Scottish estate · Sales operation

Teasses Estate

From fragmented enquiries to an AI-powered sales operation for wedding, event and travel-trade revenue.

One platformReplacing inbox-led follow-up across high-value enquiry types
AI-nativeClassification, scoring and response drafting built into live workflows
Commercial clarityManagement reporting on pipeline quality and progression

Context

Teasses manages valuable wedding, event and travel-trade opportunities across email, customer records and manual follow-up. Enquiries were disappearing into inboxes. Teams duplicated effort transferring information between tools. Leadership lacked a reliable view of which opportunities were progressing and why.

Approach

Kaize mapped the commercial workflow from first enquiry to signed contract, then designed and built a bespoke customer and enquiry platform around how the estate actually sells, not a generic CRM overlay.

The platform connects Gmail ingestion, wedding and travel-trade workflow paths, AI classification, lead scoring, response drafting, follow-up management, customer segmentation and management reporting in one operating environment.

Outcome

Teasses now runs high-value sales through a single system designed for its enquiry types, team habits and reporting needs, with AI assistance embedded where it speeds response quality without losing human judgment on the biggest opportunities.