Precision-engineered sales automation
Speed up and simplify sales by fully automating key stages of the process – from first contact with a customer to finalising the transaction. We create systems that eliminate manual activities, shorten customer service time, and increase sales effectiveness. Delivered from London by a team of 300+ specialists, led by Oracle ACE Director Matt Mulvaney.
Led by Oracle ACE Director Matt Mulvaney
Our UK operations are led by Matt Mulvaney – one of only 17 Oracle ACE Directors in the world – based in London. Every sales automation engagement benefits from local strategic oversight, with all work governed by English Law through Pretius Ltd, a fully registered UK entity (Company No: 147557660). For UK enterprises in financial services, insurance, and telecoms, where sales processes intersect with FCA suitability obligations and UK GDPR data handling requirements, this local governance matters from day one.
Matt Mulvaney
Pretius Ltd CEO / London-based leadership
♠ Oracle ACE Director — 1 of 17 worldwide
Why generic sales tools fail UK enterprises
Off-the-shelf CRM and sales automation platforms are built for the average business. The moment your sales process has sector-specific complexity — regulated product suitability assessments, commission structures tied to FCA-compliant product categories, multi-party approval workflows, or integration with bespoke pricing engines — generic tools break down. You end up bending your process to fit the software, rather than the other way around.
British enterprises in financial services, insurance, telecoms, energy, and manufacturing face sales processes that are genuinely complex: layered commission structures, strict FCA suitability and conduct rules, multi-channel offer management, and the need for full audit trails that satisfy both internal governance and regulatory review. Standard SaaS tools charge per-user fees indefinitely, generate vendor lock-in, and rarely satisfy the compliance requirements of regulated UK sectors.
Custom-engineered sales automation – built precisely around your operational DNA – solves these problems and eliminates the recurring licence costs that compound year after year.
Optimising core sales execution & decision-making
01
Offer creation and management
We build solutions that enable sales teams to speed up the generation of personalised offers. Automated document generation, version control, and centralised offer archiving significantly streamline daily sales operations.
For UK financial services firms, this includes embedding FCA suitability assessment logic directly into the offer creation flow — ensuring that compliance checks happen as part of the sales process rather than as a separate, manually-tracked step. This reduces both the time-to-quote and the compliance risk simultaneously.
For UK financial services firms, this includes embedding FCA suitability assessment logic directly into the offer creation flow — ensuring that compliance checks happen as part of the sales process rather than as a separate, manually-tracked step. This reduces both the time-to-quote and the compliance risk simultaneously.
CPQ for Play — real-time B2B offer creation
A great example is the CPQ (Configure, Price, Quote) system we implemented for Play, one of the largest telecoms operators in Poland. It enabled real-time offer creation for B2B clients, reducing the process from hours to minutes while ensuring full control and detailed reporting. The same capability — a rules-driven, real-time quoting engine integrated with product catalogues and pricing logic — is directly applicable to UK telecoms, utilities, and financial services organisations managing complex B2B sales.
02
Data-driven upselling
Pretius develops systems with recommendation engines that analyse customer data and automatically suggest complementary products that match their current needs. The system supports advisors in recommending relevant offers from a wide portfolio, enabling effective upselling of additional products to existing customers.
For UK-regulated sectors — financial advice, insurance, bancassurance — the recommendation engine is designed to operate within FCA conduct of business rules. Recommendations are generated based on assessed customer needs and documented suitability criteria, not on margin optimisation alone. This creates a system that is simultaneously more commercially effective and more compliant.
For UK-regulated sectors — financial advice, insurance, bancassurance — the recommendation engine is designed to operate within FCA conduct of business rules. Recommendations are generated based on assessed customer needs and documented suitability criteria, not on margin optimisation alone. This creates a system that is simultaneously more commercially effective and more compliant.
Profitowi – 300 advisors, 72 providers, 50,000+ customers
In a project for Profitowi, an insurance company, the implemented system supported over 300 advisors in recommending offers from a portfolio of 72 providers. This enabled effective upselling of additional products to more than 50,000 existing customers — delivering increased revenue and significantly improved customer experience through smarter, more relevant recommendations.
03
Sales systems centralisation and integration
Effective sales operations depend on seamless data consistency across departments: sales, inventory, and customer support. We integrate data from various sources — CRMs, spreadsheets, inventory systems, pricing databases — into one unified sales environment. This gives your teams fast access to up-to-date product information, pricing, and availability without the need to search through multiple files or platforms, eliminating errors caused by manual updates or outdated data.
For UK enterprises with complex IT estates — a mix of legacy ERP, cloud SaaS, and bespoke applications — this integration layer is often what determines whether a sales transformation delivers its promised ROI or creates new data silos.
