Sales and CRM workflows
Capture enquiries, organise customer details, assign a team member and prepare follow-ups. AI can help interpret an enquiry; agreed rules control the next steps.
PRACTICAL AI. BUILT AROUND YOUR BUSINESS.
AI business automation.
More room to grow.
Connect the tools you already use and reduce repetitive work. Qube Infosys helps businesses in India plan and implement AI automation, with human review where decisions need it.
Let’s discuss your project ↗What can we automate?
Start with the work your team repeats every day. We review your systems before choosing where AI adds value and where a simple rule is enough.
Customer support and AI assistants
Answer routine questions from approved business information. Send complex requests to your team with context, rather than making unsupported promises to customers.
Documents and everyday operations
Extract proposed details from documents, route them for review and update connected records. Keep approval steps for payments, sensitive information and consequential changes.
AI consulting before the build
An automation project starts with a clear business problem, not a list of tools. We map the current process, identify exceptions and agree on a useful first workflow.
Discover the opportunity
Discuss who does the work, how often it happens, what slows it down and what information the workflow needs.
Agree on scope and success
Define the starting point, integrations, approval steps and an outcome your team can measure. A pilot gives you evidence before a wider rollout.
Choose a suitable approach
Assess existing software, API access, provider terms and subscription costs. Use AI for understanding or drafting where appropriate, and predictable rules elsewhere.
An example: enquiry to follow-up
A customer submits an enquiry. A workflow captures it, proposes a category, updates your CRM and alerts the right person. Your team approves or edits the response before a sensitive action. This is an illustrative workflow, not a client result.
Built around your existing tools
We assess integrations with systems such as Zoho CRM, Google Workspace, e-commerce tools and workflow platforms such as n8n. WhatsApp integrations depend on official platform access, approved messaging flows and your provider setup. Compatibility is confirmed during discovery.
What your project can include
Your proposal sets out the workflow design, agreed integrations, configuration or custom development, test scenarios, team handover and documentation. Monitoring and ongoing support are scoped separately so ownership is clear.
AI automation for Pune and businesses across India
Qube Infosys is based in Pune and works with Indian businesses. We discuss your operations and delivery requirements before proposing an implementation. Tell us your industry, current tools and one process you want to simplify.
Cost, timeline and control
Cost depends on the process, integration access, data volume and testing needs. The proposal separates implementation work from software subscriptions, AI usage and support. No fixed saving or return is promised before the workflow is tested.
BEFORE WE START
Your questions.
Clear answers.
Does every automation need AI?
No. Rules are often better for steps such as routing a form or syncing a record. AI is useful when the task needs interpretation, extraction or drafting.
Can my team approve actions?
Yes. Approval requirements are part of the design. Agree which actions can run automatically, which require review and how failed runs are handled.
Can you connect our current CRM?
We first check the CRM edition, available APIs, permissions and integration options. Any limitations or additional subscription requirements are included in the proposal.
How is business data handled?
We agree the data required, provider access, permissions and retention requirements before implementation. Avoid sending sensitive data to a new provider until the processing requirements are reviewed.
LET’S TALK ABOUT YOUR BUSINESS
A useful first step.
Starts with a conversation.
Tell us your current tools, your team’s challenge and what you would like to improve.
Discuss your project ↗