We build AI agents and software for sales teams: first replies drafted for new enquiries, visits logged from a voice note, and discounts checked against your margin before anyone says yes.
The agent does the legwork. A person makes the one decision that’s theirs.
A salesperson’s voice note after a dealer visit arrives in Northstar Electricals’ sales desk. The sales agent transcribes it, picks out the quantity, the asked price, the samples and the revisit date, and checks price, stock and dues in TallyPrime. The asked price is below the margin floor, so it asks the sales manager to pick between two offers that clear it. He picks one, and the agent sends the offer on WhatsApp, books the revisit and logs the visit in the CRM.
Turns a salesperson’s voice note after a visit, in Hindi, Hinglish, English or another language we’ve tested with you, into a CRM visit log, tasks, sample requests, any competitor prices heard and a follow-up draft. The salesperson confirms with one tap.
Checks requested discounts, payment terms and freight against your discount bands and a margin floor based on current landed cost, clears what fits, suggests an alternative within policy, and sends the rest to the named approver with the margin impact.
Quotes built from the live price list with GST, margin checks, an approval trail, version history and your own PDF format.
Anything outside your rules waits for a person, and every step is on record.
TallyPrime, BUSY, Marg ERP and others you may run. We check what each allows first, and nothing gets ripped out.
Works with: TallyPrime, BUSY, Marg ERP, Zoho CRM, Salesforce, HubSpot, Pipedrive, LeadSquared, Dynamics 365, NetSuite, QuickBooks, Xero, IndiaMART, TradeIndia, JustDial, Shopify B2B, WhatsApp Business, Gmail, Outlook, FieldAssist, DocuSign, PandaDoc.
We fix these one workflow at a time.
Then we tell you plainly what will work well, what needs a person, and what isn’t worth automating.
Enquiries from every channel sorted, with a first reply drafted.
Watches IndiaMART, web forms, WhatsApp and the sales inbox, works out what’s needed and whether the sender is already a customer, drafts a first reply with the right catalogue and assigns the lead. Any price in the reply waits for the salesperson’s okay.
RFQs and drawings read into costing inputs for your estimator.
Reads RFQs, drawings, specifications and BOQ sheets, extracts the quantities and stated requirements, lists what’s missing as questions for the buyer, and prepares the costing inputs. The estimator prices and approves.
Tender documents read into a bid or no-bid brief for your team.
Reads GeM, CPPP or private tender documents, pulls out eligibility, EMD, deadlines, specifications and penalty clauses, checks them against your certificates, turnover and past orders, and drafts a bid or no-bid brief with a checklist. Your team reviews every clause, and the sales head decides.
Outstanding and payment history checked before an order is confirmed.
Before an order is confirmed, reads the customer’s outstanding and payment pattern in Tally or the ERP and suggests full dispatch, part dispatch or advance payment. Accounts approves anything beyond the limit.
Overdue reorders and slowing customers spotted from your invoices.
Learns each customer’s buying rhythm from past invoices, spots overdue reorders, shrinking orders and dropped product lines, and drafts a personal check-in. The salesperson chooses whom to contact.
Prices, schemes and stock answered on WhatsApp for your salespeople.
Answers salespeople’s WhatsApp questions about dealer prices, current schemes and godown stock from live data, and says plainly when it doesn’t know. It only reads.
Dealers order from their phones; your team confirms each order into Tally.
Dealers see their own prices, schemes, stock, outstanding and order history on a phone, and their orders reach Tally or the ERP for your order desk to confirm.
Beat plans, check-ins and orders, even where the network is weak.
Beat plans, visit check-ins, voice notes, site photos and on-the-spot orders, working offline where the network is weak.
Quotes, orders, dues and complaints on one screen.
A customer’s open quotes, orders, dispatches, outstanding, promises and complaints on one screen.
Leads from every source in one CRM, each traced to its orders.
Leads from IndiaMART, TradeIndia, JustDial, web forms and ad forms land in the CRM, merged and assigned, each sender gets your approved WhatsApp acknowledgement, and every order can be traced back to the source it came from.
An approved quote becomes the sales order, and the customer is told.
An approved quote becomes a sales order in Tally, BUSY or the ERP, and the confirmation goes out by WhatsApp and email.
An approved price change updates every list and template together.
Once a price or GST rate change is approved, the item master, dealer portal and quote templates update together, and salespeople are told.
Each salesperson’s day, on WhatsApp every morning.
Each salesperson’s orders, quotes, follow-ups due and collections against target, on WhatsApp.
Usually, yes, without replacing what you use. We check what each tool allows first, then connect through its API or a file export. Where neither exists, we tell you plainly what we can and can’t connect.
You set the discount bands and the margin floor. Anything outside them goes to a named approver, and every message is logged.
No. They send voice notes and forward emails as they do now, and the CRM is filled in for them to confirm.
Voice notes in Hindi, Hinglish, English and the languages we’ve tested with you, yes. Printed orders and clear photos, yes. Anything it can’t read clearly, such as messy handwriting, goes to a person.
You do. Your customer and price data stays yours and is stored securely, with access by role, and we show your team exactly where it lives.
