AIVIO Intelligence
Business automation

AI business automation for sales, support and collections

Automate sales follow-ups, customer support, lead capture, appointments and collections with AI across WhatsApp, calls, SMS and email, from one CRM.

What is business automation?

Business automation means using software to run repeatable work (capturing leads, following up, answering questions, booking, invoicing and chasing payments) so people only handle what needs judgement. AIVIO Intelligence automates these processes across WhatsApp, voice calls, SMS and email from one CRM, with AI Employees doing the conversational work.

Who it’s for

  • MSMEs doing everything manually as they grow
  • Mid-size and enterprise teams with many locations or agents
  • Operations leaders standardising processes across teams
The problem

What it solves

Growth usually means more people doing the same manual steps: copying leads between tools, reminding customers, chasing payments. Processes drift between teams, and nothing runs at night or on holidays.

Capabilities

What you can do with it

Lead capture from every source

Ads, marketplaces, website forms and missed calls land in one CRM, de-duplicated by phone.

Integrations Hub

Rules and sequences

Triggers, conditions and actions across the CRM, with reply-aware follow-ups.

Lead Automation Rules

Conversational AI

AI Employees on WhatsApp and phone handle enquiries, bookings and reminders.

AI Employees

Quote-to-cash

Quotations, UPI payments, GST invoices and collection cadences.

Collections & Recovery

Team operations

Roles, routing, SOPs and pipelines keep work consistent.

Team Roles & Routing
How it works

From setup to results

01

Map the process

List the steps people repeat today.

02

Connect the sources

Bring leads and data into the CRM.

03

Automate step by step

Start with one journey, switch on rules and AI, then expand.

04

Measure and refine

Watch completion, replies and payments.

Integrations

  • IndiaMART, JustDial, TradeIndia
  • Meta and Google lead forms
  • Exotel, MyOperator, Knowlarity, Servetel
  • Zapier, Make, Pabbly, n8n
  • Cal.com
  • SMS and email
  • REST API and webhooks
See all integrations

Security & control

  • Runs on Meta’s official WhatsApp Business Platform (Cloud API); bulk messages go out as Meta-approved templates.
  • Role-based access per module, routing rules, and permission-gated data exports.
  • Automations that message customers are opt-in: nothing is sent automatically until you switch it on.

How pricing works

There is no monthly or yearly rental. The CRM is free to use, and you recharge a prepaid wallet that is drawn down only when something is used: incoming and outgoing WhatsApp messages, approved template messages, AI features and Voice AI calls. Every deduction appears in your ledger, and the live rate card is visible inside your account before you spend anything.

How the wallet works

Limitations to know

  • Automating a broken process just makes it fail faster; fix the process first.
  • Some steps, such as negotiation and complaints, should stay with people.
Use cases

Where it makes the biggest difference

Sales automation

Instant replies, qualification, follow-ups and quotes.

Follow up automatically

Customer support automation

AI answers, routing and handover.

Never miss a lead

Collections

Reminder cadences with one-tap UPI.

Collect payments faster

Business automation: frequently asked questions

The repeatable, conversational ones: answering enquiries, qualifying leads, following up, booking appointments, sending reminders, sharing documents, requesting payments and chasing dues. Decisions that need judgement are better left with people, with AI preparing the context.

Yes. It connects to lead sources such as IndiaMART, JustDial and Meta Lead Ads, telephony providers, Zapier, Make, Pabbly and n8n, and exposes a REST API and webhooks.

Ready to let your business answer every customer?

No monthly rental. No yearly rental. Pay only for what you use.