Lead management & CRM pipeline
Capture, assign and track leads through statuses, notes and appointments in one pipeline.
AvailableTurn every lead into a better sales opportunity.
Capture leads, automate conversations, manage follow-ups and track your sales pipeline from one AI-powered CRM platform.
Works with the official Meta WhatsApp Business Platform. Secure checkout by Cashfree Payments.
Dashboard preview
Leads overviewDemo data
New today18
In conversation42
Follow-ups due9
Appointments6
Recent leads
RMRohan MehtaMeta lead adNew
PNPriya NairWebsite formContacted
AKAnil KumarWhatsAppQualified
SSSana SheikhMeta lead adWon
Leads this month
Follow-ups
Call RohanToday, 4:30 PM
Site visit · AnilTomorrow, 11:00 AM
One place for every leadAd leads, WhatsApp chats and team notes live in a single pipeline.
Respond while interest is highNew-lead alerts reach your team's phones and desktops once they turn notifications on.
Nothing falls throughFollow-ups, appointments and tasks stay attached to each lead.
Clear ownershipAssign leads to staff and see what each person is working on.
One platform. Your entire lead workflow.
From the first enquiry to the booked appointment, every step happens in the same place.
See every lead and where it stands
Move leads through a pipeline your whole team can read at a glance, with notes, statuses and appointments kept on each lead.
- Statuses and notes per lead
- Lead source on every record
- Assign a lead to a teammate
Pipeline
Lead pipelineDemo data
New 3
Rohan MehtaMeta lead ad
Neha JoshiWebsite form
Contacted 2
Priya NairFollow-up today
Vikram RaoAwaiting reply
Appointment 2
Anil KumarTomorrow, 11:00
Won 1
Sana SheikhClosed
Reply to WhatsApp from one shared inbox
Inbound WhatsApp messages land in one inbox so any teammate can pick up a conversation. Quick replies speed up routine answers.
- Unified inbox for inbound messages
- Quick replies for common questions
Requires a connected Meta WhatsApp Business Platform account.
Inbox
ConversationsDemo data
PNPriya NairCan you share the price list?
RMRohan MehtaThanks, call me at 4:30
AKAnil KumarConfirmed for tomorrow
Hi, I'd like to know more about your services.
Happy to help! Could you tell me what you're looking for?
Can you share the price list?
Type a reply or choose a quick reply
Start the conversation the moment a lead arrives
AI-assisted conversations can greet new leads, ask qualifying questions and gather details, so your team picks up leads that are already warmed up.
- Instant first response
- Questions to qualify the lead
- Your team can step in at any point
AI conversations are set up with your account. Messaging over WhatsApp requires Meta configuration.
Conversation
Rohan MehtaDemo conversation
Hi, I saw your ad. What are your prices?
AI-assisted reply
Thanks for reaching out! Which service are you interested in, and what's a good time for a call?
Thanks for reaching out! Which service are you interested in, and what's a good time for a call?
Service A. Evenings work best.
AI-assisted reply
Great, I've noted that. A team member will call you this evening.
Great, I've noted that. A team member will call you this evening.
Lead updatedInterest and preferred time saved to the leadQualified
Never miss the next step
Schedule follow-ups and appointments against each lead and set up automated follow-up sequences, so what to do next is always visible.
- Appointments tied to the lead
- Automated follow-up sequences
- Due-today view for your team
Schedule
Today and tomorrowDemo data
4:30Call Rohan MehtaFollow-up · TodayDue
6:00Send quote to Priya NairFollow-up · TodayDue
11:00Site visit with Anil KumarAppointment · TomorrowBooked
2:00Check in with Vikram RaoAutomated follow-up · TomorrowScheduled
Know what each campaign delivered
Upload a CSV of contacts, send a personalised campaign and watch sent, failed and pending counts update as messages go out.
- Live sent, failed and pending counts
- Campaign and lead reports
Outbound campaigns use Meta WhatsApp Business Platform and approved message templates.
Campaign report
Spring offer campaignDemo data
Sent1,240
Failed38
Pending122
Messages per day
Keep your team accountable
Assign leads to staff, give them tasks and review staff activity in reports, so everyone knows what they own.
- Lead assignment per staff member
- Tasks linked to leads
- Staff activity reports
Team
Team activityDemo data
ASAsha S.14 leads assigned · 3 tasks openActive
KRKaran R.11 leads assigned · 5 tasks openActive
MTMeera T.9 leads assigned · 1 task openAway
Everything a lead needs, from first touch to follow-up
Core CRM tools work out of the box. Features that connect to Meta need a one-time setup on your account.
Available Part of your CRM accountRequires setup Needs Meta or other account configuration
Meta / Facebook lead capture
Bring leads from your Meta lead generation campaigns straight into the CRM.
Requires setupAI-powered lead conversations
Let AI-assisted conversations greet new leads and gather details before your team steps in.
Requires setupWhatsApp Business messaging
Message leads through the official Meta WhatsApp Business Platform. Templates must be approved by Meta.
Requires setupBulk campaign management
Upload a CSV, send personalised campaigns and track sent, failed and pending messages.
Requires setupShared WhatsApp inbox
Receive and answer inbound WhatsApp messages in one inbox, with quick replies.
