WhatsApp • Email • CRM • ERP automation

Turn incoming requests into tracked work.

Convoria builds workflow automation systems for service and operations-heavy businesses that still manage leads, requests, follow-ups, tickets, and updates manually across WhatsApp, email, CRM, ERP, and spreadsheets.

Automation pilots start from ₹25,000. CRM/ERP workflows usually start from ₹75,000+.

WhatsApp lead follow-up Email-to-ticket ERP/CRM updates Reports & reminders
Built for practical operations

Not AI hype. The system is designed around intake, assignment, reminders, review, and reporting.

Works with existing tools

WhatsApp, email, sheets, CRM, ERP, forms, and internal task systems.

Fixed-scope pilots

Start small, prove the workflow, then expand only where ROI is clear.

Offers & pricing

Clear scope. Clear starting range. No endless discovery.

Small budget means small scope. Larger workflows require serious implementation and support. Pricing depends on tools, logic, access, and edge cases.

Starter

Starter Workflow Pilot

₹25K–₹50Kone-time setup

Best for small teams that want one simple workflow without heavy CRM or ERP complexity.

Included

  • 1 workflow
  • 1 trigger: WhatsApp, email, form, or sheet
  • 1–2 tools connected
  • Basic capture, assignment, reminder, and testing
  • Handover walkthrough

Not included

  • ERP integration
  • Complex AI decision-making
  • Custom dashboards
  • Unlimited revisions

Optional support: ₹3K–₹7K/month.

Advanced

Full Workflow System

₹2L+setup + ₹25K+/month support

Best for teams with multiple workflows, departments, approval steps, or tool integrations.

Included

  • Multiple connected workflows
  • CRM/ERP/API integrations
  • Role-based assignment
  • Escalation logic
  • Dashboards and reporting
  • Ongoing monitoring and improvement

Good fit for sales + operations systems, support automation, approvals, and ERP-connected request management.

What we automate

We do not automate everything. We automate repeatable work that leaks time, follow-ups, or visibility.

The best projects have volume, clear rules, and a painful handoff between people or tools.

01

Lead intake & qualification

Capture leads from WhatsApp, forms, email, or sheets. Ask basic questions, tag quality, assign owners, and create reminders.

02

Email-to-ticket

Classify incoming emails, extract key fields, create tickets/tasks, and route unclear cases to manual review.

03

CRM/ERP updates

Reduce copy-paste between messages, sheets, CRM, ERP, and internal tools.

04

Follow-up reminders

Trigger reminders for sales, support, collections, approvals, or pending actions.

05

Reports & visibility

Show open tasks, missed actions, pending follow-ups, and completed items without manual reporting.

06

Manual review queues

When automation is unsure, route the item to a human instead of silently making bad decisions.

Before / after

What changes after the workflow is fixed.

This is the operational difference buyers should understand before they book a call.

Before Convoria

  • Messages sit inside WhatsApp or inboxes
  • Team manually copies details into sheets or CRM
  • No clear owner for every request
  • Follow-ups depend on memory
  • Management sees problems late

After Convoria

  • Request is captured automatically
  • Important fields are structured
  • Task or ticket is created
  • Owner and reminder are assigned
  • Status is visible until completion
Process

Clear scope before anything is built.

We keep the first call short. Detailed mapping happens only after there is budget, access, and a real workflow worth fixing.

1

Fit check

15 minutes to confirm workflow, volume, tools, budget, decision-maker, and timeline.

2

Scope

We define trigger, inputs, logic, outputs, exceptions, integrations, and what is excluded.

3

Build

We implement the agreed workflow, test key cases, and show a working demo before launch.

4

Launch & support

We hand over the workflow and monitor it through monthly support if the system is business-critical.

Fit filter

This is not for every business.

A good website should attract serious buyers and repel time-wasters. Use this section to set expectations before the call.

Good fit

  • You receive repeated leads, requests, tickets, or follow-ups
  • Your team uses WhatsApp, email, CRM, ERP, or sheets
  • Manual tracking is causing missed work or poor visibility
  • You can provide access and make decisions quickly
  • Budget starts from ₹25K for simple pilots

Not a fit

  • You want a ₹5K full custom automation
  • You are only exploring AI with no business workflow
  • You cannot provide tool access or sample data
  • Your process changes every day and has no repeatable pattern
  • You want full custom software at automation pricing

Payment terms

  • Small projects: 70% upfront, 30% before handover
  • Medium projects: 50% upfront, 30% after working demo, 20% before go-live
  • Monthly support is paid in advance
  • New workflows or major changes are quoted separately
FAQ

Questions serious buyers usually ask.

Use this to reduce repeated questions and filter budget, timeline, and scope before the call.

No. We build workflow automations that connect existing tools, data, and processes. If you need a full custom SaaS or ERP, that is a different project.

Yes. Starter pilots begin from ₹25K–₹50K when the workflow is simple: one trigger, one output, and one or two tools. Complex CRM/ERP workflows require a larger budget.

Business workflows need monitoring, fixes, prompt/rule tuning, tool updates, and small improvements. If the automation is important to operations, support should not be optional.

No. The first call only checks fit. Detailed workflow mapping happens after the project is qualified and commercially agreed.

We need access to relevant tools, sample messages/data, current workflow rules, decision-maker availability, and someone from your team who owns the process.

Fit check

Check if your workflow is worth automating.

The first step is not a long discovery call. Fill this form so we can understand if there is a real workflow, real volume, real budget, and a clear next step.

  • Use this for WhatsApp leads, email-to-ticket, CRM/ERP updates, reporting, and follow-up workflows.
  • If the budget is below ₹25K or the workflow is not repeatable, custom automation may not be the right fit yet.
  • If it looks suitable, the next step is a 15-minute workflow fit call.

We review fit first. If suitable, the next step is a 15-minute call.