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Sales automation services built around your pipeline: our AI-assisted B2B CRM captures leads from every source, scores them, and automates the WhatsApp threads, calls, emails and follow-ups that close them, all in one timeline your team actually uses. Custom lead management software you own, fed, if you want, by our separate TradeToIndia data product.
channels captured: WhatsApp, calls, email, in one timeline
lead scoring: temperature, stage, next action per lead
sync cadence from lead sources like Google Sheets
for a single project to go live, not a quarter
is often the whole build cost, and then it stops
the code, the data and the schema. No seat pricing.
Leads flow in from your website forms, Google Sheets, chat and ad campaigns on a schedule, deduplicated into one pipeline. Optionally paired with TradeToIndia DB, our separate sales-intelligence product, for enriched prospect data: verified emails and phones, firmographics, employee data.
WhatsApp inbox with live chats and imported history, call recordings transcribed with multilingual AI (Hindi/English code-switching included), and connected mailboxes, all attached to the lead.
The system reads a lead's full context, activities, conversations, deals, and produces a score, temperature, recommended stage, summary and next action. Your reps open the CRM knowing exactly who to call.
A tool-using AI assistant that answers questions across your whole book, 'which leads went quiet after a proposal?', with semantic recall over every past conversation. It proposes actions; humans approve every write.
Drafts grounded in the lead's dossier and your knowledge base, shared via public links with engagement tracking.
Reps see only their book; admins see everything, enforced by row-level security in the database, not just UI filters.
Prefer to see it than read about it?
Sales automation is software doing the repetitive half of selling so your people only do the human half. The repetitive half is bigger than most teams admit: capturing every enquiry from forms, ads, WhatsApp and marketplaces into one place; deciding which lead a rep should touch first; sending the follow-up that was promised on Tuesday; logging the call notes nobody logs; and chasing the quote that went quiet. None of this needs judgment. All of it decides revenue, because in most Indian B2B pipelines the first responder wins the deal and the forgotten follow-up loses it.
A sales automation service is different from buying a sales automation tool. A tool gives you empty workflows and a subscription; a service maps how your leads actually arrive and die, then builds the automation around that reality: which sources feed the CRM, what scoring separates a buyer from a browser, which follow-up sequences run on WhatsApp versus email, and where a human must take over. We deliver the second thing, on software you own outright, so the system fits your pipeline instead of your pipeline bending to a tool.
What should never be automated is judgment: pricing conversations, negotiation and relationship repair stay human. The honest goal of sales automation is not replacing your sales team, it is returning their day to them. A team that spends two hours daily on data entry and reminders sells for two more hours instead, and the pipeline stops leaking in the gaps between tools.
Website forms, sheets, campaigns and, optionally, TradeToIndia enrichment pour leads in on a schedule.
WhatsApp, calls and email happen in the CRM, captured and transcribed.
AI ranks every lead by temperature and tells reps the next action.
AI-drafted proposals go out; follow-ups never slip through.
An AI answering service for small business costs $25 to $349 a month in 2026. Eight services priced per call, per minute or flat, plus human and hiring costs.
Read →AI calling agent pricing India 2026: rate cards from six Indian vendors, worked totals at 5,000 to 100,000 minutes, and the telephony and DLT lines left out.
Read →The best AI agent builder for business depends on what 10,000 runs a month costs. Gumloop, Lindy, Relevance AI, n8n, Dify, Zapier and Copilot Studio priced.
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