Call recordings from your own Google Drive. Leads from Meta and IndiaMART. Messaging through WhatsApp Cloud API. Billing through Marg or Busy when you need it.
Allota AI connects to Google Drive for call recording sync, Meta Suite for Facebook Lead Ads and Instagram forms, WhatsApp Cloud API for messaging, IndiaMART for buyer enquiries, and optionally Marg ERP 9+ or Busy for accounting, stock and credit ledger. Bulk Excel and CSV import covers everything else.
Point Allota at your call recording folder.
Meta, WhatsApp Cloud API and IndiaMART.
Calls and leads sync automatically.
Marg ERP 9+ or Busy, only on the ERP plan.
Twenty minutes, screen shared. We open a real call brief and walk the workspace — no slide deck.
You connect one master Drive folder. Recordings filed as Employee Name / YYYY-MM-DD / Recording.mp3 are parsed in place and turned into transcribed briefs. The audio never moves to our servers, which keeps sensitive commercial conversations entirely under your control.
Facebook Lead Ads and Instagram instant forms flow straight into the Lead Center with their source attached. WhatsApp Cloud API handles outbound messaging, including the AI-drafted follow-ups sent after an unanswered call.
For most Indian pharma businesses IndiaMART is a primary channel for PCD franchise intent. Enquiries arrive as leads with the source recorded, and can auto-assign to the representative who handles that channel.
The Core Suite runs with no ERP connection and no ERP fee. If you want billing inside the same workspace, the Commercial ERP tier syncs invoices on a background schedule and adds clients master with GSTIN, territory monopoly mapping, Stock IQ with expiry watch, reorder cadence and the credit ledger. Marg and Busy licence their API separately — see pricing.
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Read the guide →IndiaMART buyer enquiries go cold fast. A practical process for getting them into one CRM, assigning them to reps and following up within minutes.
Read the guide →Eight practical questions for evaluating a pharma CRM in India, from Hinglish support and PCD territories to ERP fees and where your data lives.
Read the guide →Tell us your business name and a number. We will call you back, usually the same working day, and show Allota AI on a real call brief.
Workspace access is issued by your organization administrator. Share a few details and we’ll get your team onboarded.
Or pick a time for a demo call →