CRM, WhatsApp, AI & business automation
Manage Every Enquiry.
Automate What Shouldn't Need Manual Work.
Filari helps businesses organise leads and customers, automate WhatsApp communication, use AI for practical business assistance and connect repetitive workflows into simpler digital processes.
Start with one service — or connect them into a complete business automation layer as your operations grow.
Enquiries arrive everywhere
connected
layer
And become one system
Every enquiry connected
Every follow-up visible
Routine work automated
Illustrative system view · sample messages, not client data
When everything depends on people remembering
The problem isn't more enquiries. It's what happens after they arrive.
Website
Lead lands in an email inbox and waits.
The conversation stays inside one person’s phone.
Phone
Nobody logs the call, so it never happened.
Excel
Someone updates it later. Usually.
Follow-up
"Call tomorrow." Then tomorrow gets busy.
Payment
Customer sends a screenshot to a chat thread.
Manager
"इस lead का क्या हुआ?" — and nobody can answer.
Reporting
Built by hand, from three different places.
A business process shouldn't depend
on memory.
The category
Four services. One connected business layer.
Take one on its own, or connect them. Each card carries a working demo of what the service actually does.
CRM & Lead Management
Every enquiry and customer in one place.
Capture enquiries from your website, WhatsApp, campaigns and team, then organise customer information, follow-ups and sales activity in one clear view.
WhatsApp & Automation
Turn routine conversations into connected actions.
Automate acknowledgements, common enquiries, booking updates, payment reminders, notifications and review requests — while keeping human handoff available when it matters.
AI Business Tools
Use AI to understand more. Not just generate more.
Summarise conversations, surface useful insights, assist with content, classify enquiries and help teams see what needs attention next.
Workflow Automation
The repetitive steps nobody should do by hand.
Connect approvals, assignments, notifications, document requests, status changes and repetitive operational tasks into clear automated workflows.
Before
After
Not four disconnected tools
See what happens when the services work together.
One real enquiry, seven steps, no manual data entry anywhere in the chain.
One conversation can trigger
an entire organised business journey.
CRM & lead management
Know who enquired, what they need and what happens next.
The lead journey
Mature lead management is about capture, qualification, routing, nurturing and reporting — not just storing contacts.
What the record holds
This week
Sample dashboard · demo data
WhatsApp & automation
Your customers already message you. Make the routine part easier.
Routine questions answered instantly, the interest recorded automatically — and the moment it gets complex, a person takes over with the whole conversation attached.
Watch the conversation and the record fill in together.
WhatsApp starts the conversation. The business system keeps it organised.
The order, the contact and the booking live in the platform. WhatsApp is the channel on top — so nothing is lost when a chat is archived or a phone changes hands.
Automate the routine. Keep people in the important conversations.
A custom enterprise quotation across three systems is not an automation job. The handoff carries the conversation, the summary, the profile and the requirement — so the salesperson starts informed.
Illustrative simulation · fictional contact and demo data
Practical AI for real business work
AI should reduce work —
not create more noise.
Conversation summary
A week of back-and-forth, readable before you dial.
Lead summary
The five fields a salesperson actually opens the record for.
Content assistance
A draft to edit, never a message sent without a person reading it.
Business insights
·12 enquiries are waiting for follow-up.
·Healthcare enquiries increased this week.
·3 high-intent prospects viewed pricing.
From authorised data only.
AI should work from your business data — not make things up
What AI never states on its own authority
Those come from the authorised system. AI output is assistance — people stay responsible for financial, contractual, clinical, legal and other high-impact decisions.
If this happens → do that
Turn repetitive business rules into automated workflows.
More of the same shape
Automation should not hide a decision
Routing, reminders and status updates are safe to automate. Approvals with financial or contractual weight stay visible, with a name against them.
One customer history
Different channels. One customer story.
Rahul Mehta
OpenSample customer timeline · demo data
Stop rebuilding the same customer story in different tools.
Keep an eye on the business from anywhere
Available according to the selected CRM plan and each user's permissions.
Existing tools
Automation doesn't mean replacing everything you already use.
