Sell, support and get paid
from one simple screen.
Every enquiry, every WhatsApp chat, every follow-up and every invoice — in one place your whole team can use. And an AI that follows up until the deal closes. An AI answers customers day and night, saves what it learns into your CRM, and passes the chat to a real person the moment they ask. If you can use WhatsApp, you can use XetaX.
Your CRM, ready in 2 minutes
Pick your industry. A pack sets up the whole workflow — form, pipeline, automatic messages, WhatsApp templates, an AI assistant and a sales playbook. You see everything first, then click once and it's built for you.
- Choose your industrySales, real estate, clinic, coaching, restaurant, home services, shop or support — 8 ready-made packs, or save your own setup as a pack for the next branch.
- See the preview firstEvery field, pipeline step, automatic message, WhatsApp template and playbook rule is shown to you before anything is created. Untick what you don't want.
- Click "Create" — that's itYour form, pipeline, WhatsApp templates (ready to submit the day you connect), an AI assistant that already knows your industry, and a sales playbook appear instantly. Automations and the playbook stay off until you review them — you're always in control.
Everything your business needs, explained simply
No jargon. Here's what XetaX actually does for you, in plain words.
Facebook & Instagram ad leads
Lead-form submissions land in your pipeline the second they are sent — and you finally see what each campaign cost per sale, not just per lead.
🎯NewAI Sales Playbook
The assistant follows up on its own, sends the quotation when a lead is ready, and hands hot leads to a person — with rules you set, caps you control.
🤖AI Autopilot on WhatsApp
Send a campaign; when customers reply, your AI answers from your own prices and policies, saves the lead, and suggests the next pipeline step.
🎧NewLive Chat Desk
"Can I talk to a person?" — the request pops up at the bottom-right of your panel. Accept, chat, resolve. From website or WhatsApp.
🧾NewGST invoicing
Proper tax invoices — HSN/SAC, CGST + SGST or IGST, round-off, amount in words, bank details — sent on WhatsApp or email, payments tracked.
Industry packs
Pick your industry and get a complete CRM — fields, pipeline, automatic messages, WhatsApp templates, an AI assistant and a playbook. Save your own setup as a pack too.
WhatsApp built in
Chat with customers, send offers to thousands at once, and reply from a shared team inbox — right where your customers already are.
Contacts with full history
One page per customer — details, the whole WhatsApp chat, every email, AI conversation summaries, and one-click document sending.
AI Assistant in the panel
Just type what you want — "add a new customer", "create a feedback form" — and it's done. Like texting a very fast employee.
Website chatbot
A smart assistant on your own website that answers 24/7, trained on your documents — and now creates leads and calls your team over.
Automations
New enquiry? A welcome WhatsApp goes out. Stage changed? A personalised document is sent. Set it once, it works forever.
Team & permissions
Add your staff and decide exactly what each person can see and do — down to "only their own customers".
Approvals that stick
Send a record for approval step by step. Once it's finally approved, it's locked — nobody can quietly change it later.
Video meetings
Start a video call and send the link on WhatsApp. Customers join from their phone — nothing to install. Take notes while you talk.
See XetaX in action
This is the actual product — click through the screens.
Your whole business at a glance — enquiries, deals and activity on one dashboard.
Your campaign goes out. The replies handle themselves.
The same AI agent that answers on your website now answers on your WhatsApp number — and it doesn't just chat, it does the CRM work.
You stay in charge of what the AI may do
- You pick the form — every conversation becomes a record where you want it. Existing customers are matched by phone or email, never duplicated.
- You write the rules — "move to Qualified when they share budget and timeline". The AI can only choose from your list.
- Suggest or Auto — start with suggestions you approve in one click; switch to automatic when you trust it.
- Honest by design — no invented prices or discounts, replies in the customer's language, and a hand-off the moment someone wants a human.
- Fair usage — every AI reply counts against a clear monthly quota; top-ups are a click away. No surprise bills.
