One AI-Powered Business OS

Built for 🛡️Insurance

CRM, ERP, WhatsApp automation and AI agents that run your entire business from one login — instead of five disconnected tools that don't talk to each other.

For a single shop or a multi-branch, multi-location enterprise — one platform, every team.

No credit card required — or explore a fully populated demo workspace instantly with no signup.

🛡️Insurance📈Mutual Fund🏦Banking💳NBFC🏭Manufacturing🖨️Printing📦Packaging🛍️Retail🏪Wholesale🍕Restaurant🏥Healthcare🏥Hospital🩺Clinic💇‍♀️Beauty Parlour📚Education🎒School🎓College📖Coaching Centre🏆Training Institute🔑Real Estate🏗️Construction🛡️Insurance📈Mutual Fund🏦Banking💳NBFC🏭Manufacturing🖨️Printing📦Packaging🛍️Retail🏪Wholesale🍕Restaurant🏥Healthcare🏥Hospital🩺Clinic💇‍♀️Beauty Parlour📚Education🎒School🎓College📖Coaching Centre🏆Training Institute🔑Real Estate🏗️Construction
✈️Travel🚚Logistics🏭Warehouse🛵Delivery🛒Ecommerce👗Fashion💎Jewellery💻Electronics🚗Automobile💼Consulting📢Marketing Agency📞Tele Marketing⚖️Law Firm📊CA Firm👥HR Agency🔍Recruitment💊Pharma📦FMCG🌿Ayurvedic🧼Cleaning Products❤️NGO🤝Co-operative Society💻IT Company🚀Startup🏢Enterprise✈️Travel🚚Logistics🏭Warehouse🛵Delivery🛒Ecommerce👗Fashion💎Jewellery💻Electronics🚗Automobile💼Consulting📢Marketing Agency📞Tele Marketing⚖️Law Firm📊CA Firm👥HR Agency🔍Recruitment💊Pharma📦FMCG🌿Ayurvedic🧼Cleaning Products❤️NGO🤝Co-operative Society💻IT Company🚀Startup🏢Enterprise

Every module, connected

One workspace instead of stitching together a dozen apps.

Every module, in one space

Not five apps stitched together — one workspace, everything connected.

CRM
Sales Orders
Inventory
Warehouse
Accounting
HR
Pipeline
Marketing
Automation
AI Agents
WhatsApp
Analytics

Move your cursor to explore

Built for your industry

Real domain workflows, not a generic CRM stretched thin.

From lead to delivery, automatically

One connected flow — not ten disconnected handoffs.

Lead comes in
AI qualifies & assigns
WhatsApp sent automatically
Task created for owner
Customer converted
Invoice generated
Payment collected
Inventory updated
Delivery dispatched
Reports update live

AI that actually runs your business

Not a chatbot bolted on — AI woven into every module.

AI Voice Agent

Handles routine calls and qualifies callers before they reach your team.

AI Chatbot

Answers customer questions from your real business data, on your website and WhatsApp.

AI Sales Coach

Suggests the next best action on every lead, based on what actually converts.

AI Hiring Assistant

Screens resumes and shortlists candidates against your real job requirements.

AI HR

Flags attendance and leave patterns that need attention, automatically.

AI Marketing

Drafts WhatsApp/email campaign copy from your own product and offer data.

AI Analytics

Surfaces the metrics that matter for your business, not a generic dashboard.

AI Reports

Generates plain-language summaries of what happened this week, on demand.

AI Prediction

Forecasts revenue and renewal risk from your actual pipeline history.

AI Automation

Triggers the right task, notification or WhatsApp message the moment something changes.

Hire and manage your team, too

HR isn't an afterthought — it's a real module.

Resume Parsing

Candidates are structured and searchable the moment they apply.

Interview Scheduling

Coordinate interviews without the back-and-forth emails.

Attendance

Real attendance tracking, tied to payroll automatically.

Payroll

Salary structures, payslips and payouts, run from the same workspace.

Performance

Track promotions, CTC history and performance reviews over time.

Training & Learning

Onboard new hires with structured material they actually complete.

