Sales Automation — purpose-built for Indian SMEs on ZIVUX.AI

What sales automation should actually do

The biggest reason Indian SMEs lose deals isn't price — it's that nobody followed up. A rep promises Tuesday, Tuesday becomes Friday, the customer goes silent, and the deal is lost to whoever called them back. Multiply that across 50 reps and 500 deals a month and you're losing 15-20% of pipeline to mental load alone. Sales automation in ZIVUX exists to make that impossible.

The flagship flow — Lead → Auto-Task Chain

1. Lead enters from WhatsApp, IndiaMart, JustDial, website form, Facebook lead ad, or bulk import.
2. Auto-routing rule fires — assigns to the right rep by territory, product, deal size, language, or round-robin.
3. P1 task created instantly — "Call within 2 hours" with rep notified on mobile, Slack, email.
4. WhatsApp template fires in 60 seconds — thanking the lead, attaching brochure, setting expectations.
5. 48-hour follow-up task auto-created if rep hasn't logged a call.
6. Day 3 — auto-quote send. Day 5 — WhatsApp nudge. Day 7 — manager escalation.
7. Branching — if lead engages, switch to "warm" cadence (shorter intervals); if silent, switch to long-cycle nurture (Day 14, 30, 60).

Net effect: every lead gets at least 6 touchpoints in the first 7 days, without a rep manually scheduling a single task.

Triggers, conditions, actions — the no-code builder

• Triggers — new lead, deal stage change, field change, time elapsed since activity, date approaching (e.g. AMC expiry in 90 days), form submission, email/WhatsApp received, ticket SLA breach, manual button click.
• Conditions — match by region, product, deal size, source, customer tier, AND/OR logic, previous activity (e.g. "only if no email in 7 days"), branch logic.
• Actions — create task, send templated email/WhatsApp/SMS, update field, move stage, notify Slack/Teams, fire webhook, wait X days, branch by response.

Five flows our customers turn on first

1. Hot-lead capture — IndiaMart/website lead → WhatsApp template in 60s + P1 task to rep, escalation if not actioned in 2h.
2. Stalled-quote nudge — proposal sitting > 7 days → polite WhatsApp template to customer + rep notification. Most stalled proposals close (or close-out) within 72 hours of this nudge.
3. AMC renewal cascade — 90/60/30/7 day reminders + auto-create renewal deal. AMC renewal rates typically jump 15-25%.
4. Discount approval block — quote with >15% discount → block send + require manager approval click.
5. Lost-deal feedback — Lost deals → wait 2 days → polite "what could we have done better?" email → structured response feeds product + sales coaching.