Lead Automation
Capture lead details from connected channels. Find an existing record or create a new one. Assign the lead and start the right follow-up.
Useful for
Business cardsEnquiriesEmailWhatsAppForms
Sales Automation
AI-Powered B2B Sales Automation From Lead to Bid
Connect lead sources, CRM data, documents and market information. Mimasa AI helps sales teams qualify opportunities, analyse pipelines, prepare proposals and manage follow-up work.
Lead automation | CRM workflows | Pipeline intelligence | Forecasting | Bids and proposals
- 1Works with your CRM.
- 2Human approval before external action.
- 3Cloud, private cloud or on-premise.
Definition
What Is Sales Automation?
Sales automation uses software to complete repeatable sales tasks. It can capture data, update records, assign work, track opportunities and prepare reports.
AI Sales Automation Adds Judgement
AI sales automation can also read documents and analyse changing information. It can help a team qualify a lead, research an account or explain pipeline risk.
AI for sales is most useful when it has clear data, tools and limits.
Mimasa brings these steps together. It connects approved data, AI agents, workflows and people. The team stays in control of external messages and commercial decisions.
Connected Process
Build a Connected Sales Process
Many sales teams still move data by hand. Leads arrive through email, messages, business cards, calls and forms. Key facts then sit across CRM records, spreadsheets and documents.
This slows the team down. It also creates gaps in follow-up and reporting.
This is sales process automation with clear ownership. It gives each step a status, input and next action.
A sales automation solution can connect these steps
- 01Capture lead and enquiry details.
- 02Check for an existing record.
- 03Enrich the record from approved sources.
- 04Assign an owner and next action.
- 05Track pipeline changes and exceptions.
- 06Prepare a proposal or bid pack.
- 07Route sensitive actions for approval.
- 08Update permitted systems after review.
Process
How AI-Powered Sales Automation Works
Six steps take a lead or bid from first signal to an approved action. Each step has a clear owner and a recorded result.
- Step 1
Capture
Collect lead details from connected forms, business cards, text, voice, WhatsApp or email.
- Step 2
Enrich
Add approved company, market, product and CRM context. Keep the source of key facts visible.
- Step 3
Qualify
Apply defined criteria. Route unclear or high-value opportunities to a sales owner.
- Step 4
Analyse
Review pipeline movement, deal signals, sales history and available market information.
- Step 5
Approve
Ask a person to review external communication, pricing, proposals or bid decisions when required.
- Step 6
Act
Create a task, update the CRM, prepare a report or continue an approved workflow.
This approach supports intelligent sales automation. It also keeps every action within set permissions.
Use Cases
B2B Sales Automation Use Cases
B2B sales automation must support long sales cycles and complex buying groups. It should also keep product, commercial and customer context connected.
Lead Generation Automation
Organise and qualify leads from approved sources. Use automated lead generation to reduce manual research and data entry.
AI lead generation can also support sales prospecting automation. It can gather approved account context before a salesperson starts outreach.
Mimasa does not supply a contact database. It works with information that the organisation can use.
CRM Data and Workflow Automation
Use CRM data enrichment to improve incomplete records. Apply CRM workflow automation to create tasks, update fields and route exceptions.
Mimasa works with the CRM. It does not replace it.
Use automated lead qualification when clear rules are available. Send uncertain matches or strategic accounts to a person.
Pipeline and Deal Intelligence
Use sales pipeline automation to monitor stage movement, ageing, missing activity and other configured signals. Deal intelligence can help teams focus on opportunities that need attention.
Sales Forecasting
Combine sales history, pipeline stages and available business signals. Use AI sales forecasting to compare scenarios and explain changes.
Mimasa adds analysis and workflow support around existing sales forecasting software and sales forecasting tools. It does not guarantee an outcome.
Sales Proposal Automation
Bring approved company, product, pricing and opportunity information into a sales proposal workflow. Proposal automation can prepare a first draft and route it for review.
People approve pricing, commitments and final external content.
AI Bid Management
AI Bid Management for Tenders and GeM
Read a bid and its linked documents. Extract requirements and compare them with approved company data. Prepare a clear review pack and draft submission documents.
For GeM bids, the workflow can process the main bid, linked PDFs and Additional Terms and Conditions. It can then prepare branded documents in the company's style.
Explore GeM Bid Processing →In higher education, the same enquiry-to-conversion pattern supports admissions and enrolment automation, where counsellor follow-up and applicant decisions stay with authorized people.
Sales Operations
Sales Operations Automation
Sales operations automation keeps data, tasks and reporting aligned. It reduces the manual work needed to manage the sales process.
Sales ops automation also makes hand-offs easier. Each task can carry its source data, status and review history.
AI for sales operations can support:
- Lead routing and owner assignment.
