Sales

Caesar, the sales agent

Handles the sales department's work: watches the market, researches each company, prepares the meeting and gets the proposal and contract ready. Nothing goes out without your yes.

It is not a generalist assistant. We set it up with your ICP, your prices, your templates and your brand.

Fixed price

Open agent (OpenClaw or Hermes): Setup €7,200, + €360/month. On a server for your company; it talks to you on Telegram or WhatsApp. IGI not included.

Roles

6

specialists in a single agent

Hours

32 h

saved every week

The roles it covers

  • Sales researcher
  • Market and competitor analyst
  • Tender manager
  • Presalesstrategy, deck and proposal
  • Sales administratorcontracts, NDA and DPA
  • Sales assistant and CRMfollow-up emails, calendar and meeting sheets
Caesarat work

Go/no-go sheet

1 of the 6 new ones this week

Case management platform with an AI assistant

72212000-4 · Application software programming services
Consorci Digital de Vallnova
23 days
€86,400 excluding taxes
82GO on lot 1
  1. Published
  2. Questions
  3. Submission
  • Technical capacity: you have it
  • Deadline: doable with the current team
  • Lot 2, hardware maintenance: out of scope
  • Citizen-service assistant for a local councilStrong fit: AI agents
  • Office hardware maintenanceOut of scope: hardware
  • Office software licence resaleYou don't resell licences
  • Cybersecurity auditRequires a certification you don't hold
  • Corporate website for a foundation6-day deadline: not feasible

Caesar does not submit the bid: it prepares the technical submission if you ask.

Accounts that fit this week

ICP: professional services, 10 to 50 people

Orvalia Logística92Looking for an operations manager
Brumera Arquitectes87Opening a second office
Cimaltia Hotels78New website with a quote form
Estudi Dental Arnella71Won a municipal tender
Gestoria Pradell66Posted three admin job openings
Enginyeria Tossal62Switching invoicing software

Each signal, with its source. Caesar alerts you; it contacts no one.

What changed this week

4 competitors monitored

  • Nexara Automatitza

    Lowered its entry plan

    €2,900€2,450

  • Fluxa Consulting

    Agents for tax advisory firms

  • Bitllet IA

    Changed the homepage headline

    automationAI agents

  • Kaleida Digital

    Hiring two AI consultants

Only what changed, with the source of each change.

  • 5competitors tracked
  • 8prospects scored against your ICP
  • 8hot alerts

Market radar

6 pages

  1. Cover of the market radar for week 41, with its contents: summary, competitors and prospects
  2. Radar summary: five competitors tracked, eight prospects scored against the ICP and eight hot alerts
Cover of the market radar for week 41, with its contents: summary, competitors and prospects

+4 pages locked

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  • Why now
  • The three main pains
  • Recent signals, with the source

Account brief

3 pages · ~10 min

  1. Cover of the brief on Concessionari Pirineu, a real company, anonymised
  2. Battlecard: why now, the top three pains and fresh signals, each with its source
Cover of the brief on Concessionari Pirineu, a real company, anonymised

+1 page locked

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  • Why now
  • The three main pains
  • Recent signals, with the source

Account report

9 pages · ~30 min

  1. Cover of the report on Concessionari Pirineu, with its four sections
  2. Battlecard: why now, the top three pains and fresh signals, each with its source
Cover of the report on Concessionari Pirineu, with its four sections

+7 pages locked

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  • Why now
  • The three main pains
  • Recent signals, with the source

Account dossier

46 pages · ~75 min

  1. Cover of the dossier on Concessionari Pirineu, with its six sections
  2. Consolidated dossier: the table of contents and the company's quick facts
Cover of the dossier on Concessionari Pirineu, with its six sections

+44 pages locked

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  • Impact
  • Urgency
  • Confidence

Strategy for Vall Components

11 pages

  1. Cover of the sales strategy for Vall Components, a fictitious client
  2. Pains in order of priority, each with its impact, urgency and confidence
Cover of the sales strategy for Vall Components, a fictitious client

+9 pages locked

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  • For the first meeting
  • Built from the dossier
  • In your brand

Vall Components deck

15 slides

  1. Cover of the first-meeting deck for Vall Components, a fictitious client
  2. Slide 2: what you use today, the best-known chat tools
Cover of the first-meeting deck for Vall Components, a fictitious client

+13 slides locked

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  • In Catalan, Spanish or English
  • In your brand
  • a person decides

Proposal for TransPirineu

13 pages

  1. Cover of the sales proposal for TransPirineu, a fictitious company
  2. Who you are and where you stand: the client's details and the context of the proposal
Cover of the sales proposal for TransPirineu, a fictitious company

+11 pages locked

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  • Contract, NDA and DPA
  • Once the price is agreed
  • In your brand

Services agreement

17 pages

  1. Cover of the services agreement with Vall Components, a fictitious client
  2. Contract details and the parties to it
Cover of the services agreement with Vall Components, a fictitious client

+15 pages locked

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  • Contract, NDA and DPA
  • Once the price is agreed
  • In your brand

Non-disclosure agreement

9 pages

  1. Cover of the non-disclosure agreement with Vall Components
  2. Parties to the non-disclosure agreement
Cover of the non-disclosure agreement with Vall Components

+7 pages locked

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The week with Vall Components

Fictitious client

  • CRM record

    1. Contact
    2. Meeting
    3. Proposal
    4. Negotiation
    5. Closed

    Proposal sent 2 days ago

    Value
    €5,400
    Contact
    Managing director
    • Follow-up meeting
    • Summary email, waiting for approval
    • Agreement and NDA, once the price is agreed

  • Follow-up email

    Managing director · Vall Components
    Thursday's summary and next steps

    Thanks for Thursday's meeting. Here are the summary and the proposal with the two packages we discussed. If it works for you, I'll send the agreement and the NDA on Tuesday.

    a person decides

  • This week

    1. 09:30Weekly radar
    2. 12:00Call · Orvalia Logística
    3. 16:00Proposal review
    4. 10:00Meeting · Vall Components
    5. 09:00Proposal follow-ups

  • Vall Components

    Thursday 10:00 · 45 min · at their offices

    Agree on the two packages and the start date.
    Managing director, workshop manager and you.
    1. Quotes done by hand from drawings: 2-3 h each.
    2. Calls every day to ask how an order is going.
    3. They want to start before the summer.
    «How many quotes do you lose by arriving late?»
    If they say yes: agreement and NDA on Tuesday.

