Documentation  /  {{BRAND}} Request a Demo
{{BRAND}}

{{BRAND}}™ — Turn Every Chat Into a Controlled Sales Workflow

 Document done by Rajeesh Ambadi · Founder & CEO, Virtux  ·  Rashid Abdul Kareem · Co-Founder
AI CRM for messaging-led sales teams Updated 21-Jul-2026 Product document
Product Document · 2026

{{BRAND}}™
One inbox.
Every deal, executed.

WhatsApp, email and Meta DMs in one queue. Thirty industry-ready pipelines. Quotation to invoice without leaving the conversation. AI that follows up for you.

“Most CRMs were designed for record-keeping. {{BRAND}} was designed for execution.”
▶  Explore the Unified Inbox 30 industry pipelines
0channels in one inbox
0industry pipeline templates
0sales & purchase document types
0+ sales teams onboard

Why {{BRAND}}

Sales today happens in chats, not in CRMs. Teams juggle WhatsApp, Instagram, email and spreadsheets — and leads die in the gaps between them.

Chats are where deals live — and dieWhatsApp threads with no stage, no owner, no follow-up. {{BRAND}} turns every chat into a tracked workflow.
Every business is told to “fit the CRM”{{BRAND}} flips it: 30 industry-ready pipelines mean a real-estate team and a dental clinic both start from a proven flow.
Follow-up depends on memoryReminders in heads, not systems. Workflows fire WhatsApp/email follow-ups automatically, on time, every time.
Deals end at “won” — then chaosQuotation, order, delivery, invoice: {{BRAND}} carries documents through the full cycle inside the same workspace.
The thesis: built from real operational experience inside trading, real-estate and service businesses across India, UAE and Kuwait — designed for the future of execution, not administration.

The Unified Inbox — the heart of {{BRAND}}

One time-ordered queue merges WhatsApp, email, Facebook Messenger, Instagram DMs — plus a fifth “channel” nobody else has: your follow-ups, with overdue items surfacing before they cost you a deal. This is where the team lives all day.

Five channels, one conversation model

WhatsApp — Evolution API
WhatsApp Cloud API (Meta)
Facebook & Instagram DMs
Email — hosted, Brevo or SMTP
Follow-ups queue

What makes it special

One queue, every channelWhatsApp, email and social conversations share one shape — owner, status, unread count, preview — merged into a single time-ordered list. No tab-hopping.
Assignment & accountabilityAssign to teammates, auto-assign inbound, resolve/reopen. Role-based visibility: agents see only their queue; managers see everything.
Auto-lead creationAn unknown WhatsApp number or Facebook message can become a CRM contact automatically — inbound never waits for data entry.
AI inside the threadFlip any conversation to the AI tab: “Summarise this thread”, “Draft a reply”, translate. One click on Use this reply drops the draft into the composer.
Voice & media nativeRecord voice notes in the composer, send images, video, documents, stickers — with sent / delivered / read ticks.
Live without websocketsSmart 5-second delta polling keeps every open thread current — and a manual “Sync” button for email and Meta when you can't wait.
Two WhatsApp pathsSelf-hosted Evolution API with QR onboarding, or Meta's official Cloud API with embedded signup — your number, your choice.
Comfort, Compact or RowsDensity modes, unread/unassigned filters, full-text search across name, phone, email and subject. Bilingual EN/AR, RTL-ready.
The follow-ups queue is the quiet killer feature: every contact with a due date sits in the inbox like a channel. Overdue turns red. “I forgot to call back” stops existing.

Industry-Ready Pipelines

Don't build your sales process from a blank board. Pick your industry — the stages, labels and follow-up cadences come pre-loaded from real deployments.

