For teams that sell on the phone

Every call, lead and rupee your sales team touches. In one place.

Shubh Sales AI picks up every call from your reps’ own Android phones, has AI review it in Hindi, English or the mix your customers actually speak, and carries the deal through CRM, WhatsApp, proposal, invoice and commission — without anyone filling in a form.

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  • Works with the phone’s own dialer
  • No new numbers, no per-minute charge
  • GST invoice for every payment
0forms for a rep to fill in after a call
20sections of AI review on every call
10parts of each call scored out of ten
1system from first ring to commission
Why one platform

Every hand-off between tools is where a deal goes quiet.

Most teams run sales on a dialer, a CRM, a spreadsheet of follow-ups, a WhatsApp group and an accountant. Shubh Sales AI is one record of the customer, from the first ring to the commission payout.

  • Call recorder appRecordings nobody has time to hear
  • Separate CRMUpdated when somebody remembers
  • Follow-up spreadsheetOut of date by lunchtime
  • WhatsApp on one phoneConversations only one person sees
  • Lead export from adsDownloaded, then called a day late
  • Commission by handArgued about every month end

One system your whole team works from.

The call creates the record, the AI fills it in, and every follow-up, message, invoice and payout hangs off the same customer.

  • CRM and pipeline
  • AI call intelligence
  • Work queue
  • WhatsApp inbox
  • Meta Lead Ads
  • Automation
  • Invoices and payments
  • Commissions
The platform

Six jobs your sales team does every day. One place to do them.

CRM and pipeline

A CRM that fills itself from real conversations.

Contacts, companies, leads and deals in pipelines you design — with every call, message, proposal and payment on one timeline, written by the work itself rather than typed in afterwards.

  • Leads dealt out by rules — by source, city, language or product, in turn or to whoever is least busy.
  • Several pipelines, your stages — a board for each way you sell, with lost reasons recorded.
  • Your own fields and saved views — and a “no next action” filter that finds deals nobody is chasing.
  • Duplicates caught — on import and on capture, so one customer is one record.
See leads and pipeline features
AI sales call intelligence

Every call transcribed, scored and coached.

An AI reads each conversation the way a sales director would: what the customer really objected to, how the rep handled it, how likely the deal is to close, and what to say on the next call.

  • Hindi, English and the mix of both — transcribed in the language the call was spoken in.
  • Ten parts of every call scored — from the opening to the close, so coaching is about evidence.
  • Search every word said — find each call where a competitor or a price came up.
  • Alerts when a deal starts slipping — before the customer goes quiet.
See what the AI report contains
Calling

Press start. The phone rings the next customer.

An Android app on the rep’s own phone works through today’s calls in the order they matter, on their own SIM. It finds the recording the dialer already made, matches it to the call log and uploads both.

  • A work queue in priority order — the most urgent first, not the most recent.
  • A briefing before they dial — what was agreed last time, in front of them.
  • One-tap outcomes — save the result and the next call dials.
  • The whole call log, not only recordings — missed and unrecorded calls count too.
See calling and Android app features
WhatsApp

Follow up where your customers actually answer.

Connect your WhatsApp Business number through Meta in a few clicks. Conversations land in one inbox the whole team shares, linked to the lead they belong to, alongside email and SMS.

  • One inbox for the team — no more conversations locked in one person’s phone.
  • The number still works on the owner’s phone — in the WhatsApp Business app, as before.
  • Drafts written from the call — the follow-up is ready before the rep hangs up.
  • Opt-outs enforced — an opted-out customer cannot be messaged.
See messaging features
Meta Lead Ads

Facebook and Instagram leads, called while they are still warm.

Connect your Facebook Pages once. Every lead-form submission arrives in the CRM within seconds, is assigned by your rules, and joins a rep’s queue — with the campaign and ad that produced it.

  • Several Pages, every form — switch on the forms you want and map each question to a field.
  • Campaign, ad set and ad on each lead — so you know which ad is worth paying for.
  • Older leads imported — bring in a past date range, with duplicates skipped.
  • Plus IndiaMART, JustDial, Housing and your website — every source into one queue.
See lead capture features
Workflow automation

Follow-ups that run themselves, and stop when they should.

Build workflows on a visual canvas. They start from what happens — a new lead, an ad form, a message, an analysed call, a stage change — then wait, branch and act, and can stop by themselves the moment a customer replies.

