B2B quote-to-cash AI workforce
AI employees that turn inquiries into quotes, orders, and payments.
Workbase AI helps B2B teams qualify inquiries, draft quotes, follow up with customers, track orders, and remind your team when payments are due across email, WhatsApp, CRM, spreadsheets, and accounting tools.
Human approval gates
Quote-to-cash visibility
Tools you already use
AI Inquiry Specialist
Needs approval
Inquiry converted into a quote-ready brief
Quote draft
$86,400 estimated package
Includes freight note, deposit terms, and 2 confirmation questions.
Inquiry captured
Quote drafted
Follow-up scheduled
Payment reminder ready
Built for B2B SMEs
For teams where every quote, order, and payment has real margin behind it.
Workbase is designed for owner-led revenue operations, not generic internal ticketing or broad employee support.
Handle repeat inquiries, quote variants, order notes, and payment reminders without losing context.
Keep high-value product requests, delivery terms, approvals, and PO status visible in one queue.
Turn scattered specs, missing requirements, and quote templates into cleaner approval-ready drafts.
Track customer conversations, commercial terms, order stages, and payment risks across tools.
One AI front door for revenue work
Give your team one place to see every inquiry, quote, order, and payment risk.
Workbase AI sits across the apps your team already uses and turns scattered customer activity into an approval-ready action queue.
Explore revenue workflows
New inquiry
Custom aluminum shade system
WhatsApp, 11:42 AM
Quote draft
8 line items prepared
Needs pricing approval
Payment due
$14,200 balance
Reminder waiting for approval
Revenue workflow demo
From inquiry to payment, one step at a time.
Each tab simulates a practical action your AI employees can prepare for your team. Sensitive messages wait for approval.
Input
Inquiry captured from WhatsApp
AI reads the message, identifies buyer intent, extracts product interest, quantity, location, urgency, and missing information.
AI output
- Customer name and company
- Product interest and quantity
- Missing dimensions and delivery date
- Priority score for the sales team
The revenue gap
Revenue gets lost in the gaps between tools.
Your team is not the problem. The work is scattered across inboxes, chats, spreadsheets, CRM notes, order trackers, and accounting exports.
AI employees
Hire AI employees for the revenue work your team does every day.
Workbase platform
Make revenue flow across every team and tool.
Like an operating layer for quote-to-cash work, Workbase combines search, action, approval, and reporting in one practical workspace.
Quote-to-cash workspace
One board for inquiries, quotes, orders, and payments
Owners and sales teams see what moved today, what needs approval, and where revenue is blocked.
- Inquiry inbox across email, WhatsApp, forms, and CRM
- Quote drafts and approval status in one queue
- Order and payment risks visible before they become surprises
Revenue workspace
Today
Business initiatives
Improve the revenue work owners already care about.
Start with the bottleneck that is easiest to prove, then expand Workbase across the rest of the quote-to-cash process.
Quote operations
Turn quote requests into approval-ready drafts.
Workbase reads the inquiry, extracts requirements, checks quote history, and prepares a draft your team can review before it reaches the customer.
- Extract buyer needs from email, WhatsApp, forms, and CRM
- Find missing dimensions, delivery dates, and product details
- Prepare quote line items, terms, and confirmation questions
Owner command center
A daily command center for owners.
See what happened today, what needs approval, which orders are stuck, and where payment risk is building.
New inquiries today18New
Quotes pending approval7Draft ready
Follow-ups due24Needs action
Orders delayed3At risk
Expected payments this week$68.4kPayment due
Overdue payments$9.2kWaiting on customer
New
Draft ready
Needs approval
Waiting on customer
Payment due
At risk
Completed
Revenue agent library
Prebuilt skills for the quote-to-cash jobs your team repeats.
Each skill produces a concrete business output, connects to the right tools, and keeps sensitive customer actions behind approval.
Inquiry classifier
Turns new messages into buyer intent, product interest, urgency, and missing information.
Quote draft builder
Prepares line items, terms, confirmation questions, and a customer-ready proposal draft.
Next-step recommender
Creates follow-up tasks and message drafts based on quote status and customer context.
Order exception watcher
Flags stalled approvals, missing PO details, delivery risks, and internal handoff gaps.
