The CRM thatruns on AI.
Tailro AI sets up your CRM from a description of your business, writes its own workflows, builds the apps you ask for, and handles the day-to-day work, while your team stays in charge of every change.
- 6 blocks · 1 condition
- Test run on Priya Iyer: passed
- Messages held for your review
Refund new record type
Stages
Refunds this month dashboard
Good morning, Shan
₹1.4 Cr deal, quiet for 9 days. Talking points ready.
YouFrom your help articles. Review and send.
ReviewCompany details filled in from their websites.
DoneApproved yesterday, money not sent yet.
NudgedCall notesLata Menon · yesterday
Wants a 4BHK villa, ready by March. Budget moved up. Asked for the payment plan.
Weekly briefSent to #leadership
Bookings up 40% on last week. Two deals over ₹1 Cr need a decision on discount.
Set up by Tailro AI for teams like these
Describe your company. Tailro AI sets up the CRM.
Paste the document you’d hand a new hire, or answer a short interview. Lists of fields become records. Status lists become pipelines. “For Closed Lost, require a loss reason” becomes a rule. “Booking confirmed → mark unit Booked” becomes an automation. You check all of it before anything is created.
Lead fields: name, phone, project, budget, source, preferred language
Lead stages: New Enquiry, Contacted, Qualified, Site Visit Scheduled, Negotiation, Closed Won, Closed Lost
For Closed Lost, require a loss reason.
Unit status: Available, On Hold, Booked, Sold
Booking confirmed → mark the unit as Booked.
Payment fields: booking, amount, due date, mode
Roles: Sales executive sees own leads. Finance sees payments.
The busywork gets done. Your team does the work that matters.
Tailro AI works through the routine parts of the day: summarising calls, drafting replies, researching leads, chasing what’s slipping and writing the reports. People make the calls only people should make.
Your day, already sorted
Open Tailro to a ranked list of what needs you: overdue tasks, conversations past their reply target, deals going quiet, approvals waiting.
Needs you nowon every pageLeadership gets the brief
A short written brief on pipeline, risk, delivery and support goes to email or Slack on your schedule, with the decisions that need making.
Scheduleddaily or weekly“Bookings up 40% on last week, led by Green Meadows. Support first replies inside target 91% of the time. Decision needed: discount on two deals above ₹1 Cr.”
Calls turn into updates
Paste notes or a transcript. Tailro AI writes the summary, next steps and objections, updates the fields it’s sure about and sets the follow-up.
Fields updatedyou can undo any of itNew leads arrive researched
Company details are filled in from the lead’s website, with sources and confidence, and your own research questions answered per field.
Enrichmenton create, or on demandReplies drafted, not sent
For every conversation, Tailro AI drafts a reply from your help articles and past answers. Your team edits and sends. Nothing goes out on its own.
Draftcheck before sending“Hi Neha, of course. I’ve moved your Green Meadows visit to Sunday at 10:30 am. Ravi will meet you at the sales lounge.”
Ask anything, get records back
“Which accounts look at risk?” “Who hasn’t been called in two weeks?” Answers come from your own data, with links to every record behind them.
Askin plain languageThe weekly review builds itself
Each team’s week next to the month so far, one slide per team. Add talking points and present.
Readyevery MondaySay what should happen. Tailro AI wires it up.
Describe a process the way you’d explain it to a colleague. Tailro AI picks the trigger, adds the conditions, loops and AI steps, tests it on a real record, and hands it to you to switch on.
Blocks Tailro AI can use
Weekdays at 9:00
9:00:00Deals, last activity older than 10 days → 7 found
For each {{item.name}}
Returned at_risk: true for 3, with a reason for each
“Call Ravi & Anu about the discount” for the owner
9:00:10Posted 3 deals at risk to #sales
9:00:11Build the apps your business needs, inside the CRM
Ask Tailro AI for a whole new module, or write a function with the Tailro SDK. Either way it lives next to your records, follows your roles and shows up where your team works.
- Site visits: lead, project, date and time, agent, outcome
- Stages: Scheduled → Visited → No-show
- Workflow: WhatsApp reminder one day before
- Dashboard: visits per project this month
Priya Iyer
Your form, validated before your code runs.
| LD-0153 | Neha Kapoor | Green Meadows | Google Ads |
| LD-0152 | Imran Sheikh | Urban Heights | 99acres |
| LD-0151 | Divya Rao | Skyline Residency | Walk-in |
From first enquiry to the Monday review
Each team gets screens built for its job. They all read and write the same customers, so nothing is copied between tools.
| ID | Name | Project | Source | Language | Stage | Owner |
|---|
Booked needs a unit and a token amount.
