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Sophia turns qualified deals into proposal-ready packages.

Sophia uses deal context, customer pain points, pricing rules and meeting notes to prepare proposal drafts that are ready for review.

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Proposal draftsPricing supportApproval flowFollow-up tasks

Quick answer

What Sophia does

Sophia is Crewlee's Proposal Specialist. She converts sales context into structured proposal sections, pricing suggestions, approval requests and follow-up tasks.

Mission

Turn qualified opportunities into clear, persuasive proposal drafts.

Crewlee context

Sophia sits between deal movement and revenue conversion. She receives handoffs from Ethan or meeting notes from Mia, then prepares the proposal work that can later flow toward Ava, Hugo and Emma.

Workflow

How Sophia works inside Crewlee

Each agent has a bounded workflow so inputs, outputs, approvals and handoffs stay understandable.

  1. 01
    Input Qualified deal

    A deal reaches proposal stage, a meeting is completed or Ethan requests proposal support.

  2. 02
    Structure Offer logic

    Sophia maps pain points, scope, value, pricing and terms into a clear proposal frame.

  3. 03
    Draft Proposal package

    Sections, line items and follow-up tasks are prepared for user review.

  4. 04
    Approve Human review

    Price changes, legal terms and final sending remain approval-controlled.

  5. 05
    Route Won or follow-up

    Accepted work can move toward onboarding, procurement or finance.

Capabilities

What Sophia can prepare

Responsibilities

  • Create proposal drafts
  • Suggest pricing packages
  • Prepare proposal approval requests
  • Track proposal follow-up tasks

Signals watched

  • Deal moved to proposal
  • Meeting completed
  • Proposal viewed
  • Proposal not replied

Safe actions

  • Draft proposal sections
  • Suggest pricing packages
  • Create approval requests
  • Create proposal follow-up tasks

Human-in-the-loop

Where approval is required

Crewlee agents can prepare work, context and recommendations. Sensitive actions stay explicit so the user stays in control.

  • Sending proposal
  • Changing proposal price
  • Adding legal terms
  • Marking proposal as final

Crew handoffs

Who Sophia works with

The value of Crewlee is not one agent acting alone. It is work moving across the crew.

Ava Customer Success View profile Hugo Finance Officer View profile Leo Procurement Agent View profile

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FAQ

Sophia FAQ

What does Sophia do in Crewlee?

Sophia prepares proposal drafts, pricing suggestions, approval requests and follow-up tasks from deal and meeting context.

Can Sophia send proposals automatically?

No. Sending a proposal, changing pricing and adding legal terms are approval-controlled actions in Crewlee.

Which agents does Sophia work with?

Sophia works with Ethan on deal readiness, Leo on procurement details, Hugo on finance handoff and Ava when a deal becomes a customer.

Let Sophia prepare proposals without losing approval control.

Crewlee helps turn deal notes into proposal-ready work while keeping pricing, terms and sending decisions with the user.