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Business Automation Platform

Your business has work that shouldn't require someone to remember it.

Teamian automates the connections between your steps — so your team spends less time coordinating work and more time doing meaningful work.

TEAMIAN · workflow builder Running live
Flow Start
New Lead · WhatsApp
AI Qualify
Book Site Visit
Send WhatsApp
Notify Agent
CRM Update
‹
T
Teamian · Kondapur
online
Hi — I saw the 3BHK in Kondapur. Is it available?
10:42 AM ✓✓
Hi Priya! Yes it is. Quick check — what's your rough budget?
10:42 AM
Around ₹1.4 Cr
10:43 AM ✓✓
Perfect fit. When would you like to visit?
10:43 AM
Saturday 11 AM works
10:44 AM ✓✓
Booked. Rahul from our team will call to confirm.
10:44 AM
Site visit booked · Rahul notified · CRM updated
Ten capabilities · One platform
Sales CRM AI Calling Agent WhatsApp Marketing Website AI Chatbot Lead Management Marketing Automation Agent Studio Campaign Journeys Approval Workflows Recurring Runs Sales CRM AI Calling Agent WhatsApp Marketing Website AI Chatbot Lead Management Marketing Automation Agent Studio Campaign Journeys Approval Workflows Recurring Runs
What it is

Automation that understands the customer behind the trigger.

Traditional automation follows a simple rule: when X happens, do Y. That works when processes are predictable. Modern customer journeys rarely are.

A customer replies differently. A lead has a different level of intent. A conversation needs a human. A workflow needs to weigh information from several channels before deciding what happens next.

// TEAMIAN APPROACH
Signal → Context → AI Decision → Workflow → Action → Outcome

Teamian combines deterministic workflows where rules are enough, and AI where interpretation and context add real value.

One customer.
Every step connected.

Watch how a single enquiry moves through Teamian — from first signal to closed loop — without a person carrying it manually between systems.

01Real estate
02Healthcare
03Education
04B2B sales
Property enquiry → Site visit
REAL ESTATE
10 steps · ~4 minutes
01Property enquiry received via website formsignal
02Lead created, matched to Kondapur inventoryai
03AI Calling qualifies budget & timelineai
04Suitable properties identified & rankedai
05Site visit slot booked with West-zone agentaction
06WhatsApp confirmation sent with directionsaction
07CRM updated with full conversation contextaction
08Agent handoff with lead summaryhuman
Patient enquiry → Consultation
HEALTHCARE
7 steps · ~2 minutes
01Patient enquiry via WhatsAppsignal
02AI qualifies specialty needed & urgencyai
03Available slot matched to preferenceai
04Appointment booked, patient record createdaction
05Confirmation + intake form sentaction
0624h reminder scheduled automaticallyaction
07Post-visit follow-up sequence startsaction
Course enquiry → Admission
EDUCATION
8 steps · multi-day
01Prospect submits course interest formsignal
02AI qualifies program fit & eligibilityai
03Program brochure sent + call scheduledaction
04Counsellor receives lead with full contexthuman
05Consultation call held, notes capturedhuman
06Application link sent via WhatsAppaction
07Nurture sequence continues if no submissionai
08Admission workflow triggered on paymentaction
Enterprise enquiry → Signed deal
B2B SALES
9 steps · multi-week
01Demo request from qualified companysignal
02AI enriches account: size, stack, timingai
03Lead routed to specialist AE, meeting bookedaction
04Discovery call · notes summarised in CRMhuman
05AI drafts proposal from discovery notesai
06Approval loop triggered for pricing exceptionhuman
07Follow-up sequence continues by roleai
08Contract sent · CRM stage advances to Legalaction
09Onboarding workflow queued on signatureaction
0+
Connected capabilities working around one customer record
0
Shared customer record across every channel and department
0/7
Workflows running whether your team is online or not
0
Manual handoffs required between marketing, sales and support
Cross-department

Automate the work between your teams.

Marketing shouldn't stop when a lead becomes a sales opportunity. Sales shouldn't start from a blank record. Support shouldn't have to reconstruct the journey. Teamian connects the handoff.

01 · Marketing

From campaign to qualified lead

Campaigns, journeys, AI-powered decisioning and segmentation feed directly into the same customer record sales uses.

Campaign → Engagement → Score → Sales
02 · Sales

From qualified lead to closed deal

Lead capture, scoring, AI calling, WhatsApp qualification and appointment booking — all connected to the pipeline.

Capture → Qualify → Book → Close
03 · Support

From ticket to resolution

First-level responses, routing, escalations and updates — with the full customer history already attached.

Ticket → Route → Resolve → Follow-up
04 · Operations

From workflow to outcome

Agent Studio runs recurring workflows, approval loops and multi-step processes with governance and human handoff built in.

Trigger → Agent → Approval → Complete
Agent Studio

Every workflow event, visible.

Approval loops, recurring runs, access controls, guardrails — you can see exactly what Teamian did, when, and why.

Live activity feed
Live
Pending approval
Pricing exception · ACME
Discount of 22% exceeds sales rep authority. Requires manager sign-off before proposal can send.
Today · by type
Triggers 142
AI actions 386
Automations 218
Human handoffs 9
The practical journey

Ten stages. One connected path.

Every automated workflow in Teamian follows the same underlying rhythm — from signal to escalation.

01
Capture
02
Understand
03
Score
04
Assign
05
Engage
06
Qualify
07
Act
08
Update
09
Follow Up
10
Escalate
01
Capture
The enquiry enters Teamian from any channel — website, WhatsApp, phone, email, campaign, or partner integration.
FAQ

Questions, answered.

Ready when you are

Build a business that keeps moving.

Let automation handle the coordination. Let AI handle the repetition. Let your people focus on decisions, relationships and opportunities.

Book a demo