Waiting on leads
They land with the right rep in minutes.
AI sales automation · For IT sales teams
Close deals faster with tech that does the busywork.
Kyni puts AI and our own engineers on your IT sales team, inside the CRM you already run. Leads answered in minutes, quotes and renewals out the same day, follow-ups that never slip.
30 minutes. No sales deck.
Works inside SalesforceZohoHubSpot
What changes for your reps once the busywork runs itself
- Minutes from new lead to the right rep
- Same day from request to a clean quote
- Zero follow-ups that slip through
01 · What changes
Three things your reps stop doing.
Building quotes by hand
Pricing and approvals run on their own.
Remembering to follow up
Drafted, flagged, back on the calendar.
02 · Solutions
Three things we built that sales teams use every day.
We keep the details for the call. Each one runs inside a client's stack today. Here is what changes for the reps.
Live with clients
On the phone · after every call
Call Notes Agent
- —Notes land on the right deal, not in a notebook
- —Managers read the summary, not the recording
On the call, you'll see how it decides what to keep.
Live with clients
Inside Outlook · all day
Sales Inbox for Outlook
- —Buyers get a reply the same morning
- —Every thread logged without anyone logging it
On the call, you'll see how it picks the emails that matter.
Private client
Inside the CRM · every deal
AI Sales Closer
- —Quiet deals get a nudge before they die
- —Every action logged, nothing sent unseen
Built for a client we can't name. We show it with their permission.
- 1 Free pipeline review 30 minutes. Where do deals get stuck.
- 2 Walkthrough of the one that fits Live, on your data if you want.
- 3 Fixed-price package Quoted after the review. No per-seat fee.
From client work
- 89% of field reps using a new app in its first week Read the case study
- 2.1 days cut from each invoice after the work is done Read the case study
- 4.2x faster review queue once AI helpers had tight limits Read the case study
03 · More we built
More we built, inside and around the CRM.
Other things reps open every day, built the same way.
Outside the CRM · Custom build
Live pages from your data lake
Rich, live pages built straight on your data lake. Pipeline, renewals, and rep activity in one place, no reporting license per person.
Inside the CRM · Salesforce, Zoho, HubSpot
Lead routing and same-day quotes
New leads land with the right rep in minutes. Pricing rules, license counts, and discount approvals run inside the CRM. The quote goes out while the buyer is still on the phone.
Inside the CRM · Record page
Renewals that surface themselves
A panel on the account record that shows licenses, the due date, and the suggested next step. The renewal quote drafts itself ninety days out, not the week it expires.
Inside the CRM · Private client
A pipeline system we can't show
Built for a client who asked us not to name them. We can walk you through how it works on a call, with their permission.
Nothing in this group yet.
04 · How it works
One lead, start to signed.
Everything below runs inside the CRM you already have. Your rep sees the same screens. The busywork just stops landing on them.
-
A lead comes in
Web form, inbox, or a call. It lands in the CRM with the account history and current licenses already attached.
-
The right rep, now
Territory and turn-taking are handled. Duplicates are caught on the way in. Nobody waits for Monday.
-
A clean quote goes out
Pricing rules, license counts and discount approvals run on their own. The rep sends it while the buyer is still excited.
-
Nothing slips
Follow-ups are drafted, quiet deals are flagged, and the renewal drafts itself ninety days out. The rep sells.
Works inside Salesforce · Zoho · HubSpot
Book a free pipeline review
05 · Where Kyni sits
Around your reps, not in their way.
We build inside the CRM and the tools your team already opens every morning. No new login, no per-seat fee, one named engineer who stays.
Ask how it fits your stack Your rep selling
Inside the CRM Routing, quotes, renewals
Outlook Sales inbox pane
Phone Call to summary
Data lake Live pipeline page
Kyni engineer + AI 06 · Hours back
How much selling time is hiding in your team's admin?
Your numbers, your estimate. We only do the multiplication.
Every week
80hours
back in front of buyers. About 1,040 hours a quarter.
Bar shows admin as a share of an eight-hour day.
