Consent-first by design
Outreach follows the WhatsApp Business Messaging Policy, TRAI's DLT and DND rules for SMS, and India's Digital Personal Data Protection Act. Nobody is messaged without opting in.
Multi-modal agent automation for businesses
More growth. Less headache.
We design multi-modal agent automation systems for businesses: AI agents that find your next clients, answer on WhatsApp and phone, follow up, book, invoice and report back in one CRM. Set up by our team, live in 7 to 10 days.
- 120+ clients served
- Plans from ₹999 a month
- English and Hindi
- No lock-in
Live pipeline · Janakpuri, 10 km
Leads found
- 92Priya S. · consultationVikaspuri · 3 km
- 88Rohan M. · quote requestJanakpuri · 1 km
- 71Glow Studio · partnerreferral · 6 km
Contacted automatically
Hi Priya, thanks for your enquiry. Would Saturday 12:30 pm work for a consultation?
Calling Rohan M. 00:14
- Sent
- Delivered
- Replied
Booked and invoiced
ThuFriSatMonTue
12:30 Priya S.
4:00 Rohan M.
Growth, month after month
Built in India for businesses that run on enquiries and appointments
- Clinics and hospitals
- Salons and spas
- Dental
- Fitness and wellness
- Real estate
- Coaching and education
- Home services
- Agencies and consultants
- B2B services
Platform
Everything between "someone is searching" and "invoice paid"
Six modules that work as one system. Use all of them or start with the two you need.
01
Lead generation
Every month we source, enrich and score prospects inside your target area: people searching for what you sell, businesses that can refer you, and inbound enquiries from your website, Instagram and Google profile. B2C or B2B.
- Scored 0 to 100 by fit, distance and intent, with the reasons shown
- Deduplicated across every source
- Pick any locality or city as a target area
Leads · best score first Scanning Janakpuri, 10 km
94Priya S.Pre-bridal · websiteVikaspuri · 3 km
88Rohan M.Minor procedures · WhatsAppJanakpuri · 1 km
71Glow Bridal StudioReferral partner · bridal boutiqueRajouri Garden · 6 km
63Meera K.Anti-ageing · InstagramDwarka · 6 km
Why this scoreSource 30 · Segment 25 · Distance 20 · Consent 15 · Timing 4
02
AI receptionist, text and calls, 24x7
Answers prices, services, timings, directions and current offers on WhatsApp, chat and phone calls, in English or Hindi, within seconds. It shares only what you have approved and stays on script: anything outside it is handed to your team with the full conversation.
- Knows your price list, team and offers
- Change prices or offers with 12 hours' notice, free
- Human handover with context, not a cold transfer
Kya Saturday ko slot milega? Charges kitne hain?
Haan, Saturday 11:00 am aur 4:00 pm free hain. Consultation ₹500 hai. Book karoon?
Can I get a GST invoice after?
Yes. The invoice is generated automatically after your visit and sent here on WhatsApp. 🙏
Booked · invoice scheduled · 2 min ago
03
Client booking
Clients see real availability and book, reschedule or cancel on WhatsApp or your website. Confirmations and reminders go out on their own, booking alerts reach your team, and no-shows are tracked so you can act on them.
- Your hours, slot lengths, capacity and holidays
- Reminders the evening before
- Self-service changes from a private link
Saturday, 11 October
10:0011:0011:3012:30
1:002:004:005:30
Consultation · 30 minConfirmed
04
Automatic follow-ups
Nobody falls through the cracks. Every enquiry, quote and missed call gets a personalised follow-up sequence on WhatsApp and SMS, timed for each segment and season, until they book or say no. Messaging goes only to people who opted in, through approved templates and DLT-registered headers.
- Follow-ups after enquiries, quotes, visits and missed calls
- Delivery and reply tracking per lead
- Usage billed at actuals, no bundles
Follow-up · Quote sent, no reply
Day 0 · Quote + offerDay 2 · Work samplesDay 5 · Slot reminderDay 9 · Last call
312 sent · 289 delivered · 61 repliedTemplates approved
05
Automatic invoicing
The moment a job is done or a visit is over, the invoice is generated, sent on WhatsApp or email with a payment link, and chased politely until it is paid. GST-ready, numbered, and reconciled in the CRM.
