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AI Daily Brief + clock in/out + quick actions for every common task. Field reps land on this screen.
ZIVUX.AI — All-in-one AI CRM for Indian SMEs
AI nurturing replies in seconds. IndiaMart + JustDial capture, one inbox, no per-user trap.
14-day free trial · no cardFrom ₹6,000/mo · 7 users includedPlus AI credits beyond your included allowance — see the estimator.ISO 27001 · DPDPDedicated infra · every plan
Native integrations — built in, not bolt-ons
📥 IndiaMart📞 JustDial💬 WhatsApp Business API📒 Tally Prime🛠️ ERPNext💳 Razorpay
Trusted by leading businesses across India, Egypt, Oman and beyond
KaysITMuscat · OmanBPEUPS Manufacturer · IndiaBriefGatesImmigration Services · EgyptOgaanLaminatesManufacturer · IndiaDaya LaminatesManufacturer · India
ISO 27001:2022 certified · DPDP Act 2023 aligned · GDPR alignment in progress
What customers say
Verified reviews from ZIVUX + Proeffico customers.
Real customers. Real names. Real reviews. Posted publicly on Google.
Meet Your AI Agents
Stop hiring for repeatable work. Hire an agent.
Each ZIVUX agent owns a workflow you'd otherwise hire a junior for. They run 24/7, log every touchpoint and brief you in plain English when you ask. Add only the agents you need — start with one.
⭐ FLAGSHIP AGENT
💬 WhatsApp Nurturing Agent
The agent that never sleeps on a WhatsApp lead. It replies in seconds, qualifies intent, builds a multi-day nurture sequence (WA → email → call task), revives stalled deals, and hands the hot ones to your humans with full context.
- ✓24/7 auto-reply on inbound WhatsApp — multilingual (EN / HI / AR)
- ✓Smart nurture sequences — branching by intent, not blasts
- ✓Stalled-deal revival — 14-day cold logic with human escalation
- ✓Full audit trail — every reply mapped to a deal in your pipeline
Lead Hunter Agent
Pulls leads from IndiaMart, JustDial, TradeIndia, Facebook, LinkedIn and Google Ads. Dedups, enriches, scores, drops into your pipeline.
Workflow → qualified leads / dayDemo Booker Agent
Reads qualified leads, drafts personalised demo invites, checks rep calendars, books slots, sends confirmation + reminders. Zero back-and-forth.
Workflow → demos booked / weekQuote Generator Agent
Auto-drafts quote PDFs using your price book, discount rules, GST/VAT and product config. Sends for e-signature. Logs activity automatically.
Workflow → quotes sent / weekSupport Triage Agent
Categorises every inbound ticket / WhatsApp / email. Drafts answers from your knowledge base. Routes unresolved ones to the right human with full context.
Workflow → tickets auto-resolvedMarketing Broadcast Agent
Segments contacts by behaviour. Writes WA + email copy variants. A/B schedules. Reports CTR / reply. Marketing campaigns without a marketing exec.
Workflow → campaigns shipped / moReporting Agent
Ask in plain English; get a board-grade answer. "How's pipeline this week?" "Which deals are slipping?" "Show me at-risk customers." AI digs through your data.
Workflow → reports on demand6 more agents on the bench: Follow-up Nudger · Conversation Intelligence · HR Compliance · Field Ops Dispatcher · Onboarding Coach · Custom Agent (Scale tier).
Start with the WhatsApp Nurturing Agent on the Grow plan at ₹12,000/mo (Spark ₹6,000/mo includes no AI credits — buy credit packs as needed). Recharge when your credits are exhausted or expire.
One Suite. One Login. One Source of Truth.
Run your full team — sales, support, marketing, HR — from one platform.
Most growing businesses run 5–8 disconnected tools: a CRM, a helpdesk, a marketing tool, an HR app, a billing system, spreadsheets glued together with Zapier. ZIVUX.AI replaces all of them — and adds AI agents on top.
💼
Sales Force
Pipeline, deals, quotes, e-signature, forecasting — managed by Sales Pipeline + Demo Booker + Quote Generator agents.
🛟
Support Team
Tickets, SLA, knowledge base, conversation history — staffed by Support Triage + Conversation Intelligence agents.
📢
Marketing
Campaigns, broadcasts, segments, attribution — run by Marketing Broadcast + WhatsApp Nurturing agents.
👥
HR & Field Ops
Attendance, leave, task assignment, proof-of-work — managed by HR Compliance + Field Ops Dispatcher agents.
The CEO ask: "How's everything going?" → Reporting Agent answers in 8 seconds, citing the live data behind every claim. Updates without status meetings.
How it works
Three steps to AI-powered growth.
