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Yukti AI CRM · WhatsApp-First AI CRM

The AI Digital Employee that never lets a WhatsApp lead go cold.

Yukti AI CRM replies to every WhatsApp enquiry in seconds, asks the right qualifying questions, scores the lead automatically, and keeps following up until they buy or say stop — all logged into one CRM your whole team can see.

Book a demo on WhatsApp See pricing →
Built on WhatsApp Cloud APIOpenAIReal-time sync
The problem

Your best leads message on WhatsApp — and slip away before you even see it.

SLOW REPLIES

A lead messages after hours. Nobody sees it till morning — and by then they've already messaged three other businesses and bought from whoever replied first.

SCATTERED & FORGOTTEN

Conversations live on WhatsApp Web, contacts sit in an Excel sheet, and follow-ups exist only in someone's memory. Nothing talks to anything else — and none of it survives a staff change.

THE FIX FEELS EXPENSIVE

Hiring a full-time person just to chat and qualify leads costs real money. And Zoho or HubSpot weren't built to run a WhatsApp conversation — they were built for email and forms.

Yukti AI CRM was built around one idea: the business that replies first wins the lead. Instead of routing WhatsApp through yet another dashboard nobody logs into, it puts an AI Digital Employee directly on your WhatsApp number — one that replies in seconds, asks exactly the questions a good salesperson would ask, and never forgets to follow up. Everything it learns from that conversation — the contact, the stage, the next action — lands automatically in a full CRM your team already knows how to use.

What's inside

Everything a sales team does — minus the busywork

Core

Unified WhatsApp Inbox

Every conversation your business has on WhatsApp — sales, support, follow-up — lives in one shared inbox your whole team can see in real time. No more "did anyone reply to this customer yet?"

✓ One inbox for the whole team, updating live
✓ Full message + media history per contact
✓ Human takeover any time — one tap to step in
✓ Saved reply templates for fast manual replies
AI Engine

The Sales Brain

Not a generic chatbot repeating a script. The Sales Brain knows exactly where each lead sits in a 9-stage sales journey — new, qualifying, objection-handling, ready to close — and replies the way a trained salesperson would at that exact stage.

✓ Understands sales stage, not just keywords
✓ Scores every lead 0–100, tags Hot / Warm / Cold live
✓ Answers FAQs from your own editable knowledge base — no hallucinated answers
✓ Detects "ready to close" and sends a booking link automatically
✓ Hands off to a human the moment it's unsure
Automation

Follow-ups That Never Forget

The moment a lead goes quiet, Yukti AI starts a scheduled WhatsApp follow-up sequence built for exactly where they dropped off — didn't reply after pricing, missed a booked call, stalled mid-qualification.

✓ A different sequence for every drop-off point
✓ Pause, resume, or mark Converted / Lost / Do-Not-Contact anytime
✓ Automatically respects WhatsApp's 24-hour messaging window
✓ Zero manual reminders — it just runs

Only need the chat assistant, connected to your existing tools? See our WhatsApp AI chatbot builds instead.

And everything around it

The rest of the CRM, already built in

Contacts & Pipeline

Every WhatsApp contact is created and enriched automatically. Drag-and-drop Kanban pipeline with fully custom stages — see exactly where every deal stands.

Follow-ups & Tasks

Today / Missed / Upcoming views so nothing slips. Log call outcomes, assign tasks with due dates, and get reminded before you forget.

Team & Permissions

Owner, Admin, Agent and Viewer roles with per-feature permissions. Assign contacts and tasks to the right teammate, with a full activity log.

Analytics & AI Insights

See leads, conversions and pipeline health on one dashboard — or just ask in plain English, "how many leads converted this month?"

Knowledge Base

Add or edit FAQs yourself, right from the CRM. The AI uses your latest answers in live conversations instantly — no developer, no redeploy.

Multi-Business Ready

Every business gets its own isolated workspace — contacts, knowledge base, branding and team, kept completely separate. Self-serve signup, live in minutes.

Built different

Not a chatbot bolted onto a spreadsheet.

Official API

No banned-number risk

Runs on Meta's official WhatsApp Cloud API — not a gray-market gateway that can vanish overnight.

Real AI

Trained for sales, not small talk

Powered by OpenAI, tuned specifically to qualify leads and handle objections — not a generic FAQ bot.

Real-time

Every teammate, same second

Built on real-time infrastructure — a new message appears for your whole team instantly, no refresh needed.