Answering questions is easy. Closing is the hard part — now it's automatic.
Most leads are lost to silence: nobody followed up on day 2, nobody sent the quotation, nobody noticed the hot one. The playbook does all three, every minute, within the limits you set.
Rules you can read, limits you control
- Plain-language rules — "customer silent for 1 day → send a message", "stuck in Proposal for 3 days → remind", "AI says HOT → hand to a person". Every industry pack ships a ready set.
- Nothing gets dropped — WhatsApp when the 24-hour window is open, your approved template when it isn't, email if that's what you have, and otherwise a task with the message ready to send.
- Never annoying — quiet hours, a maximum number of follow-ups per lead, and total silence while one of your people is chatting with that customer.
- Preview before you switch on — see how many leads each rule would touch right now. Everything starts OFF.
- Every action on the record — what was sent, on which channel, and why, right on the lead's timeline.
Your ad leads stop waiting in a spreadsheet.
Every lead form you run on Facebook or Instagram drops straight into your pipeline — and the AI can reply before the person has even closed the app.
The number your ads manager can't show you
- Cost per sale, not just cost per lead — Facebook knows what you spent; only your CRM knows which lead actually paid. Put the two together and you finally know which campaign to double.
- Nothing is lost or duplicated — an old customer who enquires again is matched by phone, and every extra question on your ad form is saved with the lead.
- Speed is the whole point — a lead answered in minutes converts far better than one called the next morning. Here the first message is automatic.
- You keep your ads where they are — nothing changes in Ads Manager. We only read the leads and the spend, never touch your budget.
- Works with Instagram too — same Page, same setup, leads marked by where they came from.
When a customer wants a person, a person is one click away
A small button at the bottom-right of every panel page. It lights up when someone asks for you — on your website or on WhatsApp.
- Accept and chat — see who's waiting, what they said and the AI's summary so far. Click Accept and you're talking; the first teammate to accept gets it, no double replies.
- Same number, same window — on WhatsApp your reply goes from your business number; website visitors see "connecting you to a person…" and then you.
- Hand it back or close it — return the chat to the AI, assign it to a colleague, or resolve it. A summary lands on the customer's record either way.
- Nobody free? — the owner gets a nudge after two minutes; website visitors are asked for a number and a call-back task is created for you.
Just tell it what you want, in plain words
No menus to learn. Type like you'd text a colleague, and the AI does the clicking for you.
It also answers questions about your own data — "how many new enquiries this week?" — and drafts a full invoice from one sentence.
A salesperson on your website, awake 24/7
Visitors land on your website at 11 PM with questions. The chatbot answers them, in their own language, captures the lead — and calls a human when it should.
- Teach it in minutes — upload a PDF, paste your website link or type your prices and policies. It answers only from what you gave it.
- One line on your website — copy a single script tag from the panel, paste it on any site (WordPress, Wix, custom — anything).
- Leads, not just chats — the moment it learns a phone or email, a record is created in the form you chose.
- Human hand-off built in — "talk to a person" turns into a request in your Live Chat Desk; your reply appears right in the same widget.
Meet customers where they already are
Your customers live on WhatsApp. Now your business does too.
- Shared team inbox — every customer chat in one place; anyone on the team can reply, with photos and files.
- Campaigns — send an offer to your entire list in one go and see exactly who received it.
- AI answers the replies — turn on Autopilot and campaign replies get answered, qualified and saved as leads automatically.
- Automatic messages — welcomes, confirmations, reminders, thank-yous and personalised documents, sent without lifting a finger.
- Invoices and meeting links — send a GST invoice PDF or a video-call link right inside the chat.
- Zero markup on messages — you pay Meta's actual conversation rate. Most tools quietly add 20–50% on top; we never touch it. Setup feels hard? We'll do it for you.
From "deal won" to paid in full
Raise a proper tax invoice the moment a deal closes — without leaving the CRM or opening another app.
