Platform Features

Every Module, Exactly As You'll Use It

Twelve modules that make up the Allota AI workspace. These are the actual screens your team logs into — not a roadmap.

What is Allota AI?

Allota AI is a pharmaceutical CRM that records every sales call, transcribes it, and writes the executive summary in Hinglish — the language Indian pharma reps actually sell in. It classifies each lead as Hot, Warm, Cold or Dead from the call audio itself, and pulls enquiries in from Meta, IndiaMART, your website, manual entry and Excel uploads.

Book a Demo Explore the modules
Call Intelligence Lead Management Team & Follow-through Capture & Integrations At a glance
01
Call Intelligence

Every conversation becomes a decision.

Calls are the richest source of commercial intent your team produces, and the least reviewed. Allota AI turns each one into a Hinglish brief, a classification and a next step.

AI Calls Summary

Core Suite

Verbatim transcripts and Hinglish executive summaries for every call your team makes.

  • Transcribes Hindi, Hinglish and English as spoken
  • Executive brief in under 3 seconds
  • Hot, Warm, Cold or Dead read from the audio

Ask Allota AI

Core Suite

The built-in assistant on every screen, answering in plain language.

  • On every screen of the CRM
  • Ask in English, Hindi or Hinglish
  • Answers from your own leads, reps and calls
app.allota.inReal screen · sample data
📞 Call Intelligence screen in the Allota AI CRM
02
Lead Management

Every enquiry. One pipeline.

PCD franchise and third-party manufacturing leads arrive from five places. Capture them together, route them on arrival and keep the list clean.

Lead Center

Core Suite

Every PCD franchise and third-party enquiry in one hub, classified from the call itself.

  • PCD franchise and third-party in one hub
  • Live counts per division
  • Source and assigned rep on every lead

Multi-Source Capture

Core Suite

Meta, IndiaMART, Website, Manual and Excel feeding one pipeline, each with its own assignment rule.

  • Meta, IndiaMART, Website, Manual, Excel
  • Per-source rep auto-assignment
  • Source tag kept on every lead

Bulk Excel Import

Core Suite

Drag in 5,000+ records with automatic phone de-duplication, and export your lead book in one click.

  • 5,000+ records per upload
  • Phone-number de-duplication
  • One-click export of your lead book

Dead Leads

Core Suite

Closed-out enquiries kept with the AI's reason, ready to reactivate.

  • Closed leads kept with the AI's reason
  • Reactivate the moment things change
  • Keeps your live pipeline clean
app.allota.inReal screen · sample data
🎯 Lead Management screen in the Allota AI CRM
03
Team & Follow-through

Nothing slips. Everyone is visible.

Commitments are only useful if someone sees them go overdue. Follow-ups, reassignment and rep activity give managers the whole picture.

Follow Ups

Core Suite

Scheduled, due today and overdue — a live activity log across every representative.

  • Scheduled, due today and overdue
  • Whole team or a single rep
  • Opens with the last call brief attached

Leads Reassign

Core Suite

Move stagnant leads off underperformers and on to your closers.

  • Move stale leads to top performers
  • Every transfer logged
  • Stagnant leads stop sitting idle

Employees

Core Suite

Shift status, call volume, leads and conversion per field rep.

  • Login, logout and working hours
  • Daily call duration per rep
  • Converted-versus-dead ratio
app.allota.inReal screen · sample data
👥 Team & Follow-through screen in the Allota AI CRM
04
Capture & Integrations

Meets leads where they already are.

Plug into the tools your team already runs, and keep an eye on Instagram and Facebook while your office is closed.

Ads Insights

Add-on

A live Ads Intelligence Desk from the Meta Marketing API: spend, WhatsApp inquiries, cost per inquiry and territory reach.

  • Meta spend, inquiries, cost per inquiry
  • Every campaign in one list
  • State-wise budget ranking

Social Lead Guard

Add-on

Instagram and Facebook comments and messages in one inbox, with AI-drafted Hinglish replies you review and send.

  • Facebook and Instagram in one inbox
  • AI-drafted Hinglish replies
  • You review before sending

Integrations

Core + optional ERP

Google Drive call sync, Meta Suite, IndiaMART, WhatsApp Cloud API, Marg ERP.

