●Featured Case Study · Metropolis Vertimai
AI Sales Inquiry Automation with Human Control
As a technology and automation partner supporting EdiDev, 2FSOFT contributed to the design and delivery of an AI-powered sales workflow for Metropolis Vertimai. The solution helps classify inbound inquiries, prepare response drafts, coordinate proposal follow-ups, and keep commercial decisions under human control.
Inquiry Classification
AI helps identify genuine sales requests from incoming messages.
Human Approval
Employees review, edit, approve, decline, or regenerate drafts.
Follow-up Control
The workflow supports follow-up timing while people control sending.
- AI-assisted translation inquiry qualification
- Human approval workflow before sending
- Automated follow-up reminders for stalled quotes
- CRM / Odoo lead synchronization
- Multilingual proposal draft generation
AI Sales Workflow Console
Data synchronized
Illustrative example — not actual Metropolis Vertimai data
Lead · INQ-2048
Translation quote request: English to Lithuanian
Prepare draft for review
PENDING
Human approval required
- Incoming message appears to request a translation quote.
- Language pair, document type, and deadline need confirmation.
- Draft response prepared for employee review.
- No proposal is sent until the operator marks it ready.
Inquiry statusReview
Review
Draft statePending
Pending
Metric statusQualitative improvement
Qualitative improvement
The business challenge
Manual inquiry handling can slow down sales response preparation
Metropolis Vertimai receives service inquiries that require reading, qualification, lead handling, response drafting, proposal coordination, and follow-up tracking. Without a structured workflow, important sales context can become fragmented across inboxes and manual tasks.
01
Repetitive message review
Sales staff need to repeatedly read incoming messages, decide whether they are genuine inquiries, and identify missing information.
02
Fragmented lead context
Inquiry details, draft responses, proposal status, and follow-up timing can be difficult to coordinate manually.
03
Follow-up dependency on memory
When prospects do not respond, teams need a controlled way to detect follow-up opportunities and prepare consistent next steps.
Before: inquiry context spread across manual sales work
Email inbox
Inbound requests and prospect messages
Sales judgment
Human qualification and commercial decisions
CRM / lead records
Lead context and proposal status
Draft responses
Proposal-oriented messages prepared for prospects
Follow-up timing
Defined periods after no prospect reply
Audit notes
Review actions, status updates, and approval history
Slower response preparation
Manual steps increase the chance of delayed drafts, missed follow-ups, or inconsistent lead context.
What 2FSOFT built
Designing a Practical AI Sales Inquiry Automation Workflow
Working alongside EdiDev, 2FSOFT helped deliver an AI Sales Inquiry and Proposal Assistant that turns fragmented inquiry handling into a controlled workflow. The system supports staff by preparing information and drafts while leaving customer communication and commercial decisions to humans.
01 · QUALIFY
Detect translation quote requests
AI assists with classifying incoming messages so teams can focus on genuine translation and localization inquiries.
02 · PREPARE
Generate multilingual proposal drafts
The workflow prepares a response that accounts for language pair, document type, and certification needs.
03 · REVIEW
Nothing sends without sign-off
Employees review, edit, approve, decline, or regenerate drafts before customer-facing action.
04 · FOLLOW UP
Coordinate translation follow-ups
The system supports follow-up draft preparation after a defined period when a prospect has not replied.
Core capabilities
Core Capabilities of the AI Sales Assistant
The solution model combines AI email response automation, CRM lead automation, proposal draft support, and a built-in review step before anything reaches a prospect.
AI inquiry classification
Detect whether an incoming message is likely to be a sales inquiry and prepare it for lead handling.
CRM / lead synchronization
Support lead creation, lead updates, status tracking, and sales context synchronization with CRM workflows.
AI proposal drafting
Generate response or proposal-oriented drafts based on the inquiry context and service requirements.
Approval workflow
Allow employees to review, edit, approve, decline, or regenerate drafts before customer-facing communication.
How teams use it
How sales teams use the workflow day to day
The assistant is designed around real sales operations: incoming requests, proposal preparation, status visibility, and follow-up coordination. The examples below are anonymized and illustrative.
We need a quote for translation from English to Lithuanian. Can you check the request and prepare a reply?
Illustrative example: The workflow identifies this as a quote request, prepares the lead context, drafts a response asking for missing details such as document type, word count, deadline, and certification needs, then waits for human review.
