Sell more — with an AI sales team.
A personal AI assistant for everyone on your team — it replies, follows up, qualifies and calls your leads, and updates the CRM for you. CRM, WhatsApp and calls in one app.
30-day free trial · no card · live in 7 days
When your tools don't talk, your teams stop talking.
Six tools that never talk, held together by spreadsheets. Every gap in your stack becomes a gap in your team.
Every tool does one job. Nothing does the whole thing.
Your CRM, WhatsApp and email never talk — so your team becomes the integration, copy-pasting across five screens all day.
There's no single source of truth.
A ₹60-lakh deal goes cold — sales never saw the discount marketing pitched. The customer expected you'd remember. You didn't.
Sales, marketing and ops don't talk.
Marketing celebrates 5,000 leads. Sales closed 12. Everyone blames everyone in Monday review.
Not three problems — one problem wearing three masks. The stack itself is the problem.
The outcomes that move your number.
Before the features — here's what actually changes for the business when your whole sales operation runs on one AI platform.
No lead ever leaks
Every enquiry — ads, your website, WhatsApp, calls, walk-ins, referrals — lands in one inbox and gets routed to a rep. Nothing dies in a personal chat or a missed call.
Answered first, chased till it closes
AI replies to every new lead in seconds, 24/7, qualifies it on WhatsApp or by call, then keeps following up across the whole decision — so deals close on the fifth touch, not just the first.
Your dead database becomes pipeline
Old leads and lapsed customers get re-engaged on WhatsApp and by AI call — turning a list you already paid for into fresh revenue, with no new ad spend.
The field logs itself — by voice
A rep speaks a ten-second note; AI writes it up, updates the record and sets the next step. No data entry, every visit logged, managers finally see what's really happening.
Reps work what converts — managers see the truth
Every lead is scored on real intent and each rep gets a ranked day, while managers get real activity, follow-up discipline and fraud-checked notes instead of the best story.
Your whole team, one app, one price
CRM, WhatsApp, calls and your data in one place — unlimited users, replacing the six-tool stack the team used to copy-paste between all day.
One app. One source of truth. One team finally on the same side.
Built for modern revenue teams — B2B and B2C alike. Every lead, conversation and campaign in one place.
A full picture of every customer
Every email, call, WhatsApp, payment and meeting in one timeline. Reps walk in already knowing the customer.
AI built in, not bolted on later
A dozen AI agents watch your business 24/7 — flagging slipping deals and moving things while your team sleeps.
An assistant for every role
Reps get a coach. Managers get a second brain. Founders get a strategist. Same app, three jobs.
Sales and marketing, finally one team
No handoffs, no exports. A campaign to 10,000 leads lands in a rep's inbox, already filtered to the ones worth calling.
Reps hate updating the CRM. So they don't. So managers fly blind.
We fixed it with the simplest change in CRM history: a voice note — the one your reps already send every day.
Fill out 12 fields after every call.
- ✗Records stay half-empty
- ✗Managers can't tell what's actually happening
- ✗Forecasts become guesswork
Send a 15-second voice note. AI does the rest.
- Transcribes the voice note in your customers' language
- Pulls the details into a summary and filled fields
- Moves the deal & books the next follow-up
Faster than the WhatsApp habit it replaces. For the first time, reps will actually love their CRM.
A team you never had to hire.
A dozen specialist AI agents, 24/7. Six take busywork off reps, five free your managers, one works the phones. None of them sleep.
For reps
Admin time goes to zeroCustomer Info
A 360° view of every customer — notes, calls, WhatsApp, AI actions — surfaced before each call. Reps walk in already knowing what matters.
Voice Notes
A 15-second voice note in any language becomes a filled record, a moved deal and a booked follow-up. No typing — and it's free and unlimited.
Daily Plan
Every morning: a ranked list of who to call today — overdue, due, new and AI-suggested — so reps start on the right lead.
