⚙️ Platform Features

Every Module, Exactly As You'll Use It

Eight modules that make up the Allota AI workspace. These are the actual screens your team logs into — not a roadmap.

What is Allota AI?

Allota AI is a pharmaceutical CRM that records every sales call, transcribes it, and writes the executive summary in Hinglish — the language Indian pharma reps actually sell in. It classifies each lead as Hot, Warm, Cold or Dead from the call audio itself, and pulls enquiries in from Meta, IndiaMART, your website, manual entry and Excel uploads.

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Lead Center

Every PCD franchise and third-party enquiry in one hub, classified from the call itself.

Explore Lead Center → 📞

AI Calls Summary

Verbatim transcripts and Hinglish executive summaries for every call your team makes.

Explore AI Calls Summary → 📅

Follow Ups

Scheduled, due today and overdue — a live activity log across every representative.

Explore Follow Ups → 🗂

Dead Leads

Closed-out enquiries kept with the AI's reason, ready to reactivate.

Explore Dead Leads → ♻️

Leads Reassign

Move stagnant leads off underperformers and on to your closers.

Explore Leads Reassign → 👥

Employees

Shift status, call volume, leads and conversion per field rep.

Explore Employees → 🔌

Integrations

Google Drive call sync, Meta Suite, IndiaMART, WhatsApp Cloud API, Marg ERP.

Explore Integrations → 🤖

Ask Allota AI

The built-in assistant on every screen, answering in plain language.

Explore Ask Allota AI →
🏥 By use case

Two divisions, one workspace

PCD Pharma Franchise

Monopoly territory enquiries, molecule interest and franchise pipelines.

See how it works →
Third-Party Manufacturing

MOQ, WHO-GMP documentation and bulk supply enquiries.

See how it works →
❓ Questions

PCD pharma CRM — common questions

What is a PCD pharma CRM?
A PCD pharma CRM is customer relationship software built for propaganda-cum-distribution pharmaceutical businesses — companies that appoint franchise partners for exclusive territories. Unlike a general CRM it tracks monopoly territory enquiries, molecule and division interest, distributor call history and franchise pipelines rather than generic web leads.
Does Allota AI work with Hindi and Hinglish calls?
Yes. Allota AI transcribes calls exactly as they were spoken — including the Hindi-English mix Indian pharma reps use — and writes the executive summary in that same Hinglish rather than translating it into formal English. Translating loses commercial meaning, so the brief keeps the words the customer actually used.
How does Allota AI classify a lead as Hot, Warm, Cold or Dead?
Classification comes from the call audio itself, not manual tagging. The AI reads intent signals — a rate list request, a monopoly district enquiry, an order discussion — and scores the lead automatically. Every brief shows the classification alongside the reason it was assigned.
Where are call recordings stored?
In your own Google Drive, never on Allota servers. You connect a master Drive folder and the CRM parses recordings filed as Employee Name / YYYY-MM-DD / Recording.mp3. Your audio stays under your control with zero server-side storage.
Which lead sources does Allota AI connect to?
Five: Meta (Facebook Lead Ads and Instagram), IndiaMART buyer enquiries, your website forms, manual phone or walk-in entry, and bulk Excel or CSV import with automatic phone de-duplication. Each source can auto-assign to specific representatives.
Do I need Marg ERP to use Allota AI?
No. The Core Lead & Telecaller Suite runs entirely without ERP integration and carries no Marg API fee. Marg ERP 9+ or Busy sync is part of the optional Full Commercial ERP Suite, which you would only switch on if you want billing, stock and credit ledger inside the same workspace.
How many contacts can I import at once?
Over 5,000 records in a single Excel or CSV upload, with automatic phone-number de-duplication so an expo sheet or a distributor directory does not create duplicate leads.

Ready to see every call your team makes?

Book a 20-minute demo. We'll walk you through a real call brief, the Lead Center and the AI assistant — on your own numbers.

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