--- title: "Sales: enquiries, quotes and follow-up with an agent in one Room | Kylon" description: "A sales Room where the agent logs every enquiry, researches the people on the call, drafts the quote follow-up and keeps the pipeline current. Someone on your team sends every email." url: "https://kylon.io/apps/sales" language: "en" --- [Kylon home](https://kylon.io/) [Start free](https://app.kylon.io/sign-up) Sales · 4 Apps · 5 Skills # Kylon for sales Hand the agent every enquiry and quote. You approve what goes out. [Start with this](https://app.kylon.io/sign-up?utm_source=gallery&utm_content=sales&build_intent=Download+https%3A%2F%2Fkylon.io%2Fapp-templates%2Fsales-crm-template.zip+and+build+me+a+sales+CRM+from+it.+Unpack+it%2C+read+README.md+and+TEMPLATE_GUIDE.md%2C+and+follow+them%3A+create+the+App%2C+provision+its+database%2C+copy+the+source+into+the+checkout%2C+replace+the+placeholder+app+id+and+base+URL%2C+then+push+a+draft+and+send+me+the+link.+Never+run+SQL+by+hand.+The+numbered+files+in+db%2Fmigrations+apply+themselves+in+order+to+a+new+empty+database+and+seed+the+demo+accounts%2C+leads+and+opportunities%2C+so+the+leads+list+and+the+pipeline+are+full+on+the+first+open.+Leave+those+rows+in.+Then+stop.+Do+not+import+our+real+customers+and+do+not+connect+email+or+calendar.+Ask+me+before+anything+real+goes+in.) [Book a demo](https://kylon.io/demo?from=scenario-sales-hero&page=%2Fen%2Fapps%2Fsales) Northgate Creative · Autumn campaign \# sales · Started by Juno Juno9:12 Northgate went quiet after the quote. Otto, can we go to $41,500 if they drop week three? Otto9:14 Yes, that is the floor. Keep the launch weeks. OrinSales operations9:15 Quote sent 4 days ago, no reply. Ivo asked about the two launch weeks on the call, so I drafted a follow-up with the revised scope. ![Gmail](https://kylon.io/_next/image?url=%2Fv2%2Fintegrations%2Fgmail.png&w=48&q=75&dpl=dpl_88qoYVqh1gA5Tz9bxb7siVRk9bYj) Re: Autumn campaign quote Draft From juno@fernway.example To ivo@northgate.example Hi Ivo, I trimmed the scope to the two launch weeks you mentioned, which brings it to $41,500. Happy to walk through it on Thursday. Best, Juno SendEdit Draft · waiting for Juno to send Reply in thread Sales, owner and an agent, in one thread. Names and numbers are examples. ## The Apps in this Room Two Apps carry the work: a CRM for every enquiry and deal, and a people search for who you are about to talk to. Two industry versions start from the same structure with their own words. Sales · App · sample data ### General CRM Take an enquiry from first contact to closed, without losing where it came from [Make your own](https://app.kylon.io/sign-up?build_intent=Download+https%3A%2F%2Fkylon.io%2Fapp-templates%2Fsales-crm-template.zip+and+build+me+a+sales+CRM+from+it.+Unpack+it%2C+read+README.md+and+TEMPLATE_GUIDE.md%2C+and+follow+them%3A+create+the+App%2C+provision+its+database%2C+copy+the+source+into+the+checkout%2C+replace+the+placeholder+app+id+and+base+URL%2C+then+push+a+draft+and+send+me+the+link.+Never+run+SQL+by+hand.+The+numbered+files+in+db%2Fmigrations+apply+themselves+in+order+to+a+new+empty+database+and+seed+the+demo+accounts%2C+leads+and+opportunities%2C+so+the+leads+list+and+the+pipeline+are+full+on+the+first+open.+Leave+those+rows+in.+Then+stop.+Do+not+import+our+real+customers+and+do+not+connect+email+or+calendar.+Ask+me+before+anything+real+goes+in.)Get the instruction Download https://kylon.io/app-templates/sales-crm-template.zip and build me a sales CRM from it. Unpack it, read README.md and TEMPLATE\_GUIDE.md, and follow them: create the App, provision its database, copy the source into the checkout, replace the placeholder app id and base URL, then push a draft and send me the link. Never run SQL by hand. The numbered files in db/migrations apply themselves in order to a new empty database and seed the demo accounts, leads and opportunities, so the leads list and the pipeline are full on the first open. Leave those rows in. Then stop. Do not import our real customers and do not connect email or calendar. Ask me before anything real goes in. - 01Every enquiry is a lead with a source and an owner, and it stays out of the pipeline until someone converts it. - 02Converting writes the account, the contact and the opportunity in one step, and the deal keeps the enquiry it came from. - 03Each opportunity holds one next step with a due date. The late ones lead the dashboard. Junoin the Room @Orin log the Northgate enquiry and convert it once the call is booked. The pipeline. One line per opportunity, and the lead it was converted from in the second column. Sales · App · sample data ### People Search Find out who someone is, or find the right people for a brief, with a source for every line [Make your own](https://app.kylon.io/sign-up?build_intent=Build+me+a+people+search+App+from+https%3A%2F%2Fkylon.io%2Fapp-templates%2Fpeople-search-app-template.zip%0A%0ADownload+it%2C+read+setup%2F01-build-the-app.md+and+app%2FTEMPLATE_GUIDE.md%2C+and+follow+them%3A+create+the+App%2C+provision+its+database%2C+copy+app%2F.