India's 1st Voice-First CRM for Financial Advisors
🤖Your Voice AI Assistant Bot
💻Your Voice AI Web Dashboard
📱Your Voice AI Mobile App
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🤖
Sarathi-AI Bot
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⚙️ Menu 📋 Leads 📸 Scan 🧮 Calc 🤖 AI Pitch 📊 Pipeline ⏰ Remind 🎙️ Talk 📑 Policy ✅ Tasks 📧 Email 📱 Share
👆 Click any button to explore features live
Type a message... 🎙️
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🤖
Sarathi-AI Bot
online
⚙️ Menu 📋 Leads 📸 Scan 🧮 Calc 🤖 AI Pitch 📊 Pipeline ⏰ Remind 🎙️ Talk 📑 Policy ✅ Tasks 📧 Email 📱 Share
👆 Tap any button to explore
Type a message... 🎙️
🔒 sarathi-ai.com/dashboard
🤖 Sarathi-AI
📊 Overview
📋 Tasks
👥 Leads
📄 Policies
🤖 AI Tools
🧮 Calculators
🎤
9:41 📶 🔋

🤖 Sarathi-AI

SA
🎤
📊Home
📋Tasks
👥Leads
🤖AI
☰More

Tired of Excel, missed follow-ups, manual entries? Just talk — in Hindi or English. AI handles leads, reminders, pitches, reports. You sell, it does the rest.

Start Free — ₹0 for 14 Days → 🎬 See Interactive Demo
🔥 127 advisors joined this week
⚡ Setup in 5 Min
💳 No Card Required
💰 All This at Just ₹199/month
🎙️ Just Talk — Voice/Text AI CRM
🎯 Smart Follow-ups & Accountability
🤖 AI Pitches & Lead Timeline
🛡️ IRDAI Badge on Reports
🇮🇳 Hindi + English
💰 ₹199/month — No Hidden Cost
🪞 The Reality Check

Meeting ke baad sab yaad rakhna mushkil hai

Client se mile, details suna, ghar aakar bhool gaye. Sounds familiar? There's a better way.

😰

Without Sarathi-AI — The Struggling Agent

  • 😤 Client se milke aaye — details diary mein likhna bhool gaye
  • 📞 Follow-up ka reminder nahi lagaya — lead cold ho gayi
  • 📝 Client ko calculator dikhana hai — pen-paper se samjhana padta hai
  • 😴 14-hour kaam, phir bhi renewals chhoot jaate hain
  • 💸 Branded report banana hai — koi tool nahi hai affordable
  • 🤷 Team pe nazar nahi — kiska follow-up hua, kiska nahi, pata nahi
  • 📉 Client ko professional proposal bhejne mein time lagta hai
  • 🔇 Birthday, anniversary yaad nahi — personal touch khatam
🏆

With Sarathi-AI — The Smart Financial Planner

  • 🎙️ Voice note bhejo — "Sharma ji se mila, health plan chahiye" — lead, notes, follow-up sab auto
  • 🔔 "Kal Sharma ji ko call 4 baje" — time-based task with assignee, Done/Snooze, team accountability
  • 📊 12 financial calculators + branded PDF — 30 second mein WhatsApp pe bhejo
  • 🤖 AI pitch, lead scoring, policy recommendation — har client ke liye personalized
  • 👥 Full team management — task assign karo, performance track karo, nudge bhejo
  • 🎂 Auto birthday & anniversary greetings — WhatsApp pe branded wish, client impressed
  • 📱 Your own Telegram bot — apna brand, apna CRM, setup 5 minute mein
  • 💰 Sab kuch ₹199/month se shuru — no hidden charges, cancel anytime

💡 Wahi 24 ghante. Ek advisor thaka hua hai. Doosra phone se deal close kar raha hai. Fark? Sirf ₹199/month.

Voice-First AI Sales Engine

Just Talk. AI Does The Rest.

No commands to learn. No forms to fill. Talk to your bot like you talk to your team — it creates leads, sets reminders, logs meetings, and runs your entire CRM.

🎙️

“Just Talk” AI Mode

No commands needed. Just type or speak naturally — "naya client Sharma ji, Jaipur, health insurance" — and AI creates the lead, extracts details, sets reminders. Hindi, English, or mix — sab samjhega!

🏆 India's 1st — No other CRM understands your voice like this
💰

Partner & Earn Program

Refer fellow advisors and earn recurring commissions. Share your unique link, track referrals in real-time, and get paid every month. Turn your network into income!

🏆 Earn 20% recurring commission per referral
🤖

AI-Powered Telegram Bot

Your personal AI sales assistant on Telegram. Add leads via voice, get AI pitch suggestions, track pipeline, auto follow-ups — your bot works 24/7.