  • Google Drive call sync
  • Meta, WhatsApp Cloud API, IndiaMART
  • Optional Marg ERP 9+ and Busy
app.allota.inReal screen · sample data
🔌 Capture & Integrations screen in the Allota AI CRM
At a glance

All twelve modules, side by side.

What each one does and where it sits in your plan.

ModuleWhat it doesPlan
AI Calls Summary Verbatim transcripts and Hinglish executive summaries for every call your team makes. Core Suite Ask Allota AI The built-in assistant on every screen, answering in plain language. Core Suite Lead Center Every PCD franchise and third-party enquiry in one hub, classified from the call itself. Core Suite Multi-Source Capture Meta, IndiaMART, Website, Manual and Excel feeding one pipeline, each with its own assignment rule. Core Suite Bulk Excel Import Drag in 5,000+ records with automatic phone de-duplication, and export your lead book in one click. Core Suite Dead Leads Closed-out enquiries kept with the AI's reason, ready to reactivate. Core Suite Follow Ups Scheduled, due today and overdue — a live activity log across every representative. Core Suite Leads Reassign Move stagnant leads off underperformers and on to your closers. Core Suite Employees Shift status, call volume, leads and conversion per field rep. Core Suite Ads Insights A live Ads Intelligence Desk from the Meta Marketing API: spend, WhatsApp inquiries, cost per inquiry and territory reach. Add-on Social Lead Guard Instagram and Facebook comments and messages in one inbox, with AI-drafted Hinglish replies you review and send. Add-on Integrations Google Drive call sync, Meta Suite, IndiaMART, WhatsApp Cloud API, Marg ERP. Core + optional ERP
Modules12in one workspace
Under3 secfrom finished call to brief
Connects5lead sources
Stores0call audio on our servers
By use case

Two divisions, one workspace

PCD Pharma Franchise

Monopoly territory enquiries, molecule interest and franchise pipelines.

See how it works →
Third-Party Manufacturing

MOQ, WHO-GMP documentation and bulk supply enquiries.

See how it works →
Questions

Feature questions

How many modules does Allota AI have?
Twelve: AI Calls Summary, Ask Allota AI, Lead Center, Multi-Source Capture, Bulk Excel Import, Dead Leads, Follow Ups, Leads Reassign, Employees, Integrations, Ads Insights and Social Lead Guard. All appear inside one workspace, and the Core Suite includes everything except the Social Lead Guard add-on and the optional ERP modules.
Are these real screens or mock-ups?
They are rebuilt from the product itself. The module list reflects what your team logs into today, not a roadmap.
Which modules need Marg ERP or Busy?
None of the lead and call modules do. Marg ERP 9+ and Busy sync belong to the optional Commercial ERP plan.
Can I switch modules on and off?
Yes. The Core Suite is always on, and ERP modules and Social Lead Guard can be added to any plan.
Get a callback

Want this running for your team?

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.

  • 20-minute demo on your own scenario
  • Hinglish call summaries, lead classification, follow-ups
  • No obligation. Pricing is quoted only if you ask

Ready to see every call your team makes?

Book a 20-minute demo. We'll walk you through a real call brief, the Lead Center and the AI assistant — on your own numbers.

Book a Demo Talk to the team
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Explore Allota AI

Features

Lead CenterAI Calls SummaryFollow UpsDead LeadsLeads ReassignEmployeesIntegrationsAsk Allota AIAds InsightsSocial Lead GuardMulti-Source CaptureBulk Excel Import

Solutions

PCD Pharma FranchiseThird-Party Manufacturing

Compare

Allota AI vs a Generic CRMAllota AI vs Spreadsheets & WhatsAppAllota AI vs MR Visit-Tracking CRMs

Pharma CRM by city

Pharma CRM in ChandigarhPharma CRM in MohaliPharma CRM in PanchkulaPharma CRM in ZirakpurPharma CRM in AmbalaPharma CRM in Baddi

Guides

Hinglish Call Summary Software for Pharma Sales TeamsCall Recording CRM in India: What to Look ForHindi Call Transcription for Pharma: How It WorksHow to Move IndiaMART Leads into Your CRMPCD Monopoly Rights Explained for Franchise Buyers and SellersHow to Choose a Pharma CRM in India: 8 Questions to AskPCD Franchise Lead Follow-Up Checklist for Sales TeamsThird-Party Manufacturing Enquiries: MOQ and WHO-GMP ChecklistPCD pharma glossaryFAQ