For UK enterprises with complex IT estates — a mix of legacy ERP, cloud SaaS, and bespoke applications — this integration layer is often what determines whether a sales transformation delivers its promised ROI or creates new data silos.
T-Mobile – centralised product catalogue for 11M customers
A good example is the centralised product catalogue we built for T-Mobile Poland. It consolidates all product data — descriptions, features, variants, pricing, and availability — and makes it easily searchable for sales and marketing teams. This allows for fast, consistent offer creation, supports multichannel sales from a single system, and enables marketing content to be created and published in multiple languages with ease. For the UK market, where multichannel retail and regulatory product disclosure obligations intersect, this kind of single-source-of-truth architecture is particularly valuable.
04
Commission calculation automation
For companies with complex sales structures — especially in UK financial services, insurance, banking, and telecoms — we develop systems that automate commission calculation based on custom business rules. We support multiple commission models depending on product type, sales channel, partner, or performance metrics.
Automation removes the common errors tied to manual Excel calculations and significantly reduces processing time. Sales representatives have access to a dedicated dashboard where they can see, in real time, how much commission they have earned and from which deals — boosting motivation, transparency, and trust in the system.
Automation removes the common errors tied to manual Excel calculations and significantly reduces processing time. Sales representatives have access to a dedicated dashboard where they can see, in real time, how much commission they have earned and from which deals — boosting motivation, transparency, and trust in the system.
For UK financial services firms, automated commission calculation also supports the FCA's requirements around remuneration transparency and the documentation of incentive structures that influence sales conduct. A well-designed commission system creates an audit trail that regulators and compliance teams can review with confidence.
MonkeyJar: our battle-tested proprietary commission solution
The custom sales commission software we create for our clients is based on MonkeyJar — a battle-tested proprietary solution designed over years of working with businesses from the banking, insurance, telecommunications, energy, and media sectors.
It is a comprehensive system that we tailor to the specific business needs of every client. It allows you to calculate commissions quickly and securely, significantly reduce the number of errors, and free your employees' time for more productive tasks.
For UK financial services organisations subject to FCA remuneration and conduct rules, MonkeyJar's audit trail, role-based access controls, and configurable business rules provide a compliant foundation that bespoke development or spreadsheet-based processes cannot match.
It is a comprehensive system that we tailor to the specific business needs of every client. It allows you to calculate commissions quickly and securely, significantly reduce the number of errors, and free your employees' time for more productive tasks.
For UK financial services organisations subject to FCA remuneration and conduct rules, MonkeyJar's audit trail, role-based access controls, and configurable business rules provide a compliant foundation that bespoke development or spreadsheet-based processes cannot match.
The Pretius UK advantage for sales automation
Local UK accountability and FCA awareness
Pretius Ltd is a fully registered UK entity (Company No: 147557660) headquartered in London, governed by English Law. We understand the FCA's conduct of business rules, suitability assessment requirements, and remuneration transparency obligations that shape sales process design in regulated UK sectors. These are built into the solution architecture from the start — not bolted on as an afterthought.
All engagements are 100% IR35-compliant: a clean B2B partnership with no off-payroll working risk.
All engagements are 100% IR35-compliant: a clean B2B partnership with no off-payroll working risk.
Instant enterprise scale
In a market where specialist custom development talent is scarce, Pretius provides immediate access to 300+ in-house salaried specialists. Senior teams are deployable within two weeks. No recruitment delays, no IR35 exposure, no knowledge risk when a contractor leaves.
Technology-agnostic recommendation
We are Oracle APEX specialists, Java developers, and low-code engineers. We recommend the solution that genuinely fits your process and your team — not the one that is most convenient for us to build. If Oracle APEX is the right platform for your commission engine, we will say so. If a different stack better serves your integration requirements, we will say that too.
Rapid development — PoC in weeks
Our agile methodologies and low-code capabilities allow us to deliver functional prototypes and Proofs of Concept in weeks, not months. In some cases, we build a basic PoC live during a discovery meeting — so you experience the system's potential before a contract is signed.
London–Warsaw hybrid model
Strategic consulting and requirements design from our London office, combined with the engineering scale of our Warsaw Centre of Excellence — delivering high-end custom sales automation at a significant cost advantage compared to purely London-based development agencies.
Data security by design
ISO 27001 certified. Every specialist is a full-time, salaried Pretius employee — ensuring absolute knowledge continuity and the highest data security standards, fully compliant with UK GDPR and Data Protection Act requirements. For sales automation systems handling customer personal data, prospect information, and commission records, this matters.
By the Numbers
+ years
Powering market leaders
+
In-house specialists available
+ projects
Successfully delivered
% of clients
Become long-term partners
+ years
Length of our longest client partnership
+ advisors supported
Simultaneously in a single sales automation deployment
ISO 27001 certified · UK GDPR compliant · DORA ready · IR35-compliant engagement
Want to see more?
