B2B Growth & AI Automation: AI Outbound, Quoting, Order to Cash | Brand Lens
B2B solutions from Brand Lens: fill the pipeline with AI outbound, respond and qualify fast, quote and close, automate order to cash, deliver and support customers, run finance with AI agents, and build custom software.
Fill the pipeline: AI outbound, lead generation and B2B marketing
- AI outbound (AI SDR) Finds the companies and people that match your best customers, writes personal email and LinkedIn messages, and keeps following up until a meeting is booked. Replies go to your team.
- Intent signals and data enrichment Spot companies that are hiring, expanding or researching what you sell, with verified emails and direct numbers for the right people.
- LinkedIn and founder-led content A posting rhythm for your founders and sales team, written from your expertise and approved before it goes out.
- Search and LinkedIn ads with attribution Ads aimed at buyers in your market, measured by meetings and pipeline, not clicks.
- B2B website, SEO and AI search A site with a page for every product, industry and use case, written to rank on Google and be cited in AI answers.
Respond and qualify: Inbound response, lead routing and CRM
- Inbound response in minutes Forms, emails and requests for quote acknowledged in minutes and routed to the right rep by product, size and territory.
- Lead scoring and routing Every inquiry scored on fit and intent, so reps start the day with the deals most likely to close.
- AI receptionist and web chat Calls and chats answered, qualified with your questions, and booked onto a rep's calendar.
- CRM setup and clean-up HubSpot, Salesforce, Pipedrive or a CRM built for you, cleaned up, with stages that match how you actually sell.
- Meeting notes and next steps Sales calls recorded and summarised, with next steps and follow-up emails drafted into the CRM.
Quote and close: Quote automation, proposals and sales follow-up
- Quote and estimate builder A request for quote becomes a priced quote the same day, from your price lists, contract rates and stock, ready for a person to check and send.
- Proposals and RFP responses Proposals and tender answers drafted from your past responses, case notes and documents.
- Sales follow-up and chasers Polite chasers until there's a decision, with every quote's status visible to the whole team.
- Contracts and e-signature Contracts generated from the accepted quote and sent for signature, with the signed copy filed.
Order to cash: Purchase order automation, invoicing and collections
- Purchase order intake Customer purchase orders read from email and PDF, entered into your ERP or accounting, stock reserved and confirmed with ship dates.
- Vendor purchase order agent Reorders from suppliers drafted when stock runs low, prices checked against agreements, deliveries tracked.
- Invoicing and collections Invoices raised on dispatch, statements sent, and late payers chased politely in your name until they pay.
- Supplier statements and reconciliation Supplier statements checked against your ledger, with differences listed for a person to resolve.
Deliver and support: Customer portals, service desk, logistics and field apps
- Customer portal Customers see orders, deliveries, documents and invoices, reorder in a few clicks and raise support requests without calling.
- Service desk and parts ordering agent Support emails and tickets read, answered from your manuals and records, and parts ordered for approval.
- Shipping planner and freight quoting The week's shipments planned, loads grouped, and freight quotes requested and compared.
- Field and shop-floor apps Photo inspections, job sheets, RFIs and change orders captured on a phone or tablet and sent to the office the same minute.
- Scheduling and dispatch Jobs, crews and equipment scheduled, with changes sent to the field and the customer automatically.
Finance and admin: AI finance agents, accounting automation and HR
- AI accounts agent Card receipts matched, purchase invoices read, coded and sent for approval, and the bank reconciled every week.
- AI finance agent A weekly cash report, project spend against budget, monthly and quarterly reporting, lender covenant checks and every deadline tracked.
- HR, recruiting and onboarding Applicants screened against your criteria, interviews booked, and new hires onboarded with documents and training.
- Inbox and document assistant Shared inboxes sorted and answered in draft, and staff questions answered from your own documents with the source shown.
Custom software and data: Custom CRM, ERP integrations, dashboards and AI overhauls
- Custom CRM and operations platform One system built around how you sell and deliver, when off-the-shelf forces you into its process.
- Integrations and a data sync layer Your CRM, ERP, accounting and operations tools share one version of each customer, order and invoice.
- Dashboards and attribution From first touch to paid invoice, by channel, rep, product and customer, on one screen.
- AI overhaul We map every tool, handoff and spreadsheet, then rebuild the stack in phases: retire what overlaps, connect what stays, build what's missing.
- Data migration Records moved out of old software, cleaned and checked, with the old system kept until the new one has proven itself.
Keep it running: Managed hosting, security, support and training
- Managed hosting, security and backups Everything we build is hosted, monitored, patched and backed up, with access limited to what each job needs.
- AI usage and messaging, managed Model usage, phone numbers, texting registration and email sending are set up, watched and kept within the limits you approve.
- Staff training and rollout Short sessions and written guides so your team and your customers use what was built, plus a named person to ask.
- Dedicated engineering and support One team accountable when something changes or breaks: fixes, changes to your process, and the next improvement once the first one pays for itself.