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For manufacturing and automation leaders

Keep every proposal, buyer deadline, and deal moving

Go Fig connects the CRM, inbox, calendar, and call notes beside your ERP into one private intelligence layer. Then AI agents draft proposals, catch the deadlines buried in email, and keep the CRM current, with a person approving every email before it goes out.

Schedule a briefing See it work is a Go Fig customer SOC 2 Type II audited

The problem

Your ERP runs the plant, and sales still runs on a few busy people

Proposals, buyer deadlines, and account history pile up on the same few sellers. And the CRM that should catch what slips falls behind.

Quotes and proposals pile up on one seller

Buyers want the proposal back fast, and every one waits on the same one or two people who know the account and the scope.

What Go Fig does

When a buyer asks for a proposal by email or on a recorded call, Go Fig drafts it from their own words and sends it for signature through SignWell once you approve it. It briefs the seller before each buyer meeting and follows up on every proposal that sits unsigned.

Proposal build and send Proposal follow-up Meeting prep

Where it stops

Go Fig never estimates a price or builds a quote. The estimate from the drawings stays with your estimator, and anything the buyer didn't write is left blank.

See it work

Deadlines and buyer commitments slip through email

A due date, a request for documents, or a promise your team made sits in a busy inbox. Miss one and the order can go to someone else.

What Go Fig does

Every hour Go Fig sorts new mail and hands each email that needs a person to the agent that drafts the reply. Each thing a buyer asks your team to do becomes a task, dated when the email gives a date. Each morning the daily brief puts what's due first, and accounts that went quiet get a check-in.

Inbox cleanup Email follow-up Daily brief Keep in touch

Where it stops

Go Fig catches what arrives by email. A deadline posted only in a customer's supplier portal or a retailer's calendar stays outside it.

See it work

The CRM goes stale within weeks

After every call and email someone has to type the notes, the next step, and the new date into the CRM. It falls behind, sellers keep their own lists, and nobody trusts the pipeline report.

What Go Fig does

After each recorded call, Go Fig drafts the note, the new contacts, a task for each promise, and the follow-up email. When a buyer's email changes a date or an order, it drafts the update to the deal and keeps each lead's status current from what they wrote. Each morning it checks every open deal, and for each one that went quiet it stages the one action that moves it.

Meeting follow-up Email follow-up Pipeline check-up

Where it stops

Your deals need to live in HubSpot, Salesforce, Pipedrive, Zoho CRM, Attio, or Go High Level. Go Fig doesn't connect to Dynamics 365 Sales or Microsoft Teams, so call notes come from Fathom or an Otter, Fireflies, or Read AI recap email in your inbox.

See it work

See it work

Proposals drafted from the buyer's own words

When a buyer asks for a proposal, the agent drafts it from what they wrote and leaves the price to you. When one sits unsigned, it drafts the follow-up.

Triggers

Skills

Read Priya Raman's email 0.6s Took the scope and the start date from Priya's own words 1s Left out what Priya didn't write, the price included 0.7s Drafted the proposal and the signature request 2.2s Found 4 opportunities waiting on a signature in Salesforce 1s Read the Kessler Ridge opportunity and its emails 0.9s Confirmed no reply and no signature in 7 days 0.7s Drafted a follow-up 1.9s

Actions

 Sample data Quillmont Automation is made up. Pick a trigger, then decide the card.

Sample card · nothing here is real or sends

Send Priya Raman the proposal → Ostrander Bottling

 Proposed by Proposal build and send · Tuesday, 9:12 AM Priya Raman asked for a proposal by email four minutes ago.

Incoming

From
Priya Raman, plant engineering manager
Subject
Proposal for the Line 3 case packer

Message

Hi Casey, Thanks for walking Line 3 with us on Thursday. Please send a proposal for the case packer retrofit we talked about: new controls, a vision check for missing caps, and operator training for both shifts. We'd like the work done during our shutdown the week of January 11. Priya Raman Ostrander Bottling

Outgoing

Client
Ostrander Bottling
Signer
Priya Raman
Services
New controls, a vision check for missing caps, and operator training for both shifts
Start date
The week of January 11
Not in the email
Left blank, the price included

Message

Hi Priya, Here's the proposal for the Line 3 case packer retrofit. Let me know if any questions come up before you sign. Casey
Action Summary Makes the proposal PDF Sends it to Priya Raman to sign through SignWell

Sample card · nothing here is real or sends

Follow up with Owen Pratt → Kessler Ridge Castings

 Proposed by Proposal follow-up · Today, 9:00 AM The proposal for the deburring cell went to Owen Pratt seven days ago, with no reply and no signature since.