Book a no-obligation discovery call and find out how quickly we can create a Proof of Concept for your solution!
Our process
Pretius acts as a dedicated partner, not just a software vendor. We focus on delivering practical sales automation solutions that contribute to your business objectives at every stage of our engagement.
Phase 01
Analysis and ideation
Our projects begin with analysts working with you to define the problem and identify where automation will deliver the greatest ROI. We often run collaborative workshops to map your sales process end-to-end — including the compliance and governance constraints that shape what is permissible in your sector. Where needed, we build a Proof of Concept or working demo to validate the approach before committing to full development.
Phase 02
Designing effective solutions
Once we have a clear set of requirements, our architects and developers design a solution that meets them, provides the best business value, and fits your technology stack and long-term growth strategy. Our designers can provide clickable Figma visualisations to help you understand how the system will look and work. We choose technologies purely based on what fits your project.
Phase 03
Development
The actual development of the sales automation solution, adapted to your preference — fixed-scope Waterfall, iterative Agile, or a combination. For regulated UK organisations, we align delivery milestones with compliance evidence requirements and internal governance checkpoints.
Phase 04
Maintenance
Our scale enables us to provide ongoing maintenance for the solutions we build — something many smaller firms cannot do. The scope of services is always clearly defined in the SLA. This commitment to long-term support is reflected in the fact that 93% of our clients continue working with us after the initial project.
Phase 05
Further scaling and improvement
Sales processes evolve — new product lines, new commission structures, new regulatory requirements. We are prepared to extend your solution with new modules and capabilities as your business grows. Just tell us what you need, and we will work with you to adapt accordingly.
Case studies
Industry
Telecommunications
SYSTEM
CPQ / offer management
Play – CPQ system for real-time B2B offer creation
A Configure, Price, Quote system enabling real-time offer creation for B2B clients, reducing the process from hours to minutes while ensuring full control and detailed reporting.
Profitowi – recommendation engine for 300 insurance advisors
A client needs analysis system supporting over 300 advisors in recommending offers from a portfolio of 72 providers — enabling effective upselling to more than 50,000 existing customers and significantly improving sales process standardisation.
Industry
Insurance
SYSTEM
Client needs analysis and upselling
Industry
Telecommunications
SYSTEM
CRM / product catalogue
T-Mobile – Modern CRM for 11M clients
A new CRM system enabling sales consultants to work more effectively, quickly creating new sales offers. The modular, microservice architecture means every functionality can be updated without shutting down the whole system.
Flexible project approaches
01
Co-creation
Our engineers work alongside your in-house team from day one. Knowledge transfers continuously. When the project ends, your team understands the new system deeply enough to own it — not just use it. This model is particularly effective for sales automation where deep domain knowledge about your products, pricing rules, and compliance requirements lives within your business.
03
02
Dedicated development teams
You have a clear scope and a clear destination. We provide a cross-functional team — developers, analysts, QA, DevOps, and project managers — that operates as an extension of your organisation. You maintain strategic control; we bring the execution capacity.
02
03
Comprehensive project delivery
You hand us the project, we deliver the outcome. Defined scope, defined timeline, defined budget. Minimal internal overhead for your team. Optional SLA-backed maintenance after go-live.
04
Team augmentation
When you need to fill specific skill gaps within your existing team — Oracle APEX, Java, low-code, or data integration expertise — we provide experienced specialists to seamlessly integrate with your in-house capabilities. Fully IR35-compliant.
What our clients say
Radosław Olkiewicz
CEO – Profitowi
Thanks to the new client needs analysis system, our sales process is much easier and standardised. It helps our Experts better tailor insurance or financial solutions to the needs of the client. This results in increased sales to new clients and smooth upselling to existing ones.
Przemysław Wilary
IT Project Manager – Play
We were impressed with Pretius' experience in the telecom industry. They proposed a few unique solutions that enabled our employees to configure individual offers faster than ever before.
Artur Męcina
IT Manager – T-Mobile Poland
The most important thing about Pretius is that they care to understand your business goals. And, having a bunch of enterprise-grade and SME-grade projects under their belt, they're very good at it.
Zuzanna Świętorzecka
Head of Bancassurance – BNP Paribas
The communication throughout the project was very good as Pretius provided us with a Project Manager who always addressed our needs. The most impressive thing was how quickly the team developed a fully working, market-ready software solution for us.
Richard Coombes
Head of Engineering – Equals Money
They allowed us to deliver against our 20/21 roadmaps, launching new products to market and increasing company revenue by over 70%.
Bilal Ramadan
Chief Executive Officer at Munich Re HealthTech
The solution is secure, scalable, and compatible with most technologies used by Munich Re HealthTech’s clients. It’s also much cheaper to maintain which was an important success criteria factor. Application licensing costs were largely reduced.
