Eliminate Manual Work. Your Team Builds — AI Handles the Rest.

Multi-Tool Integration Hub

Connect Zoho, Salesforce, HubSpot, Tally, Google Workspace, WhatsApp, email and 50+ other tools into one automated workflow. Data flows between systems without manual transfer.

Automated Task Assignment

New leads, orders or requests are automatically assigned to the right team member based on territory, product type, workload and expertise. Everyone gets the right work at the right time.

Intelligent Notification System

Team members get WhatsApp or email alerts for: lead score changes, deal stage updates, overdue tasks, contract renewal dates, and payment events — at the right moment.

Automated Reporting Dashboards

Daily, weekly and monthly performance reports generated and sent automatically to management via email and WhatsApp. No more manual Excel reports — just actionable data, always on time.

Invoice & Payment Automation

Invoices generated on deal close, sent automatically, payment reminders triggered at 7/3/1 day intervals, receipts issued on payment and reconciliation updated in Tally — all without human touch.

Contract & Renewal Management

Tracks all client contracts with expiry dates. AI sends renewal reminders to clients 90, 30 and 7 days before expiry — and alerts your sales team to upsell or re-engage before contracts lapse.

"Our team was spending 3 hours daily entering orders from WhatsApp into Tally. MNB Research automated the entire flow — WhatsApp order to Tally entry to delivery scheduling. We saved 15 hours per week across the team."

"Contract renewals were falling through the cracks — we lost 3 major clients in a year because nobody followed up in time. The renewal management bot hasn't missed a single renewal date in 8 months. Zero client churn since."

"Management was flying blind — I had no idea what my 12-person sales team was doing until the weekly meeting. Now I get a WhatsApp summary every morning with deals moved, tasks overdue and revenue added yesterday."