Features

Everything the agent does, in one catalogue

Modules are switched on per company. Start with capture + reminders — the two that recover the most revenue — and add the rest as you grow.

Lead capture & pipeline hygiene

IndiaMART auto-capture

Every IndiaMART lead, direct enquiry and PNS call lands in the pipeline in real time via the Push API — deduplicated on arrival.

Website form capture

A snippet on your site sends every form submission straight in, with an instant alert to the sales owner.

Email enquiry parsing

AI reads inbound enquiry emails and extracts company, contact, product, quantity and country into a structured lead.

WhatsApp & card OCR

Forwarded WhatsApp enquiries and business-card photos are read by AI vision and turned into clean contact records.

De-duplication & enrichment

New leads are checked against existing records; website, industry and GST details auto-filled from the company name.

AI classification & routing

Each lead is tagged by product line and domestic vs export, then routed to the right salesperson.

Installed-base register

Every machine sold is logged with customer, date and configuration — the engine for AMC, spares and upsell.

Customer communication & auto-reply

Instant WhatsApp acknowledgement

Every inbound message gets an immediate branded reply, and the enquiry is captured — even at 11 pm on a Sunday.

AI FAQ bot

Answers routine questions (range, MOQ, lead time, location) and collects requirement details before handing off to a human.

Email triage & drafted replies

Inbound email is classified — enquiry, order, complaint, spam — with a reply drafted for one-click sending.

Catalogue on keyword

A customer types “catalogue” and receives the right PDF after sharing their contact details.

Multilingual export replies

Export enquiries answered in the buyer's language or clear business English, automatically.

After-hours cover

Out-of-hours auto-response with expected reply time; the lead is still logged and waiting in the morning report.

Reminders, follow-ups & the daily agent

Quote follow-up cadence

After a quote is sent, the agent chases on your schedule — day 3 / 7 / 14, or whatever cadence you configure — until won or lost.

Stale-lead nudges

Any lead with no logged action after your threshold generates a task and a drafted message.

48-hour escalations

High-value or untouched leads are highlighted to the owner before they go cold.

Re-activation sweeps

Leads quiet for 90+ days are surfaced for a re-touch campaign with a fresh drafted opener.

Spares & service reminders

The installed-base register drives automatic service-due and spare-parts outreach every month.

Morning shift report

One WhatsApp + email digest: new leads, pending quotes, overdue follow-ups, today's call list. Every day, before work starts.

Quotations & sales documents

Auto-quotation generator

Pick a machine and options; a formatted quotation PDF is produced on your letterhead with specs and terms.

Proforma invoice in one step

Convert an approved quote into a PI without retyping anything.

Quote version control

Every revision tracked, with an AI summary of exactly what changed between versions.

Marketing engine

SEO blog engine

AI drafts technical articles targeting the searches your buyers actually make.

Video scripts & SEO

Scripts, titles, descriptions and tags for machine-demo videos on YouTube and Instagram.

Repurposing fan-out

One case study becomes a blog, a LinkedIn post, an email, a WhatsApp broadcast and an IndiaMART update — scheduled automatically.

Multi-tenant platform

Per-company configuration

Product catalogue, lead sources, cadences, templates, languages and module mix — all set per tenant.

Tenant logins & roles

Owner and sales roles per company; each login sees only that company's pipeline.

Live CRM

Pipeline, quotes, follow-up queue, installed base and agent activity — one place your team actually opens.

Approval mode

Start with every AI draft requiring one-tap approval; switch flows to auto-send when you trust them.

See it running on real pipeline data

Open the demo