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B2B Software Sales AI

SaaS · technology

A B2B software sales AI runs discovery on inbound traffic the way a good SDR would: company size, current systems, the problem behind the request, integration needs and timing. It maps that to the plan that actually fits, books a demo in the right person's calendar, and writes a briefing into the CRM so the first call starts at the second question instead of the first.

A qualified buyer lands on the pricing page at 2am and would otherwise fill in "Contact sales".

We have 80 employees and need to automate reporting.

Where does the data live today — a warehouse, spreadsheets, or straight out of the product?

Mostly spreadsheets, some in HubSpot.

Then the Growth plan covers it, with the HubSpot connector. Here's the fit and a slot with an engineer:

✓Company size · 80 seats
✓Systems · spreadsheets + HubSpot
✓Need · reporting automation
✓Recommended · Growth plan
·Technical review · with an engineer
Solution fit

Demo held Thursday 15:00 · rep briefed automatically.

What happens behind it

  1. Visitor
  2. Discovery
  3. Qualification
  4. Solution fit
  5. CRM
  6. Demo booking
  7. Rep briefing
CRM · demo Thu 15:00 · Slack alert sent

A demo is on the calendar and the rep opens it already knowing the stack, the size and the problem.

Connects to: HubSpot · Salesforce · Calendar · Slack · GA4

AI Business Agent · €10,000–22,000
Build my B2B Sales AI See the tier

A fictional example with demo data — showing what Purceas can build for this kind of business. Real client builds are listed on the homepage.

  1. What runs behind it

    1. Visitor
    2. Discovery
    3. Qualification
    4. Solution fit
    5. CRM
    6. Demo booking
    7. Rep briefing

    A demo is on the calendar and the rep opens it already knowing the stack, the size and the problem.

  2. The record it writes

    CRM · demo Thu 15:00 · Slack alert sent

    Written into your own system, not into a transcript nobody reads.

  3. What it remembers

    industrySaaS · technologyplatformHubSpotgoalA qualified buyer lands on the pricing page at

    Visible, editable and deletable in your workspace.

  4. When a human takes over

    Escalation carries the full transcript and a written summary.

    Triggered by intent, complexity, or simply by asking for a person.

  5. What it connects to

    HubSpotSalesforceCalendarSlackGA4

    Attribution back to the channel that produced the conversation.

Questions

Does it replace the sales rep?

No — it removes the qualification call so the rep spends their time on the conversations that matter.

Now imagine this trained on your business.

Start from this architecture and Purceas will adapt it live — your products, your tools, your tone. It takes a few minutes and an honest price comes with it.

Build my B2B Sales AI All ten templates