The Sales Analyst
Reads your CRM and ERP every Monday, finds deals slipping, accounts ready to expand, and silent churn signals. Posts a ranked list of actions to the sales team, by name.
Chatbots that resolve real tickets. Voice and WhatsApp agents that qualify leads. Autonomous agents that read your CRM, ERP and docs, make judgment calls, and ship outcomes — from sales analysis to customer service to finance ops.
Claude Agent SDK specialists Deployed in your real stack From scope to production in weeks
You've sat through the demos. Read the reports. Maybe you even paid a consultancy €50K for an "AI readiness assessment" that now lives in a shared drive.
Meanwhile, your team still pulls reports by hand, answers the same customer questions 200 times a month, and spots revenue opportunities only after the customer has already gone quiet.
The problem isn't that AI doesn't work. It's that most companies buy strategy when what they need is an agent shipping on Monday morning.
These aren't hypothetical. Each of these is a live production agent we've shipped. Replace the industry with yours — the pattern holds.
Reads your CRM and ERP every Monday, finds deals slipping, accounts ready to expand, and silent churn signals. Posts a ranked list of actions to the sales team, by name.
Handles 100% of inbound leads on WhatsApp and phone — qualifying, answering objections, and booking meetings 24/7. Escalates to a human when it matters.
A conversational agent inside your SAP / ERP that creates and modifies real orders — with role-based auth, guardrails against hallucinations, explicit confirmations, and full audit logs.
Takes incident reports on WhatsApp, pre-filters and categorises by urgency, resolves FAQ-style issues on the spot, and only escalates the ones that actually need a human.
Reads WhatsApp messages, photos of handwritten orders, voice notes. Interprets what the client wants, validates against your catalog, and posts orders directly into the ERP.
Monitors your supplier inbox, extracts line items from any invoice format, matches them against purchase orders and posts clean entries to your accounting system.
Automation follows rules you wrote in advance. An agent reads your context, makes judgment calls, and takes action. The difference compounds.
Scoped access to your CRM, ERP, docs and databases. No copy-pasting in. Same information a human employee would have — just structured.
Agentic reasoning, not scripted rules. They explore, query, compare, and form judgments about which actions move the outcome you care about.
Write to your ERP. Post to Slack. Send a reply. Book a meeting. Escalate with context. Guardrails on destructive actions, logs on every decision.
We monitor every decision. Edge cases become evals. Prompts versioned. Tools expand over time. The agent gets sharper at its job every month.
Agents that read your data, decide what to investigate, and act without human triggers. From weekly revenue analysts to always-on ops monitors.
Yes, we build chatbots — but the kind that looks up orders, updates customers, and resolves tickets end-to-end. WhatsApp, web, Instagram, voice. Real integrations, not scripted FAQ.
Hyper-realistic voice agents that call back inbound leads, qualify them, and book meetings on the calendar. WhatsApp + phone fallback, 24/7, zero queue.
Not just connecting to your ERP — living inside it. Reading, deciding, and writing back. SAP, Dynamics 365, Holded, Odoo, custom ERPs.
Agents that read unstructured input — PDFs, invoices, RFPs, voice notes — extract what matters, and route it into your real systems.
An agent augmenting a specific role in your team: engineering review, legal redlines, financial modelling. Purpose-built per job, not generic.
Generate thousands of assets (text, audio, images) at scale with QA gates, and push them straight into your CMS or product. Not a ChatGPT tab — a pipeline.
Not sure where to start? 2-week audit that maps which jobs in your business an agent could own and scores them by ROI.
Most agents we ship depend on an ERP, a CRM, a catalog API, a data pipeline, or a custom backend that has to work reliably underneath. If you need the plumbing built or fixed first, that's our Tech practice.
See Unlock Tech — ERPs, integrations, custom software90-minute deep-dive into your operations. We map current workflows, identify AI-viable use cases, and score them by impact and effort. You leave with a short list of opportunities ranked by ROI.
We select the highest-impact opportunity and write a tight proposal: exactly what we'll build, what tools we'll use, what the integration looks like, and what success means. Fixed scope, fixed timeline.
Weekly sprints with working demos at the end of each. You see real progress every 7 days and can redirect if priorities shift. Deployed into your actual environment, not a sandbox.
Monthly retainer for monitoring, edge-case handling, and incremental improvements. Your system gets smarter over time as we tune prompts, expand scope, and add capabilities.
cross-sell revenue in 4 months
of orders processed with zero manual entry
of queries resolved autonomously
average invoice processing time
Each of these is a deep-dive on a specific AI application we deliver. Start from the one closest to what you're trying to solve.
30-minute call. Walk us through a bottleneck and we'll tell you if AI is the answer, what we'd build, and what it would cost. No jargon, no commitment.
Or email us at contact@unlockmanagement.com