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Samyoj — Business Automation & CRM
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Omnichannel Communication & CRM

AI Powered CRM

Turn Every Customer Conversation Into a Sales Opportunity

Connect WhatsApp, Instagram, Facebook, Email and Meta Ads in one CRM — capture leads, automate conversations and follow-ups, and give sales one place to manage every customer.

Instagram DMs Facebook Meta Ads
Samyoj CRM showing connected channels, conversations, and qualified leads
Instant Reply Respond to customer inquiries in under 5 seconds
All-in-One Inbox WhatsApp, Instagram DMs & Facebook together
Automated Follow-Ups Keep conversations going without manual work
Sales Pipeline Turn chats into paying customers faster

One Shared Inbox. Clear Next Steps

Bring WhatsApp, Instagram DMs and Facebook Messenger together—then keep every lead moving.

Built-in Intelligence & Automation

Smart Automation That Turns Inquiries Into Sales

How Samyoj helps your team close more deals on auto-pilot:

1

Reply to chats instantly — 24/7

AI drafts instant answers for every incoming WhatsApp, Instagram, and Facebook message — so no customer waits, even at 2 AM.

2

AI qualifies every lead automatically

Instead of your team asking repetitive questions, AI finds out each customer's budget, timeline, and exact requirement — and stamps every chat HOT or NOT.

3

The right salesperson takes over

Hot leads are assigned to the right team member instantly, with the full chat history attached — so they start the conversation informed, not from zero.

4

Automatic follow-ups close the deal

Warm leads that go quiet get polite automatic reminders on WhatsApp — so interested buyers never slip away or go cold.

Indigo SaaS Dashboard Hero Illustration
Samyoj promotional gift box offer

Never Lose Another Customer to a Delayed Follow-Up.

Connect WhatsApp, Instagram, and Facebook to Samyoj. Reply instantly, auto-follow up, and close more of the leads you are already paying for.

Meta Ads to Conversations

Turn Social Media Clicks Directly Into Paying Customers

Zero Form Drop-offs

Let customers click your ad and instantly start a conversation.

Engage While Interest Is Peak

Answer product inquiries the exact second someone comments or messages.

Reply to ad clicks in one inbox

Convert chats into sales with automated reminders and instant payment links.

Instant Payments

Collect Payments Directly Inside Customer Chats

Fast UPI, card and net-banking payment links, right inside WhatsApp and Instagram chats.

  • Fast UPI & Card Checkout: One-tap pay in chat.
  • Instant Payment Confirmations: Receipts the moment payment lands.
  • Fewer Abandoned Purchases: Buyers stay in chat to pay.
Samyoj payment app composite showing UPI, cards and net-banking collection inside customer conversations
Automated Bookings

Book Meetings & Appointments Directly Inside WhatsApp

Let customers book meetings in WhatsApp — AI handles slots, confirmations and reminders.

  • Instant Scheduling: Book in chat, no app switches.
  • Automated Reminders: Instant confirm + day-before reminder.
  • Calendar & CRM Sync: Bookings flow to Google Calendar/CRM.
Run Click to WhatsApp and Instagram Ads campaigns with Samyoj
SMART BROADCASTS & OUTREACH

Re-Engage Old Customers & Boost Repeat Sales

Send targeted WhatsApp updates, special offers, and seasonal discounts that actually get opened and read.

  • Personalized Promotions

    Send discounts and new arrivals as approved WhatsApp templates.

  • One-Tap Quick Reply Buttons

    Make it effortless for customers to say “Yes, I’m interested” or “Order Now”.

  • Automated Win-Back Flows

    Reach out automatically to past customers who haven't ordered in 30 days.

Samyoj multi-channel campaign broadcast with WhatsApp messaging, automated follow-ups, and campaign performance insights
Conversational Sales CRM

Track the Entire Customer Journey

Every message across WhatsApp, Instagram, and Facebook becomes structured customer context with stages, tags, ownership, and pipeline tracking.

All Conversations
in One Place

WhatsApp
Instagram
Facebook
Meta Ads
Customer using Samyoj on her phone
NirbhayOnline
Could you share the CRM details?
10:24 AM
Sure, Nirbhay! Chats, leads,
and follow-ups stay together
in one place.10:25 AM
Shared inbox
Chats & follow-ups
Centralized Contacts

Lead Stages & Pipeline
View Pipeline
Tags & Segmentation
Conversation Context & History

Access complete interaction transcripts,
past purchases, notes, and activity logs
alongside every chat message.

Chat history
Notes
Purchases
Smart Agent Assignment

Automatically route qualified prospects to
specific sales reps with round-robin
distribution and availability tracking.

Auto-assigning...
Follow-up Automation

Schedule timely reminders and keep open
conversations moving with clear next steps.

Timely remindersClear next steps
Manual vs Automated Workflows

The Old Way vs. The Samyoj Way

See how unifying your customer communication and sales workflows transforms your daily operations.

Without Samyoj

Disconnected Tools

Slow, manual outreach across scattered tabs and chaotic spreadsheets.

