Kela.ai all-in-one portal · Module
CRM services in Bengaluru
One place for every lead, call, and follow-up.
At a glance
- Our own CRM in the all-in-one portal
- Pipelines, stages & follow-up reminders
- Calls & WhatsApp chats on every lead record
Leads from your website, ads, WhatsApp and calls should land in one place — with an owner, a stage and a next follow-up. Kela.ai's CRM lives inside our own all-in-one portal, built in-house: leads, pipelines and follow-ups sit on the same record as every Voice AI call and WhatsApp conversation. We configure it around your sales process, connect every lead source, and give your team dashboards they will actually use.
Deliverables
What you get
- Your CRM set up inside the Kela.ai all-in-one portal
- Lead capture from website, Meta, Google, and WhatsApp
- Voice AI calls and WhatsApp chats on each lead's record
- Pipeline stages, lead status, and lost reasons
- Lead assignment and follow-up reminders
- Team roles and permissions
- Dashboards and reports for sales tracking
- Team training + handover
Fit
Who it’s for & the problems it solves
Built for
- Teams tracking leads in Excel sheets, notebooks or WhatsApp chats
- Sales teams where nobody is sure who owns which lead
- Owners who want a daily view of enquiries, follow-ups and wins
- Businesses with several lead sources that never meet in one list
Problems it solves
- Leads from ads, the website and WhatsApp end up in different places
- Follow-ups depend on someone remembering, so enquiries slip through
- There are no clear stages, so you can't see where deals stall or why they're lost
- Reporting means counting rows by hand at the end of the month
Process
How this engagement runs
- 01
Map the process
How leads come in, who handles them, and what 'won' looks like.
- 02
Set up
Pipelines, fields, statuses, and user roles configured.
- 03
Connect
Website forms, ad lead forms, WhatsApp, and calls integrated.
- 04
Automate
Assignment rules, reminders, and status-based follow-ups.
- 05
Train
Walkthroughs for your team and ongoing support.
Stack
Capabilities
- Kela.ai all-in-one portal
- Lead pipelines & stages
- Follow-up reminders
- Voice AI & WhatsApp on one record
- Team dashboards
- Webhooks & APIs
FAQ
Common questions
- Which CRM do you use?
- Our own. The CRM is part of the Kela.ai all-in-one portal, built in-house, so leads, pipelines, Voice AI calls and WhatsApp conversations all live in one dashboard. We configure stages, fields and roles around your process.
- Do we need separate tools for calls and WhatsApp?
- No — Voice AI and WhatsApp automation run inside the same portal, so every call and chat is logged on the lead's record automatically.
- Can you migrate our leads from Excel or another CRM?
- Yes — we clean and import existing lead data during setup.
Better together
Pairs well with
WhatsApp Automation
Instant replies, automated follow-ups
AI WhatsApp automation inside the Kela.ai portal — official Business API, chatbots, auto-replies, broadcasts and lead follow-ups on the same record as your CRM.
Voice AI
Every lead called in seconds
Our in-house AI voice agents call, qualify and follow up with every lead in seconds — 24/7 — managed from the same portal dashboard as your CRM and WhatsApp.
Meta & Google Ads
Qualified leads on demand
Google Search and Meta (Facebook & Instagram) campaigns — targeting, creatives, conversion tracking, and weekly optimisation.
Ready to talk about CRM?
We work with businesses across Bengaluru and India. Tell us your goal and what you have today — we'll suggest a practical plan and the right next step.