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 touchpoints.

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. Nothing escalates when a hot lead stalls.

No visibility

Leadership sees a spreadsheet a week late — never the pipeline as it moves.

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 workspaces over one realtime core.

Field Sales
Web + mobile · leads, costing, quotes
Leadership
Web + mobile · cockpit, approvals
Costing
Deep BoM & pricing engine
HR & Payroll
Optional back-office module
Realtime core
AI gateway · realtime database · secure cloud functions · append-only audit
AI woven in Backend is source of truth
Admin & DevOps console
Releases · agent oversight · infrastructure
End to end

The whole funnel, on one spine — with AI at the decisive steps.

01
Intake
Omnichannel
AI
02
Lead Pool
Extract & triage
03
Qualify
Owned & staged
AI
04
Costing
Live catalogue
AI
05
Quotation
Priced + prose
06
Approve
Financial gate
07
Send
WhatsApp / mail
08
Won
Evidence-gated
09
Deliver
Fulfilment
AI extraction, pricing & copy Append-only ledger at every step Every transition server-validated Push + reminders throughout
Omnichannel intake

Every lead source in — turned into structured records by AI.

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

Messy input — a voice memo, a card photo, a marketplace payload — becomes clean, deduplicated fields. Contact data parsed on-device; sensitive detail never leaves your tenant.

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 → priced PDF in seconds.
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

From a sentence, a spec, or a rival offer — a priced quote 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 on your live catalogue, and renders a customer-ready quotation in a single round-trip.

Guided costing

Build the bill of materials with full control, then let AI write the cover letter, scope and terms 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 panels — without waiting for approval between them. One wins; the siblings resolve automatically.

Retrieval over your own won deals Inline regenerate & edit Customer + internal PDF, always
Trust by construction

AI writes the words. It never touches the numbers.

Append-only version ledger
v1 Deterministic from your template no AI
v2 AI cover letter + scope source: ai
v3 Section reworked on request provenance kept
v4 Approved & locked immutable

Every generation writes a new version. Rollback flips a pointer; nothing is ever overwritten. Full audit, forever.

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

Server-side validators enforce it. Two failures fall back to safe, templated text and flag for review — the customer never sees a hallucinated figure.

An assistant for every rep

The platform runs the follow-up discipline, so 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. Human touch always overrides.

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 escalate

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

SLA & escalation

A lead stalls past its clock and it surfaces to leadership automatically — with a daily digest. Nothing quietly rots.

Dynamic alerting

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

New lead assigned
Follow-up due
SLA breach / escalation
Approval needed
Deal won
Notification engine
Event → targeted push

Custom channels & tones · tap-to-deep-link straight to the lead · self-healing device tokens.

Rep — “chase these today”
Leadership — escalations
Whole team — a win

Lead assignment, movement reminders, escalation alerts and win celebrations — all pushed live to mobile, deep-linked to the exact record.

Leadership cockpit

The pipeline as it moves — not a spreadsheet a week later.

Pipeline value4.2Crlive across all reps
Open leads318by stage & owner
Win rate27%30-day trailing
Escalations4need attention now
Approvals queue 7 quotations awaiting the financial gate
AI summary · this morning“Two high-value quotes are one nudge from close; the north team is 15% ahead of pace; one lead has breached SLA and is now with you.”

Per-rep KPI boards, drill-downs, approvals and escalations — refreshed continuously, with a plain-language AI read on top.

Realtime collaboration

A conversation on every lead, pool entry and pipeline card.

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.
Team wall · a win
🎉 Won · 6.5 kWClosed in 4 days from a cold marketplace lead.
Congrats! 🔥
That’s the fastest one this month.
Unread everywhere Day-grouped activity timeline Team recognition wall
Support that ships code

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 fixes as review-gated changes — never merges unseen.
  • 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
Escalations
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.
Autonomous reliability

AI agents watch the logs, catch failures, and act.

Watch

Agents read realtime logs and health signals continuously — every service, every function, every job.

Diagnose & act

A failure pattern is identified and a targeted, review-gated fix is proposed automatically — sensitive zones stay human-only.

Validate before release

Ten parallel test layers gate every release; channels promote only after soak. No manual override on 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

Distinct roles for sales, leadership, admin, DevOps and HR — each seeing exactly their surface. One-click role changes take effect on the live session.

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

Single sign-on with your existing Google Workspace — no passwords, per-device caps, instant revocation, session-level control.

Backend is the source of truth Append-only, soft-delete audit Evidence-gated wins PII 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.