+into+the+checkout%2C+set+the+app+id%2C+name+and+base+URL%2C+then+push+a+draft+and+send+me+the+link.+Never+run+SQL+by+hand%2C+db%2Fmigrations+applies+itself%2C+and+it+seeds+eight+invented+people+so+the+table+is+full+on+the+first+open.+Leave+those+rows+in.%0A%0AThen+stop.+Do+not+look+anyone+up+and+do+not+install+the+Skills+yet.+Ask+me+whether+to+start+real+lookups%2C+and+tell+me+that+is+where+credit+spend+begins.)Get the instruction Build me a people search App from https://kylon.io/app-templates/people-search-app-template.zip Download it, read setup/01-build-the-app.md and app/TEMPLATE\_GUIDE.md, and follow them: create the App, provision its database, copy app/. into the checkout, set the app id, name and base URL, then push a draft and send me the link. Never run SQL by hand, db/migrations applies itself, and it seeds eight invented people so the table is full on the first open. Leave those rows in. Then stop. Do not look anyone up and do not install the Skills yet. Ask me whether to start real lookups, and tell me that is where credit spend begins. - 01Paste an email or a LinkedIn link and get the person, with the current role checked and a source on every line. - 02Describe the buyers you want and get a ranked shortlist, with the reason each one made it. - 03The day before a call, everyone on the invite is researched, with two openers each. Junoin the Room @Orin who is on tomorrow's Northgate call, and who signs off on budget? ![People table with role, company, decision power, location, identity and source count for eight invented people](https://kylon.io/_next/image?url=%2Ftemplate-assets%2Fpeople-search%2Fshot-people.png&w=3840&q=75&dpl=dpl_88qoYVqh1gA5Tz9bxb7siVRk9bYj) People. One row per person, the role checked as current and a source behind every key field. Industry versions Construction version ![Pipeline list of renovation projects with stage, next action, owner and due date](https://kylon.io/_next/image?url=%2Ftemplate-assets%2Fremodeling-crm%2Fthumb.png&w=3840&q=75&dpl=dpl_88qoYVqh1gA5Tz9bxb7siVRk9bYj) ### Remodeling CRM Carry a renovation lead from the first call to the paid design fee - 01The enquiry becomes a project with the household, the address and the source. - 02Budget, timeline and decision makers are written down before a site visit is booked. - 03The paid design fee is checked against the invoice, so the milestone is a fact on the row. Junoin the Room @Orin which kitchen leads have a consult this week and no estimate yet? [Make your own](https://app.kylon.io/sign-up?build_intent=Download+https%3A%2F%2Fkylon.io%2Fapp-templates%2Fremodeling-crm-template.zip+and+build+me+a+remodeling+sales+CRM+from+it.+Unpack+it%2C+read+README.md+and+TEMPLATE_GUIDE.md%2C+and+follow+them%3A+create+the+App%2C+provision+its+database%2C+copy+the+source+into+the+checkout%2C+replace+the+placeholder+app+id+and+base+URL%2C+then+push+a+draft+and+send+me+the+link.+Never+run+SQL+by+hand.+The+numbered+files+in+db%2Fmigrations+apply+themselves+in+order+to+a+new+empty+database+and+seed+the+demo+projects%2C+so+the+pipeline+and+the+board+are+full+on+the+first+open.+Leave+those+rows+in.+Then+stop.+Do+not+import+our+real+clients%2C+do+not+connect+accounting+or+estimating%2C+and+ask+me+before+anything+real+goes+in.)Get the instruction Download https://kylon.io/app-templates/remodeling-crm-template.zip and build me a remodeling sales CRM from it. Unpack it, read README.md and TEMPLATE\_GUIDE.md, and follow them: create the App, provision its database, copy the source into the checkout, replace the placeholder app id and base URL, then push a draft and send me the link. Never run SQL by hand. The numbered files in db/migrations apply themselves in order to a new empty database and seed the demo projects, so the pipeline and the board are full on the first open. Leave those rows in. Then stop. Do not import our real clients, do not connect accounting or estimating, and ask me before anything real goes in. Travel version ![Travel Desk overview