MUMBAI: Who needs dashboards when your CRM talks, thinks and works like a teammate? Expedify, the conversation-first platform that wants to make CRM feel more like collaboration than chore, has just launched what it claims is India’s first truly agentic, AI-native CRM. Designed to function more like a human team member than a data dump, the system uses built-in voice and chat agents to hold natural, real-time conversations across sales, marketing and service.

Instead of humans endlessly toggling between spreadsheets and dashboards, Expedify flips the script: its AI agents do the calling, following-up, qualifying, scheduling, analysing and even launching campaigns all through a unified conversational interface across WhatsApp, voice, email and web.

“This isn’t another tool you have to babysit,” said Expedify CEO and founder Shashank Shekhar Sharma. “It’s an intelligent teammate that thinks and talks in context, helping your team act faster and smarter without the usual drag of legacy CRMs.”

Here’s what sets it apart:

1    Lead qualification kicks off within 30 seconds of form submission.

2    An AI Analyst delivers on-demand insights without dashboard deep dives.

3    Multichannel campaigns across WhatsApp, email and voice can be launched without ever switching tabs.

4    Teams can chat with the CRM itself to ask questions, trigger actions or close deals no dashboards needed.

Expedify’s edge lies in its omnichannel default. Whether it’s a Whatsapp message, voice call, email or SMS, everything runs off a single rule engine and every customer interaction reflects back into the CRM automatically. For sectors like BFSI, edtech, real estate and retail, the tool dramatically reduces response time while ramping up personalisation.

Setup takes just 30 minutes, making it plug-and-play even for lean teams. It also undercuts traditional enterprise CRM pricing with a freemium model and premium tiers starting at  19 dollar/month (Growth) and  200 dollar/month (Teams) for up to 10 users.

Already in use across fintech, healthcare and edtech brands in India and Southeast Asia, Expedify is continuing to expand its AI agent library. The platform’s goal? To automate not just data but decisions so that sales teams can stop searching for insights and start acting on them.

With its eyes set on redefining post-sale engagement, Expedify might just be the CRM that finally talks the talk and walks the walk.