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CRM AUTOMATION CappsAI Studio

CRM automation: from website enquiry to paid invoice, on autopilot

CappsAI Studio automates the repetitive parts of selling: website leads arrive with a draft quote already emailed, follow-ups remind you on time, recurring invoices go out by themselves and AI drafts the rest for you to approve.

Updated 15 Oct 2026By CappsAI Technology, Chennai

What gets automated

  • Leads capture themselves. Your website form, chat bot or the Web Leads API creates the lead, with source page, UTM tags and device recorded, and notifies you and your team instantly.
  • Auto-reply with a draft quote. Optionally, each website enquiry gets a draft quote emailed back in seconds, built from your price list.
  • A chat bot that sells at midnight. The website assistant answers from your knowledge and prices, collects name, email and phone and turns the chat into a lead.
  • Follow-up reminders. A notification when each follow-up is due; Today, Upcoming and Overdue views; hand one to a colleague in a click.
  • Lead assignment with a notification to the person assigned (Pro and Premium).
  • Recurring invoices for retainers and AMCs, emailed automatically on paid plans.
  • Payment status updates itself: record a payment and the invoice moves to partly paid or paid, and reports update.
  • Monthly AI business report on sales, quotes won and lost, unpaid invoices and best clients.
  • Help desk automations and AI-suggested answers from your own articles (Premium).

AI does the drafting, you stay in control

Press Ctrl/⌘ + J or say "Hey Studio" and ask in plain words: "Quote for ABC Technologies, website redesign 80,000", "Remind me to call Ravi at 10", "Which invoices are overdue?", "Make an Excel sheet of my unpaid invoices". The assistant prepares it and shows it to you first. It never saves on its own and never calculates money; totals come from the app.

CappsAI Studio AI assistant automating quotes, reminders and reports
The AI assistant: create records, ask your numbers, make documents.

The automated loop

  1. Bot chats: a visitor asks about prices; the assistant answers from your price list.
  2. Lead captured: the chat becomes a lead and your team is notified.
  3. AI quote: a GST quote is drafted from your saved prices for you to approve.
  4. Sent and accepted: shared on WhatsApp or email; you see when it's viewed, then convert it to an invoice.
  5. Paid: record the UPI payment, the invoice turns Paid and your team sees it.

What's free and what's paid

FeatureFree ₹0Pro ₹99Premium ₹299
Website form → lead, with auto-reply quote✓✓✓
Chat bot (guided mode)✓✓✓
Chat bot AI mode & AI assistantAI pack or own keyAI pack or own keyAI pack or own key
Follow-up reminders✓✓✓
Recurring invoices✓✓✓
Lead assignment & real-time alerts–✓✓
Web Leads API, help desk automations––✓

Prices are per month and exclude 18% GST. Every new account gets Premium free for 7 days, with AI included; afterwards it moves to Free unless you choose a plan. Nothing is charged automatically.

What it isn't

Studio isn't a general workflow builder like Zapier: the automations are built into the sales loop rather than designed by you. To connect your own website, app or tools, use the Web Leads API and Tickets API on Premium. For bigger, custom automations, our automation services team can build them.

FAQ

Frequently asked questions

What can CappsAI Studio automate?

Lead capture from your website form, chat bot or API; an auto-reply with a draft quote; follow-up reminders; lead assignment alerts; recurring invoices; payment status; and a monthly AI business report.

Is CRM automation included on the free plan?

Lead capture, the auto-reply quote, follow-up reminders and recurring invoices are free. Lead assignment and live alerts need Pro; the Web Leads API and help desk automations need Premium.

Does the AI send things without asking?

No. The AI assistant prepares quotes, clients, reminders and documents and shows them to you first. It never saves on its own and never calculates money.

Can I connect Studio to my own tools?

Yes, on Premium. The Web Leads API sends leads from any website, app or tool, and the Tickets API connects your app to the help desk.

Make your next quote in 60 seconds

Free forever plan. No card, no password. GST quotes, invoices, leads and follow-ups in one app.