Lead & Sales Automation
Capture enquiries, organise leads, schedule follow-ups and improve sales workflows.
CRM integrationLead assignmentAutomated follow-upsSales pipeline trackingAI Automation & Business Workflows
Less Repetitive Work.
More Time to Grow.
Automate enquiries, lead handling, follow-ups and business processes with custom AI-powered workflows designed around your business.
Custom-built workflows. Independent deployment options. Secure integrations. Personalised quotations.
Nexbit Automation — Demo● Illustration
Business Automation Overview
Enquiries248Sample
Workflows16Configured
Actions186Sample
Pending Review5Needs staff
▣Enquiry
→✧AI Assist
→▤CRM
✓Staff Approval
✓Customer Update
◉ Nexbit Business
Hello, I need a quote for my website.
Thanks! Our team will review your request.
Can we arrange a call?
Certainly. A team member can follow up.
Our AI Automation Solutions
Build Intelligent Automation for Your Business.
Customer Communication
Connect WhatsApp, email, customer support and notification workflows.
WhatsApp automationEmail and SMS notificationsCustomer support routingMultilingual supportBusiness Workflow Automation
Connect tasks, approvals, documents, orders and internal business systems.
Task automationApproval workflowsDocument processingEmployee notificationsAI-Enhanced Automation
Add AI analysis, smart search, document intelligence and assisted decisions.
AI customer assistantDocument processingSmart classificationAI insights and reportingReal Businesses. Real Automation Examples.
Automation for Every Industry.
Examples of solutions we can develop for different businesses and teams.
Retail Shops
Orders, stock checks and customer updates
Real Estate
Lead routing and property enquiries
Hotels & Homestays
Bookings, availability and reminders
Clinics & Healthcare
Administrative scheduling and reminders
E-Commerce
Orders, inventory and shipping updates
Education Centres
Admission enquiries and follow-ups
Service Companies
Support tickets and job scheduling
Wholesale & Distribution
Sales orders, stock and dispatch
Illustrative examples, not a list of completed customer projects.
Interactive Automation Demonstrations
See How Your Business Runs With Automation.
Switch between example workflows to understand how enquiries, messages, orders and AI assistance connect.
Nexbit Automation — Lead AutomationDEMO
| Name | Source | Status | Assigned |
|---|---|---|---|
| Rahul Sharma | Website | New | Sales Team |
| Priya Mehta | Contacted | Ankit | |
| Amit Patel | Enquiry Form | Qualified | Neha |
| Sneha Kapoor | New | Sales Team |
Sample entries · illustrative interface
From Enquiry to Follow-Up
An example of a controlled, connected automation workflow.
1Website enquiry received
2Lead saved in CRM
3AI optionally classifies the request
4Salesperson assigned
5Approved follow-up scheduled
6Activity recorded in dashboard
Nexbit Automation — Customer MessagingDEMO
| Contact | Channel | Status | Owner |
|---|---|---|---|
| Customer A | New | Support | |
| Customer B | Replied | Anu | |
| Customer C | Chat | Review | Team Lead |
| Customer D | Resolved | Support |
Sample entries · illustrative interface
Customer Support to Resolution
An example of a controlled, connected automation workflow.
1Customer starts a conversation
2System identifies the request
3AI suggests a supported response
4Uncertain cases sent to staff
5Approved reply sent
6Conversation history updated
Nexbit Automation — Order & InvoiceDEMO
| Reference | Action | Status | Owner |
|---|---|---|---|
| #1007 | Stock check | Ready | Warehouse |
| #1008 | Invoice draft | Review | Accounts |
| #1009 | Dispatch | Ready | Operations |
| #1010 | Refund | Approval | Manager |
Sample entries · illustrative interface
From Order to Confirmation
An example of a controlled, connected automation workflow.
1Order received in software
2Stock and pricing checked
3Invoice or dispatch task prepared
4Manager approves as required
5Customer update delivered
6Accounting and history updated
Nexbit Automation — AI OperationsDEMO
| Input | Assistance | Status | Review |
|---|---|---|---|
| Invoice PDF | Extract fields | Draft | Accounts |
| New ticket | Classify issue | Draft | Support |
| Orders | Summarise activity | Ready | Manager |
| Stock alert | Suggest action | Pending | Owner |
Sample entries · illustrative interface
AI Assistance Under Your Control
An example of a controlled, connected automation workflow.
1Business request or document received
2Approved data gathered securely
3AI drafts summary or classification
4Business rules validate suggestions
5Staff approves important actions
6Result logged for review
WhatsApp, Email & Customer Communication
Stay Connected With Your Customers.
Customer enquiries, approved replies, scheduling and updates across the channels your business uses.
◉ Nexbit Business · Demo
Hi, I'm interested in your services.
Thank you! Your enquiry has been received.
Can someone contact me?
A staff member can follow up with you shortly.
Enquiry Acknowledgement
Approved automatic replies
Lead Routing
Send enquiries to the right team
Payment Reminders
Approved account reminders
Appointment Scheduling
Confirmations and reminders
Order Updates
Status and delivery alerts
Customer Support
Ticket creation and routing
Human Handover
Transfer complex enquiries
Knowledge Assistance
Smart search over approved information
APIs & Integrations
Connect business systems
Illustrative messaging interface. Automated WhatsApp sending requires official platform access, consent, applicable approved templates and provider charges.
Complete AI Automation Capabilities
Everything You Can Automate.
Choose only the modules your business needs. Expand workflows over time.