Fictitious clients in every tab except the reports: a real company, anonymised.

What it does

  • Every week it watches your competitors, the clients that fit your ICP and the tenders in Andorra and Catalonia. It alerts you with the source of each signal and contacts no one.
  • Before each meeting it prepares the company dossier with sources, as long as needed, plus the strategy and the deck.
  • The proposal in Catalan, Spanish or English, and the contract, NDA and DPA once the price has been discussed, all in your branding.
  • The CRM kept up to date, the sheet and agenda for each meeting and follow-up emails ready: they only go out with your yes.

Caesar's sales cycle, step by step

  1. Radar

    Competitors and clients that fit the ICP, with the source of each signal.

  2. Public tenders

    The go/no-go sheet for the ones that fit, every week.

  3. Dossier

    The company, researched before the meeting.

  4. Strategy

    What to propose, to whom and why, with two or three packages.

  5. Deck

    The presentation for the first meeting, tailor-made.

  6. Proposal

    In your branding; it goes out when you say yes.

    a person decides

  7. Contract

    Contract, NDA and DPA, ready to sign.

  8. CRM and emails

    The CRM up to date and the follow-up emails, ready for you to approve.

Product, fixed price

Caesar is installed with a fixed scope and a fixed price. You choose where it runs.

  • Copilot

    Runs in the terminal with Claude Code, Codex or any CLI, within your company's AI subscription, with no server of its own.

    €3,600setup

    + €270/month

  • Open agent

    Your own agent on a server for your company, between the Copilot and LangChain. It talks to you on Telegram or WhatsApp, with memory and scheduled tasks.

    €7,200setup

    + €360/month

  • Persistent agent

    The same agent, built with LangChain on a server for your company. It does not depend on any subscription: models are paid per use, with your keys.

    €12,600setup

    + €450/month

The fee includes

The monthly fee is the Monthly maintenance:

  • Updates, checks and diagnosis.
  • Our own bugs, fixed at no cost.
  • Adapting the agent when the model, the tools or the APIs change.
  • Minor template and brand tweaks, within the accepted scope.
  • Review of the spending log and the caps.

Paid separately

  • With the Copilot: your company's AI subscription (Claude or Codex).
  • API keys for the search and data services, on your account.
  • Airtable or your CRM, on your account.
  • With the open or the persistent agent: the server, at cost, and model usage.
  • New capabilities, channels or contract jurisdictions: quoted separately.

How it is built

Caesar, inside

Each skill is a subagent. Whatever goes out to a client waits for your yes.

Your tools

  • Gmail
  • Google Calendar
  • Google Drive
  • Your CRM
  • Microsoft 365

Your business

  • ICP
  • Prices
  • Templates
  • Brand
  • Your products
  • How you write
  • What to say and what not
  • Documents

Public sources

  • Websites and press
  • Bulletins and tenders
  • Social networks
Sales agentCaesar
  • ResearchThe dossier on each company, with a source for every claim.
  • StrategyQualifies the account and proposes two or three packages.
  • DeckThe meeting presentation, in your brand.
  • ProposalIn Catalan, Spanish or English; it goes out with your yes.
  • ContractsContract, NDA and DPA once the price is agreed.
  • RadarCompetitors and clients that fit your ICP, every week.
  • TendersThe go/no-go sheet for the ones that fit.
  • Follow-up emailsWritten in your voice, with the CRM up to date; they go out when you approve them.

What comes out

  • The dossier, the deck and the contract

  • The proposal, ready to approve

  • The follow-up emails

  • The radar's alerts

Real results

Documents for fictitious or anonymised clients: open one and read two pages.

A week with Caesar

From Monday's radar to the contract: a week of sales work, step by step.

Custom

Caesar is the base. If your sales process needs more, we extend it with new tasks, your tools and your rules.

Custom

The productCaesar
  • Research
  • Strategy
  • Deck
  • Proposal
  • Contracts
  • Radar
  • Tenders
  • Follow-up emails
  • New skillsThe tasks the product does not do.
  • Your toolsERP, e-signature and messaging.
  • Your rulesWho approves what, and up to what amount.
  • More marketsLanguages, countries and jurisdictions.

Connects to what you already use

  • HubSpot
  • Odoo
  • Holded
  • Gmail
  • Outlook
  • Google Calendar
  • Google Drive
  • SharePoint
  • Slack
  • Teams
  • WhatsApp
  • DocuSeal

Three extensions, for example

  • ERP prices in the proposalThe proposal goes out with the day's rates and stock, read from your ERP.
  • The contract, signedOnce you approve it, it goes out for signature and comes back signed to Drive and the CRM.
  • Tenders from three sourcesThe radar reads the Andorran, Spanish and EU bulletins against your criteria.

Scope and amount go in the written proposal.

Custom AI systemsCustom agents and connections between agents

Start with a meeting

Caesar · Sales agent

We show you Caesar at work and see together whether the fixed scope fits you or it should be built to measure.

Request a meeting

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