Konrad Gałecki
Digital Manager – Philip Morris Distribution
Usually, you can either get a high-quality software solution or have it developed fast. However, thanks to choosing the right technology, the Pretius team was able to provide us with a fully working platform in a relatively short time.
Marek Samujłło
CIO – Emitel
What I like the most, as CIO, is that the people at Pretius care not only about technology itself but rather about how this technology can help your company achieve business goals.
Adam Kasperowicz
CIO at VAN group
The new e-VAN system has become an innovative tool and work environment. The development team allows us to use the potential of the latest trends and technological solutions: web & mobile development, responsiveness, integrations, low-code, and cloud computing.
Graem Lourens
Co-Founder & CTO at Lourens Systems
They’ve garnered our confidence and loyalty through their technical skills and the deep involvement.
Marijn van den Berg
Team Manager of Obsurv Software at Sweco
Thanks to our collaboration with Pretius, we've made it easier for our clients to utilize Obsurv. Customizing the application modules to their specific needs is now much quicker and more efficient. For us, this means shorter customer onboarding times and lower costs.
Gordian Ratajczak
Product Owner at Neuroflash
They effectively assess a project and allocate the matching resources, which gives confidence that you are in good hands. Issues and tasks are handled proactively and communication stands on a firm ground of mutual understanding and goals. You are not hiring an external resource, but you are gaining a team member.
Esteban Michalowski
CTO at AltaPay
I’ve always found interactions with Pretius (previous IN Team) to be both streamlined, light, and effective. Pretius always seeks ways to improve, and have a process for ensuring the collaboration is going according to expectations.
Richard Coombes
Head of Engineering at Equals Money
They allowed us to deliver against our 20/21 roadmaps, launching new products to market and increasing company revenue by over 70%.
FAQ
Our solutions tackle a wide range of challenges: complex quoting and CPQ processes, commission calculation errors, inefficient client needs analysis, inconsistent lead management, multichannel offer management, and integration between sales tools and back-office systems. For UK-regulated organisations, we also address the compliance dimension — embedding FCA suitability checks, audit trail requirements, and remuneration transparency into the process itself, rather than treating them as separate manual tasks.
Unlike standard SaaS tools, our solutions are custom-engineered to your company's specific operational DNA and UK regulatory context. We build automation around your existing workflows and business rules, rather than forcing your processes into a predefined structure. This ensures a precise fit, higher adoption, and the ability to automate highly specific or complex tasks — including FCA-compliant suitability assessments and multi-tier commission structures — that generic tools cannot accommodate.
Clients typically see increased efficiency as teams focus on core selling activities instead of manual tasks; enhanced accuracy in quoting and commission calculation, reducing costly errors; accelerated sales cycles through faster response times and streamlined workflows; and better sales pipeline visibility. For UK-regulated organisations, the additional benefit is a compliance posture that is built into the process rather than bolted on, reducing the risk of conduct failings that attract FCA scrutiny.
Yes, seamless integration is a key aspect of our custom solutions. We design automation tools to work harmoniously with your existing technology stack — CRM systems, ERP platforms, pricing engines, and other essential business software. This ensures data consistency, streamlines cross-functional workflows, and provides a unified operational view without requiring a full infrastructure overhaul.
We start with an in-depth analysis of your business needs, sales processes, and goals — including the compliance and governance constraints specific to your sector. Through close collaboration, we design a solution that precisely fits your requirements. We frequently use Oracle APEX or other low-code platforms for speed and flexibility, and we prioritise knowledge transfer so your team can manage and extend the solution independently.
We believe in a collaborative approach. While we handle the technical development, your team's input on business processes and specific needs is essential. We often work closely with sales directors, business users, and product owners, and can integrate your in-house team into the development process to foster knowledge sharing and facilitate future maintenance. The level of involvement is tailored to your preferences and availability.
Yes, automating sales reporting and analytics is a common component of our sales automation solutions. We develop custom KPI dashboards and reporting systems that automatically gather data from various sources, calculate key metrics, and present insights in an accessible, user-friendly format — providing real-time visibility into sales performance and supporting data-driven decision-making without manual report compilation.
For UK financial services clients, commission and incentive systems are designed with FCA conduct of business rules in mind from the outset. This includes configurable business rules that prevent incentive structures from driving unsuitable product recommendations, full audit trails of commission decisions and approvals, role-based access controls, and reporting that supports internal compliance monitoring. MonkeyJar — our battle-tested commission platform — provides this compliant foundation and is tailored to your specific product categories and regulatory obligations.
Yes. Every specialist is a full-time, salaried Pretius employee. By engaging Pretius Ltd — our registered UK entity — you receive a clean, risk-free B2B partnership that eliminates all IR35 off-payroll working exposure. No contractor arrangements, no hidden risk, no administrative burden.
