Allota AI — PCD Pharma CRM with AI Call Intelligence

Lead	Source	Division	Status	Owner
Rajesh S.	IndiaMART	PCD Franchise	Hot	Naresh K.
Meena A.	Meta	Third-Party	Warm	Pooja S.
Anil M.	Website	PCD Franchise	Cold	Kiran R.

The problem

Deals are decided on calls. Almost none get reviewed.

Your sales employees talk to distributors, stockists and franchise buyers all day. Allota AI listens to every one, in Hinglish, and turns it into a brief, a classified lead and a dated next step.

Running in production at Kesrox Pharmaceuticals, built for PCD franchise and third-party manufacturing teams across India.

How it works

From first ring to next step.

Follow one enquiry through the product, one beat at a time.

Every source lands in one place.

Meta, IndiaMART, your website, manual entry and Excel arrive in one Lead Center, tagged by source and routed by your rules.

Explore multi-source capture →

Lead Center134 leads

Meta

Rajesh Sharma DistributorsJaipur · PCD franchise

New

IndiaMART

Meena Agarwal TradersMumbai · Third-party

New

Website

Anil Mehta MedicosLucknow · PCD franchise

New

Excel

Dr. Suresh PatelAhmedabad · Third-party

New

A call is heard, not just recorded.

The recording syncs from your Google Drive. Allota AI transcribes it in the language spoken, Hindi, Hinglish or English, and writes the brief before the employee hangs up.

Explore call intelligence →

Executive call briefWarm lead

Customer Jaipur district ke liye cardiovascular PCD monopoly chahte hain. Rate list WhatsApp par bhejni hai, agle hafte meeting ke liye haan.

#PCD monopoly#Jaipur#Rate list

Next: send rate list, follow up Tue 11:00

Stagnant leads move to your closers.

Pick the new owner, add a reason, and the lead moves. Every transfer lands in the audit log. Follow-ups show as Scheduled, Due Today or Overdue for every employee.

Explore lead reassignment →

Leads ReassignStagnant 12 days

Rajesh Sharma DistributorsJaipur · Warm lead

Naresh KumarPriya Patel

Reason: Stagnant for 12+ days, moved to top closer

Transfer saved to audit log · 19 Oct, 10:42

See how every employee is really doing.

Calls, hours and conversion per employee, with the AI-summarised calls one click away.

Explore team directory →

EmployeesThis week

N

Naresh Kumar18% converted

P

Priya Patel22% converted

K

Kiran Rao12% converted

CallsLeads

Ad spend next to the leads it brought.

Meta spend, WhatsApp inquiries and cost per inquiry, with campaigns and states ranked. Comments and DMs from Facebook and Instagram land in one inbox with AI-drafted replies.

Explore ads intelligence →

Ads Intelligence DeskLast 30 days

Spend₹1,24,500

Inquiries842

Cost per inquiry₹148

Call intelligence

Every Call. Recorded. Understood. Actioned.

Allota AI transcribes each call in the language it was spoken and delivers one clean executive brief in under 3 seconds.

हिंदीHinglishEnglish

app.allota.in/admin Sample data

ADMIN WORKSPACE • Your company Date: All Time ▾

AI Calls Summary & Telephony Insights

1Call
2Transcribe
3Classify
4Assign
5Reassign
6Follow up
7Ask

EMPLOYEESir, Jaipur district mein cardiovascular ka monopoly abhi available hai.

CUSTOMERAtorvastatin aur Rosuvastatin dono ke rate bataiye. Agle hafte finalise karte hain.

Transcribed in the language spoken: Hindi, Hinglish or English.

Lead pipeline

Five sources in. One owner out.

Every channel lands in the Lead Center, is classified, and is routed by your per-source rules.

Lead CenterClassified Hot · Warm · Cold · Dead

The platform

Twelve modules. One workspace.