  • Send a WhatsApp or an email — from templates, at the right moment.
  • Book the next follow-up — so no lead is left without a next action.
  • Assign the lead or move its stage — without a manager doing it by hand.
  • Test before it goes live — a dry run shows what would happen, and every version is kept.
See automation features

See every feature

How it works

Your reps call. Everything else happens by itself.

  1. The rep calls

    From their own dialer as always — or by pressing start on today’s queue and letting the phone work through it.

  2. The handset uploads it

    The recording and the call log, matched to each other, including calls that were never recorded.

  3. AI reads the call

    Transcribed in the languages it was spoken in, then twenty sections on the deal, the customer and the rep.

  4. The work lands

    A scored lead, a dated follow-up, a drafted WhatsApp — and an alert when a deal starts to slip.

  5. The money follows

    Proposal, invoice, payment link, and commission for the rep who closed it.

Setting it up means installing one app on each rep’s phone and signing in once. That is the whole change to how they work.

The AI report

Twenty sections back, on every call.

Not a summary. The review a sales director would write if they had time to sit through every call your team made this week.

01The deal

  • Executive summary
  • Lead temperature and risk
  • Conversion probability
  • Budget and decision maker
  • Competitor intelligence

02The customer

  • Customer psychology
  • Emotion and sentiment shifts
  • Pain points mapped to product
  • Buying signals
  • Warning signals

03The rep

  • Objections, and how they landed
  • What the rep did well
  • What they should improve
  • Missed opportunities
  • Ten parts of the call, scored

04What to do next

  • A timeline of the call
  • A blueprint for the next call
  • Follow-up strategy
  • WhatsApp and email drafts
  • A recommendation to the manager
And around the sale

From proposal to paid, and to the rep who earned it.

The parts of selling that usually live in a spreadsheet and an accountant’s inbox.

Proposals, invoices and payments

Send a proposal the customer opens in a browser, turn it into an invoice, and take the money through a payment link.

  • Know when a proposal was opened
  • Razorpay links, part payments and refunds
  • Overdue reminders
  • Renewals flagged before they lapse

Commission and targets

Tiered commission calculated from what was actually paid, approved by the manager and then finance, with clawback on refunds.

Dashboards and scorecards

For the rep, the team and the company — measured from the call log, so nobody can round the numbers up.

Calendar and booking pages

A public page where customers pick a slot, reschedule or cancel — beside dated follow-ups that go overdue on time.

Attendance and leave

Clock in, breaks and clock out, with leave requests and approvals, beside the work it explains.

Teams and roles

Seven roles ready to use, and your own, with two-step sign-in. A team lead sees their team; only an admin sees the whole company.

Who it is for

Three people have to say yes. Each of them gets something.

For the rep

Who to ring next, and what to say.

No forms after a call, and nothing new to learn about making one.

  • Today in priority order — the most urgent first, not the most recent.
  • What was agreed last time — in front of them before they dial.
  • Their commission, live — earned, approved and paid.
For the manager

Coaching with evidence.

Reviews about what was said, not about who remembers it better.

  • Each rep scored on every call — and whether it is improving.
  • What is slipping — overdue follow-ups before the customer notices.
  • Their own team only — visibility follows your reporting lines.
For the owner

Revenue you can trace to a conversation.

From the call that started it to the invoice that closed it.

  • Pipeline and forecast — built from deals that are really moving.
  • Win and loss, from the calls — what the won deals had in common.
  • Collected, owed and paid out — invoices and commission in one place.
Integrations

Connected to where your leads and customers already are.

Lead sources in, messages and payments out, and an API for everything else.

Lead sourceMeta Lead Ads

Facebook and Instagram lead forms, with campaign and ad on every lead.

Lead sourceIndiaMART

Buyer enquiries pushed straight into the queue.

Lead sourceJustDial

Leads captured by webhook the moment they arrive.

Lead sourceHousing

Property enquiries captured the same way.

Lead sourceWebsite forms

Your own forms, posted to a webhook, or hosted pages built in the product.

MessagingWhatsApp Business Platform

Your own number, connected through Meta’s sign-up.

MessagingEmail

Sent through your own mail server, with opens and clicks tracked.

MessagingSMS

Through Twilio or MSG91, with delivery receipts.

PaymentsRazorpay

Payment links, part payments and refunds on your own account.

TelephonyExotel and Knowlarity

Call events and recordings from a cloud number, if you use one.

CalendarGoogle and Microsoft

Busy times read from your calendar, so nobody is double-booked.

DevelopersREST API and webhooks

Signed webhooks push outcomes to the system you keep as the record.

