AI WhatsApp + CRM System
Capture inquiries, send follow-ups, assign tasks, and keep every lead visible until closure.
AI + WhatsApp + CRM for Indian SMEs
Stop losing leads after the first inquiry.
We build practical AI-assisted systems for WhatsApp follow-up, CRM tracking, document collection, payment reminders, and monthly reporting — with human approval where it matters.
7-dayfollow-up sequenceCRMsource of truthHumanapproval gates
WhatsApp Automation Demo
New inquiry: “I need GST filing support.”
Thanks {{name}}. Please share your GSTIN and pending documents. Our team will review and update you.
Document shared.
Received. Status updated in CRM. Next reminder scheduled for payment follow-up.
LeadCaptured
TaskAssigned
ReportUpdated
What we automate
Business follow-up systems that actually get used.
Designed for service businesses where missed leads, pending documents, and manual reminders directly affect revenue.
Document Collection
Client-wise checklists, pending document reminders, escalation rules, and service status tracking.
Invoice & Payment Reminders
Polite WhatsApp reminders, CRM logging, owner alerts, and monthly pending-payment visibility.
Content + Lead Engine
Landing page, 30-day content calendar, outreach sequences, and CRM capture flow.
Monthly Client Dashboards
Simple reports showing leads, follow-ups, replies, proposals, pending actions, and bottlenecks.
Human Approval Gates
Sensitive financial, legal, compliance, and client-facing claims stay under human review.
Delivery process
From messy workflow to working automation.
We start small, verify the workflow, then improve monthly based on real data.
Map
We document your lead, client, document, payment, and reporting workflow.
Build
We configure CRM stages, WhatsApp templates, reminders, and dashboard structure.
Launch
We test sample leads, train your team, and review monthly performance reports.
Packages
Start with the highest-return workflow.
Pricing depends on tools, volume, integrations, and support scope. Third-party tool/API costs are separate.
WhatsApp + CRM Follow-up
₹25k–₹75k setup
Best first automation for most businesses.
- Lead pipeline
- 7-day follow-up
- Basic dashboard
- Monthly support optional
CA Office Automation
₹50k–₹1.5L setup
For CA firms, tax consultants, accountants.
- GST reminders
- Document collection
- Payment follow-up
- Compliance dashboard
Lead + Content Engine
₹40k–₹1.2L setup
For service businesses needing demand generation.
- Landing page copy
- Content calendar
- Lead capture
- Weekly report
Want a free automation map for your business?
Share your current follow-up process. We will map the first workflow to automate: leads, documents, payments, or reports.