Can I move my site visit to Sunday?
Token receipt not received yet
Is parking included in the price?
Need the floor plan for 3BHK
Loan partner details please
Numbers you can actually question
Change the period, filter by any field, and every tile, chart and breakdown answers at once. Try it.
New leads by week
Leads by source
What changes when the CRM does the work
Most CRMs need people to feed them. Tailro is built the other way round: it takes work off your team instead of adding to it.
The settings that used to need a developer
Refunds, tracked to the rupee
Raise a refund with its type and reason, approve or reject it, and record the payment reference when the money goes back.
Roles and hidden fields
Sales executives see their own leads. Margins stay hidden from everyone but finance.
Stage rules
A lead can’t reach Closed Lost without a reason, and a refund can’t be marked processed without a reference.
IDs that number themselves
Give any record type a readable ID people can say on a call.
Version history
Every change to the workspace is saved as a version you can look back on.
Email, meetings and your other tools, one click from every record
Email and book meetings from any record
Connect your work email and calendar once. Then email a lead, contact or deal in one click, from a saved template, and book a meeting with a video link. Both land on the record’s timeline.
50+ connections
Email, chat, payments, web forms, ad leads, app stores, project tools and more. Admins set them up in one place, for your own accounts and your customers’.
Templates for your industry
Ready-made record types, stages, rules, automations and dashboards for SaaS, IT services and real estate, plus ones any business can use. Preview exactly what changes, then switch it on.
Lists, views and comments
Save the filters you use every day, keep shortlists of records, and mention a teammate on a record to bring them in.
Two-step sign-in
Codes from an authenticator app, with recovery codes. Admins can require it for everyone, and anyone can sign out their other sessions.
AI that proposes. People who approve.
Tailro AI never changes your workspace behind your back. Every change it suggests arrives as a preview you can apply, try in a sandbox, or throw away.
See exactly which records, fields, stages and workflows a change adds.
A full copy of your workspace. Test freely; nothing reaches customers.
Each change is saved as a version you can review and undo.
AI answers, apps and workflows only see what that person’s role allows.
✦Tailro AI wants to make 4 changes
From: “Add a site visit step and remind the agent the day before.”
Pay for your team. AI comes with it.
Every plan includes Tailro AI and monthly AI credits for every user, shared across your workspace. Your Blueprint setup is always free.
Free
Try Tailro AI with a small team and one process.
Free for up to 2 users
Start freeIncludes
- Blueprint setup
- Up to 2 users
- Boards and dashboard
- Ask AI
- Website chat
- 3 workflows
Starter
For small teams running sales and support in one place.
Billed ₹8,388 a year per user
Start StarterEverything in Free, plus
- Up to 10 users
- Email inbox
- AI-drafted replies
- AI workflows
- Call summaries
- Reports and weekly review
- Roles
Growth
Most teams pick thisFor companies running every team on Tailro, with AI doing the busywork.
Billed ₹17,988 a year per user
Start GrowthEverything in Starter, plus
- Unlimited users
- WhatsApp inbox
- AI agent
- Build an app
- Code and webhooks
- Sandbox and version history
- API access
Scale
For larger teams with heavy automation and their own AI budget.
Billed ₹35,988 a year per user
Start ScaleEverything in Growth, plus
- Unlimited workflows
- Your own Anthropic key
- AI usage caps
- Audit log
- Priority support
Enterprise
Custom limits, your own AI key, invoicing and dedicated onboarding.
INR prices are before 18% GST.
AI credits are shared across your workspace and refill every month. Need more? 1,000 credits for ₹999.
What’s new
One-click email from templates and meeting booking with a video link, logged on the timeline.
November 2026TemplatesReady-made setups for your industry. Preview what changes, install in one click, remove any time.
November 202650+ connectionsEmail, chat, payments, forms, app stores and project tools, set up in one place.
November 2026Weekly reviewEvery team’s week next to the month so far, with talking points and a present mode.
Let AI run the busywork.
Describe your company today. Your team works in a CRM that sets itself up, automates itself and keeps itself current.