Connect what works. Replace only what needs replacing.
Industry simulations
The same automation works differently in every industry.
The first message changes — and so does everything the workflow does next. Each card shows the four steps that follow, ending in the outcome that matters to that business.
"Product available?"
"Doctor available?"
"Course fee?"
"Bali package चाहिए."
"3 BHK under ₹2 Cr."
"GST consultation चाहिए."
"Pump specification भेजिए."
Your industry
Not on this list?
The pattern holds. Tell us the first question your customers ask, and we will map what should happen after it — and what should stay with a person.
Illustrative journeys · imagery placeholders awaiting real industry photography
Before / after
Same business. Far less manual coordination.
Before
After
One connected business journey.
Fewer things falling through the cracks.
Start small
You don't have to automate everything on day one.
Automate the highest-friction work first.
Commercial clarity
These are connected Filari services — not features bundled into a website.
CRM & lead management
Available as Filari CRM or a configured service. Eligible website clients may receive basic CRM access under the applicable promotional terms.
WhatsApp automation
Optional paid service, scoped separately.
WhatsApp Business Platform
Platform, BSP and per-message charges may apply separately.
AI business tools
Optional paid or usage-based service. AI model and API usage may be billed separately.
Workflow automation
Scoped by the number of systems, workflows and their complexity.
Custom integrations
Separately quoted after the systems are assessed.
Pricing depends on enquiry volume, channels, workflows, systems to connect and AI usage.
Why Filari
We don't automate a broken process. We understand it first.
Process first
Map how the work actually happens, including the exceptions.
Connect the data
Avoid isolated automation that creates another silo.
Automate repetition
Leave judgement-heavy decisions with people.
Keep the team visible
Automation should make operations easier to understand.
AI where useful
Not AI for the sake of AI.
Questions
Before you automate anything.
Eleven answers on CRM, WhatsApp, AI limits, workflows, existing systems and what is actually included.
01What is business automation?
Business automation uses software and connected workflows to reduce repetitive manual actions such as lead routing, reminders, status updates, notifications and data entry.
02What is CRM lead management?
CRM and lead management help you capture enquiries, organise customer information, assign leads, schedule follow-ups and track progress through the sales journey.
03Can enquiries automatically go into CRM?
Yes. Website forms, supported messaging channels and other lead sources can be connected so relevant enquiries create or update CRM records automatically, with the source recorded.
04Can WhatsApp conversations sync with CRM?
Yes, supported WhatsApp Business integrations can connect relevant business conversations with customer or lead records according to the configured setup and permissions.
05Can WhatsApp send automatic replies and reminders?
Yes. Approved workflows can handle acknowledgements, common enquiries, booking updates, payment reminders and review requests — with human handoff available.
06Can AI summarise customer conversations?
Yes. AI can produce useful summaries and next-action suggestions from authorised business conversation data.
07Will AI automatically make business decisions?
No. We treat AI as assistance and keep important financial, contractual, clinical, legal and other high-impact decisions under human control.
08What can workflow automation handle?
Lead assignment, approvals, reminders, document requests, status changes, task creation, notifications and synchronisation between connected business tools.
09Do we need to replace our existing CRM?
Not always. Where an existing system works well and supports integration, connecting or extending it is usually more sensible than replacing it.
10Can managers monitor everything on mobile?
Yes, according to the selected CRM plan — new leads, follow-ups, conversations, tasks and dashboards, scoped to each user’s permissions.
11Are CRM, WhatsApp and AI included with website development?
No. They are separate service layers unless explicitly included in the proposal. Eligible website clients may receive basic Filari CRM access under the applicable promotional terms; advanced WhatsApp, AI and workflow automation are separately scoped.
Make the business easier to run
Tell us what your team repeats every day.
We'll help decide what should be automated.
Start with leads, WhatsApp, AI assistance or one repetitive workflow. We map the process and recommend the level of automation that actually makes sense.
Automate the repetition.
Keep people focused on the work that matters.
What comes in, what comes out
[FINAL CONNECTED FILARI SYSTEM] — illustrative view of the connected layer