AI Sales Copilot
Account briefs, follow-ups and proposals drafted for your reps.
We build AI sales copilots that prepare account briefs, summarise calls into CRM notes, draft follow-ups and generate proposals and quotes from your templates, price lists and past wins, for reps to review and send.
- Account briefs
- Proposal drafts
- CRM notes
Free 30-minute call with a senior specialist. Reply within one business day. Based in Jaipur, working with businesses across India.
- Discovery callFree 30 minutes with a senior specialist
- Scoped first phaseWritten scope, timeline and fixed price
- Build with weekly demosWorking software you can see every week
- Launch and supportGo-live with your team ready, then ongoing support
What is an AI sales copilot?
An AI sales copilot assists reps by preparing account briefs, summarising calls into CRM notes, drafting follow-ups and generating proposals from your templates and past wins. Stack18 builds it on your CRM and documents, with approval before anything is sent to a customer.
Last reviewed 31 October 2026 by the Stack18 delivery team in Jaipur. Security and AI governance · Pricing · About Stack18
| What it covers | Account and meeting prep; Call and meeting notes; Proposal and quote drafting; Follow-up drafting; Manager visibility. |
|---|---|
| Typical first step | Discovery Sprint: 2 weeks; fixed price. |
| Custom build | Fixed-scope first release: agreed in discovery; fixed price after discovery. |
| Long-term option | Transformation Pod: 12–36 months; annual contract. |
| Measured by | Proposal turnaround; CRM note completion; Follow-up speed; Rep admin hours. Each against an agreed baseline. |
| Governance | Human approval at 5 governance gates, every AI agent action logged, NDA available on request. |
| Delivery team | Based in Jaipur, India. A senior specialist replies within one business day. |
You need this when…
Tap the ones that apply to you.
AI Sales Copilot, end to end.
Each capability is delivered by the same team on the Agentic SDLC, with your approval at every critical step.
Account and meeting prep
Reps see an account brief with history, open issues and suggested talking points before every meeting.
- Account and contact brief
- History and open issues
- Suggested talking points
Call and meeting notes
Calls and meetings are summarised into CRM notes with action items and owners, and reminders are set.
- Summaries into CRM
- Action items and owners
- Next-step reminders
Proposal and quote drafting
Proposals and quotes are drafted from your templates, price rules and past wins, with discounts routed for approval.
- Templates and price rules
- Reuse of past wins
- Approval for discounts
Follow-up drafting
Email and WhatsApp follow-ups are drafted for the rep to review and send, with sequence reminders.
- Email and WhatsApp drafts
- Sequence reminders
- Rep review before send
Manager visibility
Managers see deal summaries, risk flags and win-loss notes without chasing updates.
- Deal summaries
- Risk flags
- Win and loss notes
A typical engagement, step by step.
Senior people lead every phase. Specialised AI agents on the Agentic SDLC handle the repetitive work, and nothing ships without your approval.
Discovery
We map today's process, systems and data for account and meeting prep; call and meeting notes; and proposal and quote drafting, talk to the people who run it and agree the baseline for proposal turnaround and CRM note completion so progress is measured from week one.
Design
We design the flows, roles, approvals and integrations for account and meeting prep; and call and meeting notes, and review a clickable prototype with the people who will use it before anything is built.
Build in weekly demos
We build in weekly demos, starting with account and meeting prep, then call and meeting notes and proposal and quote drafting. Each release is tested on your own data and passes a human approval gate before the next begins.
Launch and support
We migrate data, train your team and support go-live. After 30 days we review proposal turnaround, CRM note completion and follow-up speed against the baseline and agree what to extend next.
Start small. Scale when it works.
Every engagement begins with a short, fixed-price step so you can judge the fit before committing further. See pricing.
Discovery Sprint
Teams deciding which of account and meeting prep; call and meeting notes; and proposal and quote drafting to build first, and what it should cost.
- Duration
- 2 weeks
- Pricing
- Fixed price
- Scoped plan and timeline
- Team and fixed price
- Process map or prototype
Fixed-scope first release
Teams that know the outcome they need from AI sales copilot and want a fixed-scope first release.
- Duration
- Agreed in discovery
- Pricing
- Fixed price after discovery
- Written scope and acceptance criteria
- Weekly demos
- Handover with documentation
Transformation Pod
Organisations running AI sales copilot across several teams, sites or systems over years.
- Duration
- 12–36 months
- Pricing
- Annual contract
- Dedicated cross-functional team
- Quarterly business reviews
- One accountable partner
What we have shipped, and what a typical engagement looks like.
Delivered projects link to the full case study. Illustrative scenarios describe typical engagements and are not named client results.
B2B services firm
- Challenge
- Proposals built manually; CRM notes skipped.
- What we do
- Copilot drafting proposals and notes for rep approval.
- We would measure
- proposal turnaround, CRM note completion and follow-up speed, against a baseline agreed in week one.
Pilot in weeks
Free sales workflow review
Tell us where sales workflow hurts most. We map what to fix first, whether ready-made or custom fits, and a realistic first step.
- Where to start and why
- Ready-made vs custom view
- Indicative timeline
We agree targets before we start.
Every engagement has a baseline and a target on the measures that matter to you, reported at every read-out.
AI Sales Copilot questions.
Will it send proposals on its own?
No. Reps review and send. Discounts and pricing follow approval rules you set. You also receive documentation and runbooks, so you or another team can maintain it without depending on us.
Which CRMs can it use?
HubSpot, Salesforce, Zoho and others with APIs. We confirm yours in discovery. We confirm versions, plans and API limits during discovery, so there are no surprises on integration day.
Can it use our past proposals?
Yes. It retrieves relevant content from approved documents.
Does it record calls?
Only with your telephony set-up and consent rules. We design this with you.
How do we measure value?
By time saved per proposal, follow-up speed and conversion against your baseline. We agree the baseline in week one and report against it at each weekly demo and at a 30-day review.
How much does AI sales copilot cost?
Every engagement starts with a fixed-price Discovery Sprint that produces scope, a plan and a quote. Custom work is quoted at a fixed price once the scope is clear. Changes are agreed in writing before they are built, so the price you approve is the price you pay.
What should we prepare before the first call?
Bring a short description of how AI sales copilot works today, examples of the documents or screens your team uses, and the three numbers that matter most to you. A senior specialist will use them to outline a first step and a fixed price.
Guides, comparisons and proof.
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Read →CompareReady-Made vs Custom Software: How to Choose
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Read →GuideSoftware Development Cost in India: What Drives It
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Read →Let's scope your AI Sales Copilot project.
Tell us where you are and where you want to be. A senior specialist will reply within one business day with next steps.
- Free 30-minute consultation
- Indicative estimate after the call
- NDA available on request