AI Enabler For Sales Operations

Drive More Deals, Not Costs

Zenphi helps Sales teams operationalize AI to reduce cost, improve efficiency and shorten the sales cycle

AI-Driven Sales Workflow Builder — in Minutes, Not Months

Time Saving Up To

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Zenphi reduce the time it takes to process documents within their Sales processes by up to 75%. This allows the teams to dedicate more time to engaging with customers and closing deals instead of focusing on mundane tasks like quote, contracts and agreement generation.

Zenphi customers who automated the invoicing process through IDP have reported a significant reduction in the average days sales outstanding. By speeding up invoice creation and distribution, payments are received sooner, which enhances cash flow.

Reduced Days Sales Outstanding By

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Sales Cycle Faster

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Automated quote and contract generation ensures rapid response times to customer inquiries and needs, speeding up the decision-making process. Zenphi users report significant increase in sales cycle speed after using automations for 2 months.

Combined Power Of Generative AI & Google

Zenphi empowers sales teams by harnessing the power of Google Workspace tool and generative AI to automate essential sales processes—from generating and approving quotes to creating agreements, invoicing, and onboarding customers. By streamlining operations and accelerating sales cycles, Zenphi not only boosts efficiency but also saves thousands on expensive subscriptions and eliminates the need to increase staff, even as demands grow.

Leverage Our AI Workflow Builder

Zenphi is your AI-powered automation assistant for sales operations. From crafting quotes to contract approvals, you can now build entire workflows in plain English—no code required.

Streamline Your Success With Zenphi Automations

By using Google Workspace applications and embedded AI models Zenphi automates most critical sales processes and saves your team loads of time.

WHAT YOUR PEERS SAY

Sales teams using Zenphi cite efficient volume management as the biggest benefit. With Zenphi, they can handle fluctuating transaction volumes without any changes to staffing

Sales Quote Generation, Approval & Emailing

Generate professional sales quotes with your company's logo added as a watermark, submit them for approval and email to a lead automatically — all in a smooth, set-and-forget workflow.

HubSpot-based Workflows

Unlock advanced HubSpot features without overpaying with Zenphi's automations. Automate new leads onboarding with advanced segmentations based on your custom parameters; automate contacts and companies updates, deal management and more

Sales Contract Generation & Review

Automate your process for sales contracts to be generated by Generative AI, go through necessary approvals with the Legal team before sending back to the account executive to and the customer for electronic signature.

Customized Emailing Workflows

Auto-generate customized emails to customers, leads, opportunities without any fancy SaaS applications or purchasing premium plans with your CRM providers. All you need is Gmail.

Reporting Automation

Pull sales data from various sources. Generate dynamic reports and email them to stakeholders consistently.

Invoice Generation

Utilize Zenphi's advanced AI Models to extract necessary data from unstructured documents (like agreements and contracts), use it to create invoices and email them automatically to a customer.

Automated Follow up Emails

Automatically create follow up emails with a meeting summary, action items and tasks every time you're using Google Meet.

Incoming Email Data Extraction

Extract data from the emails to schedule meetings or assign tasks to your team automatically.

Pipeline Analysis

Apply AI to analyze deals on a recurring basis, automatically create reports that would highlight risks and opportunities, allow AI to generate emails to the team

Why Customers Love Us

Real Companies, Real Results: See How Businesses Are Unlocking Efficiency and Driving Growth with AI-Powered Process Automation

Josh Cohen

President, Tavezio

Zenphi’s AI-powered document processing has completely transformed our workflow. What used to take hours now happens in minutes, with zero manual effort. The accuracy and speed of Zenphi’s AI models are impressive.

Matt Kaufman

Director at Camp Ramaquois

Zenphi's team is incredible! Customer support went out of their way to show us how Zenphi can save us dozens of hours, worked so hard to understand our use case and developed a flow for us that fits our needs 100%

Sabapathy Sasitharan

IT Support Specialist, SOCAR Malaysia

Zenphi supports our operations. We value its flexibility and adaptability to our needs. I would say that with Zenphi, as long as you know what you want, then you can create any workflow that suits your needs.

Let AI handle the routine, so your team can close more deals

Talk to us to see how AI-powered sales workflows transform results.

book a call with automation expert

We’re with you, every step of the way

Our dedicated Customer Success team and network of implementation partners ensure you’re never alone when it comes to understanding how to make the most of your opportunities.

FAQ

What sales processes can Zenphi automate?

Zenphi can automate a wide range of sales processes, including quote generation and approval, agreement creation, invoice processing, and new customer onboarding.

How do I start with sales operations automation?

You can begin by signing up for a free trial to explore Zenphi’s capabilities firsthand. However, to fully leverage our platform and tailor it to your specific needs, we recommend speaking with our experts. They can assist you in building and optimizing your sales automation workflows, ensuring a smooth and effective integration into your sales strategy.

How does Zenphi integrate with Google Workspace?

Zenphi integrates seamlessly with Google Workspace, leveraging apps like Gmail, Google Forms, Sheets, Docs, and Drive to streamline and enhance your sales processes directly within your existing Google environment.

What makes Zenphi different from other sales automation tools?

Zenphi sets itself apart by deeply integrating with Google Workspace and leveraging the power of generative AI to simplify complex tasks. This enables advanced document generation and automation of intricate workflows, all without extensive technical knowledge. Its cost-effectiveness and user-friendly design also make it uniquely suited to enhance sales efficiency and effectiveness, providing substantial benefits over other automation tools.

Can non-technical team members use Zenphi to automate processes?

Yes, Zenphi is designed to be user-friendly and accessible to non-technical users. Its intuitive interface allows sales teams to set up and manage automations without needing IT expertise.

How does Zenphi ensure the security of my data and workflows?

Zenphi facilitates the automation process, ensuring your data remains within your Google Workspace environment for utmost security and control. Learn more about Zenphi’s data security policy.

Why is Zenphi one of the best AI enablers for sales teams?

Because Zenphi goes beyond simple task automation. It allows sales teams to build and run AI-powered workflows inside Google Workspace—from lead qualification and pipeline reviews to quote approvals and contract generation. With ZAIA, the AI Assistant, you can create workflows in minutes using plain language, then fine-tune them for your exact process. The result: faster cycle times, better pipeline visibility, and more time for your team to focus on closing deals.

How can Zenphi’s AI Assistant (ZAIA) help sales teams?

ZAIA makes it easy to build sales workflows in minutes. Simply describe what you want in plain language—like “When a new lead email arrives, extract details, qualify based on region and deal size, and assign it to the right sales rep”—and ZAIA will generate the workflow framework for you. You can then fine-tune steps, add approvals, and go live quickly.