Single stop for day-to-day business
More than a CRM. WorkSuite Sales AI finds leads that match what your business actually sells, builds the sales plan, writes quotes, RFP responses and pitches, tracks every deal as it moves, records and summarises calls, and runs WhatsApp, email and digital campaigns — all on one record.
Describe your ideal customer and WorkSuite finds the accounts that fit — scored, with the buying signals that make them worth a call today. Try it: pick a segment and region below.
Sample output with anonymised accounts.
Leads will appear here.
Industry, size, location, technology and the problems you solve — learned from your best existing customers too.
Hiring, expansion, funding, leadership changes, tenders, website visits and campaign engagement.
Firmographics and verified business contacts from licensed providers, with duplicates merged.
Every lead is checked against consent and do-not-contact lists before outreach.
Give Sales AI the number and it works backwards: the pipeline you need by stage, the activity each rep needs, the territories and segments to focus on — then compares reality against the plan every day and tells you where you will land.
Sales AI drafts from your own price book, past proposals and approved answers, so the output sounds like you and stays accurate. A person always reviews before anything is sent.
| Item | Qty | Price | Amount |
|---|---|---|---|
| WorkSuite Finance · annual | 40 | ₹ 9,600 | ₹ 3,84,000 |
| Implementation | 1 | ₹ 2,40,000 | ₹ 2,40,000 |
| Discount 8% · needs sales head | − ₹ 49,920 | ||
| Total incl. GST | ₹ 6,77,438 |
Deals move through your stages with every email, call, meeting, WhatsApp message and document logged automatically. AI scores each deal daily and flags the ones that are slipping, so managers coach the right deals.
Calls from the CRM, desk phone integrations or the mobile app are recorded with a notice, transcribed and summarised. Needs, objections, competitors, budget and next steps land on the deal; follow-up tasks are created for you.
WhatsApp conversations, mass email, SMS and digital campaigns run from the same contact record — so every reply, click and conversion lands on the deal, and consent is checked before every send.
Accounts matched to your ideal customer, with signals and contacts.
Every lead scored for fit and intent, with the reasons listed.
Company and contact details filled from licensed providers.
Companies engaging with your site surfaced to the right rep.
Researches accounts and drafts outreach; a rep approves every message.
Multiple pipelines, stages, weighted value and win probability.
Daily scores from engagement, size, cycle and decision-maker access.
Seasonal forecasts by rep, team and product, with scenarios.
Balanced territories, quotas and attainment dashboards.
Stalled, single-threaded and over-discounted deals flagged.
Price books, bundles, approvals, tax and e-signature.
Drafted from your answer library, with sources shown.
Account research, talking points, emails and decks.
Delivery plans in the proposal that become the project on win.
Transcripts, moments, next steps and coaching.
Conversations, templates, catalogues and chatbots.
Segments, A/B tests and sequences that stop on reply.
Multi-channel campaigns with budgets and attribution.
Booking links with round-robin routing to the right rep.
Checked before every message, on every channel.
Emails, calls, meetings and messages logged automatically.
Commission and incentive calculations reps can see.
Win rate, cycle time, forecast accuracy and rep leaderboards.
Won deals become projects and invoices; campaigns, calls and WhatsApp share one contact record and one consent ledger.
Accepted quotes become invoices with tax and e-invoice, posted to the ledger.
A won deal creates the project with the scope and milestones you sold.
Confirmed orders feed the production and dispatch plan in Operations.
Lead data comes from licensed providers and your own first-party sources. Outreach is subject to consent, do-not-call and anti-spam rules where you and your contacts are located, including India’s DPDP Act and TRAI regulations, GDPR and PECR, CAN-SPAM and the TCPA; WorkSuite supports these obligations but does not replace legal advice. WhatsApp is a trademark of its owner.
A 45-minute working session with a WorkSuite specialist — not a slide deck. Tell us how you run today and we will show the same workflow in the product.
Every module reads and writes one database — so nothing is exported, re-keyed or reconciled between them.
Book a 45-minute session and see leads generated for your own ideal customer.