A busy workspace with disconnected channels, spreadsheets, and manual follow-ups
  • Channels managed separately
  • Replies and follow-ups handled manually
  • Leads and chat history get scattered
  • Ads need manual follow-up
The Samyoj Way

One Unified Sales Engine

Every conversation tracked, qualified, and followed up automatically.

A shared inbox, lead stages, and follow-up automation in one workspace
  • One inbox for WhatsApp, Instagram and Facebook
  • AI-assisted replies and lead qualification
  • Shared contacts, tags and pipeline context
  • Automated workflows and follow-ups

Scale Customer Conversions Across Every Channel

Real businesses driving higher revenue with automated omnichannel qualification and follow-ups.
RS
“

Before Samyoj, leads from Instagram and WhatsApp sat waiting for hours. Now inquiries land in one inbox with clear ownership so counselors can qualify and assign follow-ups without chasing screenshots.

PM
“

Managing inquiries across WhatsApp, Facebook, and Instagram used to sprawl across phones. Samyoj unified supported channels in one inbox so routine qualification runs on approved paths.

AJ
“

Click-to-WhatsApp and Instagram ad clicks route into one inbox so reps can qualify intent and book consultations without copying leads between tools.

AM
“

Learner inquiries across channels now have one place to land. Common questions use approved replies so counselors can focus on complex cases.

PO
“

The Samyoj team has been professional and responsive as we connected WhatsApp workflows to our existing sales process.

SS
“

Connecting WhatsApp and Instagram DMs with our CRM was quick enough to test on a live campaign. Abandoned-cart follow-ups are easier to run from one place.

NG
“

Automated patient inquiry workflows and instant appointment reminders have transformed our clinic onboarding. Reminder templates help us confirm appointments without manual chasing.

Launch Your AI Engine in 4 Quick Steps

No coding required. Go live across WhatsApp, Instagram, and Facebook in minutes.

1
Connect Channels

Link your WhatsApp Business, Instagram & Facebook pages.

2
AI Qualification

Set custom questions to automatically qualify buyer intent.

3
Automate Follow-Ups

Deploy smart triggers and reminders to re-engage cold leads.

4
Close More Deals

Deliver qualified prospects directly into your CRM pipeline.

Tailored Workflows for Your Industry

From first inquiry to lead qualification, appointment booking, and conversion across WhatsApp & Instagram.

Never Lose Inquiries After Closing Hours

While your team rests, Samyoj replies instantly — qualifying buyers and booking next-day calls.

Rocket

Frequently Asked Questions

How does Samyoj solve the problem of lost leads?

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Businesses lose up to 60% of potential customers because inquiries are scattered across WhatsApp, Instagram DMs, and Facebook, and manual follow-ups are too slow or forgotten. Samyoj unites all customer communication channels into one unified inbox, triggers instant AI responses in under 5 seconds, qualifies prospect intent, and automates multi-step follow-ups so zero leads fall through the cracks.

Which customer communication channels does Samyoj support?

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Samyoj connects with official WhatsApp Business API, Instagram Direct Messages (DMs), Facebook Messenger, Meta Click-to-Chat Ads, and website live chat widgets. All messages arrive in a single omnichannel dashboard, allowing your team or AI agents to manage conversations seamlessly without tab-switching.

How does AI Lead Qualification work on Samyoj?

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Instead of sales reps spending hours asking repetitive screening questions, Samyoj conversational AI automatically asks tailored qualifying questions (such as budget, property preferences, course requirements, or clinical symptoms), captures verified contact details, scores the lead, and immediately routes high-intent prospects to the appropriate counselor or sales rep in your CRM.

Can Samyoj automatically follow up with leads who stop replying?

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Yes. When an interested prospect goes cold, Samyoj triggers automated multi-step follow-up sequences across WhatsApp or Instagram. These sequences deliver timely nudges, answer common objections, offer consultation booking links, or share limited-time promotions so cold inquiries get a second chance to reply.

Does Samyoj connect with my existing CRM and business workflows?

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Yes. Samyoj integrates seamlessly with popular CRMs (HubSpot, Zoho, Salesforce, LeadSquared), Google Sheets, Shopify, WooCommerce, and webhooks via Zapier and Make. Captured leads, conversation summaries, and custom tags sync instantly into your existing sales pipeline.

Is Samyoj a Meta Tech Provider for WhatsApp Business API?

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Yes. Samyoj is a Meta Tech Provider built on official Meta Cloud APIs for WhatsApp Business, Instagram, and Facebook Messenger. Your WhatsApp conversation charges are billed directly by Meta at Meta’s published rates—Samyoj does not add a markup on message delivery (see our pricing page). Meta also has a separate Business Solution Provider (BSP) partner program; Samyoj’s current phase is Tech Provider, which still gives you policy-compliant API access, verified business profiles, and enterprise-grade delivery through Meta’s infrastructure.

Does Samyoj offer a free trial?

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Yes! Samyoj offers a 14-day free trial with full access to omnichannel messaging, AI lead qualification, and automated workflows. No credit card is required to sign up. You can also book a live demo with our solution specialists for guided onboarding.