Lead Automation
Enquiries, CRM and follow-up workflows
Sales Automation
Quotations, pipelines and reminders
WhatsApp Automation
Approved templates and notifications
Email Automation
Classification and task creation
Customer Support
Tickets, routing and escalation
Booking Automation
Calendars and reminders
E-Commerce
Orders and fulfilment
CRM Automation
Records and activities
Document Processing
Extract and organise data
Finance Workflows
Invoices and approvals
Employee Workflows
Tasks and approvals
Inventory Automation
Stock alerts and orders
AI Knowledge Assistant
Smart search and answers
Reporting & Analytics
Scheduled reports
API & Integrations
Connect existing tools
Multi-Branch Operations
Branch routing and permissions
AI-Powered Capabilities
Make Your Business Smarter With AI.
AI Customer Assistant
Understand and respond using approved data
AI Document Processing
Extract and summarise documents
AI Smart Search
Find authorised information quickly
AI Business Reporting
Insights and activity summaries
AI Task Classification
Categorise and route requests
AI Alerts & Suggestions
Identify important activity
Automation Control Centre
Monitor, Manage and Keep Control.
Sample workflow activity, review queues and status monitoring to illustrate possible administration tools.
24Example Workflows
5Pending Review
2Example Alerts
98%Illustrative Metric
Recent Activity · Demo
New enquiry from website Recorded
Booking confirmation sent Completed
Invoice draft created Review
Low-stock notification Alert
Workflow Status · Demo
Lead Capture Enabled
Order Processing Enabled
Document Review Needs Approval
Payment Reminders Enabled
Integrations & Connected Business Tools
Connect Your Existing Systems.
Websites, CRMs, stores, calendars, approved messaging providers, data and custom APIs — where supported by the provider and agreed access rights.
Technology & Standalone Architecture
Designed Around Your Workflow.
Appropriate technology for each business: secure APIs, webhooks, queues, databases, management interfaces and optional AI providers.
Business Events & Apps
Forms, websites, CRMs, messages and orders
→
Workflow & Rules
Conditions, queue jobs, AI assistance and approvals
→
Approved Actions
Tasks, updates, notifications, reports and logs
Technology options include Laravel, Node.js, PostgreSQL/MySQL, queues, n8n where appropriate and suitable AI APIs. Third-party access and costs are evaluated per project.
Security, Privacy & Reliability
Automation With Safeguards.
Protected API Access
Scoped permissions, credential handling and authenticated webhooks
Role-Based Permissions
Access based on business roles and responsibilities
Human Approvals
Review sensitive transactions, messages and changes
Audit Trails
Activity history and documented actions
Retries & Recovery
Failure alerts, idempotent actions and safe retries
Privacy Controls
Data minimisation and suitable retention practices
AI Output Checks
Validate recommendations and restrict sensitive tools
Monitoring
Workflow visibility, alerts and error reporting
Optional Infrastructure & Support
Hosting, Integrations & Ongoing Support.
Infrastructure, support and provider services can be included in your tailored proposal.
Backend Hosting
Server deployment and workflow workers
Business Email
Email delivery and mailbox integrations
Domain & SSL
Secure endpoints and DNS configuration
Database & Backup
Storage, monitoring and recovery planning
WhatsApp Business
Provider setup and approved message templates
AI API Setup
Model integrations and usage safeguards
Training & Support
Team handover and operational assistance
Maintenance & Scaling
Updates, monitoring and new integrations
One year of technical support for agreed delivered functionality can be offered under defined terms; third-party subscriptions, infrastructure and new workflows may be separate.
Our Development Process
From Idea to Launch & Support.
Discover
Identify repetitive work and outcomes
Plan
Define triggers, rules and approvals
Design
Create the workflows and interface
Develop
Integrate apps, AI and business rules
Test
Verify errors, security and recovery
Launch & Support
Deploy, monitor and improve
Frequently Asked Questions
Everything You Need to Know.
What is AI automation for a business?
It combines workflow rules, connected apps and optional AI assistance to handle repetitive activities. A project starts by identifying tasks worth automating.
Can you automate WhatsApp enquiries?
Yes, where permitted by the WhatsApp Business Platform and approved providers. Consent, templates, provider charges and human handover are considered.
Can we keep our existing CRM or business software?
Often yes. We assess available APIs, webhooks and access permissions, then plan suitable integrations without unnecessary replacement.
Can we start with one workflow and expand later?
Yes. A modular deployment can begin with one practical workflow and grow with additional channels, departments and rules.
Does every workflow need AI?
No. Predictable actions should generally use ordinary software rules. AI is an optional addition when classification, language or document understanding is useful.
What happens if an automated task fails?
Reliable solutions can include alerts, retries, failure records and staff review, designed to fit the importance of each operation.
Can staff approve important automated actions?
Yes. A review queue can require approval before sending important communications, issuing refunds or changing sensitive records.
Are AI and WhatsApp provider fees included?
External AI, messaging, hosting and other provider usage fees are scoped separately in a personalised quotation.
Can you build an automation dashboard?
Yes. We can provide activity views, permissions, workflow statuses, approval queues and error monitoring based on project requirements.
How secure will our business information be?
Security controls are designed around data sensitivity, access permissions, integration scope and provider commitments. No system can guarantee zero risk.
Do you provide hosting and ongoing support?
Hosting, monitoring, backups and one year of technical support for agreed delivered functionality can be included in the proposal; extensions are separately scoped.
How do you calculate cost and timeframe?
After discussing your workflows, systems, integration availability, expected usage and approvals, we prepare a tailored scope and quotation.
Let's Build Your Automation
Ready to Build Smarter Business Workflows?
Tell us what you want to automate. We'll discuss integrations, approvals, optional AI capabilities and a tailored solution.
No public pricing. Project requirements, hosting, message/API costs and support are agreed in your quotation.