Prepare a follow-up for this proposal. Why is this lead still waiting for action?
Illustrative example: The workflow can show that the proposal is waiting for customer response and prepare a polite follow-up draft. The operator still decides whether and when it should be sent.
Recommendation detail · Illustrative example
INQ-2048 · Translation quote request: English to Lithuanian
Human review required
Prepare draft for review
Why this recommendation?
- The message includes a clear service request but may need more details before quoting.
- The draft can save preparation time while keeping the employee responsible for final wording.
- CRM context helps the team understand the current lead status.
- Follow-up communication is controlled through review and approval.
Results & benefits
What Changed for the Sales Team
The workflow replaces fragmented manual handling with a structured review queue. These are the operational improvements the model is designed to deliver — not performance promises, but the shift in how work happens.
Faster inquiry processing
Drafts are prepared automatically as inquiries arrive, so staff start from a ready response instead of a blank page.
Consistent customer communication
Every translation quote reply follows the same structure and tone, regardless of which team member sends it.
Human-controlled approvals
Nothing reaches a prospect without a person reviewing, editing, or approving the draft first.
Better lead visibility
A single review queue replaces scattered inbox threads, showing what's pending, drafted, or sent at a glance.
Review queue
Only the numbers reviewers need for AI draft handling.
Pending AI drafts
47
Waiting for review
Manual proposals
3
Odoo leads needing review
Approved today
12
Added to Odoo message
Sent today
9
Delivered without issues
AI governance and trust
Built So People Stay Accountable
The workflow was intentionally designed so AI supports sales operations without independently sending proposals, deciding commercial pricing, or making final commitments
Human approval before sending
AI-generated drafts remain internal until an employee reviews and approves the communication.
Controlled commercial decisions
Operators remain responsible for lead status, proposal readiness, pricing decisions, and final customer commitments.
Traceable workflow actions
Status tracking and basic auditability help teams understand what was drafted, reviewed, approved, declined, or sent.
Reusable workflow model
Reusable Beyond Translation Services
The same model can support any B2B service organization that receives recurring quote requests and wants faster preparation — without removing people from the decision.
01
Professional services
Consulting, legal, accounting, advisory, and language service teams handling repeat service inquiries.
02
Agencies and IT providers
Teams that receive project requests, need qualification, and prepare similar proposal-oriented replies.
03
Logistics and distribution
Businesses managing quote requests, lead routing, and follow-up coordination across operational teams.
04
Manufacturing and B2B sales
Companies that need structured inquiry intake, CRM lead context, and controlled proposal communication.
Frequently asked questions
Questions buyers ask about AI sales inquiry automation
These answers explain how the model supports service businesses while keeping sales teams in control.
No. This workflow is designed to support sales teams, not replace them. AI helps classify inquiries, prepare drafts, and suggest follow-up actions, while employees review content, manage lead status, approve customer-facing communication, and make commercial decisions.
AI proposal automation can read an incoming request, identify relevant service details, prepare a proposal-oriented response draft, and attach the draft to the lead workflow. A human then reviews, edits, approves, or declines the draft before anything is sent to a prospect.
Yes. The solution model can support CRM lead automation by preparing inquiry information for CRM records, synchronizing lead context, and tracking statuses through API or webhook integrations. The exact integration depends on the existing systems and approval rules.
The workflow can detect when a proposal may need follow-up and generate a draft message, but the sales team remains responsible for review and approval. The system supports timing, consistency, and visibility without independently making final customer commitments.
Built for real-world operations
Technology and Delivery Approach Supporting the Business Workflow
This project demonstrates how EdiDev and 2FSOFT can collaborate to modernize sales operations without forcing organizations to replace existing tools. Technical depth supports the workflow through email automation, AI classification, CRM / Odoo lead synchronization, n8n orchestration, webhook integrations, status tracking, and a human review interface.
Email workflow automation
AI inquiry classification
AI proposal automation
CRM / Odoo lead sync
n8n orchestration
Human review interface
Audit and status tracking
Let's talk
Could This Work for Your Business?
Whether you manage translation requests, consulting inquiries, service quotations, or B2B sales opportunities, EdiDev and 2FSOFT can help you build a similar AI-assisted workflow — one that speeds up response preparation while keeping your team in control.
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Metropolis Vertimai · AI Sales Inquiry and Proposal Assistant