Pricing

Plans that grow with your team.

Pay monthly, quarterly or yearly where a plan offers it. Every payment gets a GST invoice, and you can add users or usage as you need them.

Priced for the size of your team.

Tell us how many people sell for you and how they sell, and we will send you a plan and a price — usually the same day.

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  • A GST invoice for every payment, and a credit note if we ever refund one.
  • Add seats, leads or AI analyses when you need more, without changing plan.
  • See your plan, your usage and every invoice from inside the product.
Partner programme

Sell Shubh Sales AI as your own.

For agencies, consultants and resellers who look after sales teams. Your brand on the product, your price to your clients, and a share of every payment they make — for as long as they stay.

  • Your brand, your domain

    Your name and logo in the product, and a sign-in page on your own web address.

  • Your prices

    Set what your clients pay, as a fixed price or a mark-up, with your own discount codes.

  • Earn on every renewal

    A share of every payment, a live statement, and payouts you can trace line by line.

  • Invoices in your name

    With your GSTIN and address, numbered in your own series, and credit notes for refunds.

  • Your team, with roles

    Owners, admins, sales, support and billing — each seeing only what their job needs.

  • Support and systems

    Your clients’ tickets come to you first, and signed webhooks tell your own tools what happened.

Become a partner Partner sign-in
Security and privacy

These are recordings of your customers. They are treated that way.

Your company, walled off

Every record belongs to one company. Anyone outside it — another customer, another partner — is told it does not exist, not that they may not see it.

Roles that follow your org chart

Seven roles out of the box, from rep to finance. A team lead sees their team; only an admin sees the whole company.

You set how long it is kept

Audio, transcripts and analysis are deleted automatically past the window you choose. The audit trail deliberately outlives them.

Who listened to what

Every download and every transcript opened is recorded — who, and when — and an admin can read the whole list.

A customer can be erased

Export everything held on one customer, or erase it, with a preview of exactly what will go before anything does.

Opt-out is enforced

A customer marked as opted out cannot be messaged. The system refuses, rather than relying on somebody remembering.

Recording calls carries obligations that differ by state and by industry. The tools to disclose, to record consent and to delete are all here. The policy for using them is yours. See our Privacy Policy.

FAQ

The things people ask first.

Do reps have to change how they work?

No. They sign in to the app once and keep calling from their own phone. If they want, they can press start on today’s queue and let the phone dial each customer in turn — but the recording and the call log are picked up either way.

Which phones does it work on?

Android handsets whose dialer records calls, which most do. Android has no API for call recording, so the app looks for the file the manufacturer’s dialer wrote. Where a phone will not cooperate, calls can be uploaded through the browser instead.

Is it a cloud dialer? Do we need new numbers?

No. Calls go out on the rep’s own SIM, from their own number. There is no per-minute charge and nothing to port.

What languages does it understand?

Calls are transcribed in the language they were spoken in. Hindi, English and the mix of the two are what it is built around; other languages, such as Marathi and Gujarati, are detected automatically by the speech model. Every word is searchable.

Does it work with WhatsApp?

Yes. Connect your WhatsApp Business number and conversations land in a shared inbox, with drafts written from the call. The number keeps working in the WhatsApp Business app on the owner’s phone, and messages sent from there show up too.

How do Facebook and Instagram lead ads reach the CRM?

An administrator connects the business’s Facebook Pages, chooses which lead forms to switch on and maps each question to a CRM field. New leads then arrive within seconds, with the campaign and ad that produced them. Instagram forms arrive through the linked Facebook Page.

Can we try it first?

Yes. Book a demo and we will run a handful of your own team’s recordings through it, so you can judge the result on real calls. When a free trial is on offer, the site shows it and you can start one yourself.

How does billing work?

Plans can be paid monthly, quarterly or yearly, depending on the plan. Every payment comes with a GST invoice you can download from inside the product, and extra users or usage can be added without changing plan.

Can it work with the CRM we already have?

Yes, in both directions. Leads can arrive by webhook from IndiaMART, JustDial, Facebook lead ads and your own forms, and outcomes are posted back — signed — to the system you keep as the record.

We run an agency. Can we resell it?

Yes — that is what the partner programme is for. You get your own branded console and sign-in page, set your own prices, invoice your clients in your own name, and earn on every payment they make. Tell us about your agency.

Judge it on your own calls.

Not on a demo script. Send us a handful of your team’s recordings and we will show you exactly what comes back.

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