CallSathi CRM is a sales CRM with AI built in. Your telecallers work leads from one list with a power dialer, the AI calls the leads nobody has reached, and every call and WhatsApp message lands on the lead's timeline. It is made for Indian businesses: Indian numbers, Indian languages, and WhatsApp at the centre.
New leads arrive, the AI calls them back, your team picks up the hot ones, and every step lands on the lead's timeline. Tap any lead to see its story.
Sample leads, simulated in your browser.
New lead from IndiaMART, given to Rahul by round robin
Hand a lead, a calling list or a whole import to the AI. It finds out what the customer needs, judges how interested they are, and when they want a person, it books a call-back with the right one instead of a transfer that rings out.
No form to fill: the AI decides from what the customer said.
The customer and your staff member both get the details on WhatsApp.
Transcript, summary and next step saved to the lead's timeline.
Tap the answers yourself, or let it play. Sample leads.
Your telecallers work a calling list one tap at a time. Two questions after each call, and the CRM does the rest: the follow-up, the WhatsApp, the next lead.
Customers never see a staff member's personal number.
Duration comes from the phone carrier, not from an app reading a phone's call log.
The template you picked for each result goes out straight away.
When recording is on for your business, calls are stored privately for you.
Prefer the phone's own SIM? That works too.
WhatsApp, Instagram messages, AI calls, tasks and assignments, fired by what happens to a lead. Every rule is visible and editable, and none of them can pester a customer.
On when the CRM is switched on
Calls, connects and wins for every person and the AI, the best hour to call, how fast new leads hear from you, and a morning email that sums up yesterday.
Everything below is part of CallSathi CRM today.
Hand a lead, a calling list or a whole import to the AI. It calls in the lead's language, finds out what they need, and marks them hot, warm or cold from the conversation itself.
Leads from IndiaMART, JustDial, Google Forms, Zapier or your website arrive in the CRM on their own, and a rule can have the AI call each new lead back within seconds.
Staff call lead after lead from a calling list. Calls go out from your business number, so customers never see a personal number, and talk time comes from the carrier, not a phone's call log. Calling from the phone's own SIM works too.
Your team's calls, the AI's calls, AI call summaries, WhatsApp messages and notes sit on one timeline, so whoever picks up a lead knows the whole story.
Call not connected? Send a WhatsApp. AI found a hot lead? Give it to a person with a "call now" task. Rules never message at night, never chase a lead that has already bought, and cap how often a customer hears from you.
If a customer on an AI call asks for a person, the AI books a call-back with the right staff member and confirms it on WhatsApp to both, instead of a transfer that rings out.
Recorded calls, with a notice to the caller first, are stored privately for your business. When a telecaller taps the call result, your approved WhatsApp message goes out at once.
Calls dialled and connected, talk time, best time to call, funnel by stage, lead sources, missed follow-ups, and whether a sale came from the AI, your team or both. A morning email sums up yesterday.
Admins see everything, managers see their teams, telecallers see their own leads. Staff can connect their own WhatsApp number, and login hours and breaks are recorded.
Upload an Excel or CSV file, add contacts, or connect IndiaMART, JustDial, forms and your website.
Assign leads by round robin, call from the dialer, or hand lists to the AI. Follow-ups and call-backs appear on everyone's schedule.
Reports show each person, each lead source and the AI side by side, so you know where the next sale comes from.
An AI CRM is a customer relationship management system where AI does part of the work: calling leads, summarising calls, judging how interested a lead is and sending follow-ups. In CallSathi the AI works next to your team inside the same CRM, so no lead falls between a person and the AI.
Yes. The AI speaks English, Hindi, Telugu, Tamil, Marathi and other Indian languages, and answers in the language the customer speaks.
Yes. CallSathi uses the official WhatsApp Business Platform from Meta. The CRM sends your approved WhatsApp templates after calls, staff can chat from the CRM, and messages show on the lead's timeline.
Yes. Upload an Excel or CSV file. Each upload is kept as a batch you can assign, give to the AI or put on a calling list, and numbers that are already leads are not duplicated.
Yes. Every business's leads, calls and chats are kept apart from every other business, and inside your business each person sees only what their role allows.
Book a demo. Our team switches the CRM on for your business and sets up your team, pipeline and WhatsApp with you. Call rates are on the pricing page.
Calls, WhatsApp, Instagram and your CRM share one AI and one record of every customer.
Answers every call 24x7 and makes automated follow-up, reminder and lead calls in Indian languages.
AI replies on the official WhatsApp Business API, a team inbox, campaigns and follow-ups that know when to stop.
AI replies to Instagram DMs, comments, story replies and mentions, and turns followers into leads.