Sales Automation Consulting · Custom B2B Sales Tools · Rhine-Main

AI Sales Automation - more deals, less manual effort.

Custom-built AI sales tools for B2B teams that acquire by phone daily. Conversation coaching, integrated CRM and team analytics - on your own server, no cloud subscription, fully GDPR-compliant.

55+
Conversation Steps
7
Decision-Maker Types
100%
Real-Time AI Analysis
3 in 1
Coach · CRM · Analytics
GDPR
Your Own Web Server
The Challenge

B2B sales by phone - but without a system.

A B2B sales team acquires business customers daily - by phone, structured, under time pressure. The problem: processes that cost time instead of closing deals.

The Problem

  • Conversation scripts stored in Word documents
  • Leads managed in Excel spreadsheets
  • Manual data entry after every call
  • No visibility into team performance
  • Lost leads, inconsistent conversations

The Goal

  • One system instead of three tools
  • AI coaching live during the call
  • Automatic lead capture
  • Measurable results per agent
  • No data held by third parties
The Requirements

Three requirements. One system.

No third-party CRM, no monthly licence fees, no data at external providers - yet everything a modern B2B sales team needs.

Conversation Guidance

Structured, repeatable, immediately usable by any agent - with real-time AI coaching that responds to the current situation in the call.

Lead Management

Centralised, team-ready, with complete call history and automatic lead scoring - no more manual data transfers between tools.

Team Analytics

Who performs how, which arguments work, where does potential lie - measurable at a glance, exportable as PDF reports.

The Solution

What the tool does.

A web-based B2B sales tool, fully tailored to the team's processes - from the switchboard to appointment close. Everything in one system. Everything in real time.

📞

AI Conversation Coach

An interactive decision tree guides agents step by step through each call - 55+ steps, 7 decision-maker types, ready-made objection responses. Claude AI (Anthropic) analyses the situation in real time and delivers concrete coaching prompts directly on screen.

🖥

CRM & Lead Management

Create, search, filter and prioritise leads - with automatic duplicate detection, complete call history and a lead score that calculates itself from conversation data. Follow-up reminders, appointment scheduling and ICS calendar export built in.

📊

Team Analytics

Win rate, average AI score, call duration - per agent, at a glance. Plus A/B analysis of which arguments, decision-maker types and times of day deliver the best results. Monthly reports as PDF at the click of a button.

🔒

Security & Control

Role-based user management, automatic session timeout on inactivity, complete login log in the admin panel. All data resides on your own server - no cloud subscription, no dependency on third-party providers.

How We Built It

Lean architecture. Maximum control.

01

Requirements Analysis

Directly with the team: what slows down sales? What costs time? What must work from day one?

02

Iterative Development

Every feature - from login to automatic session timeout - tested and refined directly with the team.

03

AI Integration

Claude Haiku API (Anthropic) for real-time coaching. PHP backend with SQLite, no framework overhead, no vendor lock-in.

04

Go-Live & Operations

Deployed to standard web hosting. Running from day one. No onboarding time, no licence costs.

Frontend
Single-Page App · Vanilla JS · No Framework
Backend
PHP · SQLite · Apache Basic Auth
AI
Claude Haiku API (Anthropic) · Real-Time Coaching
Hosting
Your Own Web Server · Ready Immediately · No Extra Costs
Direct Comparison

Custom solution vs. HubSpot & Salesforce.

What is the difference between a tailor-made B2B sales tool and standard CRMs? This comparison shows the key points at a glance.

Criterion Custom Solution (Ventas) HubSpot Sales Hub Salesforce Sales Cloud
Cost One-time from €3,000 from €90/user/month from €150/user/month
Data storage Your own server Cloud (USA/EU) Cloud (USA)
GDPR compliance ✓ Fully compliant Limited Limited
AI conversation coaching ✓ Built-in ✗ Not available Paid add-on
Customisability 100% tailor-made Limited Complex, expensive
Vendor lock-in ✓ None ✗ High ✗ High
Setup time 4-8 weeks 2-6 weeks 3-6 months
Live training / onboarding ✓ Included Paid extra Paid extra
Dedicated contact person ✓ Direct Standard support Standard support

Competitor prices as of 2025, entry-level rates. Variations possible depending on team size and contract.

Also available as a monthly leasing option - please get in touch.