30 templates, one click to adopt

Retail & E-commerceTrading & DistributionSoftware / SaaSIT Services Finance & LoansInsuranceReal EstateConstruction ManufacturingHealthcareEducationRecruitment HospitalityTravel & TourismLogisticsMarketing Agency LegalAutomotiveAgricultureEnergyConsulting+ 9 more

The 17-stage backbone underneath

Lead→Prospecting→Discovery→Qualified→Meeting→Demo→Solution Fit→Proposal→Decision Makers→Negotiation→Contract Sent→Verbal Commit→Won

Plus nurturing, lost, dormant and archived states — each stage re-labelable and toggleable per team.

Click a stage to see what happens inside it:

Follow-up cadences per stageLeads get 1 day, qualified 2 days, nurturing 14, lost deals 30 — the next follow-up date sets itself as deals move.
Kanban · table · forecastDrag deals on the board, audit in the table, or read the weighted forecast — each stage's value weighted by its position.
Stage automationEvery move can fire workflows: WhatsApp the customer, email the manager, update the contact — stage_changed is a first-class trigger.
Bulk ops & saved viewsPer-rep filtered views, bulk stage moves, and a migration center to bring history from your old CRM.

Sales & Purchase Documents — every transaction type

Nine document types carry a deal from first quote to final invoice — and the purchase side too. Each converts to the next with one click, keeping full lineage.

Sales cycle

Opportunity→Quotation→Sales Order→Delivery Note→A/R Invoice

Purchase cycle

Purchase Request→Purchase Order→Goods Receipt→A/P Invoice
Copy-to conversionQuotation → Order → Delivery → Invoice in one click — even partial quantities. The source document tracks what's open and auto-closes when fulfilled.
Real line itemsQuantity, UoM, unit price, discount %, tax %, remarks — with subtotal, tax, shipping and multi-currency totals with exchange rates.
Relationship mapEvery document knows its family — open any invoice and see the quotation and delivery it came from, visually.
Professional numberingQT-202607-00042 — prefixed, dated, sequenced per type. Draft → open → partial → closed statuses, plus reversal documents.
Branded PDF, sent in placeDownload a company-branded PDF or send it straight from the document — by email (with your signature) or WhatsApp document message.
ERP-readyDocuments carry SAP B1 and Odoo sync fields — post onward to the back office without re-entry.
The magic is the thread continuity: a quotation is two clicks from the WhatsApp chat it was discussed in — the document lives on the same contact, in the same workspace.

Contact Master — a 360° record

Around a hundred fields across ten workspace tabs: overview, profile, business, financial, sales, purchase, history, notes, messages and AI — each deep-linkable.

Identity & relationshipsFull name structure, job title, department, assistant, birthday, languages, social profiles, preferred contact channel.
Business classification10 account types (customer → vendor → distributor), company size, revenue, industry, billing & shipping addresses.
Financial profileGST/PAN/tax IDs, credit limit, payment terms (immediate → net 90), bank details, loyalty points & tier, discount %.
Lead scoring that explains itself0–100 across email engagement, WhatsApp replies, recency, pipeline velocity, deal value — Hot / Warm / Cold tiers, rescoreable on demand.
Revenue analyticsTotal revenue, order count, first/last order dates — the contact's lifetime value at a glance.
Respect built inDo-not-call and do-not-email flags enforced across workflows and campaigns.

Item Master — and your products as storefronts

A ~120-field item master that ERPs would envy — and a twist no CRM has: every product can be a public, SEO-ready landing page, synced to Google Shopping and Meta catalogs.

The master itself

Complete classificationType (inventory / service / non-stock / asset), group, category, brand, variant, lifecycle, image galleries, custom fields you define yourself.
UoM & inventory depthMultiple UoMs with barcoded conversions, warehouse/batch/serial management, reorder points, safety stock, ABC class, shelf life, FEFO picking.
Pricing powerPrice levels (standard / wholesale / project / special), discount rules, commission groups, minimum margin guards, competitor price tracking with history.
Financial & BOMGL account mapping per item, costing (moving average / FIFO / standard), multi-level BOMs with scrap %, manufacturing routing.

