HachiAI Solutions

Autonomous IDWs for Sales & Marketing

Accelerate your quote-to-cash cycle and convert interest into revenue. HachiAI agents automate lead routing, quote generation, order entry, and campaign analytics.

Lead Routing
Quote Gen
Order Entry
Campaign Analytics
Competitor Analysis
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Integrates with your existing systems

Salesforce
HubSpot
Zoho CRM
Monday.com
LinkedIn
Meta
Google Ads
Gmail
Microsoft Outlook
Slack
Google Sheets
Microsoft Excel
Power BI
Tableau
DocuSign
Smartsheet
Salesforce
HubSpot
Zoho CRM
Monday.com
LinkedIn
Meta
Google Ads
Gmail
Microsoft Outlook
Slack
Google Sheets
Microsoft Excel
Power BI
Tableau
DocuSign
Smartsheet

Capabilities

Common Automated Workflows

Replace manual data entry and repetitive checks with intelligent workflows that run 24/7.

Sales Order Entry

Convert customer POs (PDF/Excel) into ERP sales orders, validating pricing and inventory availability.

Quote Generation

Calculate costs and margins from RFQs and generate formatted proposal documents.

Lead Nurture

Automatically capture leads and trigger immediate personalized follow-up sequences.

Market Intelligence & Comp. Analysis

Monitor competitor websites, news outlets, and forums for updates on products, pricing, partnerships, and sentiment. Crawl and summarize competitor offerings to create side-by-side comparisons for internal review.

Lead Generation & Enrichment

Scrape business directories, job boards, and professional networks to surface high-quality prospects. Enrich leads with firmographic and behavioral data. Push qualified records directly into your CRM or sales pipeline.

Omni-Channel Lead Sync

Capture leads from Meta, Google Ads, and website forms and inject them into Zoho/Salesforce in real-time.

Competitor Price Intelligence

Monitor competitor product listings on marketplaces (Amazon/Walmart) and adjust your pricing strategy dynamically.

Campaign ROI Reporting

Aggregate spend and conversion data from disparate platforms into a unified dashboard.

Custom Web Data Extraction

Extract structured data from websites, documents, or portals based on custom rules or keywords. Handle high-volume crawling (50K+ pages/day) with 92–99% accuracy.

Research Aggregation & Reporting

Crawl and summarize industry reports, financial filings, whitepapers, and blog content. Auto-generate shareable briefs or dashboards using LLM-based summarization.

Custom Process

Talk to us about your own processes and we'll build IDWs that complete them end-to-end.

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Recommended Agents

Pre-trained models ready to deploy.

Quote Processor

Read RFQs, calculate pricing, and generate formatted proposals automatically.

Order Entry Bot

Convert customer POs into validated ERP sales orders.

Lead Router

Capture and route leads to the appropriate sales rep instantly.

Market Monitor

Monitor competitor websites, news outlets, and forums for updates on products, pricing, partnerships, and sentiment.

Comp Crawler

Crawl and summarize competitor offerings to create side-by-side comparisons for internal review.

Prospect Scraper

Scrape business directories, job boards, and professional networks to surface high-quality prospects.

Lead Enricher

Enrich leads with firmographic and behavioral data.

Pipeline Pusher

Push qualified records directly into your CRM or sales pipeline.

Price Adjuster

Monitor competitor pricing and adjust pricing dynamically.

Campaign Analyst

Aggregate spend and conversion data into unified ROI dashboards.

Data Extractor

Extract structured data from websites and documents based on custom rules.

Brief Generator

Auto-generate shareable briefs using LLM-based summarization and tagging.

Custom Agent

We create custom AI Agents based on your actual tasks.

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How It Works

Seamless integration into your existing stack.

Inputs

  • RFQs
  • Customer POs
  • Web Leads
  • Meta/Google Ads
  • Competitor Sites
IDW

IDW

Calculates margins, validates stock, qualifies leads, formats documents.

Outputs

  • Sales Orders
  • Quote PDFs
  • Nurture Sequences
  • New CRM Contacts
  • ROI Dashboards

Estimated KPIs & ROI

10x
Faster Quoting
Instant
Lead Response
-100%
Manual Data Entry
24/7
Sales & Marketing Ops

Ready to automate your Lead Routing?

See our sales & marketing agents in action on your own data. Book a tailored demo with our solution architects today.

Book Sales & Marketing Demo