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ERIX CRM, Connect, Flow and the AI agents share one contact, so a chat, a call, a booking and a follow-up all land on the same record. Start with what you need today; the rest is already connected.

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RM

Rohan Mehta

3BHK, Baner · ₹1,85,000

Site visit booked

  1. Connect9:42 pm

    WhatsApp: “Is the 3BHK at Baner still available?”

  2. AI agent9:42 pm

    Answered from the Baner listing

  3. CRM9:44 pm

    Site visit booked for Saturday, 4 pm

  4. FlowFri, 10:00 am

    Reminder sent on WhatsApp

  5. CRMSat, 5:10 pm

    Moved to Site visit done

  6. FlowMon, 11:31 am

    Follow-up sent on WhatsApp

Pick one. They all share the same contact.

Live means you can use it in ERIX today. Coming soon and invite-only are marked.

One place for every enquiry

Every message and call in. Every outcome out.

WhatsApp messages and phone calls land in ERIX, and the next step happens on its own: the lead is in your pipeline, the visit is booked and the follow-up is set. More channels coming soon.

  • WhatsApp
  • Phone calls
  • Lead in your CRM
  • Visit booked
  • AI answers from your price list
  • Follow-up scheduled

One customer, six hand-offs

How an enquiry moves through ERIX

Each part hands the customer to the next on the same record. The screens are redrawn from the real app.

  1. Step 1ERIX Connect

    Every channel lands in one inbox

    WhatsApp chats and phone calls arrive in one list, live, each on the right contact. Instagram, email and website chat are coming soon.

    • Official WhatsApp Business API on your own account: Meta bills you, no ERIX markup
    • Templates, broadcasts and the 24-hour window handled
    • Phone calls logged on the same contact
    Explore ERIX Connect

  2. Step 2AI agents

    Agents answer from your knowledge and ask before they act

    Give the agent your price list, hours, FAQs and listings. It answers what it knows, drafts the rest, and anything that touches money waits on Approvals.

    • Sales, channels and website agents, replying in the customer's language
    • Describe a new agent in a sentence: ERIX shows the plan first, then saves a draft
    • Starts in Suggest: it drafts and a person sends, until you raise its autonomy
    • Refunds, complaints and medical questions always go to a person
    • Monthly limits, a pause button and usage you can see
    See the agent in the story

  3. Step 3ERIX CRM

    The enquiry becomes a deal with its whole story

    Chats, calls and bookings sit on one record, so anyone on the team can pick up where the last person stopped.

    • Pipeline stages made for your industry, totals in rupees
    • Forms and booking pages that add contacts by themselves
    • Appointments in IST on Google Calendar, with no double bookings
    Explore ERIX CRM

  4. Step 4ERIX Flow

    Follow-ups run on their own, with you in control

    Start from a template and switch it on. Confirmations, reminders and nudges go out on time, and anything risky waits for approval.

    • Starts on a new lead, a stage change, a form, a message, a payment or a booking
    • Send, wait, or wait for a reply: Replied or No reply
    • Every run visible step by step, live
    Explore ERIX Flow

Everything in ERIX 1.0

What a workspace can use today. What comes later is listed under it, so nothing here is a promise.

CRM

  • Contacts matched by phone and email across channels, with a full timeline
  • Pipelines with stages, tags, notes, custom fields and saved views
  • Forms and booking pages that create contacts, with consent recorded
  • Analytics for your funnel, forecast, lead sources and revenue

Inbox and channels

  • The WhatsApp Business API on your own number, with approved templates
  • Phone calls on the same contact
  • One inbox with sent, delivered and read ticks, on the right contact
  • Broadcasts to a segment, paced, with quiet hours from 9 pm to 9 am
  • WhatsApp opt-in, the 24-hour window and STOP replies handled for you
  • Google Calendar and Meet links for online bookings

Automations

  • Start on a new contact, a stage change, a form, a booking, a payment or a message
  • Send, wait, wait for a reply, check a condition, ask AI, update the contact
  • Approval steps, with approve-by-email links
  • Test runs that preview every message before anything goes out
  • Run history with retries, a workspace-wide pause and frequency caps
  • Ready-made templates for your industry

AI agents

  • Answers from your own text, web pages, PDFs and documents
  • Sends only when it's confident and backed by your knowledge; otherwise it drafts for you
  • Refunds, complaints, medical and legal questions go to a person, in English, Hindi, Hinglish, Telugu or Tamil
  • Books slots and finds contacts using only the tools you allow
  • Sales and channels agents with an autonomy level and a monthly budget
  • Mark replies correct, wrong or risky to see how it's doing

Trust and your data

  • Each workspace's data kept separate at the database level
  • Connection keys encrypted at rest and never shown in full
  • Owner, admin and agent roles, with an activity log
  • Export or erase a contact on request
  • Export your whole workspace at any time
  • Delete a workspace with 30 days to change your mind

Coming later

  • Instagram DMs, email and website chatComing soon
  • GST invoices, payment links and proposalsComing soon
  • Projects, e-sign and the client portalComing soon
  • Messenger and Telegram inboxesVersion 1.2
  • Webhooks, more schedules and connected appsVersion 1.2
  • Lead scoring, referrals, reviews and membershipsVersion 1.2
  • Instagram posts and a content calendarVersion 1.3

Voice, Storage and the API

  • Invite only

    ERIX Voice

    An AI assistant that answers your calls, books appointments and puts each call in your inbox. Open by request.

    About ERIX Voice
  • Coming soon

    ERIX Storage

    Files kept with the client and project they belong to: documents and secure share links.

    About ERIX StorageComing soon

For developers: the same modules through one public API, with keys per workspace and the TypeScript SDK. Read the API docs

How the platform works

ERIX 1.0 is live with four parts on one customer record. ERIX CRM: contacts, pipeline, forms and appointments. ERIX Connect: the WhatsApp inbox and phone calls, with Google Calendar and Meet for bookings. ERIX Flow: automations, templates, approvals, Wait for a reply and AI reply. AI agents: answer from your own business details and hand the rest to your team. Instagram, email, website chat, GST invoices and payment links are coming soon.

Yes. The same modules are available through the REST API at https://api.ecodrix.com, with keys per workspace, webhooks and the public SDK @ecodrix/erix-api. The docs are at ecodrix.com/docs.

Yes. Most teams start with the inbox or the pipeline and switch on the rest as they go. Everything writes to the same contact, so nothing has to be moved later.

Yes. New messages, ticks, typing, pipeline moves and automation runs appear live, so nobody on your team has to refresh.

Not sure where to start?

Request early access and tell us how you sell today. We'll set ERIX up around it.
Request early accessChat on WhatsApp (opens in a new tab)