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W-02 · 2025 · Automation & AI

AI proposal engine

A proposal and quotation workflow connecting Claude with Zoho CRM, adopted by the whole sales team.

Role
Designed and built — Quarizm
Timeline
Since 2025
Type
Automation & AI
Stack
Claude · Zoho CRM
< 30 minper proposal, down from 3 days
100%of the sales team uses it
01

Challenge

  • Preparing a proposal and quotation took 3 days.
02

Solution

  • A proposal and quotation workflow connecting Claude with Zoho CRM.
03

Result

  • From 3 days to under 30 minutes.
  • Adopted by the whole sales team.

Project images

Cover of the technical and financial proposal
Cover of the technical and financial proposal
Proposal delivery timeline by phase
Proposal delivery timeline by phase
Detailed feature scope page
Detailed feature scope page
Business process flow diagram
Business process flow diagram
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