🎧 Listen (60s)
⚔️ Arjun had Krishna. You have Sarathi-AI.com
🤖Your Voice AI Assistant Bot
💻Your Voice AI Web Dashboard
📱Your Voice AI Mobile App
←
🤖
Sarathi-AI Bot
online
⚙️ Menu 📋 Leads 📸 Scan 🧮 Calc 🤖 AI Pitch 📊 Pipeline ⏰ Remind 🎙️ Talk 📑 Policy ✅ Tasks 📧 Email 📱 Share
👆 Click any button to explore features live
Type a message... 🎙️
←
🤖
Sarathi-AI Bot
online
⚙️ Menu 📋 Leads 📸 Scan 🧮 Calc 🤖 AI Pitch 📊 Pipeline ⏰ Remind 🎙️ Talk 📑 Policy ✅ Tasks 📧 Email 📱 Share
👆 Tap any button to explore
Type a message... 🎙️
🔒 sarathi-ai.com/dashboard
🤖 Sarathi-AI
📊 Overview
📋 Tasks
👥 Leads
📄 Policies
🤖 AI Tools
🧮 Calculators
🎤
9:41 📶 🔋

🤖 Sarathi-AI

SA
🎤
📊Home
📋Tasks
👥Leads
🤖AI
☰More

Arjun had Krishna.
You have Sarathi-AI.com
India's voice-first CRM — built for financial advisors who play to win.

Tired of Excel, missed follow-ups, manual entries? Just talk — in Hindi or English. AI handles leads, reminders, pitches, reports. You sell, it does the rest.

Start Free — ₹0 for 14 Days → 🎬 See Interactive Demo
🔥 127 advisors joined this week
⚡ Setup in 5 Min
💳 No Card Required
💰 All This at Just ₹199/month
🔐 End-to-End Encrypted
🛡️ DPDP Act 2023 Compliant
🇮🇳 Hosted in India (Mumbai)
🚫 Zero Data Sharing
🤖 Powered by Google Gemini
📱 No App to Install
🪞 The Reality Check

Meeting ke baad sab yaad rakhna mushkil hai

Client se mile, details suna, ghar aakar bhool gaye. Sounds familiar? There's a better way.

😰

Without Sarathi-AI — The Struggling Agent

  • 😤 Client se milke aaye — details diary mein likhna bhool gaye
  • 📞 Follow-up ka reminder nahi lagaya — lead cold ho gayi
  • 📝 Client ko calculator dikhana hai — pen-paper se samjhana padta hai
  • 😴 14-hour kaam, phir bhi renewals chhoot jaate hain
  • 💸 Branded report banana hai — koi tool nahi hai affordable
  • 🤷 Team pe nazar nahi — kiska follow-up hua, kiska nahi, pata nahi
  • 📉 Client ko professional proposal bhejne mein time lagta hai
  • 🔇 Birthday, anniversary yaad nahi — personal touch khatam
🏆

With Sarathi-AI — The Smart Financial Planner

  • 🎙️ Voice note bhejo — "Sharma ji se mila, health plan chahiye" — lead, notes, follow-up sab auto
  • 🔔 "Kal Sharma ji ko call 4 baje" — time-based task with assignee, Done/Snooze, team accountability
  • 📊 12 financial calculators + branded PDF — 30 second mein WhatsApp pe bhejo
  • 🤖 AI pitch, lead scoring, policy recommendation — har client ke liye personalized
  • 👥 Full team management — task assign karo, performance track karo, nudge bhejo
  • 🎂 Auto birthday & anniversary greetings — WhatsApp pe branded wish, client impressed
  • 📱 Your own Telegram bot — apna brand, apna CRM, setup 5 minute mein
  • 💰 Sab kuch ₹199/month se shuru — no hidden charges, cancel anytime

💡 Wahi 24 ghante. Ek advisor thaka hua hai. Doosra phone se deal close kar raha hai. Fark? Sirf ₹199/month.

🚀 What Makes Sarathi-AI Unbeatable

6 Killer Features Built to Help You Win

Every feature solves a real pain point Indian advisors face every day. No fluff, just outcomes.

LIVE
🌱

Drip Nurture Sequences

Cold leads warm up automatically. 7-touch bilingual journeys (EN+HI) trigger on every stage change. Never let a prospect go cold again.

LIVE
🚨

Lapse-Risk Prediction

AI flags policies likely to lapse 30 days before renewal. Save commissions, protect clients, look like a hero.

LIVE
🎙️

Voice Notes → CRM

Send a Telegram voice note in Hindi or English. AI transcribes, extracts action, updates lead, sets reminder. Zero typing.

NEW
🌐

Your Public Microsite

A free, mobile-first landing page at /m/your-name. All 12 calculators, lead form, WhatsApp + Call CTAs, QR code. Share with prospects in one tap.

LIVE
💰

Multi-Provider Quote PDF

Compare 8 term + 8 health insurers in seconds. Generate a branded comparison PDF the client can share with their family. Upload your own rate-cards.

SOON
📣

Marketing Content Studio

AI-generated posts for Diwali, Budget Day, World Heart Day & more. One-tap share to Instagram, Facebook & WhatsApp Status. Schedule daily/weekly cadence.

Plus everything you'd expect from a modern CRM

🧮

12 Financial Calculators

🔔

Smart Reminders

🧠

Proactive AI Briefs

📈

Sales Dashboard

🛡️

SEBI/IRDAI/DPDP

💰

Partner & Earn

Live Preview

See It In Action

Explore how Sarathi-AI works — tap each tab to see a different feature.

🎬 See Full Interactive Demo →

🤔 Worried About Setup? Don't Be!

