Manual2AI

Manual2AI features

Everything you need to run the whole business.

SELL

Lead capture

Capture leads from web forms, WhatsApp, calls and bulk import — all into one ranked pipeline.

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SELL

Lead scoring

AI scores every lead on fit and intent, so your team chases the ones most likely to close.

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Pipeline & forecast

See every deal by stage, owner and value, with a weighted forecast you can actually trust.

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SELL

Quotations

Build branded quotations in minutes and send them over WhatsApp or email in one click.

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SELL

Follow-up sequences

Automated, AI-drafted follow-ups keep deals warm without anyone chasing by memory.

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SELL

Architects & referrals

Track architect and partner referrals and the revenue each one actually brings in.

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BILL

Proforma invoices

Turn an approved quote into a proforma invoice on the same account, instantly.

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BILL

GST tax invoices

Generate GST-compliant invoices with the right HSN, place of supply and tax split.

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BILL

Payments & receivables

Record payments, track receivables, and chase overdue balances with an AI dunning agent.

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BILL

Credit & debit notes

Issue credit and debit notes that stay attached to the original invoice and account.

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BILL

Tally / ERP sync

Push customers, invoices and receipts to Tally so your books never drift out of sync.

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BILL

Multi-firm billing

Run multiple firms with separate GSTINs, ledgers and branding from a single login.

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RUN

Products & stock

Track every SKU, HSN and stock level, with reorder alerts before you run out.

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RUN

Warehouse

Reserve, pick and move stock with full audit history on every movement.

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RUN

Shipments & dispatch

Plan dispatches, track shipments and capture proof of delivery against the order.

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RUN

Returns

Handle returns and replacements without losing the account or order history.

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RUN

Sample dispatches

Raise, fulfil and track sample dispatches with porter details and photo proof.

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RUN

Approvals & workflows

Route approvals and trigger workflows on the events that actually matter to you.

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CONTROL

Profitability

See company P&L by firm and profit center, rolled up from real transactions.

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CONTROL

Per-product GP / NP

Know gross and net profit on every product, not just the top-line revenue number.

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CONTROL

Cost runs & ABC

Run cost centers, internal orders and activity-based costing, SAP-CO style.

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CONTROL

Cash forecast

See receivables vs payables 90 days out and know if you can cover payroll and bills.

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CONTROL

Budgets & scenarios

Set budgets, run what-if scenarios, and watch burn against the plan in real time.

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CONTROL

Period close

Close the month with a guided, audit-ready close run that locks the period clean.

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AI

Daily owner brief

Every morning, a grounded brief on cash, blockers and where you should focus first.

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AI

AI agent fleet

A supervised fleet of agents scores leads, chases payments and watches stock for you.

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AI

Ask Manual2AI

Ask anything about leads, invoices or stock and get answers from your live data.

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AI

Tool chains

Chain agents into automations that run on schedule — drafts stay safe until you confirm.

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AI

Notetaker

Turn calls and meetings into action items attached to the right account automatically.

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SERVICE

Service tickets

Log post-delivery requests, warranty claims and installation visits in one place.

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SERVICE

AMC contracts

Track annual maintenance contracts and renewals before they quietly lapse.

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Why run on one operating system?

In business, your time is extremely valuable. One connected spine means your team stops rekeying the same data across tools and can focus their effort on the work that actually grows the business.

Manual2AI and your existing tools

One of the reasons Manual2AI fits Indian businesses is its ability to work with what you already use. Manual2AI is GST-ready, syncs with Tally, sends over WhatsApp and email, and connects to payments and other tools via API.

Grounded AI, built into the workflow

We built the Manual2AI agent fleet to run on your live business state, not copied prompts. As work moves from lead to invoice to dispatch, AI scores, drafts and briefs in the background — and every draft stays safe until you confirm it.

Take control of your business.
See what you made today.

One operating system from lead to collections, with AI keeping it moving and your numbers always in view.

GST & Tally-readyISO 27001 certifiedMade in India

No setup headaches

Go live in days, not quarters

No lock-in

Full export anytime

No hidden fees

Unlimited records included