Run WhatsApp campaigns, manage leads with AI, deploy a 24/7 chatbot, and run a complete Real Estate ERP — projects, units, demand letters, KYC, possession — all from one dashboard built for Indian businesses.
Stop juggling WhatsApp Business, Google Sheets, Tally, Zoho and Keka. Truvest AI bundles WhatsApp marketing, AI CRM, an AI chatbot, a full Real Estate ERP, and a HR & Attendance suite in a single dashboard.
Official Meta WhatsApp Business API — shared team inbox, AI draft replies, broadcasts to thousands, and approved templates.
Kanban pipeline with AI lead scoring, contact-level next-best-action, smart follow-ups, and industry-aware stages.
GPT-powered bot trained on your own PDFs, websites and FAQ. Separate post-sales persona for verified customers.
Built for developers, brokers & channel partners. Projects, units, demand letters, KYC, possession — RERA & GST ready.
Zoho-style people suite — attendance with geo punch, leaves, holidays, payroll and auto-generated appointment letters.
Built specifically for Indian businesses — coaches, retailers, clinics, travel agencies, and a deep Real Estate ERP for developers & brokers.
Send thousands of WhatsApp messages with live recipient counts, split-send across numbers, scheduled + recurring campaigns, and full delivery/read analytics.
Assignable conversations, internal notes, saved replies, auto-greet, AI draft reply, and per-number session tracking across multiple WA numbers.
Submit WhatsApp templates to Meta in one click, pre-approved template library, variable mapping with client-stage merge fields.
GPT-powered bot trained on your PDFs, websites and FAQ. Separate post-sales persona auto-activates for verified customers.
Every contact gets an AI score, summary and next-best-action. Natural-language search: "leads asking about 3BHK in south Pune under 1 Cr".
One-click AI draft on every chat. Owner-configurable system prompt, knowledge sources, and industry-aware tone.
Industry-aware stages (Real Estate, Travel, Coaching, D2C). Drag-drop, bulk stage move, follow-up reminders, role-based visibility.
Quick-chips: "Tomorrow 10AM", "This Saturday". AI suggests optimal follow-up timing per contact and converts reminders to WA pings.
Native Meta Lead Ads — OAuth connect, form picker, field mapping, real-estate defaults. Leads land in CRM + auto-greet in seconds.
Availability-only or full ERP mode per project. Color-coded unit grid: available / hold / booked / sold / blocked.
Auto demand letters with GST split, per-account bank routing, construction-progress milestone-linked demands, customer-portal PDF downloads.
Hold → Book → Agreement → Sold with audit trail. Cost-sheet, quotation, booking form PDF, release-booking workflow with refund/forfeit math.
Phone-OTP secured ledger, KYC self-service, agreement + demand-letter download. Token-based links — nothing shared across tenants.
Broker master with commission tracking, WA invoice-request templates, per-partner unit stats, active/inactive toggle.
Multi-step WA sequences by lead source (FB ads vs walk-in). Day-0 welcome → Day-1 photos → Day-3 site visit → Day-7 re-engage.
Zoho-style landing with KPIs, pending approvals, on-leave today, celebrations, upcoming holidays and team-roster with live status dots.
Live clock, elapsed timer, monthly KPIs (present / half / late / absent). Month-level approval unlocks bulk payroll.
Browser geolocation + reverse-geocode address captures site visits. Meeting type, contact, notes and outcome. Team map view for managers.
Apply / approve / reject leaves with half-day support. Working-day math skips weekends + public holidays. Auto-seed CL/SL/EL/LOP catalogue.
Pro-rata salary slips with editable breakup. Bulk-generate for the team when attendance is approved. Letterhead print + CSV export for accounts.
Quill rich-text editor. Appointment / offer / confirmation / experience / relieving templates. Owner toggles "share with employee".
Kanban task board across the whole team with role-based visibility. Drag-drop, follow-ups, per-column automations.
All follow-ups, WA reminders, team leaves and holidays on one calendar. Month / week / day view.
Configure your own SMTP — emails go from your domain. Send portal links or demand reminders to filtered customer segments.
Message delivery, chatbot performance, pipeline conversion, team response time, inventory KPIs, sales-funnel leaderboard.
REST API, native n8n nodes, Zapier webhooks. Build your own automations without leaving the dashboard.
