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All servicesBusiness Operations · 6 work types

CRM & Sales Ops

Lead qualification, CRM updates, follow-ups and pipeline support.

A measurable lead-to-conversion process without missed follow-ups.
Try this department Create private workspace
CRMAI departmentApproval controlled
  1. 01Choose category

    Select the business department.

  2. 02Choose work type

    See only relevant service options.

  3. 03Choose package

    Match capacity to the business.

  4. 04AI builds the plan

    Create Job ID, tasks and approvals.

Choose the exact requirement

CRM & Sales Ops options

Each option opens a specific demo and carries its own expected deliverables into the AI job brief.

01

CRM Setup & Cleanup

Structure stages, fields, ownership and data hygiene.

  • Pipeline stages
  • Field dictionary
  • Cleanup rules
Open guest demo
02

Lead Qualification

Score and route leads using agreed business rules.

  • Qualification rules
  • Lead score
  • Routing logic
Open guest demo
03

Sales Follow-up System

Plan cadences, reminders and approved message drafts.

  • Follow-up cadence
  • Draft messages
  • Escalations
Open guest demo
04

Proposal & Quotation Pipeline

Track proposals, revisions, approvals and wins.

  • Proposal stages
  • Approval flow
  • Win-loss fields
Open guest demo
05

Smart Quotation + WhatsApp Follow-up

Human supplies the commercial rate; AI prepares the quotation, requests approval and plans the approved follow-up cadence.

  • Quotation draft
  • Approval gate
  • WhatsApp draft
  • Follow-up schedule
  • Closure status
Open guest demo
06

Weekly Sales Review

Summarize pipeline movement, risk and next best actions.

  • Pipeline summary
  • Risk list
  • Next actions
Open guest demo
Service-specific intake

Only relevant questions appear.

After login, this department asks for the minimum information needed to build a useful plan.

Approximate leads per monthRequiredCurrent CRMOptionalTypical sales cycleOptional
Choose capacity

Packages for CRM & Sales

1 department

Starter

For one priority department and a controlled first workflow.

₹9,999/ month
  • Choose any 1 AI department
  • Up to 10 active jobs
  • Job ID, AI plan and approvals
  • Monthly summary
Start Starter trialNo payment during registration. Activation and billing remain approval-controlled.
Most popular
4 departments

Growth

For growing teams that need coordinated departments and weekly review.

₹29,999/ month
  • Choose up to 4 AI departments
  • Up to 50 active jobs
  • Team worklists and weekly review
  • Integrations and performance dashboard
Start Growth trialNo payment during registration. Activation and billing remain approval-controlled.
Complete office

Business

For a complete AI office with client workspaces and management control.

₹79,999/ month
  • All 11 AI departments
  • Up to 200 active jobs
  • Client workspaces and AI Director
  • Advanced approvals, audit and profitability
Start Business trialNo payment during registration. Activation and billing remain approval-controlled.