Which XIntelliSync plan includes Automated Deal Documentation?

Automated Deal Documentation is available on the Growth plan ($297/mo AUD) and all higher tiers.

How does Automated Deal Documentation save time for Australian businesses?

Automated Deal Documentation runs automatically 24/7, saving an estimated 2+ hrs/week per week. That's 104 hours per year returned to higher-value work.

Can Automated Deal Documentation replace manual crm automation tasks?

Yes. Automated Deal Documentation is designed to automate the manual crm automation tasks that consume time without building your business. It integrates with your existing data and runs without prompting.

What data does Automated Deal Documentation need to work?

Automated Deal Documentation reads from Your contact, lead, and deal records, Your email and calendar integrations (for context only — the agent never sends on your behalf without consent), Your customer health and engagement signals. All reads are scoped to your business. The agent never exports your data to third parties.

Which Australian industries benefit most from Automated Deal Documentation?

Automated Deal Documentation is used most actively by Professional Services, Real Estate, Digital & Tech operators. Each has a different reason to run this agent — Client relationships, referral tracking, account expansion.

/CRM Automation

CRM AutomationGrowth — $297/moActive 24/7

Automated Deal Documentation

Agent #71 of 150

Automated Deal Documentation — handled before you ask.

Generate deal summaries and documentation automatically

What It Handles

Runs automatically 24/7 without manual input

Integrates with your existing business data

Flags exceptions for your review

Logs all actions for audit and compliance

How Automated Deal Documentation works in your business

Watches your contact, lead, and deal records for the signal you defined.

Triggers when the signal appears — a new lead, a stage change, a dormant account, a renewal window. Acts within the policy you configured. Logs every interaction to the customer record so the history is defensible.

Before Automated Deal Documentation. After Automated Deal Documentation.

Before

You chase cold leads by memory, miss follow-up windows, and lose deals to silence you did not notice.

After

The agent sees the silence and acts within the policy you set. You handle the humans; the agent handles the chasing.

What Automated Deal Documentation reads

·Your contact, lead, and deal records
·Your email and calendar integrations (for context only — the agent never sends on your behalf without consent)
·Your customer health and engagement signals

What Automated Deal Documentation produces

·Logged activities in your CRM with timestamp and agent attribution
·Ranked leads with confidence scores and reasoning
·Suggested next actions routed to your sales queue

Where Automated Deal Documentation fits

100 agents on Growth. The foundations plus the proactive layer that watches your business.

2+ hrs/week

Time Saved

per week, on average

24/7

Runs

no prompts needed

Growth

Tier

from $297/mo AUD

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Stop doing this manually.

2+ hrs/week saved per week. Growth plan. First month 50% off.