Sales & Lead Capture
Forward a business card photo, a voice note or a text. The assistant reads it, creates the lead in your CRM and tags it hot, warm or cold.
- Card OCR → contact in 5 s
- "new leads", "hot leads"
- Auto-dedupe against CRM
One number your whole team already knows. It captures leads, chases follow-ups, schedules meetings, creates invoices from your CRM, collects approvals and keeps notes — all from a WhatsApp chat.
Works with the tools your business already runs on
Your team doesn't learn new software. They just message the assistant like they'd message a colleague — and the work gets done.
Forward a business card photo, a voice note or a text. The assistant reads it, creates the lead in your CRM and tags it hot, warm or cold.
Every lead gets a follow-up schedule. You're nudged when it's due, told what was said last time, and can close it with "done follow-up 2".
"Set up a call with Aarav next Tuesday afternoon." It checks calendars, proposes slots, sends invites and reminds both sides.
Pull any invoice by number or "latest invoice for Sparkline". Create a new one conversationally — it asks only for what's missing and sends a PDF.
Purchase orders, leave requests, discounts, expense claims — routed to the right approver on WhatsApp with a one-tap Approve / Reject.
Collects daily stand-up updates from your team, summarises them, chases the pending ones, and remembers who worked on what and when.
Send meeting notes, voice memos or a photo of a whiteboard. Everything is transcribed, filed against the right client and searchable later.
Reminders that actually fire, a morning briefing of your day, quick project status, outstanding payments and anything else you'd ask a good EA.
Answers customer questions from your knowledge base only, in their language, with guardrails against made-up answers — and hands off to a human on request.
Use your existing WhatsApp Business number. We verify the webhook, add your owner numbers, and you're talking to the assistant.
Connect your CRM, ERP, calendar and Slack. Upload your company knowledge base. Define who approves what.
Your team types or speaks naturally. The assistant understands intent, does the work in your systems, and replies with the result.
Real conversation patterns from the assistant. No dashboards, no forms — just chat.
Snap a card at an expo. OCR + a local language model read it, fix the obvious mistakes, and ask you to confirm anything doubtful before saving. The lead lands in your CRM with a follow-up already scheduled.
Every morning you get what's due. Reply in plain words and the assistant books the meeting, sends the invite, and marks the follow-up done. Nothing to open, nothing to update.
Ask for any invoice and get the PDF. Create a new one by describing it — the assistant fills in the customer from your CRM, applies GST, uses your ERP's exact template, and links it to the project.
Requests reach the right approver where they already are. Stand-up updates are collected from each team member on Slack or WhatsApp, summarised, and stored so you can ask about them weeks later.
Send a voice note after a client call. It's transcribed locally, filed against the client, and turned into action items. Weeks later, ask what was agreed and get a straight answer.
The assistant doesn't replace your systems — it becomes the fastest way to use them.
Your data never trains anyone's model. OCR, transcription and the language model can run on your own hardware, and every state change lives in your database.
"I forward a card from an expo and the lead is in the CRM before I've reached the next stall. Follow-ups just show up every morning."
"Invoices used to take 20 minutes in the ERP. Now I type one line on WhatsApp and the PDF is with the client. Pending-payment reminders go out by themselves."
"Approvals stopped getting stuck in email. The CEO approves a PO from the airport in one tap and Finance gets notified instantly."
No. The assistant runs on your existing WhatsApp Business number via the official Meta Cloud API. Your customers keep messaging the number they already have.
Nexocide CRM, HubSpot, Tally and Firebase out of the box, plus any system that exposes an API or webhook. Custom connectors are built with you during onboarding.
Yes. Clients get answers only from your knowledge base, in their language, with guardrails against invented answers. If they ask for a human, the bot pauses and notifies your team.
In your own database (Firebase or your choice). With the self-hosted option the AI models run on your own servers, so no message content ever leaves your infrastructure.
Most teams are live the same day: connecting the number takes minutes, and integrations are configured with you on a single onboarding call.
Book a 20-minute demo. We'll connect a sandbox number and show it running on your own use-cases.
Mon–Sat, 9:30 AM – 7:00 PM IST · We reply within a few minutes on WhatsApp.