🎙️

Voice AI Sales Assistant

Just talk naturally — in Hindi or English. Add leads, get AI pitch scripts, share branded reports with clients. Your voice is the command, AI does the rest.

📊

12 AI-Ready Calculators

Inflation Eraser, HLV, Retirement, EMI, Health Cover, SIP, MF SIP, ULIP vs MF, NPS, Step-Up SIP, SWP & Delay Cost. AI explains results. Branded PDF reports instantly.

🔔

Smart Reminders & Accountability

30-min pre-reminders, Done/Snooze buttons, post-call notes, lead timeline, admin evening digest. Every follow-up tracked — nothing slips through.

🧠

Proactive AI Assistant

Morning briefings, stale lead alerts, deal celebrations, weekly momentum reports. AI nudges you before you forget — your smartest business partner.

📈

AI Sales Dashboard

Real-time pipeline, AI-driven insights, premium tracking, conversion metrics. Know your business health at a glance from any device.

🎯

AI Pitch Assistant

Get smart pitch suggestions based on client profile. AI prepares your talking points before every call — close deals faster.

🛡️

SEBI & DPDP Compliance

Built-in SEBI credentials on branded reports + DPDP data consent tracking. Stay compliant without extra effort — your PDFs speak authority.

Live Preview

See It In Action

Explore how Sarathi-AI works — tap each tab to see a different feature.

🎬 See Full Interactive Demo →
🤖 Telegram Bot
📊 Calculators
🎯 Lead Journey
🎙️ Voice AI
📈 Dashboard
📋 Reports

Your Entire CRM Lives in Telegram

No app to download. No website to open. Manage your entire insurance advisory business from Telegram — the app already on your phone.

  • 🎙️ Just Talk — Type or speak, AI creates leads
  • 📊 /pipeline — See full sales funnel instantly
  • 👤 /addlead — Add leads step-by-step with validation
  • 📋 /leads — Browse & manage all your leads
  • 📊 /calc — 12 professional calculators
  • 🎂 Auto birthday & renewal reminders
  • 🌐 /lang — Switch between English & Hindi
  • 📜 /followup — Track daily follow-ups
  • 📈 /report — AI-powered performance reports
🤖
Sarathi-AI.com
online
/lang
9:00 AM
🌐 Choose Language / भाषा चुनें

🇬🇧 English 🇮🇳 हिन्दी
9:00 AM
/pipeline
9:15 AM
📊 Sales Pipeline
━━━━━━━━━━━━━━━━━━

🆕 New: 12
📞 Contacted: 8
📊 Pitched: 5
📄 Proposal: 3
✅ Won: 2

💰 Pipeline Value: ₹4.2L
📈 Conversion: 16.7%
9:15 AM
🎙️
0:18
9:30 AM
🎙️ Voice-to-Action
━━━━━━━━━━━━━━━

👤 Priya Gupta
📱 Phone: 98765 43210
🏥 Need: Health + Term
🏙️ City: Pune
💰 Budget: ₹8,000/mo
📅 Follow-up: Tomorrow

✅ Create Lead ❌ Discard
9:30 AM
✅ Lead #48 Created!
👤 Priya Gupta • Health + Term
📅 Reminder: Tomorrow 10:00 AM

📋 View Lead 🧮 Calculator 📱 WhatsApp
9:30 AM
⏰ Follow-up Reminder!

👤 Rajesh Sharma — Child Plan
📞 Last: 2 days ago
💡 AI Tip: Ask about admission timeline
✅ Done ⏭️ Snooze 📞 Call Now
10:00 AM
🎂 Birthday Alert!
Sanjay Patel turns 45 today
🎉 Send Greeting
8:00 AM

12 Professional Calculators to Close Deals

Show clients exactly what they need with beautiful, branded calculators. Share results via WhatsApp as a personalized PDF report.

  • Inflation Eraser — show wealth erosion impact
  • Human Life Value — calculate exact cover needed
  • Retirement Planner — monthly SIP goals
  • EMI Calculator — loan comparisons
  • Health Cover — ideal mediclaim amount
  • SIP vs Lumpsum — investment comparison
  • MF SIP Planner — goal-based SIP calculation
  • ULIP vs Mutual Fund — side-by-side comparison
  • NPS Planner — pension corpus estimation
  • Step-Up SIP — annual increase wealth boost
  • SWP Planner — systematic withdrawal planning
  • Delay Cost — show cost of waiting
🔒 sarathi-ai.com/calculators
💰 Inflation Eraser Calculator
₹ 50,000
7% per year
20 years
12% per year
After 20 years, ₹50,000/month will feel like
₹1,93,484/mo
You need ₹2.32 Cr corpus to maintain lifestyle
Monthly SIP Needed
₹9,257
Total Growth
3.87x
📱 Share on WhatsApp as Branded PDF

Track Every Prospect — From First Call to Won

See your complete sales pipeline at a glance. Move leads through stages with one tap. Never forget a follow-up.

