Truvest — AI CRM Chatbot

Truvest is an all-in-one WhatsApp CRM platform built for Indian businesses — real estate agencies, coaching institutes, travel companies, service businesses, and D2C brands. Manage your entire sales pipeline, WhatsApp conversations, broadcasts, and AI-powered lead follow-ups from one dashboard. ────────────────────────── 📱 WHATSAPP MARKETING ────────────────────────── • Send bulk WhatsApp broadcasts to thousands of contacts • Create and submit message templates to Meta for approval • Schedule campaigns in advance • Track delivery, read, and reply rates ────────────────────────── 🤖 AI CHATBOT & ASSISTANT ────────────────────────── • 24/7 AI chatbot that auto-replies to WhatsApp messages • Train the bot with your own PDFs, websites, and FAQs • AI Lead Search — find leads using natural language • AI Suggest — get smart follow-up suggestions on every contact ────────────────────────── 👥 CRM & PIPELINE ────────────────────────── • Industry-specific sales stages (Real Estate, Coaching, Travel, and more) • Drag-and-drop Kanban pipeline • Contact management with tags, notes, and custom fields • Follow-up reminders and activity timeline ────────────────────────── 💬 TEAM INBOX ────────────────────────── • Shared WhatsApp inbox for your entire team • Assign conversations to agents • Internal notes visible only to your team • Saved quick replies • Auto-greet new contacts within the 24-hour session window ────────────────────────── 📣 FACEBOOK LEAD ADS ────────────────────────── • Sync Facebook and Instagram Lead Ads in real time • Auto-greet new leads on WhatsApp the moment they fill a form • Map form fields directly to your CRM contacts ────────────────────────── 🏢 REAL ESTATE ERP ────────────────────────── • Project and unit inventory management • Hold, book, and sell units linked to CRM contacts • Generate booking forms, demand letters, and receipts ────────────────────────── 📊 ANALYTICS ────────────────────────── • Message delivery and campaign performance • WhatsApp conversation cost tracking (live from Meta) • Pipeline funnel and agent performance reports • Account health and sending limits ────────────────────────── 🔒 SECURE & COMPLIANT ────────────────────────── • AES-256 encrypted WhatsApp tokens • Role-based access (Owner / Manager / Member) • CSRF-protected forms • Soft-delete with 30-day recovery window • Audit trail on all actions Powered by the official WhatsApp Cloud API (Meta). Supports Razorpay for subscription billing. Download Truvest and turn your WhatsApp into a revenue-generating CRM.