SALES AI WORKFLOW AUTOMATION TOOL

Sales AI workflow Automation Tool

About The Client

Our client is a leading B2B supplier of engineered fastening solutions, specializing in threaded rods and installation technology for large-scale construction and industrial projects. Serving major contractors and HVAC specialists across Europe, they combine deep technical expertise with rapid bulk-order fulfillment to keep critical infrastructure projects on schedule. Their growing sales volume highlighted the need for a sales automation tool to maintain speed and consistency across inquiries.

Location:

Europe

Europe

Industry:

Manufacturing

Project Type:

Marketplace

Duration:

6 months

Our Approach

We built an AI-powered workflow automation tool that digitized their entire client response process — from lead qualification to email follow-up — as part of a broader AI in B2B sales strategy. 

Here’s what we did: 

problem

Intelligent Lead Capture & Profiling: Built an AI-powered lead profiling and intake mechanism that automatically captures and records all client inquiries and lead data — including who the client is, their industry, company size, and specific requirements. 

problem

AI-Powered Personalized Email Drafting: Enabled the system to automatically generate personalized and context-aware email drafts based on the client’s business type, needs, and preferences — ensuring professional tone and relevance. 

problem

Smart Response Handling & Follow-Up Logic: Integrated AI that dynamically generates follow-up emails based on client responses. If a client responds, the system crafts a relevant reply. If there's no response within a set timeframe, the system triggers a courteous reminder email — enabling more responsive AI powered lead management.

problem

Centralized Communication Dashboard: All inquiries, communications, follow-ups, and responses are tracked and visualized within a centralized dashboard. Sales teams gain full visibility into client interaction histories and workflow status. 

The Challenges

problem

Every incoming inquiry had to be manually processed, including identifying the client type, industry, business size, and specific requirements.

problem

Their team was manually drafting emails for each lead, consuming significant time and delaying responses.

problem

Lead records were scattered, making it hard to track, prioritize, and follow up efficiently.

problem

The manual process was slowing down sales conversions and affecting customer experience, showing the need for AI lead management. 

Core Features Developed

AI-Powered Lead Profiler 

AI-Powered Lead Profiler 

Auto-classifies leads based on type, industry, business size, and urgency using intelligent parsing from form inputs — eliminating manual categorization. This is a key function of our AI lead management system.
Context-Aware Email Composer 

Context-Aware Email Composer 

Generates email drafts tailored to each inquiry using dynamic templates, adjusting tone, content, and technical depth based on the client profile. 
AI-Powered Lead Profiler
Lead Prioritization Engine 
Lead Prioritization Engine 

Lead Prioritization Engine 

Ranks leads by sales-readiness and complexity using predefined logic and recent interaction history, enabling smarter follow-up sequencing.
Centralized Lead Intelligence Hub 

Centralized Lead Intelligence Hub 

Provides a unified dashboard to track inquiry status, communication logs, and lead engagement — with filters for region, industry, and intent.
Real-Time Draft Tuner

Real-Time Draft Tuner

Live editing interface with AI-suggested phrasing alternatives to refine tone and clarity before sending — ideal for technical or formal communication. 
Adaptive Response Templates 

Adaptive Response Templates 

Library of modular templates auto-configures based on project size, industry jargon, and location-specific compliance needs. 
Real-Time Draft Tuner

The Result

Here are the impactful results the client achieved after implementing our AI-powered appointment booking solution.

Reduced Lead Handling Time

from 12–15 minutes per inquiry to under 5 minutes, boosting overall operational efficiency.

Shifted from Manual Email

drafting to AI-generated, context-aware suggestions, reviewed and customized by the sales team.

Improved Response Time

from same-day delays to near-instant replies — typically within an hour, enabling faster client engagement.

Replaced Scattered Manual Notes

and spreadsheets with a centralized dashboard featuring searchable, organized lead records.

Technologies Used

Tech Stack
Tech Stack
Tech Stack
Tech Stack
Tech Stack
Tech Stack

Looking For More Case Studies?

Don’t just take our word for it - our track record reflects our expertise and success.

Smart AI Invoice Processing System
Logistics
Singapore
Singapore

Smart AI Invoice Processing System

AI-powered invoice processing for logistics using OCR and ML to automate workflows, cut manual work, and boost accuracy.

PythonLangGraphCrewaiStreamlitAzure
Virtual AI College Counsellor
Education
Australia
Australia

Virtual AI College Counsellor

A Virtual admission counselor chatbot guiding students to colleges based on GPA and prompts—simplifying applications & boosting exam readiness.

OpenAIPythonReactNodeDockerSQL
Appointment Booking AI Chatbot
Healthcare
USA
USA

Appointment Booking AI Chatbot

An AI chatbot for appointment booking—automating scheduling, routing to specialists, and improving care with multilingual support and virtual consultations.

OpenAIPythonReactDialogflowFirebase
View All Case Studies

What Our Clients Say

client image

Bitontree’s AI solution transformed our entire lead workflow. Tasks that took hours now take minutes, and our response time and conversions have significantly improved — all without expanding our team.

Jack Sebastian

Head of Sales, B2B Fastening Solutions Company

Let’s Talk About Your Workflow Automation Project !

We are here to help you build intelligent, scalable software that automates your business processes.

AI Lead Management for B2B Sales Success – Case Study