  • 6-stage pipeline: New → Contacted → Pitched → Won
  • One-tap stage change in Telegram
  • Auto follow-up reminders
  • Complete interaction history
  • Filter by stage, city, or need
🔒 sarathi-ai.com/dashboard
1

🆕 New Leads

Freshly added — waiting for first contact

12
↓
2

📞 Contacted

Called/messaged — gauging interest

8
↓
3

📊 Pitched

Shared calculator results & product details

5
↓
4

📋 Proposal Sent

Policy proposal submitted, awaiting decision

3
↓
✓

🏆 Won — Customer!

Policy issued — now track renewals automatically

2

Voice AI — Just Talk, AI Does the Rest

Speak naturally in Hindi or English. Add leads, run calculators, get pitch scripts — all by voice. Your AI assistant understands context and takes action.

  • 🎙️ Voice-first — no typing needed
  • 🧠 AI understands Hindi, English, Hinglish
  • 📊 Run any calculator by just speaking
  • 👤 Add & update leads hands-free
  • 📝 AI generates pitch scripts instantly
🤖
Sarathi CRM Bot
Voice AI Active
🎙️ Voice Message
"Rajesh Sharma ka ek naya lead add karo, phone 9876543210, interested in term insurance, Mumbai mein hai"
✅ Lead Created!
👤 Rajesh Sharma
📞 9876543210
🏢 Mumbai
📊 Interest: Term Insurance
🧠 AI Tip: Rajesh is 35, in Mumbai — recommend ₹1Cr term plan. Similar clients converted 73% of the time!
🎙️ Voice Message
"Rajesh ke liye HLV calculate karo, 50 thousand monthly expense"
📊 HLV Calculator Result
Recommended Cover: ₹1.85 Cr
Gap: ₹1.85 Cr

WhatsApp — Your Clients' Favorite Channel

Send birthday wishes, calculator reports, portfolio summaries — all branded with your firm name. Clients see YOU as professional and tech-savvy.

  • Auto birthday & anniversary greetings
  • Share branded calculator PDF reports
  • Policy renewal reminders to clients
  • Portfolio summary with your branding
  • One-click share from Telegram bot

Business Dashboard — Everything at a Glance

Real-time metrics, pipeline tracking, conversion rates. Know your business health from any device. Auto-syncs with your Telegram bot data.

  • Total leads, active policies, premium tracking
  • Today's follow-ups and pending tasks
  • Upcoming renewals this week/month
  • Win rate and average deal size
  • Monthly performance trends chart
🔒 sarathi-ai.com/dashboard
28
Total Leads
12
Active Policies
₹8.4L
Total Premium
5
Follow-ups Due
3
Renewals This Week
4
Today's New Leads
📈 Monthly New Policies
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Win Rate
34%
Avg Deal Size
₹1.4L

Professional Reports With Your Branding

Every calculator result generates a beautiful PDF report with your firm name, license number, and contact details. Share directly on WhatsApp.

  • Your firm name & logo on every report
  • IRDAI license badge for trust
  • Beautiful charts and data visualization
  • One-click WhatsApp sharing
  • Clients remember YOU, not the tool
🏢

Apex Insurance Solutions

IRDAI Licensed · Priya Kapoor · 98765-43210

💰 Inflation Eraser Report
Prepared for: Rajesh Sharma · 15 Jan 2026
Current Monthly Expense₹50,000
Inflation Rate7%
Time Horizon20 Years
Future Monthly Need₹1,93,484
Corpus Required₹2.32 Crore
Monthly SIP to Reach Goal₹9,257
Disclaimer: This is an illustrative calculation. Actual values may vary.
Generated by Sarathi-AI · apex-insurance.sarathi-ai.com
📱 Share via WhatsApp 📥 Download PDF

🤔 Worried About Setup? Don't Be!

Everything is designed to be simple. Most advisors are up and running in under 10 minutes — even without any tech background.

✈️
Create Telegram Bot
⏱️ 2 min
🎨
Set Up Branding
⏱️ 2 min
📂
Link Google Drive
⏱️ 2 min
🚀
Start Using!
✅
📖 See Easy Setup Guide →
🎧

Listen & Learn — Audio Help Available!

Not a reader? 🎙️ Our Help Center has audio walkthroughs for every feature. Tap play, listen, and master Sarathi-AI while commuting or during chai breaks.