- CRM data quality checks.
- Follow-up task creation.
- Pipeline reviews and exception lists.
- Forecast preparation.
- Proposal and bid coordination.
- Weekly sales reports.
- Management presentations.
Workflow Control
Sales Workflow Automation With Human Control
Sales workflow automation defines what happens after a lead, opportunity or bid event. It connects repeatable steps with AI where judgement is useful.
| Workflow step | What Mimasa can do | Human control |
|---|---|---|
| Lead intake | Extract details and check existing records | Review unclear matches |
| Qualification | Apply approved criteria and prepare evidence | Confirm strategic opportunities |
| Pipeline review | Find configured risks and missing information | Decide the next action |
| Forecasting | Analyse history and current pipeline signals | Approve assumptions |
| Proposal | Prepare content from approved sources | Approve price and commitments |
| Bid | Extract requirements and prepare documents | Confirm eligibility and submit |
An AI sales agent can handle selected tasks inside this workflow. It can use only the tools and data assigned to it.
Revenue Intelligence
Sales and Revenue Intelligence
Revenue intelligence connects sales activity with pipeline and outcome data. It helps leaders ask better questions about growth, risk and execution.
Users can ask questions in natural language. They can turn the result into a dashboard, report, spreadsheet or presentation.
Mimasa can combine authorised internal data with approved research. Teams can use it to review:
Pipeline movement by team, product or region.
Opportunity ageing and missing actions.
Win and loss patterns.
Forecast changes.
Account and competitor information.
Market size, demand and pricing signals.
Customer, regulation and trade signals where relevant.
Assistant or Agent
AI Sales Assistant or Governed Sales Agent?
AI Sales Assistant
An AI sales assistant helps a person complete a task. It may summarise a record, draft a follow-up or find information.
AI Sales Agent
An AI sales agent can work through several approved steps. It may collect context, use a tool, check the result and create the next task.
Mimasa Supports Both
- Assist a salesperson during active work.
- Run a defined task in the background.
- Pause when information is missing.
- Ask for approval before an external action.
- Record the steps and result.
This makes AI agents for sales useful without giving them open-ended access.
CRM Automation
CRM Automation Without Replacing Your CRM
CRM automation works best when records stay accurate and actions stay connected. Mimasa can read or update authorised CRM data through configured connections.
- Capture missing lead details.
- Detect possible duplicate records.
- Enrich account context.
- Create tasks and reminders.
- Update an approved field.
- Prepare a pipeline review.
- Route exceptions to the record owner.
The CRM remains the system of record. Mimasa adds AI, workflow and analysis around it.
One Governed Flow
Sales Automation Tools in One Governed Flow
Sales teams often use separate tools for research, CRM updates, forecasting, documents and reporting. The result can be more hand-offs and more copied data.
This creates one sales automation system around the existing sales stack.
It gives teams the benefits of connected sales automation solutions. It does not force them to move into a new sales automation platform.
Its sales automation software layer can combine:
- Data and document extraction.
- Market and account research.
- AI sales tools and purpose-specific agents.
- Rules and approval steps.
- Dashboards and reports.
- Tasks and team collaboration.
Security
Security, Governance and Deployment
Sales data can include customer details, pricing, forecasts, proposals and confidential bids. Access must be controlled.
- Role-based access.
- Approved data and tool access for each agent.
- Human approval steps.
- Activity and execution records.
- Controlled external actions.
- Cloud, private-cloud and on-premise deployment.
The organisation decides who can see data and who can approve an action.
Govern sales data and agent access →Adoption
Start With One Sales Process
Start with a process that takes time or loses information. Define the result before building the workflow.
- 1
Choose the lead, pipeline, forecast, proposal or bid process.
- 2
List the systems, documents and people involved.
- 3
Define the rules and expected output.
- 4
Add review steps for sensitive actions.
- 5
Test common cases and exceptions.
- 6
Monitor the result before expanding.
This approach makes the automated sales process easier to control and improve.
Connected Platform
Related Platform Capabilities
AI Agents
Build agents for lead, account, pipeline, proposal and bid tasks.
Agentic Workflow Automation
Connect triggers, rules, actions and approvals.
Data Extraction
Extract information from cards, forms, documents and bid files.
Data Transformation
Clean, map and validate sales data.
Data Governance
Control sales data, agent access and approvals.
Visualisation and Dashboards
Review pipeline, forecast and sales performance.
Gosthi
Manage leads, tasks, discussions and agent hand-offs.
Frequently Asked Questions
Common questions about sales automation software, B2B sales automation and how Mimasa AI works with your CRM.
Start Focused
Choose One Sales Process to Automate
Bring a lead, pipeline, forecast, proposal or bid workflow. We will show how Mimasa can connect the data, apply the right controls and reduce manual work.