AI Sales Automation Platform
Budget / Salary₹12,500–37,500
TypeFreelance project
LocationRemote
Posted2 hours ago
I’m building an all-in-one, AI-driven web and mobile platform that combines our five core services—Company Setup & Business Support, AI Agents & Lead Handling, Social Media Marketing, AI Account Management, and AI Content Creation—into a single workspace.
For the very first release I want to zero-in on large companies with active sales teams. Their biggest pain point is keeping every lead warm, engaged, and progressing through the funnel, so the flagship module must automate follow-ups and manage live sales conversations at scale.
Key requirements
• Multichannel outreach: the system must read, write, and track Email, WhatsApp/SMS, phone calls, and live website chat from one shared inbox.
• AI agents: natural-language models should draft replies, recommend next steps, schedule calls, and escalate to human reps whenever confidence is low.
• Unified timeline: every interaction—regardless of channel—should be stitched together so a rep sees the full conversation history in real time.
• Web + native mobile apps: feature parity across browsers, iOS, and Android so field reps can pick up any thread on the go.
• Seamless CRM integration: contacts, deals, and activities must sync both ways with HubSpot, Salesforce, or another major CRM via API.
Acceptance criteria
1. A working prototype that lets me connect a corporate email account, a WhatsApp Business number, a Twilio-powered phone/text line, and a website chat widget.
2. AI agent successfully generates context-aware follow-ups for at least 30 sample leads and logs each action to the timeline.
3. iOS and Android builds pass TestFlight/Internal Test with feature parity to the web app.
If you’ve engineered conversational AI tools, omni-channel CRMs, or complex SaaS dashboards before, I’d love to review your approach, relevant repos, and a rough milestone breakdown. Let’s create the next essential platform for enterprise sales teams.
For the very first release I want to zero-in on large companies with active sales teams. Their biggest pain point is keeping every lead warm, engaged, and progressing through the funnel, so the flagship module must automate follow-ups and manage live sales conversations at scale.
Key requirements
• Multichannel outreach: the system must read, write, and track Email, WhatsApp/SMS, phone calls, and live website chat from one shared inbox.
• AI agents: natural-language models should draft replies, recommend next steps, schedule calls, and escalate to human reps whenever confidence is low.
• Unified timeline: every interaction—regardless of channel—should be stitched together so a rep sees the full conversation history in real time.
• Web + native mobile apps: feature parity across browsers, iOS, and Android so field reps can pick up any thread on the go.
• Seamless CRM integration: contacts, deals, and activities must sync both ways with HubSpot, Salesforce, or another major CRM via API.
Acceptance criteria
1. A working prototype that lets me connect a corporate email account, a WhatsApp Business number, a Twilio-powered phone/text line, and a website chat widget.
2. AI agent successfully generates context-aware follow-ups for at least 30 sample leads and logs each action to the timeline.
3. iOS and Android builds pass TestFlight/Internal Test with feature parity to the web app.
If you’ve engineered conversational AI tools, omni-channel CRMs, or complex SaaS dashboards before, I’d love to review your approach, relevant repos, and a rough milestone breakdown. Let’s create the next essential platform for enterprise sales teams.
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