with the trip pipeline by stage](https://kylon.io/_next/image?url=%2Ftemplate-assets%2Ftravel-desk%2Fthumb.webp&w=3840&q=75&dpl=dpl_88qoYVqh1gA5Tz9bxb7siVRk9bYj) ### Travel Desk Take a custom trip from the first enquiry to a priced, approved proposal - 01The trip brief lives in fields: party, dates, budget band, style and dietary notes. - 02Supplier quotes hang off the trip, and the proposal is built from the ones you select. - 03Each proposal has versions and an approver, and an accepted one opens the booking. Junoin the Room @Orin build the proposal for the Lisbon family trip from the two quotes we picked. [Make your own](https://app.kylon.io/sign-up?build_intent=Download+https%3A%2F%2Fkylon.io%2Fapp-templates%2Ftravel-desk-template.zip+and+build+me+a+travel+agency+trip+desk+from+it.+Unpack+it%2C+read+README.md+and+TEMPLATE_GUIDE.md%2C+and+follow+them%3A+create+the+App%2C+provision+its+database%2C+copy+the+source+into+the+checkout%2C+replace+the+placeholder+app+id+and+base+URL%2C+then+push+a+draft+and+send+me+the+link.+Never+run+SQL+by+hand.+The+numbered+files+in+db%2Fmigrations+apply+themselves+in+order+to+a+new+empty+database+and+seed+the+demo+trips%2C+travellers%2C+suppliers%2C+quotes%2C+proposals%2C+bookings+and+departure+checks%2C+so+the+pipeline+is+full+on+the+first+open.+Leave+those+rows+in.+Then+stop.+Do+not+import+our+real+clients%2C+do+not+connect+our+mailbox%2C+calendar+or+payment+accounts%2C+and+ask+me+before+anything+real+goes+in.)Get the instruction Download https://kylon.io/app-templates/travel-desk-template.zip and build me a travel agency trip desk from it. Unpack it, read README.md and TEMPLATE\_GUIDE.md, and follow them: create the App, provision its database, copy the source into the checkout, replace the placeholder app id and base URL, then push a draft and send me the link. Never run SQL by hand. The numbered files in db/migrations apply themselves in order to a new empty database and seed the demo trips, travellers, suppliers, quotes, proposals, bookings and departure checks, so the pipeline is full on the first open. Leave those rows in. Then stop. Do not import our real clients, do not connect our mailbox, calendar or payment accounts, and ask me before anything real goes in. ## What it works with - 01 ### General CRM + Skills Write down once how your team qualifies a lead. The agent follows the same steps on every enquiry, and you edit the Skill when the rules change. - 02 ### General CRM + Automations A weekday morning run finds every quote with no reply after three days and drafts the follow-up in its thread. - 03 ### General CRM + email draft cards Replies and follow-ups arrive as Gmail or Outlook drafts inside the thread. Someone on your team presses Send. - 04 ### General CRM + People Search Before a call, the agent looks up everyone on the invite and adds who signs off on budget to the opportunity. - 05 ### General CRM + your own agent Bring Claude Code or Codex into the Room. It works on the same records and waits for the same approvals. - 06 ### General CRM + your phone Drafts and approvals reach the Kylon app on iOS and Android, so a follow-up does not wait for a laptop. ## Each stage of a deal Pick a stage. Each one has a line you can say in the Room as it is. ### Find leads Describe who buys from you. The agent builds a shortlist from Apollo and public profiles, checks that each role is current, and adds the people you keep as leads with their source. Say this in the Room Find 20 heads of marketing at consumer brands in London that ran a campaign this year, and add the ones I approve as leads. ## One deal, start to finish, in one room Northgate Creative, from the first form to a signed quote. Two people and one agent in the same thread, each stepping in where they are needed. 1. 01 ### The enquiry Juno Northgate asked about an autumn campaign through the site form. OrinAgentOrin logged a lead with its source, rating and owner, and drafted the first reply. ApprovedJuno sent the reply. 2. 02 ### Before the call Juno Who is joining on Thursday? OrinAgentOrin looked up the three people on the invite, checked their roles, and noted that Ivo signs off on budget. ApprovedJuno read the brief and added one question. 3. 03 ### The quote Otto Quote the full eight weeks at $52,000. OrinAgentOrin converted the lead into an account, a contact and an opportunity, and drafted the quote email. ApprovedOtto checked the price. Juno sent it. 4. 