Book a free pipeline review 07 · Packages
Six packages. Start where deals get stuck.
| Package | What your reps get | Duration | Price | Pick |
|---|---|---|---|---|
| Lead routing One project | New leads reach the right rep in minutes. Territories and turn-taking handled. Duplicates caught on the way in. | 2 weeks | Fixed price | |
| Quote to invoice One project | Pricing rules, license counts, discount approvals, signing online, and the invoice created for you. Reps send a quote in minutes. | 4 weeks | Fixed price | |
| CRM cleanup One project | Duplicates removed, fields tidied, deal stages everyone agrees on, dashboards that match the forecast meeting. | 2 weeks | Fixed price | |
| Pipeline reporting We build, you keep | Forecast, rep activity, quiet deals, renewals coming due, and where deals are won or lost. Built on your data. Yours after handoff. | 6 weeks | Fixed price | |
| AI sales helper We build, you keep | Account research, follow-up drafts, and alerts on deals gone quiet. Sees only the records it needs. Every action logged. | 90 days | Fixed price | |
| Engineer on your team Monthly | One named engineer in your sales org, every month. Joins pipeline meetings, ships fixes the same week. | Monthly | Per month |
Nothing in this group yet.
08 · Compare
What the big tools cost. Where we fit.
Most AI sales tools charge per seat on top of the CRM you already pay for. We build inside that CRM for a fixed price per package.
| Tool | What it is | Published price |
|---|---|---|
| Salesforce Sales Cloud with Einstein | AI copilot, pipeline intelligence, predictive scoring, inside Salesforce. Add-ons push the real number higher. | $150 to $165 per user per month |
| HubSpot Sales Hub Professional with Breeze | Breeze agents, call summaries, and automation. Needs the Professional tier or above. | from about $800 per month |
| Gong | Conversation intelligence for large teams that analyze hundreds of calls a month. | $50,000+ per year |
| Microsoft Copilot for Sales | Lives in Outlook and Teams. Drafts follow-ups, summarizes records, transcribes Teams calls. | bundled with Microsoft 365 and Dynamics |
| Kyni · that's us | Routing, quoting, inbox, and call summaries built inside the CRM you already run. A named engineer stays on your team. | fixed price per package, no per-seat fee |
09 · Free pipeline review
Tell us where deals get stuck. An engineer replies within two business days.
Thirty minutes on a call. You leave with a list of what comes off your reps' plates first. Ask for a fixed quote if you want one. No sales deck.
Do we have to switch CRMs?
No. We build inside the Salesforce, Zoho, or HubSpot you use today. If the CRM itself is the problem, we tell you before we quote anything.
Who are the engineers?
Kyni employees. You get the same named person for the whole project. They stay on, month after month, if you keep one on the team.
Will reps use it?
Every package starts by shadowing reps and ends by training them. We check who is using it in week one and fix whatever people work around.
We use your details only to reply and schedule. Privacy policy.
10 · Insights
What we have learned, written down.
Call transcripts into CRM notes: what to sync, what to leave out
Every tool promises one-click call summaries in the CRM. The useful question is which fields a summary should touch, and which it should leave alone.
Per-seat AI copilots versus a fixed-price build: a decision frame for IT sales teams
Every CRM sells an AI copilot by the seat. Sometimes that is the right buy. Three questions tell you when a fixed-price build inside your CRM wins.
One live pipeline page for the whole team, without a reporting license per rep
Everyone who touches a deal should see the pipeline, but reporting seats cost per person. One live page on data you already have gives the team one view.
The follow-up email nobody has to remember to send
Deals rarely die from a bad pitch. They die from the follow-up that never went out. Make the next touch draft itself from what was said on the call.
Renewals that draft themselves ninety days out
The renewal nobody noticed until the week it expired is a leak you can close. A panel on the account and a draft quote ninety days out changes the talk.
Take the next step
The quarter where nothing slips starts with one call.
Bring your pipeline. We show what comes off your reps' plates first, and quote it fixed.