Built on Meta's WhatsApp Cloud API with Embedded Signup — enterprise compliance, policy-safe, multi-tenant isolated.
Google sign-in, push notifications, field-agent optimised. iOS coming Q3. APK available for Play-review fallback.
Business-ID scoped on every query, AES-256 token encryption, CSRF protection, role-based access, soft-delete + audit trail.
No technical setup. No coding. We handle the Meta API connection for you.
Create your account in 30 seconds. No credit card needed. Your 15-day trial starts immediately.
Link your WhatsApp Business number via Meta API. Takes under 5 minutes with our guided setup.
Upload your contacts, set up your CRM pipeline, and train the AI chatbot on your business.
Send your first broadcast, let AI handle incoming chats, and watch your pipeline fill with scored leads.
Start free for 15 days. No hidden fees. Cancel anytime.
All plans include a 15-day free trial · No credit card required · Cancel anytime
Need a custom plan? Contact us →
See how Indian businesses are growing with WhatsApp marketing and AI.
"The AI chatbot handles 80% of our WhatsApp enquiries automatically. Our team now focuses only on closing deals instead of answering the same questions all day."
"We set up the CRM pipeline and the AI started scoring leads from day one. Our broadcast open rates are above 90% and we convert 3x more than before."
"Setting up was incredibly easy — connected WhatsApp in 10 minutes, imported contacts, and the AI chatbot was live the same day. Game changer for my boutique."
It's a 4-in-1 platform: (1) WhatsApp Marketing — broadcasts & template messages, (2) AI Lead Management CRM with AI scoring, (3) GPT-powered AI Chatbot, and (4) a complete Real Estate ERP — projects, units, payment plans, demand letters, KYC, possession, customer portal — fully integrated with your WhatsApp campaigns.
No — the platform works for coaches, retailers, clinics, travel agencies, and any business that uses WhatsApp. The Real Estate ERP modules only appear when you set your industry to "Real Estate" in business settings, so non-RE businesses see a clean, simpler interface.
Multi-project inventory management, two modes (Availability-only or Full ERP), unit hold/book/sell flows, payment plans linked to construction milestones, auto-generated demand letters with OCR + GST split and per-account bank details, customer KYC portal with phone-OTP verification, possession & handover checklist, channel partner commission tracking, per-project firm/RERA setup, and analytics with sales-funnel + executive leaderboards.
Yes. Each customer gets a private portal link (sent via email or WhatsApp). After verifying their phone number, they can view all demand letters with bank details, download as Word/PDF, see payment history, and print account statements anytime — without needing to log in or contact you.
Yes. The Inventory module has per-business SMTP settings — emails (demand letters, receipts, portal links) go from <em>your</em> domain (e.g., noreply@yourcompany.com), not ours. WhatsApp templates are submitted to Meta from your own WhatsApp Business Account for full brand consistency.
Yes — you need a WhatsApp Business API number. This can be a new number or an existing business number (as long as it's not already registered on the WhatsApp app). We guide you through the entire setup.
The chatbot uses GPT to understand and respond to customer messages in natural language. You can train it on your business FAQs, product details, and pricing. It captures lead info automatically and hands off to a human agent when needed.
Our AI analyses every contact's conversation history, engagement, and behaviour to assign a score from 0-100. Hot leads are flagged so your team can focus on the most promising prospects first.
Your account will be paused. Your data stays safe. You can upgrade anytime to restore full access. No credit card is required to start.
Yes — we're built on Meta's official WhatsApp Business Cloud API. Messages are sent securely through Meta's servers with enterprise-grade reliability.
Absolutely. You can import contacts from CSV files, add them manually, or push them in via our API. Tags and segments help you organise everyone.
Yes — all plans include email support. Higher plans include priority support with faster response times. We also help with initial WhatsApp setup and onboarding, including the Real Estate ERP setup wizard.
Tap the button below — we'll pick up inside WhatsApp and get you onboarded in minutes. No forms, no email ping-pong.
We're a hands-on team that helps Indian businesses succeed on WhatsApp. From setup to strategy, we're with you every step.
Whether you're a coach, creator, or business owner — we set up everything you need to sell online and grow with WhatsApp + AI.
Beyond the platform, our team manages ad campaigns across Meta, Google, and YouTube to drive real leads into your CRM.