SF Astra
Sales Funda™ AI Assistant · Smart automation for Indian Businesses
Manage GST purchase orders, send WhatsApp payment links, scan visiting cards instantly, and trigger multi-step skills — all in natural Hindi & English.
By Dial N Search Pvt. Ltd · Established 2009 · salesfunda.com · Privacy Policy
How to Sign In with CRM QR Code
Follow these 5 simple steps to log in with your active Sales Funda™ CRM account:
Open Your CRM Tenant
Log in to your Sales Funda™ CRM domain (e.g. mydemo.salesfundaa.com).
Navigate to QR Login
Click your profile name at top right → Select QR Login to view your QR.
Copy or Save QR
Right-click & choose Copy image (desktop) or long-press to save (mobile).
Paste in Astra
Open Astra /login, click paste box & press Cmd+V / Ctrl+V.
Session Security
Don't share QR. Logout from sidebar anytime. If CRM ends, Astra access ends too.
Enable Channels & Connectors in Chat
Toggle WhatsApp, Gmail, Web Search, and Sales Funda™ Masters directly from the chat header. Control what AI can access with 1 click.
WhatsApp Business Inbox
Connect WhatsApp Business API to send payment reminders with UPI links, GST invoice PDFs, and order status directly to your clients in India.
- Send instant payment reminders on WhatsApp to clients
- Automated delivery notifications for GST Purchase Orders
- Read customer replies and post updates directly into CRM
Scan & Extract Business Cards Instantly
Upload or photo any visiting card in chat. Astra’s Vision AI automatically extracts Name, Mobile, Email, Company, City, and GSTIN into CRM.
AI Field Extraction Result
Astra detects text structure and maps it directly to Sales Funda™ CRM fields in seconds:
Skills & Automatic Event Triggers
Define custom skill playbooks once. Whenever an event like PO creation occurs, Astra automatically runs comments, email summaries, and alerts.
Skill: "PO-AutoSummary & Account Notification"
Rule: "Whenever a PO above ₹1,000,000 is created, auto-post summary comment and email accounts."
PO Created
DEMO-PO-1001 created for ₹3.45 Lakhs with 5 line items.
Post Line Comment
Astra auto-summarizes line items & adds comment on PO.
Gmail Dispatch
Email sent to accounts@example.com with PO PDF.
WhatsApp Confirmation
Alert sent to Purchase Manager on WhatsApp.
Slash Commands & Prompt Templates
Type / in chat or select from your custom Prompts library to instantly insert structured templates.
Work the way your team trusts
Three distinct modes ensure AI never takes unapproved actions without permission.
Ask Mode
Read-only search. Look up POs, GST bills, inventory stocks, and customer organizations without editing.
Confirm Mode
Astra prepares changes (creating POs, sending WhatsApp, drafting Gmail). You click Approve before execution.
Autopilot Mode
Pre-authorized routines run automatically within your CRM user permission boundaries.
What Astra handles in Sales Funda™
Deeply integrated with organizations, purchase, inventory, and communication channels.
Customers & GST Master Records
Find organizations, edit contact fields, add follow-up comments, manage custom views, trash & restore within user rights.
PO → Bill → GRN → Payments
Create purchase orders & bills, line item calculations, convert PO to bill, Goods Receipt Note (GRN), and track TDS payments.
WhatsApp Business Inbox
Send text, media, invoices & payment reminders with full tracking.
Gmail Follow-ups
Search mail threads, draft professional confirmations, auto sign-off.
OCR Card Extraction
Photo visiting cards to auto-create contact & company records in CRM.
Policy & Compliance Safeguards
Astra integrates with WhatsApp Business API and Google Gmail strictly for user-requested CRM follow-ups. We enforce zero data monetization, purpose-limited data processing, and full compliance with Meta Platform Policies, Google API Limited Use Requirements, and India's DPDP Act.
- Purpose-limited CRM email & message follow-ups
- Admin-authorized channel access only
- Zero sale or sharing of user mailbox data
- Privacy policy & deletion contacts published