Pick a module to see it working. These are the real screens your team logs into.

app.allota.in/ai-calls-summaryReal screen · sample data

Transcribed as spoken
Hot, Warm, Cold or Dead from audio
Audio stays on your Drive

Explore AI Calls Summary →

app.allota.in/lead-centerReal screen · sample data

PCD franchise and third-party
Source and owner on every lead
Classified from the call

Explore Lead Center →

app.allota.in/multi-source-captureReal screen · sample data

Five connected sources
Per-source auto-assignment
Source tag on every lead

Explore Multi-Source Capture →

app.allota.in/bulk-excel-importReal screen · sample data

Phone-number de-duplication
Batch tagged by source
One-click export

Explore Bulk Excel Import →

app.allota.in/follow-upsReal screen · sample data

Visible to the whole team
1st, 2nd, 3rd follow-up
Overdue stays on screen

Explore Follow Ups →

app.allota.in/leads-reassignReal screen · sample data

Filter by Stagnant or Fresh
Every transfer logged
Reason recorded

Explore Leads Reassign →

app.allota.in/dead-leadsReal screen · sample data

AI notes why it was lost
Reactivate in one click
Keeps the pipeline clean

Explore Dead Leads →

app.allota.in/employeesReal screen · sample data

Leads, follow-ups, dead leads
AI-summarised calls per employee
Open any employee's transcripts

Explore Employees →

app.allota.in/ads-insightsReal screen · sample data

Spend and WhatsApp inquiries
Cost per inquiry
Campaigns and states ranked

Explore Ads Insights →

app.allota.in/social-lead-guardReal screen · sample data

AI draft · Hinglish

Namaste ji! Rate list DM kar di hai, team kal subah call karegi.

Review & send

One inbox for comments and DMs
AI drafts a Hinglish reply
You review and send

Explore Social Inbox →

app.allota.in/ask-allota-aiReal screen · sample data

Namaste 👋 Main aapke CRM ka assistant hoon. Kuch bhi poochhiye.

Aaj Jaipur se kitni hot leads aayi?

3 hot leads. Rajesh S. (IndiaMART) sabse upar hai. Follow-up kal 11:00 baje.

Ask in English, Hindi or Hinglish
Answers from your own data
Next action ready

Explore Ask Allota AI →

app.allota.in/integrationsReal screen · sample data

Google DriveMeta AdsWhatsAppIndiaMARTExcelMarg · Busy

Google Drive call sync
Meta, WhatsApp Cloud API, IndiaMART
Marg or Busy if you need them

Explore Integrations →

The product

Real screens. Not mock-ups.

Captured from the live CRM and filled with sample pharma data, so you can follow the flow.

Every enquiry by source and division, with the assigned employee and status.

Explore Lead Center →

Lead quality read from the call audio, with a verbatim transcript and Hinglish brief for each call.

Explore AI Calls Summary →

Scheduled, Due Today and Overdue across every employee.

Explore Follow Ups →

Move stagnant leads between employees, with a reason and a full transfer audit log.

Explore Leads Reassign →

Per-employee leads, follow-ups, dead leads and AI-summarised calls.

Explore Employees →

The Ads Intelligence Desk: Meta spend, WhatsApp inquiries and cost per inquiry.

Explore Ads Insights →

AI draft · Hinglish

Namaste ji! Rate list DM kar di hai, team kal subah call karegi.

EditReview & send

Instagram · comment

Jaipur district ke liye cardiac range ka rate list milega?

Facebook and Instagram comments and messages in one inbox. AI drafts, you review and send.

Explore Social Inbox →

Social inbox

Your Social Inbox, drafted for you.

A stockist comments on your Instagram post at 11:40 pm. A distributor DMs your Facebook page on a Sunday. Allota AI collects every comment and message in one Social Inbox, spots the real buying intent and drafts a reply in the same Hinglish they wrote in, ready for you to review and send, and drops the lead straight into your Lead Center — classified and ready for the morning.

Instagram Facebook Comments & DMs from Facebook and Instagram, collected in one inbox

AI assistant

Every Screen of the CRM Has an AI Assistant.

Ask Allota AI sits in the corner of every screen inside your workspace — Dashboard, Lead Center, AI Calls Summary, all of them. Your team asks in English, Hindi or Hinglish, and it answers from your own leads, reps, territories and call briefs. No reports to run, no training needed.

Hinglish🇮🇳 हिंदी English

Tap a question to preview how it answers inside the CRM 👇

See it live on a demo →

Shown as it appears inside your CRM workspace

Ask Allota AI in-app preview

Namaste 👋 Main aapke CRM ka assistant hoon. Leads, employees, calls ya territories — kuch bhi poochhiye, Hindi, Hinglish ya English mein.