Secure

Your data, isolated

Role-based permissions, full audit logs, and a separate secure space for every business.

New to the idea? Here is what an AI CRM does that a normal CRM does not.

Want help applying this to your business?Send us your current setup on WhatsApp. Free workflow audit, reply the same day — in Hindi, Gujarati or English.

Get a free workflow audit
How it works

Live on your WhatsApp number in 3 steps

01 — MESSAGE IN

A lead messages your WhatsApp number

Any enquiry — a question, a price check, a complaint — lands the same second, on a number your customers already know and trust.

02 — AI REPLIES & QUALIFIES

Your AI Digital Employee takes over

It replies instantly, asks the right qualifying questions, scores the lead, and books a call if they're ready — logging everything as it goes.

03 — YOU CLOSE

Your team closes what's ready

Every contact, message and pipeline stage is already organized in the CRM. Your team picks up warm, qualified conversations — follow-ups keep running automatically for the rest.

Why it matters

What actually changes for your business

24 / 7

Never miss a lead

Every WhatsApp message gets an instant reply, day or night, weekends included.

0 – 100

Leads qualify themselves

Every conversation is scored and staged automatically — your team only talks to leads worth talking to.

Auto

Follow-ups just happen

No more spreadsheet reminders. Cold leads get re-engaged on schedule, every single time.

1 inbox

Whole team, one number

Everyone sees the same conversations — no more "who replied to this already?"

Minutes

Live fast

Pick a plan, connect your WhatsApp number, and you're running — no custom development needed.

₹999

Built for small business budgets

A fraction of even a part-time salary — with no leave, no attrition, no training time.

For a real example of the same idea, see the jewellery CRM with a WhatsApp inbox we built for a Surat jeweller.

Feature
The old way
Yukti AI CRM
Reply speed
Whenever someone's free
Under 10 seconds, 24/7
Follow-up
Only if someone remembers
Automatic, WhatsApp-native sequences
Lead scoring
Guesswork
Automatic, live, 0–100
Setup
Weeks of manual configuration
Live in minutes
Cost
A full-time salary, or enterprise CRM fees
From ₹999/month, WhatsApp included
Who it's for

Built for businesses that live on WhatsApp

Coaches & Trainers

Turn every "what's the fee?" DM into a qualified, booked lead — without answering the same question all day.

Marketing & Sales Agencies

Handle every client's ad-driven WhatsApp leads in one place, with proof of response time built in.

Local Service Businesses

Salons, clinics, repair shops — capture every enquiry that comes in after you've already closed for the day.

D2C & Online Sellers

Answer catalogue and price questions instantly, and never let a ready-to-buy customer go quiet.

Course Creators

Qualify cohort enquiries automatically and follow up on every "interested, will check" without lifting a finger.

Consultants & Freelancers

Look like a full sales team of one — instant replies, organized pipeline, nothing forgotten.

This is the product our own WhatsApp sales agent runs on — read the Arjun case study.

Pricing · Billed monthly via Razorpay

Simple plans, no surprises

Starter

₹999/month

For solo founders and small teams getting started.

  • 1 WhatsApp number
  • AI Sales Brain — qualifying & lead scoring
  • Unified WhatsApp inbox & contacts
  • Pipeline / Kanban board
  • Tasks & follow-up reminders
Start now
Most Popular

Growth

₹2,999/month

For growing teams that need automation and visibility.

  • Everything in Starter
  • Automated drip / follow-up sequences
  • Editable knowledge base for your chatbot
  • Team roles & multi-user access
  • Analytics dashboard
Start now

Pro

₹7,999/month

For established businesses and multi-location teams.

  • Everything in Growth
  • Plain-English AI insights & reporting
  • Branding / white-label CRM
  • Priority support & onboarding
Start now

Plans are billed monthly through Razorpay. Message us on WhatsApp to start, or book a demo first. Need your own stages, modules or reports? We also build custom CRM software around your sales process.

