Customer requests sit unanswered
Inquiries arrive in shared inboxes and web forms, then wait for someone with time to read them.
AI customer revenue platform
Every customer opportunity has a next action.
North turns customer requests into quotes and proposals, follows up automatically, understands replies, and brings your team in only when human judgment is required.
- Works on the opportunities and quotes already in your systems
- Starts in recommend-only mode — nothing is sent without your rules
- Every action is explained, versioned, and reversible
Inbox — Needs me
3 approvals- $42,000
Approve pricing — 8% discount requested
Ridgeline Industrial Supply
Representatives may approve up to 5%. Margin stays above the 25% floor, so a manager decision is required.
Approval requiredConfidence 0.91 - $18,600
Review quote revision — quantity 100 → 150
Halden Manufacturing
Customer reply classified as a quantity change. Version 2 was generated and totals recalculated.
Ready for reviewConfidence 0.97 - $7,250
Follow-up scheduled for tomorrow, 9:10 AM
Copperfield Services Group
No response three business days after the proposal was sent. AI will send in-thread.
AI managingConfidence 0.94
AI managing 41 opportunitiesAutonomy: Prepare
4 min
Median time from request to drafted quote
100%
Open quotes carrying an owner and a next step
0
Prices, margins, or terms invented by AI
01 — The lifecycle
One flow from first inquiry to the next opportunity.
Green stages are handled by AI. Amber stages wait for a human decision — and nothing moves without a recorded reason.
Customer
A request enters from any channel
Website form
Phone / call notes
AI Intake
Understand request · identify customer · determine intent
Quote request
Needs pricing
Question / info
Needs an answer
Support request
Routed to CS
AI Quote / Proposal Builder
Line items and totals priced by your rules
Approval rules
Discount and margin thresholds decide who signs off
Sent to customer
AI Follow-Up
Timed, contextual, never generic
Customer response
AI Conversation
Classifies the reply and drafts the next action
Revise quote
AI
Price issue
Human approval
Question / concern
AI
Ready to buy
Order / contract
Customer success
Reorder / renewal
Upsell / cross-sell
Next opportunity
The loop restarts with full history
02 — The gap
Revenue is lost in the gaps between systems and people.
Quotes are sent and forgotten
A document goes out, nobody follows up, and it quietly expires without a decision.
Employees do not know what to do next
Pipelines list opportunities but never say which one needs attention today, or why.
Managers cannot see why revenue was lost
Losses get recorded as no response, with no record of what was tried or where it stalled.
03 — How it works
From a customer email to signed revenue, in four steps.
No new process to learn. North works inside the requests, threads, and systems your team already uses.
- 1
A request arrives
An email, a web form, or a reply in an existing thread.
AI reads it, identifies the customer, extracts products, quantities, and terms, and flags anything missing before work starts.
"Can you quote 150 units of the HD-40 valve, delivered to Denver?"
- 2
AI prepares the document
A quote, proposal, estimate, or renewal — built from real data.
Catalog matching, customer-specific pricing, prior orders, and pricing rules. All totals, discounts, and margins are calculated by the system, not guessed by a model.
Quote #1042 v1 · $18,600 · margin 31% · expires in 14 days
- 3
AI follows up and reads the reply
In the same thread, on schedule, until there is a decision.
Replies get classified: quantity change, price objection, delay, competitor, or ready to buy. The plan adapts instead of running a fixed sequence.
Reply classified: quantity change 100 → 150 · new version generated
- 4
You decide what matters
Only exceptions reach a human.
Discount ceilings, margin floors, and deal-size thresholds route the decision to the right approver, with the reason and confidence attached.
Approval required: 8% discount above the 5% rep limit
04 — Before & after
The same pipeline, run two very different ways.
Today, without North
- Reps decide what to work on from a stale pipeline list
- Quotes are built by hand, in spreadsheets, hours or days later
- Follow-up depends on someone remembering
- Replies get read but never change the plan
- Lost deals are logged as "no response"
With North
- Every opportunity carries a next action, owner, due date, and reason
- Documents are generated in minutes from catalog and pricing rules
- Follow-up runs automatically and adapts to the reply
- Replies re-route the workflow and trigger new versions
- Every loss has a full timeline of what was tried and where it stalled
05 — The platform
An AI action layer across the entire customer lifecycle.
One Customer Brain holds the profile, contacts, documents, pricing history, and open issues. One Next Action Engine decides what happens next — for sales and for customer success.
AI Intake
Classifies every inbound message, extracts products, quantities, terms, and flags missing information.
AI Quote Builder
Builds quotes, proposals, estimates, and renewals from inquiries, prior orders, or previous documents.
Next Action Engine
Assigns every opportunity a current state, recommended next action, owner, due date, and reason.
