Your forms, leads, conversations and next big deal. All together. Meet the AI CRM that keeps your whole sales story moving.
Meet the AI CRM that keeps your whole sales story moving.
Your sales workspace, at a glance.
Fits right into
the way you work.
From the first “hello” to a paid invoice, every handoff has a home.
Capture enquiries, assign an owner, and see exactly what needs attention. Your next opportunity deserves more than a spreadsheet.
Explore lead management ↗WhatsApp, email, calls and notes belong with the customer. Give everyone the full story before they say hello.
Explore WhatsApp ↗Connect triggers, conditions and actions. Assign leads, create tasks, and keep your sales process moving automatically.
Explore automation ↗Build your form, capture the response, and put your CRM and automation to work.
Tell us a little about your business.
Ask your CRM a question. Get an answer grounded in your own records—with the context to decide what happens next.
A connected process turns an incoming enquiry into work your team can act on. Build the rules once. Keep the momentum going.
Forms, imports and connected channels bring enquiries into one queue.
Route by source or field values, with ownership visible to your team.
Create a dated task and the notifications that keep it on track.
Carry the conversation into a deal, a quote, an invoice and payment.
Bring conversations into a shared inbox. Organise contacts, send approved campaigns, and use chatbots to help with the first response.
From ₹499 per business number / month + GST. Meta messaging fees are separate. CRM plans are sold separately.
Explore WhatsApp Business APIUpload a recording. Get a searchable transcript, a useful summary, and the objections, commitments and next steps that matter.
Available on Growth and AI Pro. You provide the recording; Insta AI 365 does not place or record calls.
Bring email, payments, website enquiries and events into the same workflow. Your accounts stay yours.
Keep your customer work close, wherever business takes you.
Illustrative Android interfaces · Sample records
Three CRM plans. AI included in every seat.
Choose the capacity and capabilities your team needs.
A clear starting point for your sales team.
Billed monthly · 3 users minimum · GST extra
Choose EssentialMore automation. More insight. More room.
Billed monthly · 3 users minimum · GST extra
Choose GrowthHigher capacity for an ambitious team.
Billed monthly · 3 users minimum · GST extra
Choose AI ProCRM pricing shown as published on 19 October 2026. No free trial. Capacity limits are workspace-wide; Ira credits are per user.
Leads, contacts, companies, deals, tasks, conversations, quotes, invoices and payments share one connected workspace. Ira AI helps you understand those records and plan the next step.
Ira answers questions from your CRM, drafts messages for review, and can create a lead or task, schedule a meeting, or assign a lead within your permissions. Ira does not send customer messages itself.
WhatsApp subscriptions are priced separately per business number, from ₹499/month plus GST. Meta messaging charges are additional, with ₹0 Insta AI 365 markup on those fees. The WhatsApp plans do not include CRM leads.
No. Outbound calling is not enabled and the platform does not record your calls. You upload a recording for transcription, AI analysis and phrase flagging. Call intelligence is included on Growth and AI Pro.
There is no free trial or free tier. Book a live demo to see the workflow and discuss your requirements before selecting a plan.
You can import leads, contacts and companies using CSV. Plan capacity limits apply. Email, WhatsApp and other provider connections need to be set up using your own accounts.
An enquiry should arrive with enough context for the next conversation. Insta AI 365 brings lead capture, customer records, sales pipelines and follow-up workflows into a connected sales platform. Start with the work your team repeats each day: collecting details, assigning an owner and remembering the next step.
Use Forms for structured enquiries, CRM for customer history and deals, and WhatsApp Business API for business conversations and campaigns. Ira adds AI assistance inside the CRM. CRM and WhatsApp have separate subscriptions, so choose the products and limits that fit your team.
Ira can help you find overdue work and draft a follow-up using CRM context. Review the draft before sending; Ira does not send messages for you.
Yes. Insta AI 365 offers sales CRM and WhatsApp Business API products. Their pricing and included capabilities are listed separately on the combined pricing page; a WhatsApp subscription does not include a CRM licence.
Bring your sales process together. Let your team move forward.
Insta