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AutoSol CRM

Manage customers. Automate follow-ups. Understand your business.

AutoSol CRM is being designed for small and growing businesses that manage leads and customer relationships across WhatsApp, spreadsheets, phone calls and manual processes.

The goal is to bring customer information, sales activity, follow-ups, communication, AI assistance and business workflows into one connected environment.

PROBLEM

Why AutoSol CRM?

Many businesses manage customer information across WhatsApp, Excel, phone calls, notes, email, spreadsheets and multiple disconnected tools. This can make customer history, follow-ups and sales activity difficult to organize.

AutoSol CRM is designed around connecting these activities into a structured business workflow.

WhatsAppExcelPhone CallsNotesEmailSpreadsheetsMultiple Tools

PLANNED MODULES

CRM Module System

01Dashboard
02Leads
03Customers
04Contacts
05Deals
06Follow-Ups
07Tasks
08Activities
09Communication
10Analytics
11AI Assistant
12Automation
13Business Memory
14Settings / Roles

SALES WORKFLOW

Sales Pipeline

NEW

Fresh lead enters the system.

CONTACTED

Initial outreach has been made.

QUALIFIED

Lead is confirmed as a genuine opportunity.

QUOTATION

Proposal or quote has been sent.

NEGOTIATION

Terms are being discussed.

WON / LOST

Deal is closed or removed from pipeline.

AI CAPABILITIES / PRODUCT DIRECTION

AI Inside the CRM

These are product capabilities and development direction — not all currently implemented.

AI Customer Summary

Summarize customer history and interactions.

AI Lead Intelligence

Surface useful lead context and signals.

Follow-Up Suggestions

Suggest what to do next.

Next Best Action

Help teams identify possible next actions.

Reply Drafting

Assist with writing customer responses.

Business Questions

Allow natural-language questions about business data.

AI Reports

Generate structured summaries and insights.

Business Memory

Keep relevant customer and operational context accessible.

PRODUCT DIRECTION

Beyond Traditional CRM

WhatsApp → WorkflowNext Best ActionBusiness MemoryAI-Assisted Follow-UpConnected AutomationException-First WorkflowsDecision SupportHuman-in-the-Loop Automation

TARGET AUDIENCE

Designed For

These represent the businesses we are designing AutoSol CRM for — not current customers.

Small BusinessesGrowing BusinessesSales TeamsService BusinessesLocal BusinessesAgenciesProfessional ServicesE-Commerce BusinessesBusinesses using WhatsApp + Excel

PRODUCT ROADMAP / DEVELOPMENT DIRECTION

Development Roadmap

PHASE 1

Core CRM

PHASE 2

Communication + Follow-Ups

PHASE 3

Automation

PHASE 4

AI Assistance

PHASE 5

Business Intelligence

PHASE 6

Connected Business Operations

BUSINESS SYSTEMS

Need a CRM
or Business System?

Looking to improve how you manage customers, leads and follow-ups? Let us understand your workflow.

CRM Services View AutoSol Products