Sales & Quotes
An AI CRM that follows every deal from first proposal to signed client. Accounts, quotes and the next step on each one, in one place your team can ask.
AccountsQuotesPipelineApprovals
Sales, quotes and projects in one AI workspace
AI for companies that never had a tech team.
A CRM, quotes and project tracking your team runs by talking to it. Set up around how you already work, on secure infrastructure, in weeks.
From $290/month. We configure your first workflow with you.
Daniela, SalesWhere are we with the Brightline quote?
StaffynexSent on Oct 21. It's waiting on a pricing approval since Friday.
- Quote
- Q-214, Brightline Logistics
- Value
- $48,600
- Owner
- Daniela
Ready for your approval
Apply the 6% discount Marcus agreed on the call and send the revised quote.
Approve and sendReview first
Answered from your own records. Nothing is sent until a person approves it.
A client asks where their quote is.
The answer is in Carolina's phone.
Carolina is in a meeting.
Every company already has a system. Usually it has a name.
When the state of every deal and project lives in two or three people, the business slows down every time they're busy, away or gone. Staffynex puts what they know where the whole team can ask for it.
Ask the business, not the person.
Anyone on your team can ask what's stuck, what's waiting on approval or what was promised to a client. Staffynex answers from your records and prepares the next step.
- Updates happen in the conversation, not in forms nobody fills in.
- Every change goes to the right person for approval.
- Each person sees what their role allows, nothing more.
What needs my attention today?
Quote Q-214 waiting on pricingBrightline Logistics · $48,600
ApprovalSite prep blocked by vendor permitHarbor Point project · 3 tasks waiting
BlockedDelivery due ThursdayMonthly report · assigned to Ana
DueNew proposal needs an ownerVega Consulting · received yesterday
AssignTwo workflows live today.
Start with the one that hurts most. Connect the other when you're ready.
Project Operations
Who owns what, what's blocked and what's due. When a proposal is signed, the project and its first tasks are prepared for you to approve.
ProjectsTasksDependenciesRisks
Three more workflows in progressTell us which one you'd use first.
Get early accessNeed something specific?We build custom AI workflows around your process.
Talk to usWe run our own companies on it first.
Every workflow is tested in businesses we operate in Brazil and Chile before we offer it to anyone else.
Hacks4bizConsulting · Brazil
More proposals meant more admin, and nobody could say which one needed attention.Quotes, sales records and project updates now live together.
88 hsaved per month
Black Label InvestmentsProperty projects · Chile
One missing approval could hold up several tasks across four projects.Owners, due dates and dependencies are clear before every review.
48 hsaved per month
Real estate consultancySales · Chile
Buyers, properties and deal stages were spread across chats and spreadsheets.Every buyer has an owner and a next step in view.
26 hsaved per month
Estimates based on each company's monthly workload, including human review. See how we calculated them.
One process. One workflow. Your team using it.
Map
We sit with the people who do the work and choose one process worth fixing first.
Configure
We set up the workflow, its records, permissions and approvals around how you already operate.
Run
Your team uses it in daily work. We stay close and adjust it with them as it settles in.
Your data stays yours.
Bringing AI into a company raises one question before any other. Here's the short answer.
Built by operators with more than twenty years running companies across the US and Latin America.
An isolated environment per client
Each company runs on its own environment on AWS. Your records never share space with anyone else's.
Nothing changes without approval
Staffynex prepares the work. A person with the right role approves it before anything is sent or updated.
Use the AI model you already trust
If your company has a preferred AI provider, we connect Staffynex to it.
Show us one process. We'll show you what it looks like running.
A 30-minute call. You describe where work gets stuck, we show you the workflow that fits.
From $290/month
Implementation is scoped around your first workflow, before you commit.