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SOCIAL COMMAND CENTER

AI CRM Automation

Q: How does AI CRM Automation compare to HubSpot or Zoho CRM on cost and capability?

vs HubSpot: Contact-record CRM in the same ledger as billing and stock — quotes convert to orders without a sync boundary, and pricing isn't contact-metered. vs Zoho CRM: A real standalone CRM — telephony, journey builders and a thousand integrations for a sales org, priced per user. Ours is a fully integrated automation stack with an AI chat & voice assistant, custom task sequencing and an MCP server, running on the ledger that already bills and stocks the site. See the full comparison & TCO math

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Pro-grade automation + AI chat/voice — WhatsApp, email & SMS on one ledger record.

A complete CRM engine, not a light clone.
The full automation stack with every add-on plus an AI chat & voice assistant, extended by custom task sequencing and an MCP server.
Leads → quotes → orders → invoices on the same ledger as stock and billing; WhatsApp, email and SMS all log against the same record.

Start free See it on your data

◈ Included from the Growth plan (₹2,999/site/mo yearly)

Availability

Delta OSGrowth →Scale →Enterprise →

Built for

Retail →Wholesale →ServiceD2C

Social Command Center6 apps in this family

What you get

Capabilities that ship on day one.

Lead to order pipeline

Leads mature into quotations, orders and invoices without re-entry — one record end to end.

Full automation engine

Complete campaign, funnel, sequence and conditional-content machinery — the whole stack integrated into the ledger, not bolted on.

WhatsApp built in

Templates, campaigns and a unified inbox over the official WhatsApp Business channel — receipts, reminders and replies in one thread.

Automation with goals

Visual funnels with triggers, branches and benchmark goals — custom task sequencing queues follow-ups, renewals and due-chases on schedule.

AI chat & voice assistant

The built-in AI answers, drafts and triages over chat and voice; agents and tools query contacts, campaigns and ledger events over MCP.

Service tickets

Complaints and service calls bind to the customer and the item serial sold to them.

Lifetime value view

Every transaction aggregates into a per-customer profitability picture.

Get AI CRM Automation

Included from the Growth plan (₹2,999/site/mo yearly).

No integration project

One price per site

Migrate with bulk import

Start free Book a demo Model in price calculator →

PDF vs Competition Rollout plan

Complete capability set

Everything AI CRM Automation ships with.

Leads → quotes → orders → invoices on one record WhatsApp Business channel — templates, campaigns, replies Unified inbox across WhatsApp, email & SMS Automation funnels with goals & benchmarks Sequences & abandoned-cart follow-up Service tickets bound to the item serial sold Scheduled follow-up work queues Per-customer lifetime-value view Segments, lists & tags Engagement scoring Sales pipeline stages Full activity timeline per record Pro-grade automation engine + AI chat/voice assistant Custom task sequencing · MCP-server agent access

retailda · crm · automation

Contacts auto-worked12 today

S. Banerjeetag: repeat-buyerauto-tagged

V. Raoscore 84hot lead

M. Deydormant 60d → winbacksequenced

A. Khatunbirthday offerqueued

Tags, scores, sequenceshuman approve option

Concept render — same capabilities as the shipped app; interface simplified for illustration.

Works with

The apps most teams switch on next

Nothing here needs connecting. Turning an app on simply reveals capability that is already reading the same data.

Loyalty & Rewards

Points, coupons and instant redemption across channels.

Learn more → A.B.M

Account-based marketing on the ledger.

Learn more → Campaign Studio

Automation funnels with triggers, goals and branching — not just scheduling.

Learn more →

Browse all 55 apps →

Integrations

Syncs with your existing stack

PCI-DSS GDPR DPDP ISO 27001 SOC 2 Veri*Factu NF525 TSE eTax Zakat

Running in production across a 97-terminal retail network, three defence & PSU canteens running air-gapped, field-custody stock at a national institute — and SCADA-controlled water-treatment plants.

Questions

About AI CRM Automation.

vs HubSpot: Contact-record CRM in the same ledger as billing and stock — quotes convert to orders without a sync boundary, and pricing isn't contact-metered. vs Zoho CRM: A real standalone CRM — telephony, journey builders and a thousand integrations for a sales org, priced per user. Ours is a fully integrated automation stack with an AI chat & voice assistant, custom task sequencing and an MCP server, running on the ledger that already bills and stocks the site. See the full comparison & TCO math →

AI CRM Automation is included from the Growth plan (₹2,999/site/mo billed yearly · ₹3,799/mo monthly · $39/mo · or ₹99,999 One-Time Perpetual), which unlocks all 28 core modular apps at that site across unlimited staff accounts and unlimited registers — you never pay a seat tax when hiring for peak season. It is also included in Scale (₹7,999/site/mo) and Enterprise, with automatic −10% at 10+ sites and −20% at 25+ sites.

Unlike SaaS tools that tax you per contact, per seat, per OTA or take a 25–30% aggregator cut, AI CRM Automation runs on your flat per-site licence and writes directly to the local RetailDA™ ledger. Outbound dispatches, bookings, rate pushes and form captures queue safely on-device during an internet drop, enforce live stock/room locks to prevent double-selling, and replay in order the moment connectivity returns.

There is no API glue, webhook chain or CSV sync to maintain. AI CRM Automation shares the exact same live stock, customer and fiscal ledger row as Loyalty & Rewards, A.B.M and Campaign Studio — switching them on simply exposes new workflows over the data your sites are already generating.

Immediately — because AI CRM Automation sits natively on the RetailDA™ ledger, there is no external warehouse, vector pipeline or third-party connector to build first. Role permissions and cost ceilings apply from minute one. Start a 14-day free trial or book a guided session on your own data →