where are my stalled deals over $100K?", means tabs, exports, and waiting. Watch the same request run both ways.
Same question. Hours versus seconds. And the rep never left the workflow
Dynamic price books, handled
Prices change by customer, volume, region, and revision, and quotes built from a stale price book leak margin. ConforgeLabs pulls pricing from the live price book at quote time, every time, so the number on the quote is the number that's current.
One quote from multiple opportunities
When a deal spans several opportunities, reps copy products across records by hand. ConforgeLabs pulls products from multiple opportunities into a single consolidated quote, one request, no re-entry, nothing missed.
One Conversation. Six Revenue Agents.
Each agent does one job well. ConforgeLabs Intelligence routes your request to the right one and executes against live CRM data.
Smart Query Agent
Answers cross-object questions in plain English: "What are my top 5 open opportunities in the Northeast over $50k?"
"Open opportunities over $100K, inactive 14+ days."
NLP Data Entry Agent
Creates and updates records from a plain-English request, no clicking through form fields one by one.
"Update Acme to $250K, move to proposal stage."
Reporting Agent
Builds charts and reports on demand, "show me Q3 pipeline by stage as a bar chart," rendered inline in the same conversation.
"Q3 pipeline by stage and region."
Quote Generation Agent
Builds a quote from a plain-English request, pulling pricing and terms
Pricing & Approval Agent
Checks every quote against pricing policy and discount thresholds, routing anything outside the limit to the right approver automatically.
Pipeline Follow-Up Agent
Flags quotes that have gone quiet, nudges the rep, and surfaces at-risk deals before they stall out.
You Ask Once. The Right Agent Acts.
ConforgeLabs Intelligence is the orchestration layer: it reads the request, routes it to the right agent, and acts on Salesforce through an authenticated connection. Watch the request flow.
Ask
One plain-English request
Understand
Reads the deal's full CRM context.
Act
Builds the quote, applies your rules.
Govern
Exceptions route to the right approver.
Update
Salesforce stays in sync, action logged.
Follow up
Stalled quotes get surfaced, not forgotten.
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One-Click PDF Quote
The finished quote comes out as a formatted, branded, professional PDF, generated instantly, no manual document work.
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Sent Without Leaving Salesforce
The quote is drafted into an email and delivered to the customer from inside the sales workflow, no export, no attachment shuffling.
Autonomy With Sales-Floor-Grade Governance
Speed means nothing if it bypasses the rules that protect revenue. You decide where agents act alone and where a human signs off.
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Policy-Driven Decisions
Pricing rules, discount thresholds, deal limits, approval policies. Every quote follows them.
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Confidence-Based Routing
Routine requests run automatically. Exceptions go to a human, every time.
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Full Audit Trail
Every query, update, quote, and approval, logged and traceable for RevOps.
Human Authority Controls
Set the automation boundary by deal size, discount level, account tier, or product category.
Every Team, Same Intelligent Layer
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Sales Reps
Quote, update, and act on risks without leaving Salesforce.
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Sales Managers
Instant pipeline visibility, stalled deals surfaced automatically.
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RevOps
Standardized quoting, enforced pricing, clean CRM data.
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Leadership
CRM data turned into faster, more predictable revenue decisions.
From Manual Sales Operations to Intelligent Execution
Common CRM queries and routine actions
Manual form navigation for supported records
Specialized agents, one conversation
Agent actions logged and auditable
Ready to Turn Salesforce Into an AI-Powered Revenue Engine?
Connect a sample CRM environment and generate your first quote in plain English
No new CRM. No duplicate data. No tab switching.
Just agents working inside the sales workflow you already have.