Waiting on

Opportunity
Kessler Ridge Castings, deburring cell
Stage
Proposal sent
Sent
7 days ago

Your last email

Hi Owen, Here's the proposal for the robotic deburring cell we scoped on your visit. You can sign it from the link whenever you're ready. Casey

Outgoing

To
Owen Pratt
Subject
Re: Deburring cell proposal

Message

Hi Owen, Checking in on the deburring cell proposal I sent last week. Are there questions I can answer for you or your team? I'm glad to walk through it on a short call. Best, Casey
Action Summary Sends the follow-up from Outlook

See it work

Every buyer deadline on one page each morning

The daily brief reads your inbox, calendar, and CRM before you sit down. Every sentence in it shows where it came from.
Sample data Quillmont Automation is made up. Click a sentence to see where it came from.

Wednesday, November 11

Written by Go Fig

Your daily brief, ready at 7:00 AM

The brief reads your inbox, calendar, CRM, and Go Fig Feed. A deadline posted only in a customer's supplier portal or a retailer's calendar stays outside it.
Email · Outlook

Capital committee · Nov 5
From
Marcus Bell, purchasing manager, Fenmore Foods
Unread for
6 days
Message
Our capital committee meets on the 16th. To get the palletizer cell on the agenda, I need your revised proposal and the safety documents by Friday the 13th.
Opportunity · Salesforce

Fenmore Foods, palletizer cell
Stage
Proposal
Close date
Nov 30
Contact
Marcus Bell
Open task · Salesforce

Fenmore Foods
Task
Send the risk assessment for the palletizer cell
Due
Friday, Nov 13
Email · Outlook

Install window · Nov 10
From
Lena Ortiz, operations director, Calder Creek Plastics
Message
We'll confirm the install window once our maintenance lead is back on the 18th.

See it work

A CRM that stays current after every call and email

After each call and each buyer email, the agent drafts the update. Each morning it checks every open deal and nudges the ones that went quiet.

Triggers

Skills

Read the Fathom recording of the Pemberton call 0.8s Found Dev Patel missing from Salesforce 0.7s Listed what Casey promised on the call 0.9s Drafted the follow-up, the note, a task, and the next invite 2.4s Read Nora Fiske's email 0.6s Found the Brandt Hollow Dairy opportunity in Salesforce 0.8s Checked the close date and the open tasks 0.9s Drafted a reply, the new close date, a note, and a task 2s Checked 27 open opportunities in Salesforce 1.2s Found Ashgrove Pet Foods past its close date with no next step 0.9s Read Ruth Okafor's last email in Outlook 0.7s Drafted a check-in 1.9s

Actions

 Sample data Quillmont Automation is made up. Pick a trigger, then decide the card.

Sample card · nothing here is real or sends

Follow up with Hana Cole → Pemberton Molded Parts

 Proposed by Meeting follow-up · Thursday, 11:48 AM Your call with Pemberton Molded Parts ended six minutes ago, and Fathom has the recording.

From the call

Meeting
Robot cell review, 41 minutes
With
Hana Cole, Dev Patel

Recap

Hana Cole, the VP of operations, wants two robot cells running on the trim press line before the second quarter. Dev Patel, their maintenance lead, asked for a spare parts list. Casey promised the revised layout drawing and the spare parts list by Tuesday. Everyone agreed to a site visit on December 3 at 9.

Outgoing

To
Hana Cole
Cc
Dev Patel
Subject
Next steps on the trim press cells

Message

Hi Hana, Thanks for the time today, and thanks to Dev for the questions on spare parts. As promised, I'll send the revised layout drawing and the spare parts list by Tuesday. I've also sent an invite for the site visit on December 3 at 9. Best, Casey

Also updates in Salesforce

Contact
Dev Patel, maintenance lead
Next step
Site visit on December 3
Task
Casey: layout drawing and spare parts list by Tuesday
Action Summary Sends the follow-up from Outlook Books the site visit for December 3 at 9 Adds Dev Patel, the note, the next step, and the task in Salesforce

Sample card · nothing here is real or sends

Reply to Nora Fiske → Brandt Hollow Dairy

 Proposed by Email follow-up · Monday, 3:22 PM A new email from Nora Fiske arrived three minutes ago.

Incoming

From
Nora Fiske, purchasing manager
Subject
Case erector timing

Message

Hi Casey, Our capital committee moved to December 14, so we can't issue the PO until December 15. Could you hold an install slot for the week of January 18? I'll need an updated schedule by December 7 for the committee packet. Nora

Outgoing

To
Nora Fiske
Subject
Re: Case erector timing

Message

Hi Nora, Thanks for letting me know. I'll check the week of January 18 with our install team and send the updated schedule before December 7. Best, Casey

Also updates in Salesforce

Close date
Dec 15
Note
Committee moved to Dec 14, and Nora asks to hold an install slot the week of Jan 18
Task
Casey: updated schedule to Nora by Dec 7
Action Summary Sends the reply from Outlook Moves the close date and logs the note and the task in Salesforce

Sample card · nothing here is real or sends

Nudge Ruth Okafor → Ashgrove Pet Foods

 Proposed by Pipeline check-up · Today, 9:00 AM Ashgrove Pet Foods passed its close date 12 days ago, and the opportunity has no next step.