04 ### Four quiet days Juno Northgate went quiet after the quote. OrinAgentOrin drafted a follow-up with the two launch weeks Ivo had asked about, at $41,500. ApprovedOtto agreed the floor. Juno sent it. 5. 05 ### Closed Juno Ivo signed. Mark it won. OrinAgentOrin moved the opportunity to Closed won, kept the enquiry on the record, and put it in Monday's pipeline post. ApprovedOtto confirmed the amount. ## What comes with it Skills · 5 - Person lookup Takes an email, a LinkedIn link or a name and company and works out who it is, checking the job is current. Runs: When you paste one. - Find by brief Turns a description of the people you want into a ranked shortlist that passes every hard filter, with evidence. Runs: When you write a brief. - Find at a company Names the one to five people at a company who own what you are asking about. Runs: When you name a company and a topic. - Meeting prep Researches every attendee on a calendar invite before the call. Runs: The day before, or on demand. - Work email Finds and verifies a work email, only after identity is settled. Runs: When you ask for one. Included with Kylon - Apollo, for B2B people and company search - Exa, for web research with citations - LinkedIn and X public profiles, for current role, location and history Reached through Kylon on your workspace credits, with no API key of your own. You connect Nothing to start. It opens with sample data. - Your calendar, later, for meeting prep - Your CRM, later, for knowing who you already talk to - Gmail or Outlook, later, for replies and follow-ups as drafts ## What it connects to The accounts and data this Room uses. Each logo opens its integration page when there is one. - [Gmail](https://kylon.io/integrations/gmail) - Outlook - Google Calendar - [HubSpot](https://kylon.io/integrations/hubspot) - [Apollo](https://kylon.io/integrations/apollo) - [Exa](https://kylon.io/integrations/exa-company-person-enrichment) ## How teams run it [ Use case ### How a Team Managed Quotes, Renewals, and Silent Opportunities Keep commercial commitments visible by connecting key dates, account history, documents, owners, and reviewable follow-up. ](https://kylon.io/use-cases/quotes-renewals-silent-opportunities)[ Use case ### How a Sales Team Turned Email Into a Managed Pipeline Bring account context, conversations, documents, next actions, and human-reviewed follow-up into one sales system. ](https://kylon.io/use-cases/sales-email-managed-pipeline) ## Questions ### Who is this for? Small sales teams and owners who sell by enquiry and quote: agencies, studios, contractors and travel desks, anyone whose deals live in an inbox and a spreadsheet today. ### Does it send anything without me? No. Replies and follow-ups wait as email drafts in the thread until someone on your team presses Send. You can also ask the agent to hold a draft until the owner has approved the price. ### Where does the data come from? Enquiries come from the inbox or form you connect. People and company research runs on Apollo, Exa and public profiles, reached through Kylon on your workspace credits with no API key of your own. What the agent writes is saved on the record with its source. ### How do I start? Press Start with this. The instruction is copied and Kylon opens. Paste it into the chat in your workspace and the agent builds the General CRM with sample data. New here, you sign up first. ### I already use HubSpot. Do I switch? Keep HubSpot. Connect it and the agent works with the records you already have from the Room. The General CRM App is there for teams that track deals in a spreadsheet today. ## Start with one enquiry. Forward the next one to the Room. The agent logs it, drafts the reply, and waits for you. [Start with this](https://app.kylon.io/sign-up?utm_source=gallery&utm_content=sales&build_intent=Download+https%3A%2F%2Fkylon.io%2Fapp-templates%2Fsales-crm-template.zip+and+build+me+a+sales+CRM+from+it.+Unpack+it%2C+read+README.md+and+TEMPLATE_GUIDE.md%2C+and+follow+them%3A+create+the+App%2C+provision+its+database%2C+copy+the+source+into+the+checkout%2C+replace+the+placeholder+app+id+and+base+URL%2C+then+push+a+draft+and+send+me+the+link.+Never+run+SQL+by+hand.+The+numbered+files+in+db%2Fmigrations+apply+themselves+in+order+to+a+new+empty+database+and+seed+the+demo+accounts%2C+leads+and+opportunities%2C+so+the+leads+list+and+the+pipeline+are+full+on+the+first+open.+Leave+those+rows+in.+Then+stop.+Do+not+import+our+real+customers+and+do+not+connect+email+or+calendar.+Ask+me+before+anything+real+goes+in.) [Book a demo](https://kylon.io/demo?from=scenario-sales-closing&page=%2Fen%2Fapps%2Fsales)