Payment risk monitor
Tracks deposits, balances, overdue invoices, and reminder drafts without replacing accounting tools.
Owner brief generator
Summarizes new inquiries, quote activity, orders at risk, expected payments, and overdue items.
Managed rollout
Launch one workflow first, then expand with evidence.
The practical path is not to automate the whole company at once. Start where revenue leaks are visible, set approval rules, and expand after the owner can see the daily value.
Map the revenue gap
Choose one inquiry-to-quote or invoice-to-payment workflow with clear owner visibility.
Connect daily tools
Use inboxes, CRM, spreadsheets, quote templates, and accounting exports as the first data sources.
Set approval gates
Decide which quotes, payment reminders, and customer replies must wait for human review.
Expand the AI team
Add follow-up, order coordination, payment monitoring, and owner briefs when the first workflow works.
Managed setup available
Workbase can help configure quote templates, approval rules, integrations, and owner reporting for pilot customers and partner rollouts.
Customer wins
Built for B2B teams where revenue work crosses people, tools, and approvals.
Sales managers get one queue for quote drafts, missing dimensions, and follow-ups due this week.
Owners see order delays and payment reminders before they become customer or cash flow problems.
Inquiry summaries and quote terms stay visible across email, WhatsApp, spreadsheets, and accounting.
6AI employees for revenue work
14core tools represented in the workflow
0external sends without approval
Business outcomes
Built for business outcomes, not AI experiments.
Approval controls
AI suggests. Your team approves. Every action is logged.
Quotes, payment reminders, and external customer messages are sensitive. Workbase AI prepares the work and keeps the audit trail visible.
Human approval before sending quotes
Human approval before payment reminders
Role-based access
Audit logs for every AI action
Private business knowledge base
Safe escalation to your team
No automatic external action without permission
No training on customer data by default
Why teams rely on Workbase
Six reasons B2B teams can trust AI employees with revenue work.
Quote-to-cash focus
Built around inquiries, quotes, follow-ups, orders, payments, and owner briefs instead of generic AI tasks.
Faster time to value
Start with one workflow and one quote template before expanding across the revenue operation.
Approval-first controls
Customer-facing quotes and payment reminders wait for your team before anything leaves the business.
Works across daily tools
Use email, WhatsApp, CRM, spreadsheets, ecommerce, and accounting exports as workflow inputs.
Owner visibility
Turn scattered activity into a daily brief that shows what happened and where revenue is blocked.
Partner-ready rollout
Agencies, consultants, chambers, and associations can package practical AI adoption for B2B SMEs.
Owner guide
How B2B SMEs lose revenue between inquiry and payment.
Use the Workbase quote-to-cash audit to find where customer requests stall, quote drafts slow down, follow-ups disappear, orders get stuck, and payments become hard to see.
Read the guidePartner program
Bring AI employees to the businesses you serve.
For chambers of commerce, trade associations, agencies, consultants, and business service providers helping SMEs modernize sales and operations.
Pricing preview
Start with one workflow. Expand when your team is ready.
Resources and insights
Practical guidance for turning revenue work into an AI-assisted workflow.
How B2B SMEs lose revenue between inquiry and payment
Map the gaps between inbox, quote templates, CRM notes, order status, and invoices before choosing your first AI employee.
Read the guideSee the inquiry-to-quote workflow in action
Follow a customer request as Workbase turns it into a quote draft, follow-up, order view, and owner brief.
The owner's guide to AI employees
Assign AI employees to clear business work while keeping sensitive decisions controlled.
How to speed up quote turnaround
Prepare the inputs AI needs to draft cleaner quote proposals for your team.
Build your first owner daily brief
Choose the inquiry, quote, order, payment, and action queue metrics owners need every morning.
How agencies can package AI workflow services
Turn quote-to-cash cleanup into a clear service for B2B websites, CRM, and managed operations clients.
Pick the first workflow your team should automate
Compare inquiry capture, quote drafting, follow-up, order tracking, and payment reminders before rollout.
Stop losing revenue in the gaps between tools.
Workbase AI helps B2B SMEs turn scattered inquiries, slow quotes, missed follow-ups, and payment blind spots into one clear revenue workflow.
Book a demo