Capture, track, and convert leads instantly through WhatsApp. No complex setup, no learning curve—just intelligent automation that works.
TriageAI revolutionizes how businesses manage leads by bringing powerful CRM capabilities directly to WhatsApp—the platform your customers already use daily.
Simply send lead information via WhatsApp message, and our advanced Gemini AI instantly extracts name, phone, status, source, and follow-up requirements—no forms, no data entry.
Schedule follow-ups using natural language like "call tomorrow at 3pm" or "follow up next Monday morning." Receive automatic reminders 15 minutes before each scheduled call.
Multi-agent architecture allows your entire team to manage leads collaboratively. Admins get full visibility while agents maintain their personal lead pipelines.
Generate comprehensive reports in text, Excel, or PDF formats with custom date ranges. Get daily summaries at 8 PM IST and visualize your pipeline with real-time status counts.
Secure company data with granular permissions. Admins see all company leads while individual agents access only their assigned prospects.
Update lead status, add notes, reschedule follow-ups, or mark tasks complete—all through simple WhatsApp commands. No app switching required.
Find any lead instantly by name, phone, status, or keyword. Automatically identifies duplicate leads by phone number across your organization, preventing redundant outreach.
No training required—just chat naturally in WhatsApp. AI understands context, processes commands instantly, and guides you through every step with smart prompts.
TriageAI was founded by two dedicated IT professionals who experienced firsthand the frustration of juggling multiple tools for lead management. After spending years in the industry, we noticed a common pain point: sales teams were losing valuable time switching between CRM systems, spreadsheets, and messaging apps.
Our vision was simple yet powerful—bring sophisticated lead management directly into WhatsApp, the world's most popular messaging platform. We combined our expertise in AI, cloud architecture, and enterprise software to create a solution that eliminates complexity while maximizing productivity.
Today, TriageAI empowers businesses of all sizes to capture more leads, never miss a follow-up, and close deals faster—all through the simplicity of WhatsApp messaging.
To make enterprise-grade lead management accessible to every business through intuitive WhatsApp automation, eliminating the barriers of cost, complexity, and training time.
To become the world's leading conversational CRM platform, empowering millions of sales professionals to focus on building relationships instead of managing data.
Discover how businesses are transforming their sales process with TriageAI
"TriageAI has completely transformed how our sales team operates. We've reduced response time by 80% and never miss a follow-up. The WhatsApp integration is genius—our team was up and running in minutes."
"The AI-powered lead extraction is incredibly accurate. I can forward client inquiries directly from email to WhatsApp, and TriageAI handles the rest. It's like having a virtual assistant that never sleeps."
"Managing a team of 10 agents was chaotic before TriageAI. Now I have complete visibility into our pipeline, and automatic reports save me hours every week. Best investment we've made this year."
"As a solo entrepreneur, TriageAI helps me punch above my weight. The follow-up reminders ensure I never let a hot lead go cold. It's like having a full CRM team at a fraction of the cost."
"The duplicate detection feature has saved us from embarrassing situations. Our team can now work confidently knowing they won't accidentally contact the same prospect twice."
"The reporting features are exceptional. I can generate custom reports in seconds and share them with stakeholders instantly. The PDF exports look professional and comprehensive."
Choose the perfect plan for your business. All plans include AI-powered lead capture, smart follow-ups, automated reminders, comprehensive reporting, and duplicate detection. Scale as you grow with no hidden fees.
Have questions? We'd love to hear from you. Send us a message and we'll respond as soon as possible.
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