InstaWhat it is
Insta AI 365 CRM is customer relationship management software: one place where an enquiry becomes a contact, a contact becomes a deal, and a deal becomes a quotation, an invoice and a payment — without the record being retyped at any step.
The AI is not a chat box bolted to the side. Ira AI reads the records you already have and answers from them. Uploaded call recordings are transcribed, summarised and turned into CRM actions, and Call Flagging AI checks the same transcript for phrases you define. Automation moves work forward on a trigger, a condition and an action you can read.
What it does
Four things it is actually for. Each links to the page that explains it properly.
Lead management
Capture enquiries from every channel, assign them by rule rather than by memory, and chase them on a schedule nobody has to hold in their head.
Sales pipeline
Stages that mean something, deals that carry their own history, and a forecast that comes from the records instead of a spreadsheet.
WhatsApp and follow-ups
Conversations on the same timeline as the deal, with templates, campaigns and a shared team inbox — so a reply is not trapped on one person's phone.
Quotes, invoices and payments
Raise a quotation, convert it to an invoice and record the payment against the same customer record, on one continuous trail.
All CRM features
Every module, in detail.
Lead management
Capture, assign and chase.
Ira AI
Answers from your own CRM data.
Automation
Follow-ups that happen on their own.
Pricing
Plans and what is in each.
Book a demo
See it with your own leads.
Open Insta AI 365 CRM
Create a workspace and put your first leads in, or sign in if you already have one. Insta AI 365 is operated by KWIKFUTURE AI PRIVATE LIMITED.
Per user, per month · GST extra
No matching features. Try “leads”, “AI” or “invoice”.