# Sell more without selling all the time. > Kelp fills in the CRM on its own, prepares every meeting, builds the proposal from what the firm has already won and follows up until the client says yes. The firm's best selling, every time. *Source: ยท Kelp Labs, Madrid.* Kelp prepares every meeting, writes the proposal, follows up until the client says yes and keeps the CRM up to date. [Tailored demo โ†’](mailto:hola@kelp.work?subject=Kelp%20demo) [See how it works](https://kelp.work/en/sales#como) ## How does Kelp work a sales opportunity? 01 ### 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. Reads emails, calls and meetings Also logs what you tell it Keeps value, stage and next step up to date 02 ### The 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. Starts from what this client needs Uses what works for you on similar engagements With your rates, team and template 03 ### 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. Records why it was won or lost Sees what repeats in the ones you win Applies it in the next proposal 04 ### 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. Sends the minutes the same day Watches whether the client replies If they don't reply, it follows up 05 ### The handover to delivery, with nothing lost. When the deal is signed, Kelp gives the project team everything that was promised to the client. Gathers what was promised in emails and meetings Sets up the kick-off: team and dates Briefs the team with the full context 06 ### Every meeting, prepared. Before every meeting, Kelp prepares who the client is, what they need and what to show them. Researches the client and the decision-maker Retrieves what the firm already knows about them Sends it to your WhatsApp that morning ## More sales, with fewer of your hours. Kelp does it in your email, documents, CRM and chat. No change of tools. **Proposals in hours, not days** Kelp drafts. Your hours go on thinking and talking to the client. **The same quality, every time** Your method and format, whoever writes it. **No sale goes cold** Kelp follows up without anyone having to remember. **Winning becomes repeatable** The reason behind every yes and every no stays in the firm. ## Show us your next proposal. A demo on a real opportunity, in your sector. [Tailored demo โ†’](mailto:hola@kelp.work?subject=Demo%20de%20Kelp) ## Questions about selling. The ones a partner asks when they see Kelp work an opportunity. [Talk to us โ†’](mailto:hola@kelp.work?subject=Kelp%20demo) ### 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.