CRM for teams that sell on WhatsApp and the phone

Every chat, call and invoice on one lead.

AI answers WhatsApp and your phone line. Your team sees the whole story and closes.

  • From ₹999 per user a month
  • 15-day money-back
  • Data stored in Mumbai
Rahul Sharma Greenview Residency, 2BHK enquiry
Proposal sent
Owner
Kavya Nair
Source
99acres
Value
₹68,00,000
Next step

Reply to Rahul. He asked about the payment plan on WhatsApp.

Unanswered message, 2h
  1. 99acresEnquiry for a 2BHK
  2. WhatsApp agentBooked a site visit, Sat 11:00 am
  3. Voice agentMoved the visit to Tue 4:00 pm
  4. Kavya NairStage set to Proposal sent
  5. Kavya NairSent quotation GV-Q-0142
An example lead. Tap a line to see that moment below.

Sales teams at

  • Alpha Learning
  • Vedlogy
  • adgrooves

One enquiry, start to finish

Rahul asked about a flat on a Monday night. This is what Autoli did with it.

  • AI agent
  • Your team
  • Autoli, automatically
  1. Autoli, automatically

    A lead with an owner, in two seconds.

    Pulled from 99acres, checked for duplicates, assigned, and welcomed on WhatsApp.

    New lead from 99acres Automation run log
    1. Lead created: Rahul Sharma
    2. Duplicate check: no lead with this number
    3. Assigned to Kavya Nair, round robin
    4. WhatsApp template sent: welcome_site_visit
  2. WhatsApp AI agent

    The WhatsApp agent books the visit.

    In Hinglish, at 9:42 pm, straight onto the lead.

  3. Voice AI agent

    The voice agent moves it.

    A real recording. Press play.

    Inbound call, Rahul Sharma Voice agent: Priya
    Ready
    Loading transcript
    Summary
    Rahul asked to move his Saturday 11:00 am site visit. Rebooked for Tuesday 4:00 pm. Confirmation sent on WhatsApp.
    Outcome
    Visit rescheduled
  4. Kavya Nair, sales

    One drag, and the whole team knows.

    The lead is the deal, so the board is always right.

  5. Kavya Nair, sales

    Quote, invoice, reminders. Same record.

    Accepted quotes become GST invoices. Instalment reminders go out on WhatsApp.

    Quotation GV-Q-0142 Accepted
    Flat 7B, 2BHK, east facing ₹68,00,000
    Payment plan
    InstalmentAmountStatus
    Booking amount₹2,00,000Paid
    On agreement₹20,00,000Reminder set on WhatsApp
    On possession₹46,00,000Scheduled

No free trial. We set it up with you.

Not working within 15 days of your first invoice? Full refund.

  • Bring your Excel Map the columns once.
  • WhatsApp in one pop‑up No developer, no API keys.
  • Your stages, your words Set up with us on a call.

The same CRM on your phone.

Autoli for iOS and Android: the lead list, the WhatsApp inbox, call history and reminders with alarms, on the record the desk sees. When a known lead calls, the caller‑ID overlay shows their card before you pick up.

Download on the App Store Get it on Google Play

Questions

What is Autoli?

Autoli is an AI-native sales CRM built in India. It gives you a real pipeline, Kanban stages and dashboards, and adds AI agents on the channels your customers already use: voice calls, the official WhatsApp Business API and two-way Gmail sync. Quotations, GST invoices and payment reminders are built in, so quote-to-cash happens on the same lead record.

How is Autoli different from a CRM plus separate calling and WhatsApp tools?

The channels are not add-ons. A call, a WhatsApp thread and an email all write to the same lead record, so there is one timeline, one owner and one source of truth. An AI agent you set up once can answer on WhatsApp and pick up the phone, and it hands over to a human the moment the conversation needs one. There is nothing to integrate and no per-tool subscription to reconcile.

How much does Autoli cost?

One plan with no feature tiers: ₹999 per user per month billed annually with onboarding included, or ₹1,199 per user per month billed quarterly, with a minimum of three users and prices excluding GST. Everything is included on both terms. Outside the plan you pay only for calling minutes from a prepaid wallet and WhatsApp conversations, which Meta bills to you directly.

Is there a free trial?

No. Instead you get a personalised demo on your own data, proper setup by our team, and a 15-day money-back guarantee: tell us within 15 days of your first invoice and we refund it in full. We would rather carry the risk of the first two weeks than leave you alone with a trial account.

Where is my data stored?

AWS Mumbai, the ap-south-1 region. Leads, contacts, messages, call recordings and transcripts stay in India, which is what the DPDP Act 2023 expects. Features that necessarily involve a provider send data to that provider, WhatsApp to Meta, telephony to Plivo and AI to OpenAI, and those are listed in our sub-processor disclosure.

How long does it take to get started?

Onboarding is done with you on a call, and it is included on the annual plan. We import your leads with a column-mapping screen, set up your pipeline stages in your own words, connect your WhatsApp number through Meta's Embedded Signup and switch on your first automation.

See it on your own leads.

We walk through your pipeline, your WhatsApp number and your stages, live.

  • 20-minute walkthrough
  • No credit card
  • No obligation