Stop juggling tabs. Stop losing leads in WhatsApp threads. Stop guessing why pipeline slipped. ZIVUX.AI plugs into your channels, learns your workflow, and starts moving the needle on day one.
1. Connect every channel
WhatsApp Business API, Email (Gmail/Outlook), Instagram DMs, Facebook Messenger, your website chat, IndiaMart and JustDial — all unified in a single inbox tied to one customer record.
2. Let AI do the routine
Conversation intelligence routes inquiries to the right rep. Workflow rules trigger follow-ups. AI scores leads by intent. Templates auto-respond in seconds. Your team focuses on closing, not chasing.
3. Watch the numbers move
Real-time dashboards show what's working. SLA tracking surfaces what's slipping. Closed-loop attribution proves campaign ROI. Decisions stop being guesses and start being data.
AI Core
Intelligence built into every workflow.
Six capabilities that turn ZIVUX.AI from a system-of-record into a system-of-action. See the AI nurturing engine deep-dive →
Conversation Intelligence
AI reads every customer message — across email, WhatsApp, social — and classifies intent, urgency and sentiment. Routes the right conversations to the right people, instantly.
Explore →WhatsApp Bot Automation
Pre-approved templates, branching flows, 24/7 auto-responses, escalation to human. Run real WhatsApp Business API broadcasts and capture every reply against the right deal.
Explore →Rule-Based Workflow Engine
No-code builder. Trigger on stage change, message keywords, time elapsed, field updates. Send notifications, create tasks, escalate stalled deals — without engineering tickets.
Explore →Automated Replies & Flows
Multi-step drip nurtures across WhatsApp. Behaviour-based branching. Festival cadences. Re-engagement loops that bring back dormant leads automatically.
Explore →Real-Time Analytics
Pre-built dashboards for sales, marketing, support, operations. SLA compliance, forecast vs quota, campaign ROI, agent leaderboards — refreshed live, exportable, scheduleable.
Explore →AI Lead Scoring & Qualification
Every incoming lead scored 0–100 based on intent, fit and engagement. Tunable to your historic won/lost data. Reps prioritise. Managers spot warming opportunities.
Explore →One platform. Eight modules.
A full agentic business operating system.
ZIVUX starts with the WhatsApp CRM you came for — and comes with the sales, marketing, support, HR, expenses, inventory, workflow automation and AI modules you'd otherwise stitch together from four to six point tools. One login. One data model. Configure each module to the way you actually work.
Sales CRM
Client management, lead pipeline, tasks and quotations — with configurable pipeline stages, statuses, sources and tags. Multi-user, multi-territory, multi-currency.
Explore →Marketing engine
Campaign calendar, scheduled and live tracking, rich WhatsApp template library across utility, marketing and authentication categories. Multi-language ready.
Explore →WhatsApp team inbox
Shared inbox with assignment, internal notes, canned replies, opt-out compliance. Every reply captured against the right lead, contact and deal.
Explore →Support desk with SLA
Multi-channel tickets (email, WhatsApp, manual), SLA compliance dashboards, ticket aging, priority-based routing and a WhatsApp bot service catalogue. Built for internal IT and external customer support.
Explore →Workflow automation
Visual builder for triggers, nodes and branching logic. Executions, audit log, credentials, projects and source control. A serious no-code engine — not a rules add-on.
Explore →Inventory & field service
Products, categories, spare-parts master, stock and allocation. Manage dealer and distributor networks alongside field service tickets — one system, one truth.
Explore →HR & attendance
Attendance, leaves and monthly reporting — for the same team already using ZIVUX for sales and support. One system, no seat trap, no extra HRMS bill.
Explore →Expense management
Submit, approve and reimburse employee expenses with configurable workflow controls and categories. Reports slot straight into the finance close.
Explore →Every module is configurable. Pipeline stages, ticket statuses, lead sources, tags, calling workflows, custom forms — shape ZIVUX around your process, not the other way around.
Inside the platform
Purpose-built dashboards for the work that matters.
A live sales pipeline, an AI control centre, and an autonomous WhatsApp nurture engine — three of the surfaces you'll live in day-to-day.
On Every Phone
The same platform. In your pocket.
The ZIVUX iOS & Android app gives field reps, support engineers and managers the full CRM — leads, inbox, tasks, expenses, reports, AI chat — without opening a laptop. Same data, same permissions, same speed.
Insights
Lead Dashboard
Real-time lead trend, pipeline stages, this-week vs last — same numbers as desktop, sized for one thumb.
Leads
Every lead, on hand
My leads / All leads, with live counters by stage. Tap a card → full timeline.