🎧 Open Audio Help Center → 🎬 Watch Interactive Demo
Getting Started

Go Live in 5 Minutes

From signup to your first lead — no technical setup required.

01

Sign Up Free

Pick a plan, enter your details. 14-day free trial — no card required.

02

Create Your CRM Bot

Create a Telegram bot via @BotFather, paste the token — your own branded CRM bot is live.

03

Just Talk — Add Your First Lead

Type "naya client Ramesh, health insurance" or send a voice note. AI creates the lead automatically — no forms!

04

Grow Your Business

Auto greetings, calculator pitches, follow-up reminders — close more policies on autopilot.

🔍 Honest Comparison

Sarathi-AI vs Budget CRMs

Other CRMs cost ₹199/month too. But look what you actually get.

Feature 🛡️ Sarathi-AI Budget CRMs
Setup Time 5 minutes 2-3 days
Works From Telegram (already on your phone) Separate app download
Voice AI Assistant ✅ Hindi + English voice commands ❌ Manual entry only
Financial Calculators ✅ 12 professional tools ❌ None
Follow-up Accountability ✅ 30-min alerts, Done/Snooze, notes, timeline ❌ Manual only
Branded PDF Reports ✅ Professional PDFs ❌ Generic
Hindi Support ✅ Full Hindi + English ❌ English only
AI Pitch Assistant ✅ AI-powered — Live ❌ None
Voice/Text AI ("Just Talk") ✅ Bolo ya likho — AI samjhega ❌ Sirf forms
Proactive AI Nudges ✅ Morning briefings, stale alerts ❌ None
SEBI/DPDP Compliance ✅ Built-in on every report ❌ Do it yourself
Same price. 10x the value. Why settle for less? 🎯
💰 Partner & Earn Program

Earn ₹800+/month
While Using Sarathi

Refer financial advisors. Earn 20% recurring commission on every subscription they pay — month after month. Your CRM pays for itself.

👤Refer 1 Solo user₹40/mo
👥Refer 5 users — your plan is FREE₹200/mo
🚀Refer 20 users — passive income₹800+/mo
Become a Partner → See Plans Below ↓

🏆 First 500 Founding Customers

Use your own referral code → get 20% off for an entire year

Loading...
Solo
₹199/mo
₹159/mo
Save ₹480/yr
Team
₹799/mo
₹639/mo
Save ₹1,920/yr
Enterprise
₹1,999/mo
₹1,599/mo
Save ₹4,800/yr
Claim Your Founding Spot →
⏳ Spots are filling fast — don't miss out
💎 Your Freedom Fee

Invest in Peace of Mind

Less than a cup of chai per day. The cheapest "employee" who never forgets, never sleeps, never takes leave.

Solo Advisor
₹499/mo
₹199/mo
Perfect for individual financial advisors
Just ₹7/day — less than a samosa 🥟
  • 1 Advisor — your own Telegram bot
  • Unlimited leads & policies
  • 12 AI-ready financial calculators
  • Voice-to-Action AI (speak, don't type)
  • Branded PDF reports & sharing
  • Smart follow-up accountability & lead timeline
  • Proactive AI nudges & daily briefings
  • SEBI credentials + DPDP consent tracking
  • Partner & Earn — refer & earn commissions
  • Google Drive sync & AI document scanner
  • Help & Support tickets
Your peace of mind, guaranteed
⭐ Most Popular
Team
₹1,499/mo
₹799/mo
For growing advisory teams
₹160/advisor — cheapest team member ever 🤝
  • Admin + 5 advisors — each gets own bot
  • Everything in Solo, plus:
  • Team dashboard, admin digest & agent tracking
  • Bulk campaigns & broadcasts
  • Email-to-CRM — AI scans client emails & docs
  • Priority support (24hr response)
  • Team-wide partner earnings tracking
Run your agency like a wealth firm
Enterprise
₹3,999/mo
₹1,999/mo
For large agencies & wealth firms
₹80/advisor — less than an office chai bill ☕
  • Admin + 25 advisors — each gets own bot
  • Everything in Team, plus:
  • Admin controls & user management
  • Custom branding (your logo & colors)
  • API access & integrations
  • Dedicated onboarding & account manager
  • Higher partner commissions
  • Dedicated support (4hr SLA)
The smartest investment for your firm
🛡️
12
Financial Calculators
📱
3
Channels (Telegram, WhatsApp, Web)
🤖
50+
CRM Commands
🇮🇳
2
Languages (Hindi + English)

Ready to Work Smarter, Not Harder?

Join advisors across India who finally have peace of mind. Your AI assistant never sleeps, never forgets, and costs less than a chai per day.

Start Free Trial → Open Telegram Bot