Including live training for your agents (online via Zoom or MS Teams) - or on-site at your premises.

Investment

One-time development - no monthly fees.

A custom sales tool is a capital investment, not a running cost. No subscription, no vendor lock-in. Yours to keep.

Entry

Starter

from 3,000 € one-time
  • AI conversation guide (up to 30 steps)
  • Lead capture & basic CRM
  • Call history per lead
  • Simple agent dashboard
  • 1 user role (agent)
  • Live onboarding (online)
Full Solution
Recommended

Business

from 5,000 € one-time
  • Full AI coach (55+ steps, 7 types)
  • CRM with lead scoring & deduplication
  • Complete call & contact history
  • Team analytics & PDF reports
  • Multi-role (admin, manager, agent)
  • Appointment scheduling & ICS export
  • Live onboarding + 30-day support
Enterprise

Custom

On request
  • All Business features included
  • API integrations (ERP, calendar, telephony)
  • Multi-tenant / multi-team
  • Custom AI model fine-tuning
  • On-site training & rollout
  • SLA & ongoing maintenance contract

All packages include deployment to your server and source code ownership. Leasing options available on request.

ROI Calculator

How fast does the tool pay off?

Adjust the values to your team - the result updates live.

5
200
450 €
Payback period -
Saved vs. HubSpot / year -

The Result

A system that runs every day.

A live system in daily use. No onboarding friction, no licence costs, no data held by third parties. And a sales team that now knows exactly - who does what, how well.

No Licence Costs

One-time development, permanent operation - no monthly SaaS fees, no vendor lock-in. You own the code.

Full Data Control

All conversation and customer data on your own server - GDPR-compliant, no cloud subscription, no third-party access.

Measurable Performance

Clear data for the first time: which arguments work? Which agents perform best? Where does genuine potential lie?

FAQ

Questions & Answers.

What is AI sales automation?
AI sales automation combines traditional sales processes with artificial intelligence. Instead of Excel spreadsheets and Word scripts, your team works with a web-based tool that structures conversations, automatically captures leads and delivers real-time AI coaching - all on your own server, fully GDPR-compliant.
How much does a custom B2B sales tool cost?
Development is a one-time project with no ongoing licence fees. The exact price depends on your requirements - typical projects range from €3,000 to €10,000. Compared to monthly SaaS subscriptions, the investment pays off quickly. We also offer leasing options - please get in touch.
What is the difference compared to HubSpot or Salesforce?
Standard CRMs like HubSpot or Salesforce offer generic features - often too much, often the wrong things, always with monthly costs. Our approach: a tool that maps exactly your processes, runs on your own server and transfers no data to third parties. No licence fees, no cloud dependency, no vendor lock-in.
How long does development of a sales tool take?
A first functional system is typically ready within 4-8 weeks. The exact timeline depends on scope and complexity of your requirements. We develop iteratively - you see first results early in the process, and every feature is tested directly with your team before launch.
Is the tool GDPR-compliant?
Yes. All data - conversation history, leads, user behaviour - resides on your own web server. No cloud subscription, no data transfer to third parties. The only external connection is the AI API (Anthropic), which analyses conversations in real time but stores no customer data on its servers.
Who is a custom AI sales tool suitable for?
Primarily for B2B sales teams that acquire business customers by phone daily and currently work with Excel, Word or multiple non-integrated tools. Ideal from 3-5 agents - at that scale the investment pays off particularly quickly, and the productivity gains become immediately visible in the analytics.
What does sales automation consulting involve?
Sales automation consulting starts with an honest analysis of your current sales process: where does time get lost, where do leads fall through the cracks, which steps could be automated without sacrificing quality. From that analysis we define the right tool scope - from a lean conversation guide to a full CRM and analytics system. The consulting phase is included in every project, not a separate engagement. You get a clear specification before a single line of code is written.
What is the difference between sales automation and B2B sales automation?
Sales automation as a general term covers any process that reduces manual work in a sales cycle - from lead capture to follow-up scheduling. B2B sales automation specifically addresses the longer, relationship-driven cycles typical in business-to-business selling: multiple decision-makers, structured phone acquisition, and analytics that reflect team performance rather than individual transactions. Our tools are built exclusively for B2B contexts.

Similar requirements?

We build tools that fit your processes exactly - not the other way around. A free 30-minute consultation, no obligation, no sales pressure.

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