AI Sales & Ops Platform Overview
AI-powered sales & operations · Capability showcase

Every enquiry captured, quoted and won — then served for years.

One platform runs the whole journey: leads flow in from anywhere, quotations go out in minutes, follow-ups never slip, leadership watches it live — and after the sale, the same engine keeps serving the customer.

Built & running in daily use White-label — ready for your business
5
Role-based apps
2
Platforms · web + Android
<1min
Lead → quotation
24/7
AI working alongside
→ / click to explore · press ▶ below to auto-play
The opportunity

Field-sales teams lose deals in the gaps between conversations.

Slow to quote

Manual quotations take days. By the time the number lands, the buyer has three competing offers.

Leads go cold

Marketplace enquiries pile up in an inbox with no owner, no follow-up, no clock.

No discipline

Follow-ups live in someone's head. When a hot lead stalls, nobody finds out.

No visibility

Leadership sees a spreadsheet a week late — never the deals as they move.

This platform closes every one of those gaps — with AI doing the heavy lifting at each step, in realtime.

One platform, every role

Five role-based apps around one live core.

Field Sales
Web + mobile · leads, costing, quotes
Leadership
Web + mobile · cockpit, approvals
Costing
Detailed parts & pricing engine
HR & Payroll
Optional back-office module
Realtime core
AI engine · live database · secure cloud · every change on record
AI woven in One source of truth
Admin & DevOps console
Releases · agent oversight · infrastructure
End to end

One clear path — with AI at the decisive steps.

01
Intake
Omnichannel
AI
02
Lead Pool
Read & sorted
03
Qualify
Owner assigned
AI
04
Costing
Live catalogue
AI
05
Quotation
Priced + written
06
Approve
Manager sign-off
07
Send
WhatsApp / mail
08
Won
With proof
09
Deliver
Fulfilment
AI extraction, pricing & copy Every step recorded, nothing lost Every move checked by the system Push + reminders throughout
Omnichannel intake

Every lead source flows in — AI turns it into clean records.

Marketplaces (e.g. IndiaMart) — realtime webhook + scheduled pull
WhatsApp & phone enquiries
Voice notes — spoken lead → fields
Business cards & photos
Spreadsheet bulk import
AI extraction
AI reads every format

Messy input — a voice memo, a card photo, a marketplace enquiry — becomes a clean, duplicate-free record. Sensitive details never leave your system.

Lead Pool
Shared, first-mover-wins

A collaborative pool with live chat and triage. A rep taps Move to progress and the lead becomes theirs — auto-blocklisting, dedupe and reminders run underneath.

Signature workflow

Marketplace lead → instant quote, over WhatsApp — in one conversation.

Marketplace
IndiaMart
Rep
Mobile app
Customer
WhatsApp / mail
Platform AI
Quick Mode
01Enquiry landsWebhook drops it into the pool, instantly.
02Rep claims itOne tap — the lead is now theirs.
03“Price for 5 kW?”WhatsApp chat
04Quick Mode quotesOne sentence → a priced PDF.
05Sends the PDFas the rep’s own mailbox
06Confirms → WonDeal marked won, with evidence.
Days
Minutes
A live marketplace enquiry answered with a real, branded quotation before the buyer leaves the chat.
Quotation, three ways

Three ways to quote — a priced result every time.

Quick Mode

Type one line — “5 kW on-grid for a rooftop in the north zone, +10% labour.” The platform retrieves the closest past deals, prices every line from your own catalogue, and returns a customer-ready quotation in about a minute.

Guided costing

Build the full itemised list of parts and pricing with total control, then let AI write the wording around your numbers. Two PDFs every time — a polished customer quote and an internal cost sheet.

Parallel variants

Offer several options at once — premium vs. value — so the customer can compare and pick on the spot. One wins; the others close automatically.

Learns from your own won deals Edit or regenerate any section Customer + internal PDF, always
Trust by construction

AI writes the words. It never touches the numbers.

Every version kept
v1 Straight from your template no AI
v2 AI cover letter + scope source: ai
v3 Section reworked on request history kept
v4 Approved & locked locked

Every draft becomes a new numbered version. Going back is one tap; nothing is ever overwritten. Full history, forever.

AI is locked out of
Prices & totals
Dates & numbers
Legal, warranty & T&Cs
Signatures & identity
Customer contact detail
Banned-phrase list

The system checks every AI draft. If a draft fails twice, safe standard text goes out instead — the customer never sees an invented figure.

An assistant for every rep

The platform does the chasing — reps just sell.

AI Companion

Twice a day, per rep: a briefing of who to chase and why — and it quietly creates the follow-up tasks to make it happen. A rep's own plan always wins.

AI Suggest

On any lead, one tap gives the next-best action for exactly this stage — grounded in the deal’s own history, on demand.

Reminders that get firmer

Follow-ups nudge at due, then firmer, then “before this escalates.” Closing one needs evidence — a note, a photo, a call.

Nothing stalls unseen

A lead left too long goes up to the manager automatically — with a daily summary. Nothing quietly rots.

