Grounded commercial workflow

AI Proposal Package

Turn one CRM opportunity into a coherent proposal, quotation, onboarding checklist and delivery brief. AI drafts; the Kretivco team reviews and approves.

1. Engagement brief

Commercial facts stay under your control.

Client

CRM opportunity

Engagement title

Objective

Known scope

Service fee (RM)

Media budget (RM)

Target launch

Quote validity

Commercial total

RM0.00

AI cannot change this amount.

One brief, four connected records

Select a client and opportunity. KretivOS will ground the package in CRM, Brand DNA and linked knowledge before generating anything.

Client proposal

Editable quotation

Onboarding checklist

Project brief