Capture
Add a lead in 30 seconds
3-step wizard: basic details → enquiry → team allocation. Country + state + city smart-search.
WhatsApp
Unified Inbox
WhatsApp + Email + SMS in one queue. Assigned, unassigned, mine, resolved — filter and reply on the move.
AI Chat
Ask ZIVUX anything
"Summarise today's pipeline." "Which agents are below quota?" "Draft a follow-up for stale leads." All in plain English.
Tasks
Tasks & reminders
Customer requests, hot-fix deployments, follow-ups — priority-flagged. Mine vs team toggle.
Support
Tickets on the road
Open tickets, incidents and change requests. Filter by priority. Tap to update from anywhere.
SLA
Ticket dashboard
Total · open · resolved · avg resolution. By priority and SLA health. Helpdesk supervisors live here.
Marketing
Campaign command
Trigger broadcasts, monitor delivery and open rate, manage recipients — without opening the desktop.
Expense
Field expenses
Log travel, meals and client expenses against a lead or general overhead. Pending manager + finance approval queue.
Expense
Submit on the go
Team + reference + category + amount — submit, save as draft, or cancel. Multi-currency.
HR
HR Hub
Mark attendance, review leave requests, see your own monthly summary — built into the same app.
Reports
SLA compliance live
Per-priority response time vs target. Breached tickets surfaced first. Supervisors act before customers escalate.
Reports
Tickets by category
Volume by category — DevOps, Support, QA, Security. Used to plan staffing and process changes.
Reports
Why deals slipped
"Reasons for Lost / Not Interested" — quantified. Used in weekly forecast calls to fix the leakiest stages first.
iOS · Android · same loginWorks offline · syncs on reconnectNo personal data leaves your tenant
Names, phone numbers and email addresses have been blurred on every screen. All counters, charts, badges and structure are from the live app.
Auto-Flow
One lead in. A complete follow-up chain — automatic.
The moment a lead lands in ZIVUX, the system creates the right task, assigns it to the right rep, and starts a WhatsApp nurture cadence in parallel. No manual rep assignment. No forgotten follow-ups. No leads drifting in someone's inbox.
📥
1. Lead Lands
From WhatsApp, IndiaMart, JustDial, website, ads — auto-captured.
🎯
2. Auto-Score & Route
AI scores intent/fit. Auto-assigns to rep by territory, product, score.
✅
3. Task Chain Created
Day 0 call · Day 1 quote · Day 3 follow-up · Day 7 escalation.
💬
4. WhatsApp Nurture
Multi-touch drip cadence runs in parallel. Replies route back to inbox.
📈
5. Convert or Re-Loop
Hot lead converts to deal. Cold lead enters long-cycle nurture.
Tasking
Auto-task chain on every new lead
You don't have to remember to follow up. ZIVUX does. The moment a lead is created — from any channel — a no-code rule engine fires:
- Auto-assign to the right rep by territory, product, deal size or round-robin
- Create P1 task "Call within 2 hours" with a hard SLA
- Schedule chain: Day 1 — send quote · Day 3 — confirmation call · Day 7 — manager escalation if no movement
- Auto-notify rep on Slack, email, mobile push
- Auto-escalate to manager if SLA breaches — before customer notices
WhatsApp Nurture
Auto-nurture every cold lead via WhatsApp
Most leads aren't ready to buy on day 1. ZIVUX runs a multi-week WhatsApp drip in parallel with the rep's manual outreach — keeping cold leads warm without rep effort:
- Day 0: Welcome WhatsApp + product brochure
- Day 3: Use-case message tailored to lead's industry
- Day 7: Customer reference / outcome story
- Day 14: Pricing FAQ + soft CTA
- Day 30: Festival or limited-offer trigger
- Branch logic: if lead replies → auto-create rep task; if engaged but silent → continue nurture; if dormant 60d → reactivation cadence
Result: every lead gets touched, scored, assigned and nurtured — without a rep having to remember anything. Reps spend their time closing the leads the system has warmed up.
What ZIVUX.AI is built to do
The outcomes a unified, AI-driven CRM should deliver.
These are the design goals — what we're building toward. Reach out for a customer reference and we'll connect you with a real-world deployment.
Lift conversion rates
Customers responding to a well-timed AI nudge convert more often than those left to a manual cadence. The rule engine gets the timing right, every time.
Save reps' time
Reps typically spend ~40% of their day in routine messaging, status updates and data entry. ZIVUX.AI automation gives that time back to revenue work.
Reduce context loss
One unified inbox + contact 360°. New rep onboarding shrinks. Handoffs between sales, support and CS happen without losing the thread.
Hit SLA targets
Tier-aware response and resolution SLAs. Auto-escalation before breach. Premium customers feel heard; renewals don't bleed to "we never heard back."