Sell more, with less manual work

From first click to closed deal.

Lead Capture

From your website, WhatsApp, Meta/Google Ads, or a walk-in — one pipeline.

Meta & Google Ads

Track which ad source actually converts, not just which one gets clicks.

WhatsApp & Calls

Every conversation logged against the lead automatically.

Speed-to-Contact

SLA-driven alerts so a hot lead never goes cold waiting on a callback.

Pipeline & Forecast

See exactly where every deal stands, and what next month looks like.

AI Suggestions

Know which lead to call next, and what to say, before you dial.

More than software

Sales staff training, hiring, branding, digital marketing, SEO and lead generation — built to work with the CRM your team already uses.

Interactive Product Sandbox

Try MR Business OS Live — No Signup Required

Test-drive Speed-to-Contact SLA, Meta Cloud WhatsApp Automation, Smart ERP, and AI Co-Pilot in real-time.

Speed-to-Contact
48 Seconds (-92% faster)
WhatsApp AI Speed
< 0.8 Seconds (Instant)
Auto GL Accounting
100% Real-Time
AI Qualification
24/7 Autonomous

🎯 Speed-to-Contact Lead Pipeline Simulator
Interactive Sandbox

Click the action buttons below to test how MR Business OS handles incoming leads in real time.

LEAD #1094

Rahul Sharma

+91 98765 ***** • New Delhi

NEW
Product Interested:Tata AIA Life Insurance
Coverage / Sum Assured:₹1.00 Crore
Source Channel:Meta Cloud Ad / WhatsApp
SLA Response Clock:00:00 (Waiting)
Real-Time Visual Pipeline Stages
1. New Lead
2. SLA Responded
3. AI Qualified
4. Deal Won
Automatic Activity Log & Telemetry:
✓ [10:42 AM] Lead captured from Meta Cloud API webhook.
Verified Client Case Studies

Trusted by 1,420+ High-Growth Indian Businesses

See how top insurance distributors, mutual fund advisors, and manufacturers scale with MR Business OS.

1,420+
Active Indian Businesses
₹120 Cr+
Premiums & Invoices Managed
4.9
850+ Verified Reviews
99.9%
WhatsApp Meta API Delivery
Insurance & Wealth Distribution
+42%
90-Day Premium Growth

"Speed-to-Contact SLA reduced our lead response time from 4 hours to 48 seconds. Auto WhatsApp policy quotes helped us close 42% more term insurance policies in 3 months."

R

Rakesh Malviya

Senior Financial Advisor

Assure Capital & Tata AIA Partner

Mutual Fund Distribution
15 Hrs/Wk
Saved in SIP Follow-ups

"Automated WhatsApp SIP renewal reminders and direct NAV updates transformed our client retention. Our team saved 15+ hours every single week."

P

Priya Sundaram

Head of Operations

Vanguard Wealth & Mutual Funds

Manufacturing & Distribution
100%
Auto General Ledger Accuracy

"Stock dispatch automatically posts double-entry journal vouchers to our ledger. No manual reconciliation, zero accounting errors!"

V

Vikramjit Singh

Founder & CEO

Apex Logistics & Manufacturing

⚡ 1-Click ROI & Cost Savings Calculator

Calculate Your Business Savings

See how much money & hours MR Business OS saves your business compared to buying 5 separate tools.

Save Up To ₹5,40,000 / Year
10 Users
2 Users25 Users50 Users100 Users

What You Replace With MR Business OS:

Standalone CRM Tool
Separate ERP / Stock Software
Third-Party WhatsApp Bot
HR & Payroll Application
Estimated Net Annual Savings
3,66,120

🎉 Saving ₹30,510 every single month!

Time Saved / Month:

320 Hours

Sales Conversion:

+38% Faster

Frequently asked questions

Everything you need to know before starting your trial.

Tell us about your business

We'll reach out with a demo tailored to your team.

Ready to Transform Your Business?

Prepaid plans, instant UPI checkout, no long-term lock-in.

Your own WhatsApp number Role-based access control Data isolated per workspace