CRM & Sales · Sovereign Sales Stack
Daily Planner for Modern Sales Teams
AI-powered daily planning with smart task prioritization and time blocking.
Integrated with the tools Indian businesses run on
Core Architecture
Engineered for Sovereign Data & Zero API Markup
KelBrix provides daily planner tightly integrated with WhatsApp CRM, Google Maps lead generation, and multi-tenant reseller operations.
Zero API Markup (BYOK)
Connect your own official Meta WhatsApp API, Brevo, OpenAI, or Vapi accounts. KelBrix orchestrates planner workflows with 0% tax on message volume or minutes.
Integrated CRM Sync
Every action taken in planner automatically updates customer timelines, stage progression, lead scoring, and team activity histories.
Sovereign Data Control
Unlimited single-click CSV and JSON data exports with zero vendor lock-in, per-contact penalties, or artificial export quotas.
Multi-Tenant Team Architecture
Role-based access control, departmental routing, and audit logs ensure operators, agents, and managers work with complete privacy and accountability.
Key Specifications
Deployment Architecture
All-in-One Cloud SaaS / BYOK Edge
Pricing Model
Free Plan (100 Leads) • Starter @ ₹999/mo ($15)
Integrations
WhatsApp Web, Meta Cloud API, Gemini AI, Bland, Brevo
Target Market
Sales Teams, Agencies, Local Businesses, SMBs
Capability Breakdown
What You Can Do with Planner
Enterprise-grade capabilities built to help modern sales teams close deals faster.
AI Task Prioritization
Engineered to eliminate manual follow-up friction and give your team complete visibility over ai task prioritization.
Time Blocking
Engineered to eliminate manual follow-up friction and give your team complete visibility over time blocking.
Daily Digest
Engineered to eliminate manual follow-up friction and give your team complete visibility over daily digest.
WhatsApp & Mobile Notifications
Trigger real-time WhatsApp and SMS alerts for upcoming planner actions and deal changes.
Instant CSV / JSON Export
Export all planner records, timelines, and audit histories in one click with zero data lock-in.
Proven Outcomes
How Teams Win with Planner
Battle-tested workflows built specifically for growing businesses and agencies.
The Challenge
Prospects go cold when planner follow-up is handled manually across fragmented spreadsheets and chat windows.
The Solution
KelBrix centralizes daily planner with automatic pipeline progression and instant multi-channel alerts.
Features Utilized
Measurable Outcome
3x faster first-response time and zero dropped opportunities.
Got Questions?
Planner FAQs
Clear answers on setup, WhatsApp automation, team collaboration, and data sovereignty.
Related CRM & Sales Features
CRM & Lead Management
WhatsApp-first CRM software with Web WhatsApp sync, official API support, AI lead scoring, pipeline management, and digital-card-to-CRM lead capture.
B2B Lead Scraper & Extractor
Find new B2B clients instantly. Extract verified company emails, WhatsApp numbers, website reviews, and roles by niche and location, then sync them directly to your CRM.
Appointment Scheduling
Let clients book appointments online with automated reminders via WhatsApp, SMS, and email.
Start with your first 100 free leads today
No credit card required. Launch your digital card, extract verified B2B leads, and automate WhatsApp sales workflows in under 3 minutes.