ERIX APILeads
Every enquiry on one board
No notebook, no Excel sheet. You always know who is new, who visited and who is ready to pay.
Contacts and pipeline
- Stages ready for your business. Pick real estate, clinic or coaching at signup. Rename or add stages any time.
- Drag to move. Site visit booked? Drag the card. The whole team sees it.
- ₹ value per stage. See how much money is close to closing this month.
- Find anyone fast. Search by name or phone, or show only leads added in the last 30 days.
- Works on your phone. Update a lead from the site, not later from the office.
- Safe for your team. Staff move leads and reply. Only you or an admin can delete a pipeline or stage.
Forms and booking pages
- A form on your website or a booking link in your Instagram bio. Each submission lands on the board as a contact.
- Appointments for businesses that run on visits: clinic consultations, site visits, demo classes.
- A consent tick box with a link to your privacy policy. The consent is saved on the contact.
Inbox
Every chat in one place
Stop switching between the WhatsApp app, Instagram and Gmail. Reply to all of them from one screen, as a team.
One inbox, four channels
- Every conversation is tied to the contact. Open a lead and see their messages, notes and invoices together.
- New messages show up live. No refresh button.
- Your Meta-approved WhatsApp templates are synced in, ready for follow-ups after the 24-hour window.
- Customers who opt out of WhatsApp stop getting messages.
AI drafts, you send
- On every channel, AI writes a reply from your business details and the documents you add, and shows which source it used.
- It starts in Suggest mode: the draft waits in your approvals queue. Send it as is, edit it, or throw it away.
- It hands the chat to your team when a person should answer.
Proposals, invoices, payments
Proposal → GST invoice → paid
Quote, bill and collect from the same contact, without a separate billing app.
From quote to payment
- Proposals in ₹. Send by WhatsApp or email. When the customer accepts, an advance invoice is raised and linked to it.
- Proper GST invoices. CGST + SGST inside your state, IGST outside it. Your GSTIN, the buyer's GSTIN and place of supply on the PDF. Numbered by financial year.
- Razorpay payment link. Your customer pays by UPI, card or netbanking from the message.
- Marked paid automatically when Razorpay confirms the payment.
- No double payments. Change the amount and the old link is cancelled.
- Overdue alert. You hear about any invoice more than 7 days overdue.
Tax invoice · INV/26-27/0002
| Line | Amount |
|---|---|
| Taxable value | ₹50,000 |
| CGST 9% | ₹4,500 |
| SGST 9% | ₹4,500 |
| Total | ₹59,000 |
Automations and AI agents
The follow-ups happen, and nothing goes out you didn't allow
Leads go cold when nobody replies for two days. Let the system do the routine part.
Flow automations
- Start from templates: welcome a new contact, WhatsApp reminders 1 hour and 15 minutes before an appointment, AI reply on each channel.
- Triggers you'd expect: new contact, contact moved to a stage, new message, meeting booked, invoice paid.
- Steps: send WhatsApp, email or Instagram DM, wait, check a condition, update the contact.
- Approval step: the run waits in your approvals queue until you approve or reject.
Two AI agents that ask first
- Sales agent: looks up contacts, adds notes and tasks, books meetings, drafts proposals, invoices and payment links.
- Channels agent: tests your connections, syncs WhatsApp templates, checks email health.
- Both start in Suggest. Give more freedom as you trust them, or switch them off.
- Money, customer messages and deletes always need your approval, whatever the setting.
- A monthly budget per agent, and a pause button that stops it at the next step.
Your data
Your customers' data, handled properly
India's DPDP Act gives your customers rights over their data. These are the tools to respect them.
Consent on record
Forms and booking pages ask for consent and link your privacy policy. The wording they agreed to is saved.
Export on request
A customer asks what you hold on them? Download it for one contact in a click.
Erase on request
Removes their details from contacts, chats and automations. Tax invoices are kept. Owners and admins only.
Kept separate
Each business has its own workspace. Your contacts and chats are never shown to another business.
How owners use it
Enquiry → chat → invoice → paid
Real-estate office, Nashik
Instagram DM asks about a 2BHK → AI drafts a reply, the agent sends it → card moves to site visit scheduled → token amount collected with a payment link → token paid.
Clinic, Coimbatore
Patient books from the link in the clinic's Instagram bio and ticks consent → WhatsApp reminders before the visit → bill and payment link on WhatsApp after.
Coaching institute, Indore
Website form for a batch → WhatsApp chat with the parent → proposal for the course fee → advance GST invoice → paid by UPI the same evening.
Want to see it on your business?
Email what you sell and where your enquiries come from. The ECODrIx team replies by email.
contact@ecodrix.com