Every capability you need

One platform. Every workflow.

CRM, ERP, automation, AI agents, mobile, analytics — engineered to feel like one product, not seven.

CRM

Pipeline that thinks ahead.

Leads, deals, customer 360, omnichannel inboxes, service tickets — with AI scoring every record.

Lead Management

Capture, score, route, and convert.

Sales Pipeline

Drag-and-drop kanban with AI next-best-action.

Customer 360

Every conversation, deal, and ticket in one view.

Omnichannel

Email, WhatsApp, Telegram, calls — unified.

Service Mgmt

SLA-aware tickets with AI summarization.

🔒 app.aipathcrm.com / pipeline

Sales pipeline

Q3 2026 — Enterprise

Search

Pipeline

$1.24M—² +12.4%

Closed (MTD)

$284K—² +8.1%

Win rate

34%—² +2.0%

Avg cycle

18d—² −3d

New

24

$320K

AC

Acme Corp

$48K

GX

Globex

$32K

Qualified

18

$450K

IN

Initech

$72K

HL

Hooli

$120K

Proposal

11

$280K

ST

Stark

$95K

AI: 78% win prob

Closing

6

$190K

WE

Wayne

$140K

ERP

Operations on autopilot.

Finance, inventory, procurement, HR, and projects — sharing one ledger, one source of truth.

Finance & Billing

Quotes → invoices → reconciliation.

Inventory

Multi-branch stock with auto-reorder.

Procurement

PO workflows with approval chains.

HR & Payroll

Hiring, attendance, payslips, appraisals.

Projects

Tasks, time, budgets, billing — together.

🔒 app.aipathcrm.com / erp / finance

ERP · Finance

Q3 FY26 — Consolidated

Last 6 moExport

Revenue

₹2.4Cr+18%

Expenses

₹1.1Cr−4%

Inventory

12,840+312

POs Open

47+9

Revenue vs Expenses

RevenueExpenses
Apr
May
Jun
Jul
Aug
Sep

AI Finance

Cash flow projects positive through Dec 2026.

3 vendors offer early-pay discounts. Save ₹38,200.

Recent transactions

View all →

INV-2841Acme Corp₹4,80,000Paid
INV-2840Globex Ltd₹2,15,000Pending
PO-1922Stark Supplies₹1,20,000Approved
INV-2839Hooli₹6,25,000Paid
INV-2838Initech₹95,000Overdue
Workforce

Field ops, automated.

Selfie attendance, geofenced check-ins, task tracking, leave workflows — built mobile-first.

Selfie Attendance

Photo + GPS verified, no proxies.

Geo-Fencing

Location-based attendance & visit rules.

Task Mgmt

Assign, track, and verify field work.

Leave Mgmt

Apply, approve, balance — instantly.

Real-time Sync

Web + mobile, always in lockstep.

9:41●●●5G

Good morning,

Sarah

Today's pipeline

₹4.82L

—² 12% vs yesterday

12

Calls

8

Tasks

3

Meets

AI suggests

Follow up with Acme Corp — last seen 4d ago.

Recent

Globex deal closed

₹2.1L

Stark — proposal sent

Now

The AI layer

AI in every layer.

Not a feature, not a chatbot bolted on — AI is the substrate that makes the whole platform smarter.

AI Agents

Digital workers for sales, support, finance, ops — 24/7.

Predictive Analytics

Forecast pipeline, churn, revenue, demand.

Smart Reporting

Ask questions in English. Get charts back.

AI Email & Proposals

Drafted in your voice, ready in seconds.

Conversational AI

Chat across your CRM, ERP, and inbox.

Workflow Recommendations

AI suggests automations based on your data.

Workflow Builder

Drag, drop, automate.

Visual workflows with AI nodes built in. No code, no engineers needed.

🔒 app.aipathcrm.com / workflows / lead-router
High-intent Lead RouterLive
Last run: 2m ago · 312 leads/day
TRIGGER

When

Lead is created

AI

AI scores lead

Win probability + intent

IF/ELSE

If score > 70

High-intent path

IF/ELSE

Else

Nurture path

ACTION

Assign SDR

Round-robin enterprise reps

ACTION

Drip campaign

5-touch nurture sequence

NOTIFY

Notify team

Slack + email + WhatsApp

Add:+ TRIGGER+ AI+ IF/ELSE+ ACTION+ NOTIFY
Auto-savedv 4.2
Mobile

Built for field & on-the-go teams.

Native iOS & Android apps with offline mode, push intelligence, and field-ops dashboards.

Integrations

Connects to 100+ tools.

Slack, Google, Microsoft 365, Stripe, WhatsApp, Telegram, Zapier, and a modern API for the rest.

More than features — an operating system.

See it in action with a personalized 30-min walkthrough.

▶ Live DemoBook Demo →