Solutions · Sales

Less time hunting for context, more time with customers.

Name: AksharAI
Brand: AksharAI
Price: 7500 INR

Sales and channel teams spend a large share of the week gathering facts they already own: last orders, open quotes, pending payments. AksharAI agents gather and draft, and the rep or manager decides what goes out.

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AksharAIFollow ups due this weekSearchAK

Follow ups due this week

Dealer	City	Promised	Due	Status
Dealer D-104	Pune	Revised festive quote	14 Oct	Draft ready
Dealer D-087	Nashik	Sample dispatch date	15 Oct	Sent
Dealer D-121	Indore	Credit note for damage	15 Oct	With manager
Dealer D-066	Vadodara	New price list	16 Oct	Draft ready
Dealer D-139	Mysuru	Call back on scheme	17 Oct	Scheduled

Representative screen with sample data. Client screens stay private.

The work today

What slows sales teams down

Context lives in five places

Orders sit in Tally, notes in the CRM, the price list in an Excel file and the last conversation on a rep's WhatsApp. Preparing for one dealer visit means asking three colleagues.

Proposals start from an old file

Reps copy last quarter's proposal, change the name and miss the clause that changed. Managers find the old scheme rate after the customer has seen it.

Follow ups slip

A rep promises a revised quote by Friday, then spends Friday on the road. Nobody notices until the customer calls the competitor.

Handover starts from zero

When a rep changes territory, years of relationship history leave with them, because most of it was never written down in one place.

An Indian businesswoman talking on the desk phone at her workstation

How the work flows

A typical piece of work, stage by stage

Step 1Meeting bookedCRM or calendar
Step 2Brief preparedOrders, dues, notes
Step 3Visit and notesRep dictates a summary
Step 4Draft follow upFrom approved schemes
Step 5Rep sends itManager approves exceptions

Agents and templates

What sales teams start with

Agents take on a whole process. Templates are smaller starting points you adapt in the studio.

All templates

Copilot

Sales copilot

Gets a rep ready for the next meeting from the records you already keep.

Copilot

Research assistant

Reads long documents and gives you a summary you can check line by line.

Template

Proposal copilot

Builds a first draft proposal from your approved templates, price list and the client's brief.

Template

Client query handler

Answers routine client questions from your data and passes the rest to a person with context.

Template

Report summary generator

Turns long reports and weekly numbers into a short summary for the people who need it.

Where a person approves

The decisions that stay with your team

Every message to a customer
The copilot drafts. The rep reads, edits and sends. Nothing reaches a customer in the rep's name without the rep pressing send.
Discounts and credit terms
Anything outside the approved price list or scheme goes to the sales manager, because those are commercial decisions with margin attached.
Changes to CRM records
Suggested updates to stage, value or contact details wait for the account owner to confirm, so the pipeline report stays trustworthy.

Questions

From sales teams

Will the copilot contact customers on its own?

Not unless you decide it should, and for most sales teams we advise against it. The usual setup has the copilot drafting and the rep sending.

We use Zoho CRM and Tally. Is that enough?

Yes. Those two cover most of what a brief needs: orders and dues from Tally, contacts and notes from Zoho. We connect both during setup and test the brief on your real accounts.

Can reps use it from the field?

Yes. It can run as a mobile web app or inside WhatsApp, so a rep can ask for a brief in the car or dictate notes after a visit.

How do we stop it quoting an old rate?

The copilot quotes only from the price list and schemes you mark as current, and it names the version it used. Someone on your team owns that list and updates it.

Other teams