Dynamic alerting

The right nudge, to the right person, the moment it matters.

New lead assigned
Follow-up due
Deal going cold
Approval needed
Deal won
Notification engine
One event → the right phone

Its own alert tone · one tap opens the exact customer · reaches every rep's phone.

Rep — “chase these today”
Manager — stalled deals
Whole team — a win

New leads, follow-up reminders, stalled-deal alerts and win celebrations — all pushed live to the phone, opening the exact record.

Leadership cockpit

Sample view — the real dashboard shows your own live data

Managers see the whole business, live — not a week-old spreadsheet.

Deals in play4.2Crlive across all reps
Open leads318by stage & owner
Win rate27%30-day trailing
Needs attention4stalled deals, raised to you
Approvals queue 7 quotations awaiting manager sign-off
AI summary · this morning“Two high-value quotes are one nudge from close; the north team is 15% ahead of pace; one deal has gone quiet past its deadline and is now with you.”

Per-person scoreboards, drill-downs and approvals — refreshed continuously, with a plain-language AI read on top.

Realtime collaboration

A conversation on every lead, enquiry and deal.

Lead · rooftop, north zone
Priya · salesSite photos in. Roof is clear, no shading.
YouGreat — push the 5 kW variant, they’re price-sensitive.
Ravi · lead adminApproved. Send it today.
YouSending now — PDF is ready. 📄
Team wall · a win
🎉 Won · 6.5 kWClosed in 4 days from a cold marketplace lead.
Congrats! 🔥
That’s the fastest one this month.
Congrats Priya! 👏
Unread counts everywhere Day-grouped activity timeline Team recognition wall
Help, built in

A realtime AI support agent, right in your team’s WhatsApp group.

Team support group
Rep@support the quote screen won’t attach the PDF [screenshot]
AI agentI can see the error in your screenshot — the file was over the 50 MB cap. I’ve raised a fix and it’s in review. Meanwhile, compress and retry.
RepCan we also add a “duplicate quote” button?
AI agentLogged as a new requirement and drafted a proposal for the team. 👍
  • Answers grounded in how your platform actually works.
  • Reads screenshots — diagnoses from a photo of the error.
  • Drafts real improvements — a human approves every change before it ships.
  • Collects issues & ideas from the field as they’re spoken.
After-sales & service

After the sale, the same platform keeps serving the customer.

Every issue captured

A complaint from a call, WhatsApp or email becomes a ticket with an owner and a deadline — never just someone’s inbox.

Warranty on record

Every sold system carries its exact warranty terms — see what’s covered, get reminded before a service is due.

Service calls & visits

Book after-sales calls or site visits against the customer — reminders chase them like sales follow-ups.

Support AI answers first

The WhatsApp assistant answers questions and reads screenshots — the same agent can front your service desk.

Managers see it stall

A stalled complaint goes up to the manager automatically — with a phone alert, just like a stalled deal.

One customer file

Every quote, call, ticket and repair in one place — the full history on screen for the next conversation.

The sales side has already proven each of these rails in daily use — the service desk runs on the same engine.

Autonomous service desk

A support email becomes a resolved ticket — hands-free.

Customer
Email / phone
Platform AI
Reads & acts
Support
Field engineer
Manager
Kept in the loop
01Emails a problem“Our inverter shows an error since yesterday.”
02AI reads & sortsUrgency, system, warranty status — in seconds.
03Ticket + draft replyA suggested reply waits for one-tap approval.
04Right person alertedphone push, full history attached
05Escalates if it stallsPast the promised time → manager alerted.
06Logged for next timeFix, parts and visit on the customer’s file.
Inbox-watching
Hands-free
Feasible by design — the secure work-account mail connection that already sends quotes, the AI that already reads messy enquiries, and the alert engine that runs sales today.
Built to last

AI keeps watch — and every update is tested before your team sees it.

Watch

AI watches the running system around the clock and spots failures fast.

Diagnose & act

It acts on problems — often before anyone notices — and a human approves anything sensitive.

Validate before release

New versions reach your team only after passing a full set of automated checks — no shortcuts to production.

Self-healing where it’s safe, human review where it counts — reliability engineered in, not bolted on.

Enterprise foundation

Multi-role, multi-platform, secure by default.

Roles & access

Sales, leadership, admin and HR each see exactly their own app. Change someone's role and it applies immediately.

Web & native mobile

Full-featured web apps and native Android apps that share one design system — private app distribution, no public store required.

Secure sign-in

One sign-in with the work Google account they already have — no new passwords, and access can be removed instantly.

One source of truth Every change kept on record Wins need proof Customer details kept out of the AI Direct email & calendar via your workspace
Proven capability

All of this is built, working and proven — in daily use today.

Omnichannel intake
AI extraction
Quick-mode quoting
Quote variants
Guarded AI copy
AI companion & suggest
SLA & escalation
Dynamic push
Leadership cockpit
AI summaries
Realtime chat
WhatsApp support AI
Self-healing agents
Direct email + calendar
Workspace SSO
Native mobile + web
Every enquiry captured, quoted and won — we can build the same engine for your business.