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.

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📱 WHATSAPP MARKETING
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• 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

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🤖 AI CHATBOT & ASSISTANT
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• 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

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👥 CRM & PIPELINE
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• 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

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💬 TEAM INBOX
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• 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

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📣 FACEBOOK LEAD ADS
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• 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

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🏢 REAL ESTATE ERP
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• Project and unit inventory management
• Hold, book, and sell units linked to CRM contacts
• Generate booking forms, demand letters, and receipts

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📊 ANALYTICS
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• Message delivery and campaign performance
• WhatsApp conversation cost tracking (live from Meta)
• Pipeline funnel and agent performance reports
• Account health and sending limits

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🔒 SECURE & COMPLIANT
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• 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.