Lead Center

Rajesh Sharma · Jaipur
PCD monopoly inquiry · IndiaMART · 2h ago

Hot Lead

Meena Agarwal · Mumbai
Bulk order interest · Meta Ads · 4h ago

Warm Lead

Suresh Patel · Delhi
General inquiry · Call · Yesterday

Cold Lead

Lead Center

Every Lead. One Place. AI-Classified.

Whether a lead arrives from Meta Ads, IndiaMART, a phone call, or WhatsApp — Allota AI captures it, scores it with AI, and classifies it from the conversation itself — so your team knows who to call first.

Five connected sources — Meta, IndiaMART, Website, Manual and Excel
AI lead classification — Hot, Warm, Cold or Dead — from the call audio itself
Per-source employee auto-assignment, plus scheduled follow-up tracking
Bulk Excel import of 5,000+ records with automatic duplicate protection

Integrations

Your whole stack, connected.

Allota reads from the tools you already use and writes back into one workspace. Nothing to rip out.

Google DriveCall recordings sync

Meta Lead AdsInstant forms in

InstagramComments and DMs

FacebookPages and Messenger

WhatsApp Cloud APIReplies and rate lists

IndiaMARTBuyer enquiries

Website formsContact and demo forms

Excel and CSVBulk import, 5,000+

Meta AdsSpend and cost per inquiry

MargOn request

BusyOn request

Google CalendarFollow-up reminders

Not on the list? Tell us what you use →

Industries

Made for Pharmaceuticals. Ready for Every Industry.

Allota AI was built from the ground up for the realities of pharmaceutical sales — Hinglish calls, PCD territories, franchise networks, and IndiaMART leads. As we scale, we're bringing the same intelligence to every field sales industry.

AVAILABLE NOW

Pharmaceuticals & PCD Pharma

AI call summaries in Hinglish
PCD franchise territory intelligence
IndiaMART & Meta Ads lead capture
WhatsApp automation for stockists

🔜 EXPANDING SOON

🏗️ Real Estate

FMCG & Distribution

🏦 Financial Services

B2B E-commerce

Manufacturing

📦 Logistics

+ More Industries

Pharma & PCD — Live

Next verticals — in build

Every field-sales industry

Who it is for

Built for the people who sell pharma.

Franchise managers

Close PCD monopoly enquiries faster, with territory and molecule interest on one screen.

→

Telecallers

Stop writing call notes. Every call becomes a Hinglish brief with the next step set.

→

Manufacturers

Answer MOQ and WHO-GMP enquiries fast, from calls, IndiaMART and social.

→

Sales heads

Calls, hours, conversion and overdue follow-ups per representative, at a glance.

→

Founders

See which Meta campaigns and states bring real buyers, next to the leads they create.

→

Operations

Import 5,000+ records once, de-duplicated by phone, and export whenever you need.

→

Why Allota

Four things most CRMs don't do.

Hinglish

Executive summaries written the way the call was spoken — not translated into stiff English.

Verbatim

Full audio dialogue transcript on every brief, so there's no dispute about what was promised.

Your Drive

Original call audio stays in your own Google Drive. Zero server storage, dual-sync audit trail.

1-Tap

Unanswered calls land in a Recovery Desk with the AI WhatsApp follow-up already drafted.

Trust and privacy

Your data stays where it belongs.

Privacy built into how the product works, not added as an afterthought.

Audio stays on your Drive

Recordings are parsed in place from your Google Drive folder. We keep only the transcript and summary.

Separate per organisation

Each company's leads, calls and employees are kept apart, and one customer's data never serves another.

Issued, not open sign-up

Workspace logins are issued by your administrator after onboarding. Passwords are stored hashed.

Role-based access

Admins and field employees see different workspaces, so each person sees what their job needs.

No tracking cookies

This website sets no advertising or tracking cookies. Forms are used only to respond to you.

Your data, your rights

Ask for access, correction or deletion any time at info@allota.in. Recordings remain yours.

Read our security notes → Privacy policy →

Pricing

Plans that grow with your team.

Start with the Core Suite. Switch on ERP modules and add-ons whenever you need them. Pricing is scoped to team size and quoted on a 20-minute demo.

Core Suite

Everything for leads and calls. No ERP fees.

On request

Lead Center for PCD and third-party
AI call summaries and transcripts
Follow Ups, Dead Leads, Leads Reassign
Five lead sources and Excel import
Employee directory and activity
Email support

Book a demo

Commercial ERP

Core, plus billing and stock in the same workspace.

