Every enquiry goes into a pipeline with a follow-up on day 1 and day 3
A walk-in fills a form at the desk. They land in the 'Trial' stage and get a WhatsApp the next morning asking how the session went. Uses CRM & Pipelines, Automations.
For gyms & fitness studios
Follow up every trial walk-in and renew memberships before they lapse.
A gym in Indore gets 30 walk-in enquiries in January. The manager means to call them all back. By February most have joined somewhere closer to home.
Where it usually goes wrong
Trial walk-ins never get a second call
Renewals are remembered after they expire
Members ask timing and fee questions all day on WhatsApp
What we'd set up first
In this order. Each step is useful even if you stop there.
Renewal reminder seven days before expiry, with a UPI link
The workflow sends the reminder with a payment link. Once paid on UPI, the GST invoice goes out and the deal moves to 'Renewed'. Uses Checkout & Billing, Automations.
AI agent answers timing, fees and batch questions on WhatsApp
It answers from the details you give it and hands the chat to staff when it isn't sure. Uses AI Operator, WhatsApp Inbox.
The apps behind it
CRM & Pipelines
A list of every lead, a board of every deal, and a timeline that fills itself from forms, chats and payments.
- A timeline nobody has to type
- Boards that match how you sell
- A short list of who to call today
Automations
Wait, branch, send a message, add a tag, create a task. Workflows that run across every app here.
- One canvas, readable by anyone
- Start from a recipe
- A log of every run
Checkout & Billing
Checkout on Razorpay, Cashfree or Stripe with UPI first, UPI AutoPay for monthly fees, coupons, order bumps and GST invoices on every order.
- UPI at the top of the page
- Small add-ons that add up
- Invoices your CA will accept
AI Operator
An assistant that answers customers on WhatsApp using your prices and timings, books appointments, and drafts campaigns for you to approve.
- Campaigns from a short brief
- Replies in the customer's language
- Only says what you've told it
WhatsApp Inbox
Put your business number on Meta's official Cloud API. Your whole team replies from one inbox, and the AI covers nights.
- Meta's price, no markup
- One inbox, many people
- Broadcasts that don't get you banned