Travel
Enquiry to itinerary to quote, with supplier costs and margin kept off the guest's copy. Destinations, pax counts and travel dates as first-class fields.
For service businesses
When the sale is a conversation, the CRM should be one too.
Clinics, coaching centres, insurance advisers, solar installers, consultancies — different trades, the same shape: an enquiry, a few messages, a quote, and a follow-up that decides it.
Pick the pack for your trade
Each one installs the fields, stages, close reasons, templates and web forms that trade uses — and everything stays editable afterwards.
Real estate
Property type, budget band, locality and site-visit stages, with the follow-up cadence a broker actually runs.
Education
Course interest, intake, counsellor assignment and the admissions stages, from first enquiry to fee payment.
Healthcare
Appointment enquiries, treatment interest and recall reminders, with the consent record a clinic has to keep.
Insurance
Policy type, renewal dates and the renewal reminders that are the whole business.
Solar
Rooftop size, bill amount, subsidy eligibility and site survey stages.
Consulting
Scope, retainer or project, proposal stages, and follow-ups measured in weeks rather than hours.
Yours isn't listed?
These are the packs built so far, not the limit. A pack is fields, stages, close reasons and templates — not new software — so a trade we have not done yet is usually a few days, and we build it with you during setup at no extra cost.
Tell us what you sellClinics and healthcare
Appointment enquiries captured from the website and WhatsApp, routed to reception, and confirmed in the chat. Recall reminders for follow-up visits — the appointments most clinics simply lose.
Consent is recorded per contact with when, from where and what they were shown, because a clinic holds data it has to be careful with and "we think they agreed" is not an answer.
Education and admissions
Course interest, intake and counsellor assignment, with the admissions stages from first enquiry to fee payment. Parents get answers on WhatsApp at the hour they actually ask — which is rarely office hours, and is where the AI first reply earns its place.
Insurance
Policy type and renewal date as fields, and renewal reminders as the automation. Renewals are the business; forgetting one is the only way to lose a customer who was perfectly happy.
Solar and home improvement
Rooftop size, current bill, subsidy eligibility and the site-survey stages — so a quote is built on what was actually measured rather than on what was remembered from the call.
The thing all of these share
The sale takes days and six messages, it happens on WhatsApp whatever the official channel is, and it is won or lost on whether somebody followed up. That is the problem this is built for — and it is why the follow-up reminders, the routing and the close reasons get more attention here than the dashboard does.
Trades we have not packaged yet
The packs above are what has been built so far, and the list grows with whoever asks. Gyms and studios, law and accountancy practices, salons and spas, freight and logistics brokers, equipment hire, interior fit-out, event management, recruitment, tuition agencies, pest control, car dealers and service centres — all sell the same way, and all fit.
A pack is custom fields, pipeline stages, close reasons, message templates and web forms. It is configuration rather than new software, so a trade we have not done before is usually a few days, and we build it with you during setup rather than charging for it.
Tell us what you sell and how an enquiry reaches you today, and we will say honestly whether a pack fits, whether an existing one is close enough to start from, or whether you do not need this yet.
Not sure which fits? Take fifteen minutes with us and we will tell you honestly — including when the answer is that you do not need this yet.
Start selling on WhatsApp this week
Fourteen days, every feature, no card. Or take fifteen minutes with us first and we will tell you honestly whether it fits your business.
Prefer to just ask something? WhatsApp us on +91 82690 09378 or email [email protected].