Consolidate tooling
Replace 4-6 disconnected tools (helpdesk, marketing automation, lead capture, WhatsApp gateway) with one platform. Predictable cost, no per-user trap.
Scale without complexity
From 5 to 50 to 500 users — same workflows, same training, same UX. ZIVUX.AI grows with you without forcing a Salesforce-style admin team.
Configure to your process
Pipeline stages, ticket statuses, lead sources, tags, calling workflows, custom forms — every semantic in the platform is configurable. Match how you actually sell and serve customers, not a preset.
Solutions
Who is ZIVUX.AI built for?
From founder-led startups to enterprise call centres, ZIVUX.AI configures to your motion — not the other way around.
Sales Teams
Pipeline, AI lead scoring, quote builder, forecasting. B2B and B2C sales orgs of 5–100 reps.
Sales Pipeline →Customer Support
Email-to-ticket, WhatsApp helpdesk, SLA management, CSAT, knowledge base.
Customer Support →SMBs & Manufacturers
IndiaMart / JustDial capture, GST invoicing (multi-country tax on request), distributor networks, AMC pipelines, Tally sync.
Manufacturing CRM →Retail & E-commerce
Multi-outlet ops, customer 360°, loyalty, WhatsApp marketing, POS + MaximPro sync.
Retail CRM →Industries
AI automation for every industry.
🏘️ Real Estate
Magicbricks, 99acres, Housing.com capture · site-visit tracking · channel partner attribution
🛍️ E-Commerce & Retail
Customer 360° across stores · WhatsApp loyalty · MaximPro POS sync · footfall analytics
🩺 Healthcare
Patient inquiry routing · appointment automation · DPDP-compliant records · referral tracking
🎓 Education
Admission lead capture · counsellor pipelines · parent communication · enrolment SLA tracking
🏦 Financial Services
BFSI-grade security · KYC workflow · loan/policy pipelines · ISO 27001 + DPDP compliance
🚛 Logistics & Distribution
Quote-to-delivery workflows · dispatch tracking · distributor management · route SLA
🏭 Manufacturing
RFQ to PO · partial deliveries · AMC renewals · distributor networks · Tally/Marg sync
⚖️ Professional Services
Engagement pipelines · retainer mgmt · referral tracking · partner-level reporting
Early customers
Working with our first cohort.
ZIVUX.AI is a young product in active rollout. We're hand-onboarding our first cohort of customers and building case studies as deployments mature. Reference calls available on request.
Kays IT · Muscat, Oman
Regional IT services partner
Managed IT + integrator across the GCC. Live on ZIVUX for lead capture, WhatsApp inbox and support routing across Muscat and Salalah teams.
BPE · India
Best Power Equipments
Industrial UPS + power-equipment manufacturer with a national distributor network. Sales pipeline, distributor management and AMC renewal tracking on ZIVUX since April 2026.
BriefGates · Egypt
Immigration consultancy
Immigration consultancy running ZIVUX for lead management, WhatsApp campaigns, template-driven task chains on every lead, and social-media lead capture. Live in Cairo.
Ogaan Laminates · India
Decorative laminates manufacturer
Manufacturing operator with dealer + distributor networks. Live on ZIVUX for lead capture, RFQ conversion and AMC follow-up across regional zones.
Daya Laminates · India
Decorative laminates manufacturer
Manufacturing operator running ZIVUX for distributor onboarding, GST invoicing sync with Tally, and AMC pipeline visibility. Multi-state deployment.
FAQ
What buyers ask before they sign.
What makes ZIVUX different?
Flat per-plan pricing (no per-user trap), WhatsApp-native from day one, and IndiaMart / JustDial capture built in — not a bolt-on. Onboarding in days, not months.
How long does onboarding take?
3–7 working days. 60-min discovery, we configure stages / fields / automations / integrations, then a 2-hour team training. Migration from Zoho, HubSpot, Salesforce or spreadsheets included free on Grow and Scale.
Is my customer data secure?
Yes. ISO 27001-certified operator (Proeffico Solutions). AES-256 at rest, TLS 1.3 in transit, India-region hosting by default, EU / GCC regions on request, RBAC, daily encrypted backups. DPDP + GDPR aligned.
Does ZIVUX integrate with WhatsApp Business API?
Natively. Full WhatsApp Business API on Grow and Scale — broadcasts, templates, automated replies, opt-in management, two-way conversations. Pass-through pricing on Meta charges.
Can I export my data if I leave?
Anytime, in CSV / Excel — free. No lock-in clauses. No export fees.
Do you offer a free trial?
14 days, full features, no credit card required.