Sales automation software that turns raw leads into a prioritized, closing-ready pipeline
OpenMax qualifies leads, drafts follow-ups, builds proposals, updates CRM records and recommends the next action. Reps keep control of every quote and external commitment.
Manual follow-up and disconnected CRM records slow the sales pipeline
No prioritization
Every lead chased the same — time burns on the ones that never buy.
Scripts from scratch
Follow-ups rewritten every time — quality rides on the rep's day.
Slow quotes
Proposals and quotes take a day — momentum dies waiting.
No learning
Why deals won or died never gets written down — the team repeats it.
How sales automation moves from lead qualification to close
OpenMax runs the sales automation workflow: qualify → follow up → propose → close → review. CRM automation records outcomes so every win and loss improves the next recommendation.
Score & rank leads
Give it your lead list; it scores each on intent, budget and fit, and returns a ranked to-follow list.
Draft follow-ups
For each lead's stage it drafts a personalized follow-up — angle, message, cadence — channel-ready to send.
Quote & propose
From the need it builds a quote and proposal, tiered to your discount authority, and exports a client-ready doc — in seconds.
Drive to close
Spots buying signals, suggests the next closing move, handles common objections, and nudges the deal to signature — you approve every commit.
Review & self-optimize
Writes outcomes back to CRM, reviews why deals won or died, and proposes sharper lead scoring — you approve.
Most tools stop at logging your activities. OpenMax scores, follows up, quotes, closes — and sharpens itself.
Score → follow up → quote → close → review. OpenMax proposes the next move and keeps a human gate on every quote and commitment.
The real product — try it live
Below is a real OpenMax workspace (demo data). Open the sales squad on the left to watch the full selling loop — score → follow up → quote → close → review — run end to end.
This is the real OpenMax workspace (demo data). It may take a few seconds to load.
What the loop looks like in practice
Figures below are from a real end-to-end demo — illustrative of the motion, not a performance guarantee.
of the pipeline runs itself — humans only work the deals that matter
lead scoring & quotes — from a day to seconds
of scores and quotes are sourced — fully auditable
win/loss review + sharper scoring proposed
Connected in one click
*some integrations on the roadmap
Sales Automation FAQs
Understand the workflow, use cases and human approval boundaries.
What does sales automation software automate?
Sales automation tools can qualify leads, prepare follow-ups, draft proposals and record activity. OpenMax adds AI sales automation to recommend next steps across the full sales loop.
How does CRM automation improve follow-up?
OpenMax writes approved activities and outcomes back to the CRM, keeps stages current and uses win-loss patterns to recommend which opportunity and action to prioritize.
Does OpenMax automate quotes and external commitments?
OpenMax can draft quotes and proposals within connected rules, but every price, discount and external commitment remains behind a human approval gate.
Try sales automation software on your real pipeline
See OpenMax run score → follow up → quote → close on your real pipeline. 30 minutes, live.
Book a demoOpenMax keeps a human decision gate on every quote and outbound commitment. Mockups illustrate the in-product experience; demo figures represent the workflow, not guaranteed results.