Everything is designed to be simple. Most advisors are up and running in under 10 minutes — even without any tech background.

✈️
Create Telegram Bot
⏱️ 2 min
🎨
Set Up Branding
⏱️ 2 min
📂
Link Google Drive
⏱️ 2 min
🚀
Start Using!
✅
📖 See Easy Setup Guide →
🎧

Listen & Learn — Audio Help Available!

Not a reader? 🎙️ Our Help Center has audio walkthroughs for every feature. Tap play, listen, and master Sarathi-AI while commuting or during chai breaks.

🎧 Open Audio Help Center → 🎬 Watch Interactive Demo
Getting Started

Go Live in 5 Minutes

From signup to your first lead — no technical setup required.

01

Sign Up Free

Pick a plan, enter your details. 14-day free trial — no card required.

02

Create Your CRM Bot

Create a Telegram bot via @BotFather, paste the token — your own branded CRM bot is live.

03

Just Talk — Add Your First Lead

Type "naya client Ramesh, health insurance" or send a voice note. AI creates the lead automatically — no forms!

04

Grow Your Business

Auto greetings, calculator pitches, follow-up reminders — close more policies on autopilot.

🔍 Honest Comparison

Sarathi-AI vs Budget CRMs

Other CRMs cost ₹199/month too. But look what you actually get.

Feature 🛡️ Sarathi-AI Budget CRMs
Setup Time 5 minutes 2-3 days
Works From Telegram (already on your phone) Separate app download
Voice AI Assistant ✅ Hindi + English voice commands ❌ Manual entry only
Financial Calculators ✅ 12 professional tools ❌ None
Follow-up Accountability ✅ 30-min alerts, Done/Snooze, notes, timeline ❌ Manual only
Branded PDF Reports ✅ Professional PDFs ❌ Generic
Hindi Support ✅ Full Hindi + English ❌ English only
AI Pitch Assistant ✅ AI-powered — Live ❌ None
Voice/Text AI ("Just Talk") ✅ Bolo ya likho — AI samjhega ❌ Sirf forms
Proactive AI Nudges ✅ Morning briefings, stale alerts ❌ None
SEBI/DPDP Compliance ✅ Built-in on every report ❌ Do it yourself
Same price. 10x the value. Why settle for less? 🎯
💰 Partner & Earn Program

Earn ₹800+/month
While Using Sarathi

Refer financial advisors. Earn 20% recurring commission on every subscription they pay — month after month. Your CRM pays for itself.

👤Refer 1 Solo user₹40/mo
👥Refer 5 users — your plan is FREE₹200/mo
🚀Refer 20 users — passive income₹800+/mo
Become a Partner → See Plans Below ↓

🏆 First 500 Founding Customers

Use your own referral code → get 20% off for an entire year

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Solo
₹199/mo
₹159/mo
Save ₹480/yr
Team
₹799/mo
₹639/mo
Save ₹1,920/yr
Enterprise
₹1,999/mo
₹1,599/mo
Save ₹4,800/yr
Claim Your Founding Spot →
⏳ Spots are filling fast — don't miss out
💎 Your Freedom Fee

Invest in Peace of Mind

Less than a cup of chai per day. The cheapest "employee" who never forgets, never sleeps, never takes leave.

Monthly Yearly  Save up to 17%
Solo Advisor
₹499/mo
₹199/mo
Perfect for individual financial advisors
Just ₹7/day — less than a samosa 🥟
  • 1 Advisor — your own Telegram bot
  • Unlimited leads & policies
  • 12 AI-ready financial calculators
  • Voice-to-Action AI (speak, don't type)
  • Branded PDF reports & sharing
  • Smart follow-up accountability & lead timeline
  • Proactive AI nudges & daily briefings
  • SEBI credentials + DPDP consent tracking
  • Partner & Earn — refer & earn commissions
  • Google Drive sync & AI document scanner
  • Help & Support tickets
Your peace of mind, guaranteed
⭐ Most Popular
Team
₹1,499/mo
₹799/mo
For growing advisory teams
₹160/advisor — cheapest team member ever 🤝
  • Admin + 5 advisors — each gets own bot
  • Everything in Solo, plus:
  • Team dashboard, admin digest & agent tracking
  • Bulk campaigns & broadcasts
  • Email-to-CRM — AI scans client emails & docs
  • Priority support (24hr response)
  • Team-wide partner earnings tracking
Run your agency like a wealth firm
Enterprise
₹3,999/mo
₹1,999/mo
For large agencies & wealth firms
₹80/advisor — less than an office chai bill ☕
  • Admin + 25 advisors — each gets own bot
  • Everything in Team, plus:
  • Admin controls & user management
  • Custom branding (your logo & colors)
  • API access & integrations
  • Dedicated onboarding & account manager
  • Higher partner commissions
  • Dedicated support (4hr SLA)
The smartest investment for your firm
🛡️
12
Financial Calculators
📱
3
Channels (Telegram, WhatsApp, Web)
🤖
50+
CRM Commands
🇮🇳
2
Languages (Hindi + English)

Ready to Work Smarter, Not Harder?

Join advisors across India who finally have peace of mind. Your AI assistant never sleeps, never forgets, and costs less than a chai per day.

Start Free Trial → Open Telegram Bot
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Nidaan

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As a Sarathi-AI advisor, you can now refer rejected or disputed insurance claims directly to Nidaan — The Legal Consultants LLP. Keep your client's trust. Our legal team handles the dispute. You earn goodwill.

✓ Mediclaim & Health ✓ Life Insurance ✓ Motor & Vehicle ✓ 95%+ Success Rate ✓ ₹999 one-time review available
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