Lead Scoring
Scores every lead on real intent from all its notes, calls and chats — so reps work the hottest leads first, not whoever's on top of the sheet.
Follow-up
Schedules the next touch on every lead, chases overdue ones and re-engages cold leads — in their own language. Nothing slips.
WhatsApp Pre-qualifier
Talks to new WhatsApp leads 24/7, qualifies intent and hands off cleanly. Reps wake to a list that's warm and ready.
For managers
Manage the agents, not the repsConversation Analyst
Reads every note, voice note and WhatsApp thread and turns it into a summary, intent and CRM updates — zero manual logging.
Smart Updates
Proposes the next stage and follow-up after every interaction, and applies the safe, high-confidence ones hands-free.
Discovery AI
Scores how well each lead is actually understood against the questions that matter — so superficially-worked deals surface before they slip.
Pipeline Cleanup
Flags dead, stale and low-intent leads to archive, so the pipeline reflects reality and frees lead capacity.
Quality Guard
Flags fabricated, too-short or duplicate notes and calls — so lead scores reflect real activity, not gamed entries.
AI Voice Caller
Calls your leads and qualifies them. More on this below ↓
The AI does the work — you stay in control.
It doesn't just suggest — it acts. And every action is logged, explained, guard-railed and one-tap reversible: it can't regress a stage, set a stale follow-up, or touch a paused lead. Each rep tunes how autonomous it is on their own leads.
An AI workforce for the whole company — no hiring, no training.
Now your AI agents make the calls.
Configurable AI agents that call your leads, qualify them and capture their answers — natural voice, any hour, a fraction of call-centre cost. They call; your reps close.
Pre-qualify inbound
Call every new lead the moment it lands, qualify intent, and pass reps only the ones worth their time.
Capture & enrich
Ask the questions your forms never did — the agent fills the gaps and writes them to the record.
Follow up at scale
Re-engage old leads and chase no-shows — thousands of calls without adding a seat.
Point an agent at a use case, give it a script, go live in minutes.
When a rep leaves, the knowledge stays.
Spreadsheets, WhatsApp and calls — every detail and conversation lands in one place, where AI reads it into a living memory of every customer and deal. The knowledge lives in SmartBDM, not in someone's phone or head.
Spreadsheets
Create, import and edit sheets right inside SmartBDM — every row linked to its lead or deal, and read by your AI as context.
WhatsApp & calls
Every chat and call on one timeline per lead — the whole back-and-forth, captured, not just what someone remembered to type up.
AI-drafted email and one shared inbox — landing soon, into the very same shared memory.
AI reads every one of them — so any rep opens a lead and already knows the whole story. When someone moves on, their accounts don't move with them.
Plugs into the tools you already use.
Ready-made connectors for the popular ones, a secure way to plug in the rest. If it has an API, it works with SmartBDM.
We migrate your leads, conversations, deals and payments — no disruption. Live in 7 days. Nothing breaks.
Unlimited users. One flat price. No per-seat fees.
Every other tool charges per seat — the bill jumps when you hire. We flipped it: the more you grow, the less it costs per person.
Onboard everyone
Ops, support, finance, founders — all on the same customer picture. No more rationing seats.
Hire without re-budgeting
Your 21st hire, your 200th — same monthly bill. A fixed line item, not a moving target.
One simple credit pool
Voice notes and AI smarts are always free. Calls, WhatsApp and email draw from one shared credit pool, included in every plan — top up only if you need more.
Always free · unlimited
- Voice notes & transcription
- AI lead scoring & nudges
- Pipeline discipline & full CRM
- Lead sync from all ad platforms
Runs on shared credits
- AI voice calls & WhatsApp
- Autonomous nurturing & follow-ups
- Coaching & AI-drafted replies
- Outbound email delivery
Questions, answered
Talk to our sales
See SmartBDM in action
Book a 30-minute demo. We'll mirror your sales process and show you how your AI team runs it.
