Sell more without selling all the time.
Kelp prepares every meeting, writes the proposal, follows up until the client says yes and keeps the CRM up to date.
You
Kelp8:30At 10:00, Norte Seguros. Iriarte, the CFO, decides.
He is very price-conscious. Show him this:
Credentials.pdf
Minutes and next stepsTo Iñigo Iriarte · 12:40
1Proposal on Thursday
2Campaign data
3Call on Tuesday
CRM up to dateDigital acquisition programme
Fees€34,800
Meridiana's approach
Sign-offFollow-up9:02No reply in 6 days
Iñigo, does starting on 1 June work for you?
IIGo ahead. We'll sign today.
Contract signed€34,800Norte Seguros
Project kick-off
Kick-off on 1 June
Team notifiedHow does Kelp work a sales opportunity?
The CRM fills itself in.
Kelp updates the CRM with what happens in emails, calls, meetings and chats. You can also tell it yourself and it logs it.
Norte SegurosLiveYou
YouThat would be €34,800 in total.
LucíaWe'll look at it Thursday at 10.
LucíaIriarte, the CFO signs.
Kelp0:06The proposal builds itself.
Kelp writes the full draft with what it knows about the client and your firm. The team reviews it instead of starting from scratch.
Digital acquisition programme
Ana and Jorge
For review · ElenaWhat was discussed
Winning proposals
Your rates
Who is available
Every sale teaches the next one.
After every sale, won or lost, Kelp records why. And it takes that into account in the next ones.
The client, always looked after.
Kelp sends the minutes on the day of the meeting and follows up every opportunity until the client says yes.
Norte Seguros · Digital programmeIñigo, shall we go ahead with the pilot? I suggest Tuesday.
Review and sendSentTuesday is perfect.
The handover to delivery, with nothing lost.
When the deal is signed, Kelp gives the project team everything that was promised to the client.
#norte-segurosNorte Seguros has signed · €34,800
@Ana @Jorge, this is what we promised:
Monthly report on the 5th
The same team for six months
Kick-off before 1 June
Project kick-offKick-off on 1 June
Got it. We're starting with everything.
Every meeting, prepared.
Before every meeting, Kelp prepares who the client is, what they need and what to show them.
Who decidesTheir situationWhat you knowWhat to show
More sales, with fewer of your hours.
Kelp does it in your email, documents, CRM and chat. No change of tools.
Questions about selling.
The ones a partner asks when they see Kelp work an opportunity.
Talk to us →How does the CRM get filled in without anyone typing anything?
Kelp reads emails and listens to calls and meetings, and logs every detail in the CRM itself: what was said, what stage the sale is at and what the next step is. It creates and moves opportunities with their value. It works on HubSpot, Salesforce, Pipedrive, Dynamics 365, Zoho, Odoo, Clientify or Attio.
How does Kelp prepare a sales meeting with the CRM history?
It sends the briefing to your WhatsApp on the morning of the meeting, without you asking: who the client is, what is going on with them, who decides, what to show them and what not to promise. If anyone at the firm has already worked with that account, you know. And the credentials, case studies and deck are tailored to that opportunity.
Who remembers to follow up every opportunity?
Kelp. It watches every open thread and, if one goes cold, it follows up: it leaves the message written for you to review and send. The minutes and next steps go out on the day of every meeting. Follow-up no longer depends on anyone's memory or on the week the team is having.
Does Kelp know why a proposal is won or lost?
It records it. Every proposal keeps the reason for the yes or the no, so the reasons stop being opinions. Kelp identifies which approaches win in each sector and reuses them in the next proposal, and updates the credentials with every project delivered. The next proposal comes out better and in less time.
Is the forecast reliable if Kelp maintains the pipeline?
It reflects what is really happening, because the CRM is updated from emails, calls and meetings, not from what each person remembers to log. No zombie opportunities or inflated stages: if a stage changes, it is because something happened in the conversation with the client.
Does Kelp write the whole proposal or just a draft?
It writes the full draft: structure, approach, scope, team and fees, built from what you have already won. The team reviews and adjusts instead of starting from scratch, and nothing goes to the client without sign-off.
Which CRM does Kelp work with?
HubSpot, Salesforce, Pipedrive, Dynamics 365, Zoho, Odoo, Clientify and Attio, with two-way sync. And if your firm has no CRM, Kelp acts as one: accounts, pipeline and opportunities live in the firm's memory.