CPQ Agent Case Study | After-Hours Quote Automation | Brothers Automate
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BROTHERS_AUTOMATE / CASE_STUDY · B2B MANUFACTURERS ● LIVE BUILD · DEPLOYED
CASE STUDY · AFTER-HOURS QUOTE AUTOMATION

Your sales team goes home at 5.
Your website doesn't have to.

An AI agent that sits on your website 24/7 and does what a sales rep does, collects requirements, checks pricing from your ERP, qualifies the lead, sends a quote, books a call, and pushes a deal to HubSpot. All before the rep wakes up.

CLIENT
B2B Manufacturers
INDUSTRY
Manufacturing / B2B Services
TIMELINE
3-5 weeks to production
TECH STACK
AI Chat Agent · ERP Integration · HubSpot CRM · Supabase
24/7
Lead Capture
0
Manual Data Entry
37
Qualification Rules
<2min
Quote Delivery
01 THE PROBLEM

35-45% of B2B inquiries arrive outside business hours

A prospect visits your site at 9pm. They have specs, they need a price, they're ready to move. But nobody's there. They hit a contact form and sit until morning. By then, they've already talked to your competitor.

After-hours inquiries sit in a contact form until the next business day, competitors respond first
Sales reps spend mornings doing data entry instead of selling, copying form data into the CRM
No way to qualify or price a lead without a human in the loop, so every inquiry waits
Complex products mean pricing depends on specs, quantity, and configuration, forms can't handle it
02 THE AI SOLUTION

An AI agent that handles leads while your team sleeps

We built a conversational AI agent that lives on your website and handles the full sales intake flow. It collects requirements through natural conversation (not a form), checks real pricing from your ERP, qualifies against your business rules, books a sales call, and creates a fully populated deal in HubSpot.

PIPELINE · 5 STEPS · YOUR_SALES_TEAM_GOES_HOME_AT_5_ ● LIVE
01
Chat
Prospect describes what they need
02
Qualify
Checks against 37 business rules
03
Price
Looks up real ERP pricing
04
Book
Shows availability and books
05
Push to CRM
Deal created in HubSpot
F.01

Natural Conversation

The agent talks like a sales rep, collecting product, quantity, specs, material, and timeline through dialogue, not form fields.

F.02

Real ERP Pricing

Connects to your ERP (NetSuite, Sage, QuickBooks, or Microsoft F&O) via API. Ballpark quotes come from real data, not guesswork.

F.03

37 Configurable Rules

Geography, materials, scope, certifications, timelines, your qualification criteria, enforced consistently on every lead.

F.04

Full HubSpot Integration

Creates contacts, deals, and notes with 13 custom properties. Reps wake up to pre-built deals with conversation summaries.

03 THE TRANSFORMATION

Before vs after.

METRIC
BEFORE
AFTER
After-Hours Response
Contact form, wait until morning
Instant conversation + quote
Lead Qualification
Manual, rep reads form, Googles company
Automated, 37 rules checked instantly
Pricing Delivery
Days, rep pulls specs, checks ERP
Under 2 minutes, real ERP data
CRM Data Entry
15-20 min per lead
Zero, deal auto-created in HubSpot
Sales Call Booking
Back-and-forth emails
Booked during the conversation
RESULTS · YOUR_SALES_TEAM_GOES_HOME_AT_5_ ● VERIFIED
04 THE RESULTS

Reps wake up to pre-built deals

24/7
Lead Capture
No after-hours gaps
<2min
Quote Delivery
Real pricing from ERP
0
Manual CRM Entry
Deals auto-created
05 NEXT STEP

Stop losing after-hours leads

Let's put an AI agent on your website that qualifies, quotes, books, and pushes deals to your CRM, while your team sleeps.

Talk to the Brothers