Platform Pillar 03 • CRM & Workflow Engine

Replace 10 Disconnected Tools With One Autonomous Revenue Engine.

Built on enterprise automation architecture and custom telephony webhooks—automate your entire lead-to-cash lifecycle with zero manual data entry.

ALL-IN-ONE ARCHITECTURE

Every Tool Your Sales & Operations Team Needs

Visual Kanban Sales Pipelines

Track every lead from New Inquiry -> AI Called -> Demo Booked -> Proposal Sent -> Closed Won with real-time rupee deal values.

Multi-Step If/Else Workflow Builder

Trigger automated voice calls, WhatsApp sequences, internal team alerts, and tag updates based on exact customer behavior.

Round-Robin Calendar & No-Show Recovery

Distribute booked sales calls evenly across closers and send automated 24h, 1h, and 10m WhatsApp/SMS reminders.

Native Razorpay & UPI Invoicing

Collect INR payments via UPI, cards, and netbanking directly inside WhatsApp/SMS and auto-unlock client onboarding.

5-Star Google Review Automation

Automatically request Google Business reviews via WhatsApp the moment a customer completes a purchase or visit.

Attribution & Rep ROI Dashboards

See exact revenue generated per Meta ad campaign, AI call connection rates, and individual sales rep closing ratios.

ZERO-TOUCH EXECUTION

How a Lead Moves From Ad Click to Closed Deal

STEP 01

Lead Enters from Meta Ads / Website / Justdial

Contact record and pipeline opportunity created in < 500ms.

STEP 02

Autonomous AI Voice Call Dispatched

AI agent dials the prospect in Hindi/English to qualify budget and timeline.

STEP 03

Smart Branching (Qualified vs Unreachable)

If qualified: books calendar & sends WhatsApp brochure. If busy: schedules retry call + WhatsApp nudge in 2 hours.

STEP 04

Human Closer Handoff & Razorpay Link

Assigned sales executive receives full call recording and transcript to close the deal.

Complete Operating System

The All-In-One CRM Engine Powering Your Business

Engineered on enterprise automation infrastructure and customized end-to-end by Trivex. Track every lead, automate customer journeys, and scale with zero staff headaches.

Live Sync Active
Total Pipeline Value
₹42,80,000
↑ +38% this month
Leads Qualified by AI
1,248
Avg time: 42s
Appointments Booked
312
74% Show-up rate
Human Hours Saved
480 hrs
₹1.8L salary saved
New Inbound Leads14
Rohit Sharma
Meta Ad: 3BHK Penthouse
₹95,00,000Queued for AI
Ananya Deshmukh
Google Ads: NEET Batch
₹1,20,000Queued for AI
AI Voice Qualifying5 Calling
Vikram Malhotra
Dialing (00:38) • AI Jia
“Asking budget confirmation & landmark...”
Demo / Visit Booked8
Sameer Kapoor
Saturday, 4:00 PM Site Visit
WhatsApp ConfirmedCalendar Synced
Closed Won (Deal)12
Kavita Singhal
Token Advance Received
₹1,50,000 AdvanceReview Sent
Want this exact automation operating system implemented in your business within 72 hours?Book Setup Consultation

PLUG & PLAY ECOSYSTEM

Connects Instantly With Your Existing Marketing & Sales Stack

WH

WhatsApp Business

Direct Cloud API messaging

ME

Meta Lead Ads

Instant Facebook/IG webhook

EN

Enterprise CRM Sync

Bi-directional pipeline sync

SH

Shopify

COD verification & tags

GO

Google Calendar

Real-time slot reservation

99

99acres / Housing

Real estate portal lead push

SH

Shiprocket

Courier hold & NDR sync

CU

Custom Webhooks

REST API & JSON payloads

ZERO FRICTION

Every Founder Hesitation Solved in 3 Seconds.

Hesitation: “Will setup take days or weeks of complex coding?”

Done-For-You Setup in 48 to 72 Hours.

Our engineering team configures your CRM workflows, custom voice prompts, and API webhooks for you. Zero tech headache on your end.

Hesitation: “Will Indian customers realize it is an AI voice?”

Indistinguishable from a Human Caller.

Equipped with natural breath pauses, conversational fillers (“haan ji”, “ji bilkul”), and respectful Indian cadence. Customers converse naturally.

Hesitation: “What if a lead asks a complex question?”

Smart Guardrails & Live Call Handoff.

The AI answers from your knowledge base. If an objection requires special handling, it seamlessly transfers the live call or alerts your phone instantly.

1-on-1 Founder Strategy Session

Schedule Your Free 15-Minute Business Automation Audit

No sales reps. You will speak directly with founders Bharat Arora or Deepak Sharma. We will diagnose your manual bottlenecks, calculate your exact ROI, and show your live voice demo.

Step 1: Your Business Context
+91
Step 2: Choose Slot15 Min Google Meet
Available Time Windows:
Slot Locked: Today (23 Oct) at Within 30 Mins (Urgent)
You will receive the direct Google Meet link immediately upon submitting.

🔒 Zero commitment. 100% confidential discussion. No spam guaranteed.

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