Sales Funnel System — more deals, less manual work.
How we built a custom AI sales tool for a B2B team that acquires by phone daily. Conversation coaching, integrated CRM and team analytics - on your own server, no cloud subscription, fully GDPR-compliant.
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
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, ready for every agent from day one - with real-time AI coaching that responds to the current stage of the conversation.
Lead Management
Centralised, team-ready, with full call history and automatic lead scoring. No more manual transfers between tools.
Team Analytics
Who performs how, which arguments work, where is the potential: measurable at a glance, exportable as PDF.
How it looks: live in the browser.
The AI conversation assistant runs directly in the web browser - no download, no setup. Agents open the tool, select the conversation type and get guided step by step through the call.
What the tool does.
A web-based B2B sales tool built to match the team's processes exactly - from the first call to closed deal. Everything in one system. Everything in real time.
AI Conversation Coach
An interactive decision tree guides agents step by step through the call: 55+ steps, 7 decision-maker types, ready-made objection responses. Claude AI (Anthropic) analyses the situation in real time and gives concrete coaching hints on screen.
CRM & Lead Management
Create, search, filter and prioritise leads - with automatic duplicate detection, full call history and a lead score calculated from conversation data. Follow-ups, appointments and ICS calendar export integrated directly.
Team Analytics
Win rate, average AI score, call duration - per agent, at a glance. Plus an A/B analysis of which arguments, decision-maker types and times of day produce the best results. Monthly reports as PDF at the click of a button.
Security & Control
Role-based user management, automatic session timeout after inactivity, full login log in the admin panel. All data resides on your own server - no cloud subscription, no dependency on third parties.
Lean architecture. Maximum control.
Requirements Analysis
Directly with the team: what slows down sales, what costs time, what has to work from day one?
Iterative Development
Every feature - from login to automatic session timeout - tested and adjusted directly with the sales team.
AI Integration
Claude Haiku API (Anthropic) for real-time coaching. PHP backend with SQLite - no framework overhead, no vendor lock-in.
Go-Live & Operations
Deployed via FTP on standard web hosting. Running from day one. No onboarding time needed, no licence costs.
The right fit for every team size.
From first AI support to a complete sales intelligence system. All tiers run on your own server, no monthly licence costs.
Entry Level
- AI conversation assistant
- Decision tree (55+ steps)
- 3 decision-maker profiles
- Basic lead capture
- 2 user logins
Full System
- Everything in Starter
- 7 decision-maker profiles
- CRM with call history
- Automatic lead scoring
- Follow-ups & ICS export
- 5 user logins
Full Build
- Everything in Professional
- Team analytics & win rate
- A/B argument analysis
- Monthly reports as PDF
- Unlimited users
- Live training (online / on-site)
All prices excl. VAT · Custom requirements on request · Also available as rental/leasing
Live training included: online (Zoom / MS Teams) or on-site at your premises.
Custom solution vs. HubSpot & Salesforce.
What is the difference between a custom B2B sales tool and standard CRMs? This comparison covers the key points at a glance.
| Criterion | Custom Solution (Ventas) | HubSpot Sales Hub | Salesforce Sales Cloud |
|---|---|---|---|
| Cost | One-time from €3,000 ① | from €90/user/month | from €150/user/month |
| Data storage | Your own server | Cloud (USA/EU) | Cloud (USA) |
| GDPR compliance | ✓ Full | Limited | Limited |
| AI conversation coaching | ✓ Integrated | ✗ Not available | Paid add-on |
| Customisability | 100% individual | Limited | Complex, expensive |
| Vendor lock-in | ✓ None | ✗ High | ✗ High |
| Setup time | 4 to 8 weeks ② | 2 to 6 weeks | 3 to 6 months |
| Live training | ✓ Included | Paid extra | Paid extra |
| Personal contact | ✓ Direct | Standard support | Standard support |
Competitor prices: as of 2026, entry-level plans. Deviations possible depending on team size and contract.
① also available as rental/leasing. Get in touch to discuss.
② incl. live training for your agents (online via Zoom or MS Teams) or on-site at your premises.
Questions & Answers.
What is a sales funnel system?
How much does a custom B2B sales funnel tool cost?
What is the difference compared to HubSpot or Salesforce?
How long does development take?
Is the tool GDPR-compliant?
Who is this tool suitable for?
Similar requirements?
We build tools that fit your processes exactly - not the other way around. Free 30-minute consultation, no obligation, no sales pressure.