Every product is a landing page

Public product pagesFlip profileVisible and the product goes live at its own URL — SEO JSON-LD, your branding, live price with MRP strike-through.
21 industry CTAsA hotel room says “Book Now · per night”, real estate says “Book a Site Visit”, a course says “Enrol Now” — 21 item-type-specific conversion configs.
Conversion built inEvery page ends in a pre-filled WhatsApp deep-link to the seller, plus an enquiry form — the landing page feeds the same inbox.
Tied to your profileProduct pages join your public profile — name, company, photo, WhatsApp — so the seller is part of every listing.

Google Shopping & Meta catalogs

Catalog feed endpoint/api/products/catalog-feed?channel=google|meta — up to 5,000 items with the full Google Shopping attribute set: GTIN, MPN, sale price windows, product categories, custom labels.
Google Merchant Center syncOAuth-connected: creates an API product data source and pushes items via the Merchant API — per-product or bulk, with sync reports and auto-sync.
Catalog readiness workflowItems move draft → ready → synced with per-item feed titles, descriptions, target country and currency.
Meta catalogThe same feed serves Facebook/Instagram shops with retailer IDs and ad labels — your item master powers social commerce too.
What this means: maintain a product once — it's quoted in documents, sold on its own landing page, listed on Google Shopping, and advertised on Meta. One master, four storefronts.

Sona AI — five assistants on your team

AI with tools, guardrails and a human in the loop — not a chat bubble bolted on.

Sales assistantDrafts follow-ups, suggests next actions, preps meeting briefs from the contact's full history — right inside inbox threads.
Support assistantAnswers from your knowledge base with pgvector RAG — grounded, not guessed.
Manager assistantPipeline reviews, stalled-deal nudges, rep performance summaries.
Analytics assistantAsk in plain language; Vanna AI turns it into SQL against your live CRM data — with confidence levels.
Collections assistantPolite, persistent payment follow-ups across WhatsApp and email.
Human-in-the-loop10 CRM tools with per-tool policies, every call logged, sensitive actions gated behind an approval request.
Your provider, your keys: OpenAI, Anthropic, OpenRouter, Groq or DeepSeek — routed per assistant, keys AES-256-GCM encrypted, usage metered. Plus a standalone MCP server so your own AI agents can work the CRM safely.

Workflows & Automation

If this happens → do that. Eleven triggers, template tokens, and a 30-second engine tick — follow-up that never depends on memory.

Triggers

contact_addedcontact_tappedprofile_form_submittedstage_changed follow_up_duedeal_wondeal_lostuser_signed_up whatsapp_connectedmanualtime_based

Actions

send_whatsappsend_emailupdate_contact
In plain terms: “When a deal moves to Proposal, email the manager and WhatsApp the customer the quotation” — template tokens like {{contact.name}} make every automated message personal.

NFC Lead Capture — one more way in

{{BRAND}} grew up with NFC business cards: tap a card → a styled mobile form → the contact lands in your pipeline and a branded PDF visits both phones. No app, works with any NFC card.

Click through the real production flow:

One of several capture channels — alongside the inbox, product landing pages, enquiries and the public API.

ERP & Integrations

{{BRAND}} doesn't ask you to abandon your back office — it syncs with it.

SAP Business One (HANA)Module-level sync config, field mapping, direction & mode control, sync logs with retry/repush.
OdooModule-level mapping and posting logs — CRM front office, Odoo back office.
Commerce & productivityShopify (native app), WooCommerce, Gmail, Outlook, Google Meet, Teams, Zoom, LinkedIn, Brevo.
Open by defaultPublic REST API v1 with OpenAPI spec, scoped API keys, webhooks — plus a standalone MCP server for AI agents.

