Calendar & bookings
Consultations, inspections, jobs, reminders and no-shows.
Tuesday, 17 September‹ ›
MON15
TUE16
WED17
THU18
FRI19
09:30 · Site inspectionMartin Novak
✓ Confirmed automatically
The AI sales system
From first inquiry to sales-ready opportunity.
Nacho captures the request, finds what is missing, prepares a pricing-grounded quote and keeps the conversation moving—24/7.
Always-on responseGrounded in your pricingHuman control when it matters
Nacho is working
New inquiryExterior cleaning · 120 m²Web form · 22:14
Quote prepared€ 684Matched to published pricing
Sales handoffMartin NovakContext and next action included
The revenue loop
One inquiry. One connected journey.
Follow a real sales scenario from the first form submission to the moment your salesperson takes over.
MN
Martin NovakExterior cleaning
Sales handoffCall tomorrow at 09:00
Context ready for sales
Capture & qualify
Forms that collect what sales actually needs.
Create branded, service-specific journeys. Nacho reads each answer, remembers unfinished enquiries and asks only for information that changes the next step.
- Multi-step and embedded forms
- AI qualification in the conversation
- Draft recovery and conversion tracking
Tell us about your projectStep 3 of 4
Exterior cleaning
120 m²
Smart questionWhat material is the surface?
AI qualification2/3 buying signals confirmed
Pricing-grounded quotes
Fast quotes without made-up numbers.
Nacho matches the request to your published price book, packages and extras. When reliable pricing is missing, it asks for details or hands the case to your team.
- Structured service price book
- Customer-facing offer and PDF
- Quote questions answered from company knowledge
Published price book
Exterior cleaning · 120 m²€ 600
Difficult-access surcharge€ 84
Estimated total€ 684
✓ Verified against pricing v4
Customer quote
Exterior cleaning
€ 684
Is the protective coating included?
Yes. It is included in the selected package.
Follow-up & handoff
Persistent when helpful. Human when it matters.
Nacho follows up through configured channels, respects customer timing and stops automatically after a reply, booking or closed outcome.
- Email and SMS sequences
- Requested callback timing and reactivation
- Handoff with reason, context and next action
22:15Quote delivered
Day 2 · 10:00Helpful reminder sent
Day 2 · 10:18Customer replied
Day 2 · 10:18Sales task created
Human action requiredCustomer wants to confirm access and book Tuesday.Recommended: call before 09:30
One sales workspace
Every conversation becomes an actionable sales record.
Inbox, pipeline, contacts, scoring and activity stay connected, so the team sees what happened and what should happen next.
Action queue● Automatically synchronized
High priorityCall Martin NovakMartin Novak · 09:00
Next actionApprove custom quoteMartin Novak · Today
Next actionConfirm Tuesday inspectionMartin Novak · Tuesday
New8
Peter HorváthNew inquiry
Qualified12
Eva KováčováQualified 6 min ago
Quote sent6
Martin Novák€ 684 · follow-up
Closing3
Daniel SzabóCall booked
Pipeline● Live CRM
New8
Peter HorváthNext action ready
Peter HorváthUpdated by Nacho
Qualified12
Eva KováčováNext action ready
Eva KováčováUpdated by Nacho
Quote sent6
Martin NovákNext action ready
Martin NovákUpdated by Nacho
Closing3
Daniel SzabóNext action ready
Daniel SzabóUpdated by Nacho
Inbox4 channels · 1 history
Martin NovakIs the protective coating included?
Eva KováčováThank you, Tuesday works.
Peter HorváthCan you send more details?
Web formEmailSMSWhatsApp
Book, close, continue
The workflow does not stop at “yes”.
Turn intent into an appointment, then keep delivery and revenue administration connected.
Invoices & payments
Create, send, export and follow up on invoices from the same customer record.
Reviews & retention
Ask satisfied customers for reviews and reactivate opportunities at the right time.
Stock & materials
Connect booked work with materials, movements and availability alerts.
Control room
Automation your team can inspect, tune and trust.
Control what Nacho knows, when agents act and how results are measured. Your pricing, knowledge and operating rules remain the source of truth.
Nacho agent team● Active
Nova qualifiesQuinn quotesRiley follows up
Orion orchestratesCompany knowledgeSynced
Services & pricing✓
FAQs & processes✓
Website & documents✓
New leads184
Qualified129
Quotes sent96
Won42
Everything connected
The complete Nacho capability map.
Start with the core sales loop and add the operational tools your team needs.
Lead capture
- Branded multi-step forms
- Embedded forms
- Draft recovery
- Conversion tracking
AI sales
- Lead qualification
- Customer memory
- Scoring & sentiment
- Multilingual conversations
Quotes
- Structured price books
- Options & pricing factors
- Quote PDF
- Quote Q&A
Orchestration
- Email & SMS follow-up
- Reactivation
- Safe stop conditions
- Human handoff
Sales team
- Action queue
- Pipeline sync
- Global inbox
- Assignments & commissions
Operations
- Calendar & reminders
- Invoices & payments
- Reviews
- Stock & materials
Intelligence
- Company knowledge
- AI agent controls
- Dashboards & funnels
- Meta & Google tracking
Administration
- Contacts & imports
- Users & permissions
- Brand identity
- Channel integrations
Ready for your processShow us how you sell.
Show us how you sell.
We’ll show you what Nacho can run.
See the complete revenue loop using your services, pricing and sales process.
No generic chatbot demoBuilt around your processHuman control included