On request

Everything in Core Suite
Marg ERP 9+ or Busy sync
Clients master with GSTIN verification
Territory and monopoly allotment maps
Stock IQ with expiry watch
Credit ledger and priority support

Book a demo

Enterprise

For large networks with custom needs.

Let's talk

Everything in Commercial ERP
Unlimited employees
White-label with your domain
API access and webhooks
Dedicated account manager
SLA guarantee

Contact sales

Ads InsightsMeta spend, WhatsApp inquiries and cost per inquiry beside your leads.

Add-on

Social Lead GuardFacebook and Instagram in one inbox, with AI-drafted Hinglish replies you approve.

Add-on

Marg ERP 9+ and Busy API access is licensed separately by your ERP provider. The Core Suite never needs it.

Questions

Questions, answered.

Straight answers about how Allota AI works for PCD pharma teams.

See all FAQs →

What is a PCD pharma CRM?

A PCD pharma CRM is customer relationship software built for propaganda-cum-distribution pharmaceutical businesses — companies that appoint franchise partners for exclusive territories. Unlike a general CRM it tracks monopoly territory enquiries, molecule and division interest, distributor call history and franchise pipelines rather than generic web leads.

Does Allota AI work with Hindi and Hinglish calls?

Yes. Allota AI transcribes calls exactly as they were spoken — including the Hindi-English mix Indian pharma reps use — and writes the executive summary in that same Hinglish rather than translating it into formal English. Translating loses commercial meaning, so the brief keeps the words the customer actually used.

How does Allota AI classify a lead as Hot, Warm, Cold or Dead?

Classification comes from the call audio itself, not manual tagging. The AI reads intent signals — a rate list request, a monopoly district enquiry, an order discussion — and scores the lead automatically. Every brief shows the classification alongside the reason it was assigned.

Where are call recordings stored?

In your own Google Drive, never on Allota servers. You connect a master Drive folder and the CRM parses recordings filed as Employee Name / YYYY-MM-DD / Recording.mp3. Your audio stays under your control with zero server-side storage.

Which lead sources does Allota AI connect to?

Five: Meta (Facebook Lead Ads and Instagram), IndiaMART buyer enquiries, your website forms, manual phone or walk-in entry, and bulk Excel or CSV import with automatic phone de-duplication. Each source can auto-assign to specific representatives.

Do I need Marg ERP to use Allota AI?

No. The Core Lead & Telecaller Suite runs entirely without ERP integration and carries no Marg API fee. Marg ERP 9+ or Busy sync is part of the optional Full Commercial ERP Suite, which you would only switch on if you want billing, stock and credit ledger inside the same workspace.

How many contacts can I import at once?

Over 5,000 records in a single Excel or CSV upload, with automatic phone-number de-duplication so an expo sheet or a distributor directory does not create duplicate leads.

Book a demo

Pick a Time That Suits You.

Twenty minutes, screen shared. We open a real call brief, walk the Lead Center, and show the AI assistant answering on live data — then you decide.

Select a date & time

Scheduler didn’t load

Your browser may be blocking it. You can still book in one message — we reply the same day.

Book over WhatsApp instead

Deals are decided on calls. Almost none get reviewed.

From first ring to next step.

Every source lands in one place.

A call is heard, not just recorded.

Stagnant leads move to your closers.

See how every employee is really doing.

Ad spend next to the leads it brought.

Every Call. Recorded. Understood. Actioned.

AI Calls Summary & Telephony Insights

Five sources in. One owner out.

Twelve modules. One workspace.

Real screens. Not mock-ups.

Your Social Inbox, drafted for you.

Every Screen of the CRM Has an AI Assistant.

Every Lead. One Place. AI-Classified.

Your whole stack, connected.

Made for Pharmaceuticals. Ready for Every Industry.

Built for the people who sell pharma.

Franchise managers

Telecallers

Manufacturers

Sales heads

Founders

Operations

How long does it take to hear every call?

Four things most CRMs don't do.

Your data stays where it belongs.

Audio stays on your Drive

Separate per organisation

Issued, not open sign-up

Role-based access

No tracking cookies

Your data, your rights

Plans that grow with your team.

Core Suite

Commercial ERP

Enterprise

Questions, answered.

Every sales call, understood.

Pick a Time That Suits You.

Explore Allota AI

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