Product
Seven pillars. One customer record.
PingSetu is not a messaging tool with a CRM bolted on. The inbox, the contact, the deal, the automation and the campaign all read and write the same record — which is why the work stops falling between tools.
Unified Inbox
Every channel. One thread. One team.
WhatsApp, Instagram and Messenger arrive in the same queue — with SMS, RCS and Telegram on the way. A customer who starts on Instagram and follows up over WhatsApp stays one contact with one history, so nobody re-asks a question that was already answered.
- One conversation per customer
- Channel identities collapse into a single contact record, so the thread reads as one story instead of five inboxes.
- Assignment that sticks
- Route by department or rule, reassign mid-thread, and see who owns what without asking in a group chat.
- Internal notes
- Leave context for the next teammate on the thread itself. Notes stay private to your team.
- Context beside the reply
- Contact attributes, open deals and recent orders sit next to the composer, not three tabs away.
ALL CHANNELS · 5 OPEN
Can you share the pricing?
Order #48219 status?
Need a demo this week
Can I change my delivery date?
Loved the new collection!
Ananya Rao
WhatsApp · assigned to Priya
INTERNAL NOTE · PRIYA
Existing contact — deal already open at Proposal stage.
CRM
A CRM that already knows the conversation.
Most teams bolt a CRM onto a messaging tool and spend their day copying between them. Here contacts, deals, leads, tasks and the calendar live in the same system as the messages, so a record updates itself as the conversation moves.
- Contacts and custom attributes
- Define the fields your business actually uses, then filter and segment on them.
- Labels, segments and lists
- Group contacts once and reuse the segment for routing, automation and campaign targeting.
- Deals and leads pipeline
- Move opportunities through stages with the originating thread attached to every card.
- Tasks and calendar
- Assign follow-ups with owners and due dates, and see them on a shared calendar.
Ananya Rao
Northline Retail
- Lifecycle
- Opportunity
- Owner
- Priya S.
- Company size
- 50–200
- Source
- Instagram DM
OPEN TASK
Send revised proposal · due Thu
DEALS PIPELINE
ACTIVITY
- WhatsApp reply receivednow
- Stage moved to Proposal1h
- Attribute updated · Company size2h
- Task assigned to Priya S.yesterday
Automation
Draw the journey. It runs itself.
The flow builder is a canvas: drag a trigger, branch on a condition, send a message, update the CRM, wait, then branch again. No code, and every run is inspectable so you can see exactly which path a contact took.
- Triggers
- Start a flow on an inbound message, a keyword, a new contact, a stage change or a schedule.
- Conditional nodes
- Branch on contact attributes, labels, channel, message content or deal stage.
- CRM actions inside the flow
- Create a lead, move a deal, add a label or assign a task as a step in the journey.
- WhatsApp Flows
- Collect structured input with native in-chat forms instead of pushing customers to a landing page.
Yes
No
Campaigns & Templates
Broadcast to a segment, not to everyone.
Build a message template, get it approved, pick a segment you already defined in the CRM, schedule the send, and read delivery back as analytics rather than as a spreadsheet export.
- Message templates
- Author templates with variables and media, track approval status, and reuse them across campaigns and flows.
- Segment targeting
- Send to a CRM segment, a label or a list — the same audiences your automations already use.
- Scheduling
- Queue a campaign for a future date and time instead of watching the clock.
- Delivery analytics
- Sent, delivered, read and replied, per campaign, with the replies landing back in the inbox.
Spring restock
ApprovedTemplate · WhatsApp · Scheduled 09:00
Hi {{first_name}}, the pieces you saved are back in stock. Want us to hold one for you?
DELIVERY ANALYTICS
Sample data for illustration
AI Studio
AI agents that know when to stop.
Configure an agent, give it your product knowledge and a job to do, and let it hold the first part of the conversation. It qualifies, answers, and hands the thread to a human the moment the conversation needs one — with a summary attached.
- Conversational agents
- Agents reply in the thread on any connected channel, following the instructions you configure.
- Lead qualification
- Ask the qualifying questions, write the answers to contact attributes, and create the lead.
- Human handoff
- Escalate on intent, sentiment or an explicit request, and pass the conversation summary to the agent who picks it up.
- Copilot for your team
- Draft replies and summarise long threads for the human handling the conversation.
Front-desk agent
Active on 3 channels
HANDOFF TRIGGERED
Pricing intent detected → assigned to Sales with a thread summary attached.
✓Contact identified
✓Attributes updated
✓Lead created
Ecommerce
Browse, order and follow up without leaving the chat.
An embedded catalog and order layer means the conversation that generates a sale is also the place the sale happens — and the order stays attached to the contact record afterwards.
- Product catalog
- Maintain products with images, descriptions and pricing inside the platform.
- Orders in chat
- Share products and capture orders in the conversation the customer is already in.
- Order records on the contact
- Every order is attached to the CRM contact, so support sees purchase history in the thread.
- Automated order updates
- Trigger status messages from the same flow builder that runs the rest of your journeys.
PRODUCT CATALOG
Linen shirt
₹2,400
Cotton tote
₹890
Wool scarf
₹1,650
2 items · ₹3,290 · Ananya Rao
Ananya Rao
₹2,400In stock — tap to add it to your order.
Team & permissions
Give people exactly the access they need.
Roles, departments and granular permissions control who can see conversations, edit contacts, publish templates, change automations or touch billing — which matters more the moment you pass a handful of seats.
- Roles
- Assign a role per member and change it without rebuilding their access from scratch.
- Departments
- Split sales, support and operations so each team sees its own queue.
- Granular permissions
- Control access per capability rather than handing out one blunt admin switch.
- Routing by team
- Send conversations to the right department automatically from the flow builder.
TEAM MEMBERS
ROLE · MANAGER
Reselling this to your own clients?
Every pillar on this page ships inside the white-label build your clients log in to.
Put every channel in one place.
Connect a channel, import your contacts and run your first automation today — or talk to us about reselling PingSetu under your own brand.
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