AI agents that do the legwork
A WhatsApp agent answers new leads and books site visits. A voice agent lets your team work the CRM by talking. A person stays in charge of both.
- Early access
- Voice
- Enterprise plan
- Data
- Masked before AI
01WhatsApp agent · Early access
A new lead gets a reply within a minute
AI Lead Desk talks to each new portal, ad and website lead on your own WhatsApp number, and your team reads every chat.
- AI: Hi Karthik, I’m the AI assistant for the Meridian Pride sales team; you can ask for a person at any time. Are you looking at 2 BHK or 3 BHK?
- Buyer: 3 BHK. What is the price range?
- AI: Our 3 BHKs start at ₹1.12 Cr. Would you like to see the show flat this weekend?
- Buyer: Saturday morning works
- AI: Done — Saturday, 11:00 AM at the site office. Divya from our sales team will meet you.
- Site visit booked · Sat 11:00 · assigned to Divya
- [01]
Replies in their language
Tamil, Telugu, Hindi or English, matching how the buyer writes. Its first message says it is an AI and that they can ask for a person.
- [02]
Answers from your live inventory
A price that is not in your inventory never reaches the buyer. The code checks every reply, not only the AI.
- [03]
Qualifies, then books the visit
One question at a time on budget, unit, timing and loan, then a site visit inside your visit hours.
- [04]
Hands over when it should
Discounts, negotiation, complaints, legal questions or a request for a person go to your team, with the whole chat on the lead.
- [05]
Polite by rule
At most three follow-ups to a silent lead. No new chats between 9 pm and 8 am or on Sundays; those leads are greeted when the quiet period ends.
Set up by arrangement with our team, on your own WhatsApp number.
02Voice agent · Enterprise
Talk to your CRM. It fills the form.
Your team speaks instead of typing, and the voice agent does the screen work inside the CRM.
- [01]
Ask, and it opens the screen
Ask for a figure or a lead by speaking, and it shows you the answer.
- [02]
Say it, and the form fills
Add a lead, book a site visit, assign a lead or move its stage. It asks for what is missing and reads it back.
- [03]
Nothing saves until you confirm
A card shows exactly what will be saved. The save runs with the same permissions as the person speaking.
- [04]
Some things are never by voice
Deleting, payments, messages to customers, users and permissions, exports and settings stay on the screen.
You“Add a lead. Karthik, for Meridian Pride, budget one point two crore.”
Agent“I have Karthik, Meridian Pride, budget ₹1.2 Cr. Is that right?”
New lead
- Name
- Karthik
- Project
- Meridian Pride
- Budget
- ₹1.2 Cr
Illustrative conversation with a fictional lead.
Works in English today. Your Admin chooses who can use it, and each person can pick their own voice.
03Across the workflow
And AI at each step of the sale
- 01
Website chatbot
Answers visitors from your published projects, never prices, and turns interested visitors into leads.
- 02
Lead score and next step · Growth and up
A score from 0 to 100 with a written reason and a suggested next action.
- 03
Ask your numbers · Growth and up
Ask a question in plain words and get an answer checked against the figures it quotes.
- 04
Support assistant
Answers a customer’s request from their own booking data, and alerts your team at once on anything critical.
- 05
Guide me
Ask how to do something, and the CRM walks you through it on screen, one control at a time.
- 06
AI plan reading · Enterprise
Reads an uploaded layout and marks the plots for a person to check.
04Who decides
What AI does alone, and what stays with a person
Personal details are masked before AI calls by default, and AI stays off until your data-protection record names a provider.
| AI feature | Does on its own | Always a person |
|---|---|---|
| WhatsApp agent | Replies, qualifies, books site visits, sends follow-ups | Discounts, negotiation, complaints and legal questions, and the chat after 12 AI replies |
| Voice agent | Answers, opens screens, fills forms | Confirms every save, and does anything it may not touch by voice |
| Support assistant | Answers from the customer’s own booking data | Critical messages, and any wait past your set time |
| Lead score | Scores the lead and suggests the next step | Decides what to do with the lead |
| AI plan reading | Marks the plots on your layout | Checks every plot before approval |
05AI questions
What the agents do, and what they don’t
Straight answers on what runs today.
Can ZevroCRM answer buyers on our website?
Yes — ZevroCRM includes an AI website chatbot that goes on your site with one line of script and answers buyers about the projects you choose to show — location, configurations, sizes, status, RERA and whether units are available. It never quotes prices or names your staff. When a buyer shares their number, the conversation is saved as a new lead and routed by your assignment rules. It is available on every plan and switched on with our team.
Can ZevroCRM reply to new leads on WhatsApp automatically?
Yes, as early access. ZevroCRM’s AI Lead Desk greets each new portal, ad and website lead on WhatsApp within a minute, except between 9 pm and 8 am and on Sundays, when it waits for the quiet period to end. It answers questions about the project, books the site visit and hands the conversation to your team when a person is needed. It quotes prices only as they stand in your inventory and passes any negotiation or discount to your team. It runs on your workspace’s own WhatsApp number and is set up by arrangement with our team.
Can we ask ZevroCRM questions about our sales numbers?
Yes. ZevroCRM’s AI analyst answers questions such as “which source gave us the most bookings this quarter?” in plain words, from any screen. Each answer is checked against the figures it quotes before it is shown, and buyers’ personal details are masked before any AI call.
Can our sales team talk to ZevroCRM instead of typing?
Yes, on the Enterprise plan. The voice agent works in English today: ask for a figure, or say “add a lead” or “book a site visit” and it opens the right screen and fills the form as you speak. It never saves on its own; a person confirms exactly what will be saved. Names, phone numbers and emails are masked before the AI hears them unless your workspace and that person have both switched on full details. Your Admin chooses who can use it.
How your data is kept · Still unsure whether it fits how you sell? Book a demo or write to hello@zevrocrm.com.
Let’s talk about
your property sales.
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