Chat Based AI CRM

Chat Based AI CRM for Solopreneurs & Teams

Manage customers from the WhatsApp you already use. Add contacts, notes, credit, payments and invoices by message, with Telegram and the web dashboard synchronized automatically.

WhatsApp-firstContact ProfilesCredit & Payment LedgerInvoice Auto-SyncTelegram & Web

🚀 CRM from WhatsApp, Telegram or Website

1. Create Account: Sign up on the website or Telegram. Choose Pro or add credits to manage the same CRM from WhatsApp.
2. Add Any Contact: Send Add Rajesh Kumar 919812884174 Interested in Pro to instantly create customer #1 with notes.
3. Manage from Chat: Type C1 to view balance, C1 note ... to log follow-ups, or P1 500 to record payment!
Best prompt format

Fast Chat Prompt CRM Examples

abill.in™ AI parses single-line chat and web commands instantly. Every action auto-updates your client's profile, financial ledger, and activity timeline.

🇮🇳 Indian contact format: Add the 10-digit mobile number or include +91 for easy customer lookup and messaging.
1. Add Contact / Lead

Add Customer or Lead

Add Rajesh Kumar 919812884174 Interested in Pro subscription

How it works: Saves customer, assigns sequential ID (e.g. #1 / C1), parses phone with country code, and records initial note.

2. Statement & Balance

Check Customer Balance

C1

How it works: Type C + customer number (C1, C2) to see billed total, invoice dues, credit, payments, and net status.

3. Interaction Note

Log Follow-up or Note

C1 note Meeting Friday 4pm. Sent demo

How it works: Appends a timestamped note to the customer's permanent timeline. Type C1 note to read all notes.

4. Payment Received

Record Payment Received

P1 500 Received via bank transfer

How it works: Type P + customer number + amount. Reduces customer due balance and auto-logs income in your Tracker.

5. Give Credit / Khata

Record Credit Given

C1 500 Delivered 10 items on credit

How it works: Type C + customer number + amount. Records ledger credit and increases customer outstanding balance.

6. Directory & History

List Contacts & Ledger

crm          (lists all contacts & balances)
C1 all       (shows last 30 ledger records)

How it works: Type crm to see all contacts and balances. Type C1 all to see the full transaction audit trail.

How it works

Customer management in three simple steps.

1

Log via chat or web

Type Add ClientName Phone Notes in WhatsApp, Telegram or web chat, or create an invoice to auto-create the customer.

2

Track notes & balances

Record payments (P1 500), credit given (C1 500), and interaction notes (C1 note ...) instantly.

3

Grow client relations

All invoices, notes, and payments sync in real-time. View customer statements or export clean CSV reports anytime.

🔗 Essential abill.in Ecosystem Links

💬 Master Chat Prompt Cheatsheet 🧾 AI Invoice Generator 📊 Money Tracker ✈️ Telegram Bot Tutorial
FAQs

Chat Based AI CRM FAQs

How does the Chat Based AI CRM work?

Send simple commands through WhatsApp, Telegram @AbillinBot or the web prompt box at abill.in/prompt. Add leads, append notes, log payments and generate invoices without opening complicated spreadsheets.

How do customer numbers (like C1, C2) work?

Every customer is assigned a clean sequential number when created (e.g. #1, #2). You can view their profile by typing C1, add a note with C1 note [text], give credit with C1 [amount], or record payment with P1 [amount].

Do I need to manually log every invoice in CRM?

No! abill.in™ automatically links every invoice you create to the customer's CRM profile and updates their billed total, amount due, and timeline history in real time.

What happens when I record a payment with P1 500?

When you send P1 500, abill.in records a 500 payment transaction against customer #1, reduces their outstanding balance, and automatically logs 500 as business income in your Income & Expense Tracker.

Can I access my CRM on desktop as well as mobile?

Yes. All entries created via chat synchronize instantly with your abill.in™ web dashboard at abill.in/crm, where you can view cards, search, filter, and import/export CSV files.

Start organizing your clients with abill.in™.

Manage contacts from WhatsApp, Telegram or the website, with payment ledgers, timeline notes and invoices synchronized automatically.

Create free account