Skip to content
Start free

Solutions · Sales and CRM

Follow up every lead, on time

Leads, quotes, stock and payment status on one customer record, with AI sales roles handling the follow-ups.

Start freeBook a walkthrough
On the same record as books, stock and GSTPays, sends and files wait for you
Problems it takes on
4
Things it runs
12
AI team roles on the work
4
Steps that wait for you
4

The sales pipeline: open deals, the weighted forecast, deals that need attention and approvals.

The problem

What goes wrong today

01Leads go cold in personal phonesEnquiries arrive on WhatsApp, calls, email and portals. Nobody sees the full list, so many enquiries never get a second follow-up.
02Quotes are slow and inconsistentEach salesperson keeps a price sheet. Rates, discounts and GST differ between quotes, and margin is checked after the order is won.
03Sales cannot see stock or creditThe team promises dates without knowing stock, and keeps selling to a buyer who has not paid for three months.
04Managers forecast from memoryThe month's number is guessed on a review call, so surprises arrive on the last day.

What MatruOS runs

Every step on one record Linked to your books and stock.

Find and qualify
  • Leads from email, your website, calls, listing portals and forwarded chats in one list
  • Lead scoring and enrichment, with the next step set for each lead
  • Sales stages set up for your business model at sign-up
Quote and win
  • Quotes with the right items, HSN codes, GST and discount limits
  • Quote to order to invoice without retyping
  • Price lists by dealer, region or customer type
Keep and grow
  • Key account view: orders, dues, tickets and next opportunity
  • Credit limits and holds checked before an order is confirmed
  • Renewals, repeat orders and lapsed buyers surfaced on time
Manage
  • Pipeline by person, region and product
  • A forecast from real stages and values
  • Field visits and call notes logged from a phone

AI team on this work

The AI team takes the routine work You keep the decisions.

Each AI team member has one job and works in your own records. Anything that sends, pays, signs, files or deletes waits for a person's approval. Need a specialist for your trade? We build it free.

AI roleSales executiveQualifies new leads, adds them to the pipeline and hands won deals to billing.
AI roleQuotation executiveDrafts quotes with correct items, rates, GST and discounts for a person to send.
AI roleSales headReviews the pipeline every week, flags deals at risk and forecasts the month.
AI roleKey accounts leadWatches the biggest buyers: orders, payments, complaints and the next order due.
1 / 4

AI can make mistakes. Every step is recorded, so check what it prepares.

By size

One system as the business grows Ready for the next plant.

LargeRegional teams with their own pipelines and price lists, territory managers with approvals, and one view of every account across companies in the group.
MediumA sales team, a dealer network and key accounts, with quotes, credit and stock checked in the same place.
Small and microThe owner sells. Every enquiry is captured and followed up by the AI team, so nothing depends on someone's memory.

MatruOS by business size

Approval

What always waits for a person

  • Every message to a customer or lead, except payment reminders you have checked and switched on
  • Discounts beyond your floor
  • Orders over a buyer's credit limit
  • Price list changes

In every plan, anything that sends, pays, signs, files or deletes waits for a person's approval.

Set up for your industry

Where it matters most

Not covered yet

  • Sending messages, bills and reminders on WhatsApp from MatruOS is not live yet. Today they go by link, QR code or email, and from your own phone in one tap.
  • Creating and running paid Google and Meta ad campaigns is not built yet. Social posts are drafted by the AI team and published after your approval.

Questions

Questions people ask

Can we bring our contacts and deals from another CRM?

Yes. MatruOS brings customers, contacts and deals from Zoho CRM, HubSpot exports, Excel and more, with a preview before anything is saved.

Will the AI send messages to our customers on its own?

No. Anything that sends, pays, signs, files or deletes waits for a person's approval. The one exception you can choose is payment reminders, which go out on their own once you have checked them and switched them on.

Does the CRM link to invoices and stock?

Yes. It is one system. A quote becomes an order and an invoice, stock is checked as you quote, and payments show on the customer record.

More of what MatruOS runs

Dealers and distributionDealer networks, orders, schemes, dispatch and fleet
Marketing and growthCampaigns, social posts, product listings and offers
Customer serviceEmail, calls and tickets in one inbox
AI sales teamSales executive, lead researcher, inside sales executive, key accounts lead, sales head, quotation executive, counter cashier and customer success lead.
Production and manufacturingWork orders, bills of material, job work and quality
Purchase and suppliersRequisitions, purchase orders, receipts and bills
Stock and warehousesItems, godowns, batches, transfers and reorders
Finance, GST and booksInvoices, payments, GST returns, TDS and accounts
People and payrollStaff, attendance, shifts, payroll, PF and ESI
1 / 9

Run the whole business on one system Set up for your trade.

Describe your business once. MatruOS sets up your apps, brings in your data and puts Muni and the AI team to work, with your approval on every step that matters. 7-day free trial, no card needed.

Start freeBook a walkthrough
See plans and what each includes
Chat with the MatruOS team on WhatsApp, +91 97234 99901