Connects to What You Already Run
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.
What does Allota AI integrate with?
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.
Watch Integrations work.
Connect Drive
Point Allota at your call recording folder.
Connect sources
Meta, WhatsApp Cloud API and IndiaMART.
Data flows in
Calls and leads sync automatically.
Add ERP if needed
Marg ERP 9+ or Busy, only on the ERP plan.
One module, three people who benefit.
Connect the tools your team already uses.
Work from one screen, not five apps.
Add Marg or Busy later, only if you need it.
See this running on your own numbers
Twenty minutes, screen shared. We open a real call brief and walk the workspace — no slide deck.
Google Drive — call recording sync
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.
Meta Suite — Lead Ads, Instagram and WhatsApp
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.
IndiaMART — buyer enquiries
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 employee who handles that channel.
Marg ERP 9+ and Busy — optional
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.
Last updated
Go deeper
Call Recording CRM in India: What to Look For
A practical guide to choosing a call recording CRM in India: storage, privacy, Hindi support, lead linking and what happens to missed calls.
Read the guide →How to Move IndiaMART Leads into Your CRM
IndiaMART buyer enquiries go cold fast. A practical process for getting them into one CRM, assigning them to employees and following up within minutes.
Read the guide →How to Choose a Pharma CRM in India: 8 Questions to Ask
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 →Frequently asked questions
Do I need Marg ERP to use Allota AI?
Does Allota AI store our call recordings?
Can we send WhatsApp messages from the CRM?
Where to next
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
