Solution
AI sales automation and CRM automation that keep your pipeline moving
AI sales automation uses agents to handle the admin around selling: researching and enriching leads, logging activity in your CRM, drafting follow-ups, preparing proposals from templates, and flagging deals that have gone quiet. The aim is to give your salespeople more time with customers and keep your pipeline data complete enough to trust.
Vermilion Intelligence is an AI and automation consultancy helping mid-to-large organisations in Australia and New Zealand put AI agents to work on repetitive tasks.
Sales work we automate
Salespeople rarely enjoy data entry, so CRM records drift out of date and forecasts suffer. Agents can do the logging and preparation, leaving people to do the selling.
Agents draft; your team decides. Outbound messages to prospects are reviewed before they're sent.
Lead research and enrichment
Gathering company and role information from approved sources and adding it to the record.
Activity logging
Recording emails, meetings and call notes against the right contact and deal.
Follow-up drafts
Preparing personalised follow-ups after meetings for the salesperson to edit and send.
Proposal and quote preparation
Assembling proposals and quotes from your templates, pricing rules and product data.
Pipeline hygiene
Flagging stale deals, missing next steps and duplicate records.
Meeting preparation
Briefing notes on the account, history and open issues before each meeting.
Hand-offs to delivery
Passing the details of a won deal to the teams that deliver it.
How it works
How it works
Step 1: Review your sales process
We map how leads move through your CRM and where time is lost.
Step 2: Clean the foundations
We tidy key CRM fields and rules so agents work from good data.
Step 3: Build in the CRM
Agents work inside your CRM and email, with salespeople approving outbound messages.
Step 4: Measure
We track data completeness and time saved, and adjust agents to suit.
FAQ
Frequently asked questions
Which sales tasks can AI agents take on?
Agents handle the preparation and admin around selling: researching and enriching leads, logging activity, drafting follow-ups, preparing proposals and quotes from templates, keeping the pipeline tidy and briefing salespeople before meetings. Relationship building, negotiation and pricing decisions stay with your people.
Will AI send emails to our prospects without approval?
Not unless you decide it should, and we recommend starting with every outbound message reviewed by a person. Commercial emails in Australia must also meet the Spam Act 2003, including consent, sender identification and a working unsubscribe, so agents are set up to respect those rules and your suppression lists.
Which CRMs can AI sales agents work with?
Most modern CRMs with an API, including Salesforce, HubSpot, Microsoft Dynamics 365, Zoho and Pipedrive. Agents can also work with your email and calendar to log activity automatically. We confirm the integration options for your CRM during the readiness assessment.
Related services and solutions
Marketing
Agents that draft, repurpose and report on marketing content, with your team approving everything published.
AI systems integration
Connecting AI agents to your CRM, ERP, finance, email and document systems through secure, scoped access.
AI agent development
Custom AI agents that read, decide and act across your tools to complete repetitive tasks, with people approving what matters.
Wholesale distribution and FMCG
Distributors and FMCG suppliers: order entry, invoice matching, price-list updates and accounts follow-up.
Tell us about the repetitive work you'd like to hand over
Send us a short description of the tasks, the team and the systems involved. We'll reply with an honest view of whether AI agents are a good fit, and what an assessment would look at.
Or email raj@vermiliong.com.au