FAQ

Frequently asked questions

Yukti AI CRM is a WhatsApp-first CRM with a built-in AI Digital Employee — it automatically replies to every lead on WhatsApp, qualifies and scores them, follows up if they go quiet, and organizes everything into a sales pipeline your team can manage.
Our CRM automation service connects and configures third-party platforms like HubSpot, Zoho or Salesforce for you. Yukti AI CRM is our own product — a ready-to-use CRM with the AI chatbot and automation built in, not something we configure inside another platform.
Yes, for the full experience you connect your own WhatsApp Business number so your AI Digital Employee replies from a number your customers already recognize. We handle the official WhatsApp Business API setup for you.
All three. The AI matches whatever language a lead writes in — including Hindi, Gujarati and English — and can switch mid-conversation the same way a bilingual salesperson would.
It escalates the conversation to your human team instead of guessing or making something up. You can then add the missing answer to your Knowledge Base so the AI never has to escalate for that question again.
Yes. If a contact replies STOP or asks not to be contacted, Yukti AI stops messaging them automatically and marks them Do-Not-Contact, keeping your outbound messaging compliant with WhatsApp's policies.
Now. Yukti AI CRM is live, it runs our own business, and plans are billed through Razorpay. Message us on WhatsApp to start on a plan, or book a short demo first and we will show it working on your own number.
Yes. Data is stored securely with role-based access controls and a fully audited history, and you can request deletion of any contact's WhatsApp/CRM data at any time — see our Data Deletion Instructions page.
It replaces the repetitive parts of the job — instant replies, qualifying questions, follow-up nudges, note-taking — so your human team spends time only on leads that are actually ready to talk. Think of it as a tireless first-shift employee, not a replacement for closing conversations.
There are three monthly plans: Starter at ₹999, Growth at ₹2,999 and Pro at ₹7,999 per month. Billing runs through Razorpay. Starter covers one WhatsApp number with the AI Sales Brain, inbox, pipeline and follow-up reminders; Growth adds drip sequences, an editable knowledge base, team roles and analytics; Pro adds AI insights, white-label branding and priority onboarding.
Then a subscription may not be the right fit. Yukti AI also builds custom CRM software around your exact sales process, starting from ₹30,000, with the final quote after a free workflow audit. For background, read how AI changes a CRM.
Yes. Yukti AI CRM is a WhatsApp-first CRM made by Yukti AI, a software company in Varachha, Surat. It replies to WhatsApp enquiries in seconds, qualifies and scores leads, follows up automatically and keeps everything in one pipeline your team can see. You connect your own WhatsApp Business number, and we handle the official API setup. You can see it working on your own number in a short demo. Message us on WhatsApp or visit the Surat office to ask.
No. Yukti AI CRM runs on your own WhatsApp Business number, so it works for businesses anywhere in India. We handle the official API setup, and the demo can be done on WhatsApp or a call. If you are in Surat, you are welcome to visit our office at 220, Leonard Square, Yogichowk, Varachha, Surat after messaging us first.
Choose Yukti AI CRM if a standard WhatsApp-first pipeline fits and you want to start quickly with the ready-made product (plans are listed on its page). Choose a custom CRM if your sales process has its own stages, fields or approvals, or if you want the CRM to connect to stock, quotations and billing. If you already run a CRM you like, CRM automation may be enough. A free workflow audit settles the choice.
Only if stock, production or billing is a problem too. The CRM covers enquiries, qualification, follow-ups and the sales pipeline. An ERP covers inventory, orders, production, dispatch and GST billing. A common route is to start with the CRM, where leads leak, and add an ERP later. Read ERP vs CRM: what a growing business needs first, or see custom ERP software in Surat.
Yes. Book a short demo on WhatsApp and we will show it working on your own number, or visit us at 220, Leonard Square, Yogichowk, Varachha, Surat, after messaging first so the right person is there. Yukti AI CRM is live and runs our own business. For a related real example, the Arjun case study describes the WhatsApp sales agent used by our own sister business.
Businesses that get many enquiries on WhatsApp and cannot reply instantly: coaches and trainers, local service businesses such as salons and clinics, online sellers, agencies handling clients’ ad leads, and consultants. If your orders come on WhatsApp but your problem is stock and billing, see business management system instead. For a Surat jeweller’s CRM with a WhatsApp inbox, read the jewellery CRM case study.
Diamond ERP case studies

Diamond ERP case studies

Diamond traders needing stock-aware CRM can see the Arham Exports diamond trading ERP; the P. Hitesh & Co. diamond assorting ERP shows custody and assorting. Both pages list the features, benefits and AI options for diamond inventory management, with what is built and what can be added.

Ready to hire your
AI Digital Employee.

Message us on WhatsApp and we'll show you exactly how Yukti AI CRM would work on your own number — live, in minutes.

Book a demo on WhatsApp Call +91 95862 55455
Reply the same day · Hindi, Gujarati, English · No obligation