OpenClaw for Sales Automation - AI that Accelerates Your Sales Process

Sales professionals spend only 35% of their time actually selling — the rest goes to administration, data entry, and quote preparation. OpenClaw automates the non-selling part: the AI qualifies incoming leads, generates draft quotes, maintains your CRM, and reminds about follow-ups. This way your sales team can focus on building relationships and closing deals.

IT services provider with complex quote processes

An IT services provider automated their quoting process with OpenClaw. The chatbot collects needs via an interactive conversation, selects the right services and rates from the product catalogue, and generates a draft quote in PDF format. Sales reps only need to review and personalise.

• Interactive needs analysis via conversation resulting in a quote briefing
• Automatic selection of services and rates from the product catalogue
• Draft quote in PDF with professional formatting within 5 minutes

Wholesaler with recurring orders

A B2B wholesaler had OpenClaw proactively approach returning customers for restocking. The AI analyses ordering patterns, suggests reorders, and generates personalised offers based on purchase history and seasonal influences.

• Proactive restocking suggestions based on historical ordering patterns
• Personalised offers with volume discounts per customer profile
• Automatic follow-up when a proposal is not confirmed within 48 hours

Insurance broker with advisory processes

An insurance broker used OpenClaw for the initial customer consultation. The chatbot inventories insurance needs, compares products, and generates an advisory report. The advisor starts the personal meeting with a fully prepared dossier.

• Structured needs analysis covering all relevant insurance questions
• Automatic product comparison with recommendations based on customer profile
• Advisory report as a starting document for the personal meeting with the broker

Key takeaways

• OpenClaw gives sales professionals 15+ hours back per week by automating administration and quote work.
• Proactive follow-ups and restocking suggestions increase customer retention and repeat purchases.
• Automated needs analysis ensures sales conversations are better prepared and more productive.

How OpenClaw Installeren can help

OpenClaw Installeren connects to your CRM and product catalogue for automated lead qualification, quote generation, and follow-up reminders. We configure the AI to match your sales process so your team spends more time selling.