Sales follow-up agent
Finds customers nobody called and quotes left waiting.
- Reminds reps of overdue follow-ups
- Drafts the follow-up email
- Sends only after the rep approves
Hand repetitive work to AI agents, keep the final say with your team.
Quotes, sales follow-up, customer questions, invoice reading and cash tracking, automated by AI agents connected to the systems you already use. We set them up, connect them, test them and maintain them.
Packages start at $790 setup and $99/month maintenance. Every agent is first tried on your real data in a 2–4 week pilot. 40% off setup for our first 3 customers.
- A person approvesNo message to a customer, quote or accounting entry goes out without approval.
- Limited accessEach agent reaches only the systems and fields its job needs.
- Everything loggedEvery action and approval is recorded with date, user and content.
Agents we set up
Each agent starts from a ready template and is adapted to how your company works.
Quote agent
Turns an incoming request into a draft quote.
- Uses your price list and past quotes
- Lists missing details as questions for the customer
- Nothing goes out until the quote is approved
Customer Q&A agent
Answers common questions from your website and WhatsApp.
- Grounds answers in your own documents
- Hands over what it cannot solve
- Works outside office hours
Invoice reading agent
Reads incoming invoices and documents and pulls out the fields.
- Works with PDFs, email attachments and e-invoice files
- Opens a draft entry in your accounting or ERP software
- The entry is final only after a user approves it
Cash and due-date agent
Tracks receivables, cheques and payment due dates.
- Lists overdue receivables and upcoming payments
- Summarizes the cash position for the next 4 weeks
- Emails a weekly report; takes no action itself
Your own agent
An agent can be built for a job not on this list.
- The workflow is clarified in the discovery call
- We tell you plainly whether it is feasible
- Scope and price are set in a written quote
Packages and pricing
Prices are in US dollars, excluding VAT and sales taxes.
| Package | What is included | Setup | Monthly |
|---|---|---|---|
| Starter | 1 agent; 1 channel (web, email or WhatsApp); knowledge base from your documents; monthly report | $790 | $99 |
| Standard | 2 agents, no CRM or ERP integration; web, email and WhatsApp channels; shared knowledge base; approval flow; monthly report | $1,390 | $179 |
| Professional | Up to 3 agents; CRM or ERP integration (Masatio Sales CRM or the accounting/ERP software you use); WhatsApp channel; approval flows; monthly improvements | $2,400 | $249 |
| Enterprise | Many agents, custom integrations, role-based access, service level agreement (SLA), on-site training | From $5,000, quoted | From $500 |
Included in maintenance
- Monitoring and bug fixes
- Model and template updates
- Monthly performance report
- Up to 2 hours of small changes a month
Options
- Launch price: 40% off setup for our first 3 customers (Starter $490, Standard $890, Professional $1,440). Monthly maintenance stays the same. In return we ask for a case study and permission to name you as a reference.
- Pilot: a 2–4 week pilot costs $395, credited against setup if you continue.
- Extra agent: $390 setup and $69/month per agent, on any package.
- Masatio Sales CRM customers: 30% off setup for the sales follow-up and quote agents.
- Payment: 50% of setup up front, 50% at go-live; maintenance monthly in advance, 2 months free when paid yearly.
Not included
- AI model usage: billed to your own AI provider account, so your data stays there. Customers without their own account get usage with a monthly quota.
- WhatsApp message fees: Meta charges these to your WhatsApp Business account. Meta also charges for messages sent by AI agents, so we show this cost separately in the quote.
- Software without a ready connector: the integration is built as a separate, separately priced project.
Agents inside Masatio
We are building the sales follow-up and weekly cash/due-date agents into Masatio Sales CRM and ERP. Every suggestion an agent makes lands in an approval list first; it is applied only after a user approves it, and who approved it and when is recorded.
Not available yet. Today we set agents up through the service above, connected to your own systems.
Process
An agent usually goes from discovery to daily use in 3–6 weeks.
- 1
Free discovery
We map the repetitive work, the systems involved and the result to measure, then send a written quote.
- 2
Pilot
The agent runs on one process for 2–4 weeks with real data, every output approved by a person, and we measure the time saved.
- 3
Go-live and maintenance
Integrations are finished and your team is trained. We then monitor the agent and send a short report every month.
Frequently asked questions
Will an agent message customers on its own?
Not by default. Messages to customers, quotes, accounting entries and payments need a user's approval. Which tasks may run without approval is decided with you after the pilot.
We don't use a CRM or ERP. Can we still use agents?
Yes. The Starter and Standard packages need no CRM or ERP integration; the agents work through email, your website, WhatsApp and your company documents.
Which software do you integrate with?
Masatio Sales CRM, and on request accounting and ERP software such as Logo, Mikro and Uyumsoft. Where no ready connector exists, the integration is built as a project; we tell you plainly in the discovery call whether it is feasible.
Where does our data go?
An agent reaches only the data its job needs. What is sent to the AI provider, and any transfer abroad, is agreed in writing at the start under GDPR or KVKK; personal data can be masked before it is sent.
What happens if we end maintenance?
We hand over the agent's settings, prompts and documentation. Another team can take it from there.
Which work would you like to automate?
Tell us how the work runs today, which software you use and how many requests come in each month, and we'll set up a discovery call.
We usually reply the same business day.