Sales & accounts

From inquiry to deal, ANIMA moves work forward

Call ANIMA in your LINE group or Teams to discuss an opportunity. ANIMA Workspace can also draw on past experience to prepare quotes, follow-ups, and renewal reminders for your review.

Work in a bright office environment
ANIMA WorkspaceInbox

Good morning

ANIMA completed 4 tasks overnight. 3 need your review.

LINEIndustrial equipment, project A · Technical briefing invitation
Needs review
LINEBuilding materials, project B · Second quote
Needs review
GmailEquipment maintenance, project C · Renewal plan and quote
Needs review
GmailNew website lead · Company background
Done

Learn: Move opportunities forward using patterns from won deals

ANIMA identifies effective approaches in past wins and applies the same rhythm to each opportunity.

Execute: ANIMA gets started when an inquiry arrives

When an inquiry arrives, ANIMA drafts a quote from similar past deals while sales staff visit customers.

Share Context: Sales, support, and managers share customer context

Discussions and commitments stay with the customer, so a handoff preserves the full history.

Scenario · Building materials distribution · ANIMA in LINE

Site inquiries become context for the handoff

A salesperson forwards a site inquiry to the LINE group, and the manager adds the customer's payment habits. Details are scattered across messages.The manager asks @ANIMA to summarize and assign an owner. Site progress, order volume, and payment terms become company context, with sources.

FeaturedCompany context (Memory)
Also usesANIMA in LINE, Assign an owner
LINEGoogle SheetsGoogle Drive
Sales group · Site inquiry
Ben, Sales
Site inquiry: Block C starts framing in Dec, 300 bags of cement first.
09:12
Read
09:20
They pay net 60. Take at least 30% upfront.
Read
09:21
@ANIMA Summarize this and assign it to Ben.
ANIMA
Saved to company contextOwner: Ben
Site progressFraming starts DecBen · Nov 4
Order volume300 bags of cementBen · Nov 4
Payment termsNet 60, 30% upfrontManager · Nov 4
Whoever takes over sees these terms.
ANIMA Workspace · Inbox
LINELin: 20 t of steel plate, quote next weekNew
Website formNew company: reseller inquiryNew
GmailCustomer: 5 more of the last modelNew
Turned into 3 tasksInbox
LINE inquiriesQuote draftBen
Website formsCompany backgroundAmy
Email leadsLast deal priceBen
Scenario · Across industries · ANIMA Workspace

Leads from every channel in one place

Inquiries arrive through LINE, website forms, and email. Sales must collect them before seeing the full picture.ANIMA gathers leads and inquiries in the Inbox. Each can become an assigned task with customer background, similar past deals, and a quote draft.

FeaturedAll in One Space (Inbox, Search)
Also usesShare Context
LINEGmailGoogle Sheets
Scenario · Industrial equipment manufacturing · ANIMA in Teams

Compare specifications and quotes with sources

A customer asks how two machines differ and how the offer compares with the previous quote. Sales must search catalogs and old quotes.Sales mentions @ANIMA in Teams. ANIMA compares catalogs, quotes, and technical documents, citing each difference.

FeaturedSearch across sources
Also usesANIMA in Teams, Company context
Microsoft TeamsGoogle DriveERP
Sales · Equipment inquiry
Tina, Sales support15:40
Customer: how do X-200 and X-300 differ?
And the price vs. the last quote?
15:42
ANIMA Compare the two, with sources.
ANIMA15:42
X-300 vs. X-200
Catalog120 → 168 units/hrGoogle Drive
Previous quoteNT$860K → 1.12MERP · Sep 18
Tech documentsX-300 needs 380VGoogle Drive
NT$260K more for 40% more output; needs 380V.
ANIMA Workspace · Auto Mode
Contract expires Jan 15 · Renewal offerRunning
Renewal offer · Customer K
2 months before expiryExpires Jan 15, started today
Maintenance history6 repairs this year, 2 spindle
Renewal for approvalAnnual + spindle cover, 180K
Your callApprove NT$180K renewal for K
Scenario · Equipment maintenance · ANIMA Workspace

Renewal offers prepared ahead of expiry

Maintenance contracts are often renewed two months before expiry, but sales must remember each customer's schedule.ANIMA learns the company's renewal approach. Two months before expiry, it uses maintenance records to prepare a renewal offer and quote for approval.

FeaturedAuto Mode (Learns how you work and starts when a notification arrives)
Also usesMemory, Knowledge base
Google SheetsGmailLINE
Scenario · Industrial equipment manufacturing · ANIMA Workspace

Keep post-sample follow-ups moving as a team

Opportunities most often close when a technical briefing is arranged within a week of sending samples. Different colleagues handle the briefing and quote.ANIMA uses patterns from won deals to suggest a technical briefing. Technical staff confirm available times in the same task, then sales support prepares the second quote.

FeaturedMultiplayer AI (People and agents share context)
Also usesShare Context
LINEGmailERP
ANIMA Workspace · Sample follow-up
ERPCustomer D got the sample · Day 3Follow up
Sample follow-up · one task
Arrange briefingWithin a week closes bestANIMA
Tech confirms timeThu 14:00 worksChang
Second quoteWith install, NT$960KWang
Your callSend Thursday briefing invite and quote
ANIMA Workspace · Command Center
2GmailCustomer C · Line expansion NT$2.8M9 days late
3LINECustomer E · Spare parts NT$450K5 days late
1Google SheetsCustomer A · New plant NT$6.2M12 days late
Stalled opportunities3 deals
OverdueA: no reply in 12 days
RankedNT$6.2M, likely to close, #1
Follow-up draftMeet next Tue, email drafted
Your callSend follow-up to customer A
Scenario · Sales manager · ANIMA Workspace

See stalled opportunities and act early

Sales managers have to ask each salesperson which opportunities are stalled.ANIMA identifies overdue follow-ups from deal patterns, ranks opportunities by value and likelihood of closing, and attaches a suggested next step and follow-up draft.

FeaturedCommand Center
Also usesMemory, Workflow (Lead triage)
GmailLINEGoogle Sheets

More workflows for your team

Start with a workflow from the library, then adapt it to how your company works.

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FAQ

Outgoing messages and quotes need your approval first. Sales sets prices and terms.

Yes. ANIMA supports over 200 data sources. See the data connections page for the full list, or contact us if your system is not listed.

Yes. ANIMA lines up the next step based on senior reps' practices and the company's deal records, so new team members can move opportunities forward the same way.

Permissions follow each data source's settings. Each rep can access only the customer data they are authorized to see.

Workspace Intelligence is ANIMA's enterprise AI infrastructure. It connects company data and builds company context, so people can work with that context in Teams, Slack, LINE, and their preferred AI tools. ANIMA Workspace is the workspace app built on that context, giving each person one place to manage and direct their work. Companies can adopt either one on its own. Used together, they share the same company context and permissions.

Move every opportunity to its next step automatically

Book a 30-minute online consultation to see how ANIMA fits the way your sales team works.