- Real GST invoices — HSN/SAC codes, per-item units, buyer and seller GSTIN, CGST + SGST or IGST split, round-off to the rupee and the amount in words.
- Drafted by AI — type "website 15k + one year hosting 5k, 18% GST" and the line items appear. Edit anything, then save.
- Sent where customers are — a clean PDF on WhatsApp or email in one click, with your bank details printed on it.
- Payments tracked — record part or full payments; see invoiced, received, pending and overdue at a glance.
- Tied to the deal — invoices attach to a contact or to a record that reached its final stage, so nothing gets billed twice.
Whatever you run, XetaX fits like it was made for you
Pick your business below and see exactly how XetaX works for you from day one.
- Every enquiry lands in one list — from your website, WhatsApp or typed in by hand. Nothing gets forgotten.
- Send a campaign; the AI answers the replies, qualifies interested buyers and saves them as leads while you're in meetings.
- The playbook follows up with silent leads, sends the proposal once budget and timeline are known, and flags hot ones for a call.
- Running Facebook or Instagram ads? Those leads arrive here on their own, and you see which campaign actually produced sales.
- Assign leads to your salespeople; each one sees only their own leads and moves them forward themselves.
- Deal won? It's locked, a GST invoice goes out on WhatsApp, and the payment shows up on your dashboard.
- Patient bookings in one place — name, phone, symptoms and preferred doctor, captured in a simple form.
- Automatic WhatsApp confirmations and reminders mean far fewer missed appointments; the AI answers "what are your timings?" at any hour.
- Follow-up consultations can happen on a video call — the patient just taps a link, no app to install.
- Reception, doctors and billing each see exactly what they need — and invoices go out from the same screen.
- Take orders and table bookings into one simple list your whole staff can see.
- Customers get an automatic WhatsApp the moment their order is confirmed, and again when it's on the way.
- Send tonight's special to your entire customer list in one WhatsApp campaign — the AI handles "do you deliver to…?" replies.
- A website chatbot answers "are you open?" even during the dinner rush, and calls a person for large party bookings.
- Capture every enquiry with budget, preferred location and property type — the AI collects these on WhatsApp for you.
- Share property photos and site-visit reminders on WhatsApp automatically; the playbook chases quiet buyers and sends the brochure when they're qualified.
- Do first walkthroughs on a video call and save your notes against the client's record.
- Bookings go through your approval steps — once booked and approved, the record is locked and the token invoice is raised.
- Track stock requests and purchase orders from "we need this" to "it's on the shelf".
- Suppliers get an automatic WhatsApp or email the moment you place an order.
- Purchase approvals go through the right person — and once approved, the order can't be quietly edited.
- Message regular customers about new arrivals, and bill them with proper GST invoices from the same place.
- Every complaint or job request becomes a ticket — nothing slips through the cracks.
- Customers automatically get updates on WhatsApp as their job moves forward.
- Each technician sees only the jobs assigned to them; you see everything.
- The chatbot handles common questions; when someone's upset, it hands the chat to your desk immediately.
- Every admission enquiry — website, WhatsApp, walk-in — lands in one list with course, batch and the parent's number.
- The AI counsellor answers "timings? fees? batches?" from your material and pushes for a free demo class, day and night.
- The playbook reminds families before the demo, follows up after it, and sends the brochure once the course is known.
- Fee pending for a week? A task lands with your counsellor. Admitted? The record locks and the fee receipt goes out.
Built so you stay in control
Private by design
Your business data belongs to you. Team members see only what you allow — down to "only their own customers".
AI on a leash
It answers only from your material, moves only the stages you list, and never overwrites what a person typed.
Approvals are final
Once a record passes its final approval, it's locked. Not even the admin can quietly revert it.
Your own identity
Emails go from your address, WhatsApp from your business number, invoices carry your GSTIN. Customers always hear from you.
Ready to run your business the easy way?
Pick an industry pack, preview it, click create — and your CRM, AI assistant and sales playbook are ready. 14 days free, no card needed.