Platform & Security

Multi-tenant SaaSOrganization-scoped data, roles (user / admin / owner), custom JWT auth with httpOnly cookies.
Installable PWAAdd to home screen, service worker, web-push notifications and push campaigns.
Encryption where it mattersAI provider keys and Meta page tokens AES-256-GCM encrypted; email domains verified with DKIM/SPF.
Production-grade opsPostgreSQL 15 + pgvector, Redis, PM2, Nginx — and an admin panel with one-click deploy.
Arabic RTLFull right-to-left locale for Gulf teams — the market this product was born in.
SEO-native~70 industry and comparison landing pages, llms.txt, sitemap — growth built into the product surface.

All Modules at a Glance

The complete module map — teal dot means live in production today.

The Workspace

Unified Inbox

5 channels, assignment, AI replies.

Pipelines

17 stages, 30 templates, forecast.

Sales & Purchase Documents

9 types, copy-to chains, PDF + send.

Contact Master

10 tabs, lead scoring, financials.

Item Master

~120 fields, pricing, BOM, UoM.

Product Storefront

Landing pages, Google & Meta feeds.

Engage

WhatsApp CRM

Evolution API + Meta Cloud API.

Email

Hosted DKIM/SPF, Brevo, or SMTP.

Meta DMs

Facebook Pages & Instagram.

Campaigns

Segment & send, WhatsApp + email.

NFC Profiles

Tap-to-lead public profile pages.

Push Campaigns

PWA web-push with VAPID.

Intelligence

Sona AI

5 assistants, 10 tools, approvals.

AI Gateway

5 providers, DB routing, encrypted keys.

RAG Knowledge

pgvector cosine search, 1536-dim.

Vanna NL→SQL

Plain-language analytics queries.

MCP Server

Schema & contact resources for AI agents.

Workflows

11 triggers, tokens, 30s engine tick.

Platform

ERP Sync

SAP B1 + Odoo connectors.

Public API v1

REST + OpenAPI + webhooks + keys.

Billing & Plans

Multi-gateway, currency-aware.

Migration Center

Import from your old CRM.

Bookings & Calendar

Meetings on the deal, video links.

Admin Panel

Stats, settings, one-click deploy.

Plans & Pricing

Free forever to start. No credit card. Upgrade when the team grows.

Starter$0 — free forever

500 contacts · 3 workflows · 1 seat · 1 GB · 50 AI messages/mo · 1 WhatsApp instance · Kanban pipeline · community support.

Teams$29/mo · $290/yr

10,000 contacts · 25 workflows · 10 seats · 20 GB · 2,000 AI messages · 5 WhatsApp instances · forecast view · video meetings · custom branding.

Enterprise$99/mo · $990/yr

Unlimited everything · ERP integrations · SLA · dedicated success manager · priority support.

Multi-gateway, currency-aware billing — INR, USD and Gulf currencies.

Case Studies & Proof

Twelve published case studies across twelve industries — the 30 pipeline templates are distilled from exactly these deployments.

Sentinel Secure Systems
SunGrid Energy
MedAxis Devices
PackCraft Packaging
GreenPath Waste
CityCore Facilities
GlobalBridge Immigration
PrintFlow Studio
BrightSmile Dental
VitalCheck Diagnostics
FastLane Forwarding
TradeHub Wholesale
0pages in the product
0API route files
0data models
0database migrations shipped

See {{BRAND}} on your own sales flow

We'll open the unified inbox, adopt your industry's pipeline, and take a deal from chat to quotation — live.

Request a live walkthrough

Product of Virtux, India · pagecrm.com · sales@virtux.in

The people behind {{BRAND}}

RA
Rajeesh Ambadi Founder & CEO · Product & Platform Engineering
  • Product vision, system architecture & platform engineering
  • Unified inbox, pipeline engine & AI assistant design
  • Built from real operational experience inside trading, real-estate and service businesses
  • “Most CRMs were designed for record-keeping. PageCRM was designed for execution.”
RK
Rashid Abdul Kareem Co-Founder · Business Transformation
  • Go-to-market across India, UAE & Kuwait
  • Industry pipeline templates & customer success
  • Digital transformation strategy & operational excellence
  • Business analysis & implementation delivery