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▲ +12.4%

Closed (MTD)

$284K▲ +8.1%

Win rate

34%▲ +2.0%

Avg cycle

18d▲ −3d

New

24

$320K

AC

Sunrise Industries

$48K

GX

Orbit

$32K

Qualified

18

$450K

IN

Lakeview Co

$72K

HL

Vertex

$120K

Proposal

11

$280K

ST

Meridian

$95K

✦ AI: 78% win prob

Closing

6

$190K

WE

Northwind

$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-2841Sunrise Industries₹4,80,000Paid
INV-2840Orbit Traders₹2,15,000Pending
PO-1922Meridian Supplies₹1,20,000Approved
INV-2839Vertex₹6,25,000Paid
INV-2838Lakeview Co₹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

▲ 12% vs yesterday

12

Calls

8

Tasks

3

Meets

✦

AI suggests

Follow up with Sunrise Industries — last seen 4d ago.

Recent

Orbit deal closed

₹2.1L

Meridian — 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
Sample workflow — for illustration
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 your stack.

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 →