01
CRM & CONTACTSEvery lead, in context.
Bring contacts, requirements and notes together. Import your existing leads and give your team a shared starting point.
CRM + AI ASSISTANCE. ONE WORKSPACE.Move every
Move every
lead forward.
Your customers, follow-ups, meetings and daily reports—finally on the same page.
A clearer workspace for your team. An AI assistant for the next step. More visibility for you.
Guided early access · Built for growing teams
+ A LITTLE LESS BUSYWORK. A LOT MORE CLARITY.
Your workspaceSAMPLE DATAAK
MONDAY, 12 OCTOBER · EXAMPLE
A clear view of your day.
Active leads24 in your pipeline
Follow-ups today08 5 completed
Meetings03 scheduled today
ANRJMK
Keep the conversation moving
TodayAN
Ananya MehtaInterested in a site visit
Meeting bookedRJ
Rohan JainLooking for a 2-bedroom home
Follow-up dueMK
Meera KapoorRequested project details
New enquiry Your team. Your records. One shared view.
One less thing to chase.Meeting confirmed · 3:30 PM
A glimpse of your workday. Illustrative product view.
THE WHOLE PICTURE,
IN ONE PLACE. Customer records Follow-ups & meetings Approved knowledge Daily Excel reports
IN ONE PLACE. Customer records Follow-ups & meetings Approved knowledge Daily Excel reports
LESS CHASING. MORE DOING.Good work starts
Good work starts
with a clearer picture.
When customer details live in one place, the next step is easier to see—and easier to get done.
02
FOLLOW-UPS & MEETINGSMake the next step clear.
Create follow-ups, schedule meetings and keep upcoming commitments visible to the people doing the work.
03
REPORTS & OWNER VISIBILITYSee how the day went.
Review daily work reports with completed and pending activity. Download an Excel snapshot when you need the details.
ONE CONNECTED WORKDAYFrom “hello” to
From “hello” to
“it’s handled.”
Explore four steps in a typical workday. Each step leaves a record your team can return to.
WORKNAVIO / CUSTOMER RECORDEXAMPLE
AN
YOUR NEXT CONVERSATION
New leadAnanya Mehta
A new enquiry, with everything in view.
Interested inA 3-bedroom home
Preferred areaWhitefield, Bengaluru
Assigned toArjun · Sales team
Next stepUnderstand requirements
Keep requirements and notes beside the customer record.
WorkNavio assistantBrowser pilot
A conversation with a next step.
“Can we arrange a visit tomorrow afternoon?”
“Let’s confirm the time and the person you’ll meet before I save it.”
Confirm first. Then save the meeting.
Illustrative conversation, not a live session.helpful AI.
MEET YOUR NEXT HELPING HANDAI that knows
AI that knows
the context.
You stay in control.
Explore a voice assistant that answers from your approved product information and helps turn a conversation into a confirmed meeting.
- Answers grounded in approved company knowledge
- Meeting details confirmed before saving
- Guided browser conversations in Hindi or English
Available as a guided browser pilot. Telephone calling and WhatsApp delivery are coming later.
Explore it in a demoFOR THE PERSON KEEPING IT ALL MOVINGKnow what happened.
Know what happened.
Know what’s next.
Stop piecing the day together from scattered updates. Review completed work, pending follow-ups and upcoming meetings in one place.
See your daily view Daily Excel reports. In-app owner notifications.
WhatsApp delivery is planned.
WhatsApp delivery is planned.
YOUR DAILY WORK REPORT
EXAMPLEThe day, accounted for.
Completed follow-ups05
Still needs attention03
Meetings scheduled03
Daily work report.xlsxYour saved activity, ready to review
XLSXFictional activity shown for illustration.
BUILT AROUND YOUR TEAMClear boundaries.
Clear boundaries.
Shared progress.
The right access.
Company roles help keep your records with the people who should use them.
Knowledge you approve.
Keep product facts reviewed and current before the voice pilot uses them.
Start with your workflow.
Starting with real estate teams. Let’s explore how your business works.
What is WorkNavio?
WorkNavio is a CRM for managing customer records, follow-ups, meetings and daily work reports. We are also developing AI employees that work with those same records, starting with a guided browser voice pilot.
Who is it for?
We’re starting with growing real estate teams. If your business manages enquiries, product questions and appointments, request a demo to discuss whether the current workflows fit your team.
Can the AI call my customers today?
Telephone calling is not active yet. The current voice pilot runs in the browser with guided access. It can retrieve approved product information and, in CRM mode, save a meeting after confirmation. Indian phone calling is a separate upcoming step.
Will I receive reports on WhatsApp?
Daily Excel reports and in-app owner notifications are implemented. WhatsApp delivery and WhatsApp meeting reminders are planned and still need provider activation and delivery testing.
Can I bring my existing leads?
The CRM supports CSV and Excel lead imports. We can walk through the format and your workflow during a demo. Please don’t send customer lists through the demo request form.
How much does WorkNavio cost?
We’re offering guided early access while we validate onboarding and usage costs. Request a demo to discuss your team’s needs. Public subscription prices and calling packages have not been announced.
MAKE ROOM FOR THE WORK THAT MATTERSYour next chapter.
Your next chapter.
A clearer way to work.
Show us your workflow. We’ll show you where WorkNavio fits.
Let’s explore WorkNavioGuided demo · No payment details required