The opportunity

Opportunity
Ashgrove Pet Foods, bagging line controls
Stage
Proposal
Close date
Oct 30
Last activity
26 days ago

Last email from Ruth Okafor

Thanks, Casey. Our engineering team is reviewing the controls proposal this month. I'll come back to you once they're done.

Outgoing

To
Ruth Okafor
Subject
The bagging line controls proposal

Message

Hi Ruth, I hope the engineering review went well. Did any questions come up on the controls proposal? I'm glad to walk your team through the design on a short call. Best, Casey
Action Summary Sends the check-in from Outlook

Beyond sales

Your reports and your inbox, handled too

Where your ERP data lands in a warehouse, dashboards and Celeste read it beside your CRM. The inbox is sorted every hour, and every reply waits for your OK.

Reporting

Reports from the warehouse your ERP already fills

Where your ERP data already lands in a data warehouse Go Fig connects to, dashboards and Celeste, Go Fig's AI analyst, read it beside your CRM. Revenue by customer and month becomes a live dashboard or a plain-English question instead of a spreadsheet rebuilt from exports.

Where it stops

Go Fig doesn't connect to your ERP or change anything in it. Data that never reaches a warehouse stays in your ERP reports and spreadsheets.

Admin

An inbox that sorts itself every hour

Inbox cleanup sorts new mail every hour and offers to archive the noise, label a sender's future mail, or unsubscribe. What needs a person goes to Email follow-up, which drafts the reply and logs the note and the tasks to your CRM.

Inbox cleanup Email follow-up

Where it stops

It reads your connected Outlook or Gmail inbox, and nothing is archived or sent until you approve it. Supplier portals and retailer calendars stay outside it.

See the agents for every function

What it connects to

Works in the systems beside your ERP

Go Fig reads and writes where your sales team already works. Your ERP keeps running orders and the plant.

Proposals and signatures

Proposals go out for signature through SignWell once you approve them, and the chase stops when they sign.

SignWell

Proof

What we can show you today

Customer

Vertech is a Go Fig customer.

What we've seen

We've seen the funnel stop leaking deals, and that meant more wins and a higher close rate.

How it starts

From first call to agents at work

Map

A solutions engineer maps your systems, how your team sells, and which agents should go first.

Connect

Your CRM, inbox, calendar, and call notes connect beside your ERP, which stays as it is.

Deploy

The first agents go live with every action waiting for a person to approve it.

Grow

CRM updates, notes, and tasks you trust run on their own, emails still wait for a person, and new agents go where the work is.

Questions manufacturing leaders ask first
Does Go Fig connect to our ERP?

Not today. Quotes, orders, production, and invoicing stay in your ERP, and Go Fig works in the CRM, inbox, calendar, and call notes beside it. If your ERP data already lands in a data warehouse, Celeste, Go Fig's AI analyst, can answer questions about it.
Does Go Fig build quotes or estimate prices?

No. Your estimators still price the work, and quotes stay in the tool you build them in. Go Fig drafts the proposal from the buyer's own words, leaves blank anything they didn't write, sends it for signature once you approve it, and follows up until it's signed.
Does it work with Microsoft Teams or Dynamics 365?

Go Fig doesn't connect to Microsoft Teams or Dynamics 365 Sales. Outlook mail and calendar work today, call notes come from Fathom or an Otter, Fireflies, or Read AI recap email in your inbox, and deals need to live in HubSpot, Salesforce, Pipedrive, Zoho CRM, Attio, or Go High Level.
Who approves what the agents do?

Your team. Every draft, update, and invite waits in the Go Fig Feed or in Slack for a person to approve it, edit it, or skip it. Only internal record updates, like CRM fields, notes, and tasks, can be set to run on their own, and you can take that back anytime. Emails, invites, and anything else that leaves the building always wait for a person.
Will it pass our IT and security review?

The hosted service is SOC 2 Type II audited, and your data is never used to train AI models. Our trust center and Data Processing Agreement are ready for your IT team. Go Fig doesn't offer SAML single sign-on or hold a CMMC certification, so tell us early if your review requires either.
Does Go Fig replace a sales hire?

No. It drafts the follow-up, the CRM updates, and the proposal paperwork for the sellers you have, and they approve each one. The relationships, the estimates, and the close stay with your people.
How is Go Fig priced?

As a subscription on a two- or three-year term, plus a one-time implementation fee. A solutions engineer scopes both with you on a briefing, once we know your team and your systems.

See what Go Fig would take off your sellers' desks

A solutions engineer walks you through what Go Fig would connect beside your ERP and which agents would go first.

Schedule a briefing