Automatic Follow-Up
Adaptive follow-up in the existing thread that stops, reschedules, or escalates based on the reply.
Human Approval
Discount, margin, and deal-size rules route sensitive decisions to the right approver.
Revenue Intelligence
Measures AI-generated, AI-influenced, and AI-recovered revenue alongside team performance.
Inside the product
Eight workspaces, one source of truth.
This is everything your team works in day to day — from the executive view of revenue down to a single customer reply.
Home
Open revenue, at-risk deals, what the AI is handling, and what needs your attention today.
Inbox
One prioritized queue of what needs a human: approvals, reviews, and follow-ups.
Deals
Every open deal with its stage, next step, value, and risk reason.
Quotes & Documents
Quotes, proposals, and renewals with totals, discount, approval status, and expiry.
Customers
The Customer Brain: contacts, pricing history, open issues, health, and timeline.
Conversations
Threaded customer communication with AI classification, drafts, and takeover in one click.
AI Agents
Each agent's scope, autonomy level, actions taken, accuracy, and pause switch.
Settings
Pricing authority, approval thresholds, autonomy settings, and a complete activity history.
06 — Modules
Buy the wedge. Grow into the platform.
AI Quote works as a standalone product. Every additional module reuses the same customer memory, rules, and activity history.
AI Quote
Turn requests into sent documents
Request intake, catalog matching, document generation, approvals, revisions, and quote-to-order conversion.
- Version history
- Customer-specific pricing
- Expiration control
AI Sales
Never let an open deal go quiet
Opportunity creation, prioritization, automatic follow-up, objection detection, and stale-deal recovery.
- Opportunity scoring
- Escalation rules
- Win/loss intelligence
AI Customer Success
Protect the revenue you already won
Onboarding milestones, customer health signals, risk records, renewal preparation, and churn escalation.
- Health scoring
- Onboarding tasks
- Renewal prep
AI Growth
Find the next order before it is asked for
Reorder prediction, renewal opportunities, upsell and cross-sell recommendations, and win-back campaigns.
- Reorder forecasts
- Expansion signals
- Win-back workflows
07 — Operate
Make sure follow-up actually happens
Write down how your team should follow up after a quote goes out. North watches what really happens, shows the gap, and tells you which quotes need attention today.
- Every open quote gets an owner, a due date, and a next step
- Stalled quotes escalate to the manager on their own
- One screen comparing the plan against reality
- Suggested process changes with the evidence attached
Example workspace, not customer data
$617,200
Open quote value
54
Open quotes
21
Quiet for 5+ days
$184,000
Needs attention now
First follow-upPlan Within 1 day · Real 3.8 days
Second follow-upPlan +3 days · Real 6.2 days
Manager steps inPlan +10 days · Real Missing on 4
08 — Who it is for
Each person gets one clear answer: what now?
Sales representative
A short list of what to do today, with drafts and documents already prepared.
Sales manager
Approvals in one queue, plus visibility into risk, discounting, and where deals stall.
Customer success
Health signals, onboarding progress, renewal prep, and churn risk with a reason attached.
Administrator
Autonomy levels, pricing authority, approval rules, integrations, and activity history.
09 — Trust & control
Your team keeps authority over every commercial decision.
Start in recommendation mode
Observe, Recommend, Prepare, Execute, or Autonomous — you choose how far AI goes, per action category.
Approval for sensitive actions
Discount ceilings, margin floors, and deal thresholds are enforced server-side, never in the interface.
See why AI recommended an action
Every recommendation shows the data used, the rule applied, the reason, and a confidence level.
Pause AI at any time
Pause per customer or opportunity, take over a conversation, or hand it back when you are ready.
Complete audit history
Every AI and human action is logged with previous value, new value, approval, and outcome.
No invented commercial facts
AI never guesses prices, margins, inventory, or legal terms. Low confidence becomes a question.
10 — Integrations
An adapter for every system you already run.
North is never hardcoded to one provider. Connectors are adapters, so email, CRM, ERP, commerce, support, and document platforms can be added without rebuilding the product.
Communication
- GmailAdapter
- OutlookAdapter
- SMSAdapter
- Web formsAdapter
CRM
- SalesforceAdapter
- HubSpotAdapter
- DynamicsAdapter
- PipedriveAdapter
ERP & accounting
- NetSuiteAdapter
- SAPAdapter
- AcumaticaAdapter
- QuickBooksAdapter
Commerce & support
- ShopifyAdapter
- WooCommerceAdapter
- ZendeskAdapter
- IntercomAdapter
Documents
- DocuSignAdapter
- PandaDocAdapter
- Custom PDFAdapter
11 — Questions
What teams ask before they start.
Start with the opportunities already sitting in your systems.
Connect your open opportunities and quotes. Within minutes, see what is being handled, what is at risk, and what your team needs to do next.
Launch Revenue Recovery