- UPI, card and bank transfer links
- Automatic payment reminders
- Monthly statements and exports for your accountant
Invoice INV-0218 · sent on WhatsApp
Consultation₹500
Treatment session₹4,000
GST 18%₹810
Total₹5,310
Paid via UPI · 2 min after sendingPaid
06
CRM dashboard
One screen for the whole funnel: leads, outreach status, conversations, bookings, no-shows, invoices and what messaging cost this month. Logins for the owner and the team, CSV export whenever you want your data.
- Role-based logins for your team
- Every message, booking and invoice on the client's timeline
- Your data stays yours, exportable any time
Leads0
Booked0
Invoiced₹0k
No-shows0%
Custom automation
Running a legacy business on spreadsheets, WhatsApp groups and paper?
We build custom automations around how you already work: order intake, quotations, reminders, reports, inventory alerts, anything repetitive. Tell us the headache and we will design the agent.
How it works
Live in 7 to 10 working days, set up by people, not a wizard
- 01
Share your details
Services, prices, offers, hours and booking rules on one short form. We take it from there, including the WhatsApp Business setup, templates and DLT registration.
- 02
We build it
Lead pipeline, receptionist knowledge base, booking flows, invoicing and CRM configured for your business, with follow-up sequences drafted for your approval.
- 03
Test with your team
End-to-end run-through with your team, revisions, and a walkthrough of the CRM so everyone knows where things land.
- 04
Go live and grow
First lead batch released on day one. We keep everything hosted, monitored and updated as your prices and offers change.
Why Phinx
What you get, in plain terms
0+clients served across India
0 to 0working days from kickoff to go-live
0x7replies on WhatsApp and phone, in seconds
0 hto update any price, offer or business detail, at no cost
0months of lock-in: cancel with 30 days' notice
Never off-script
The receptionist answers only from information you approved. Anything outside it, whether medical, legal or a special request, goes to your team with the conversation attached.
Your data, your clients
Leads, enquiries, appointments, invoices and CRM records belong to you. Export a CSV any time; on leaving, you get everything within 7 working days.
Works with what you already use
- WhatsApp Business API
- SMS via DLT
- Google Business Profile
- Instagram and Facebook
- Your website
- ChatGPT, Gemini, Perplexity
- Google AI Overviews
Pricing
Three plans. Pick the one that matches your headache.
Monthly subscriptions, no lock-in. Hosting, maintenance and updates are included in every plan.
Basic
₹999/month
Get found and get booked.
- Lead generation in your target area
- Automated client booking
- Confirmations and reminders
- CRM dashboard
Growth
₹2,999/month
Every enquiry answered, followed up and invoiced.
- Everything in Basic
- AI receptionist on WhatsApp and chat
- Automatic follow-ups, with 1,000 outbound SMS a month
- Automatic invoicing and payment reminders
Voice
₹9,999/month
Your phone answered, 24x7.
- Everything in Growth
- AI calling receptionist, 500 call minutes a month
- Call summaries and handover to your team
- Priority support
GEO optimisationYour business surfaced and cited by ChatGPT, Gemini, Perplexity and Google AI, monitored monthly.₹699/month
Everything elseCustom automation, extra minutes or messages, multiple locations.Contact us
One-time setup is quoted per business. GST extra. Usage beyond the plan's limits is billed at actuals.
FAQ
Questions businesses ask us
Will the AI say something wrong to a client?
It answers only from the information you approve: services, prices, offers, timings, location, team and FAQs. For anything outside that it says so and hands the chat or call to your team. You can read every conversation in the CRM.
Where do the leads come from?
Three places: people who contact you (website, WhatsApp, Instagram, Google profile), businesses near you that can refer or buy from you, and opt-in lists you already hold. We do not message anyone who has not agreed to hear from you.
Is this allowed under WhatsApp and TRAI rules?
Yes. WhatsApp messaging uses approved templates to opted-in contacts; SMS uses DLT-registered headers and templates with DND scrubbing. Template and header approvals are handled by us as part of setup.
Do we need new software or hardware?
No. Your team uses the CRM in a browser and your existing WhatsApp Business number. We host, monitor and maintain everything.
What happens if we stop?
Give 30 days' notice. You receive a full export of your leads, enquiries and appointments, and nothing is charged beyond work delivered.
Which languages does it speak?
English, Hindi and Hinglish on chat and calls. Voice follows the same approved knowledge base as text.
Can you automate something that is not on this page?
Usually, yes. Quotations, order intake, reminders, reports, inventory alerts: tell us the repetitive work and we will scope a custom automation.
Book a demo
See it running on your own business
Tell us what you do and we'll show you the system set up with your services on a 20-minute call.
Prefer email? contact@phinx.in
Or call +91 79809 18731