Requires setupAutomated follow-ups
Set follow-up sequences that trigger from lead status, time or custom conditions.
AvailableAppointment scheduling
Book appointments against a lead so every meeting and visit is tracked.
AvailableStaff & task management
Assign leads and tasks to your team and see who is working on what.
AvailableAnalytics & reporting
Campaign performance, lead funnel and staff activity reports in clear dashboards.
AvailableMeta Conversions API
Send conversion events back to Meta where you have configured it.
Requires setupNew-lead alerts
Owners and staff get a browser or installed-app notification on each device where they choose to enable notifications.
AvailableFrom connected sources to a clear sales picture
Four steps, and we tell you up front what you need to provide.
- 1
Connect your lead sources
Link your Meta lead forms and WhatsApp Business account to your CRM.
You provide: your Meta Business details. - 2
Capture and organise leads
New leads arrive in your pipeline with their source, so nothing sits in an inbox or spreadsheet.
Automatic once sources are connected. - 3
Engage and automate follow-ups
Reply from the shared inbox, run campaigns and let follow-up sequences keep leads moving.
You provide: WhatsApp message templates for Meta approval. - 4
Track activity and improve
Review lead activity, campaign results and staff performance to see what to fix next.
Included in your dashboard.
Built around how your leads actually arrive
The same CRM capabilities, applied to the way different businesses work. These are typical workflows, not industry-specific modules.
Solar & renewable energy
- Ad enquiry lands in the pipeline
- Team follows up on WhatsApp
- Site visit booked as an appointment
Real estate
- Portal or ad lead is captured
- Agent is assigned the lead
- Property visits tracked with reminders
Digital marketing agencies
- Client campaign leads arrive
- Conversion events sent to Meta
- Campaign results reviewed in reports
Education & coaching
- Enquiry from an ad or form
- Counsellor follows up
- Demo class or call scheduled
Service businesses
- Customer request arrives
- Quick replies confirm details
- Visit scheduled and followed up
Sales teams & growing SMBs
- All sources feed one pipeline
- Leads assigned across the team
- Managers track activity in reports
Connects to the tools your leads already use
Each integration shows whether it works out of the box or needs setup first.
Meta lead generation
Receive leads from Meta / Facebook lead campaigns in your pipeline.
Requires setupWhatsApp Business Platform
Official Meta integration for messaging, inbox and campaigns.
Requires setupMeta Conversions API
Send conversion events to Meta from your CRM activity.
Requires setupWebsite lead capture
Bring website enquiries into the same pipeline as your other sources.
Requires setupBrowser push notifications
Staff opt in per device to receive new-lead alerts.
AvailableInstallable web app
Add SellXAI to a phone or desktop home screen for quick access.
AvailableMeta, Facebook and WhatsApp are trademarks of Meta Platforms, Inc. SellXAI is an independent product and is not affiliated with or endorsed by Meta.
Simple, transparent plans
Pick a plan and pay securely. Our team then sets up your account and sends your login details to your WhatsApp number.
Starter
For small teams getting started
₹999/mo
or pay yearly & save
- Includes
- 3 Team Members
- 20 Quick Replies
- 3 Chatbot Automations
- 10 Contact Groups
- 5 Custom Fields
Growth
Automation, drip sequences and API access for growing businesses.
₹1799/mo
or pay yearly & save
- Everything in Starter, plus
- 5 Team Members
- Agent Visibility Scopes
- 15 Chatbot Automations
- Advanced Flow Actions
- Drip Sequences
- WhatsApp Forms
- Integrations & Connectors
Business
Unlimited automations and a 30-seat inbox for larger operations.
₹2999/mo
or pay yearly & save
- Everything in Growth, plus
- 30 Team Members
- Unlimited Quick Replies
- Unlimited Automations
- Unlimited Contact Groups
- Unlimited Custom Fields
| Plan | Monthly | Yearly | Yearly saving | Choose |
|---|---|---|---|---|
| Starter | ₹999/mo | ₹8988/yr | 25% | Select Starter |
| Growth | ₹1799/mo | ₹16188/yr | 25% | Select Growth |
| Business | ₹2999/mo | ₹26988/yr | 25% | Select Business |
Frequently asked questions
What happens after I pay?
We confirm your payment with Cashfree, then our team creates your account. Your login details are sent to the WhatsApp number you entered at checkout once setup is complete.
Do I need a Meta WhatsApp Business account?
Yes, for WhatsApp features. Messaging, the shared inbox and campaigns run through the official Meta WhatsApp Business Platform, so you need your Meta Business credentials. Outbound messages generally need templates approved by Meta, and you should only message contacts who have agreed to hear from you.
Which payment methods are supported?
Checkout is handled by Cashfree Payments and supports cards, UPI and netbanking.
What is the difference between monthly and yearly billing?
Monthly plans are billed every month. Where a plan offers yearly billing, you pay once for the year and the pricing section shows the saving for that plan.
How do my team members get new-lead alerts?
Each person turns on notifications on the devices they want alerts on. Without that step, notifications stay off for that device.
Are the dashboards on this page real customer data?
No. The dashboards, chats and charts on this page are illustrations built with demo data to show how the product is organised. They are not screenshots or customer results.
Ready to manage leads more effectively?
Bring your lead management, customer conversations and follow-ups into one organised workflow.