Do I need coding skills to build automations?
No. KelBrix's automation engine is built for sales and marketing teams. You can construct campaigns using a simple visual interface to select triggers, choose wait delays, and pick message templates.
Marketing Automation
Marketing Automation Software & Workflow Trigger CRM
Automate lead follow-ups, trigger multi-channel drip campaigns, and scale outreach without manual tasks. Connect WhatsApp, email, SMS, and AI calling in one workflow engine.
Supported Platforms & Channels
WhatsApp API / Web
Email / Brevo
Google Maps
Razorpay Payments
Stripe Payments
GEODirect Answer Summary
What is Marketing Automation?
Marketing automation is the use of software to trigger, execute, and track marketing tasks and campaigns automatically. Rather than sending individual follow-ups or broadcasts manually, businesses use marketing automation to set up trigger-action rules (e.g., 'When a lead captures on a digital card, wait 5 minutes, then send a WhatsApp message'). Advanced systems like KelBrix coordinate these rules across multiple channels—including WhatsApp, email, SMS, and voice AI—while syncing prospect behaviors with a central sales CRM.
- Zero API Markup (BYOK): Connect your own official Meta WhatsApp API, Brevo, OpenAI, or Vapi keys. KelBrix charges purely for workflow orchestration—never taxing message volume or calling minutes.
- Integrated B2B Discovery: Extract verified company emails, phone numbers, and WhatsApp indicators directly from Google Maps and web search listings.
- Sovereign Data Control: Unlimited single-click CSV/JSON exports with zero data lock-in or per-contact penalties.
- Reseller Architecture: Multi-tenant Agency and Enterprise White-Label tiers supporting up to 50 client companies under custom domain branding.
KelBrix connects lead scoring, drip outreach, and client support SLA rules into one visual workflow planner, keeping your team focused on closing rather than data handling.
Platform Highlights & Specifications
Product Specs
Overview
What is Marketing Automation?
Marketing automation is the use of software to trigger, execute, and track marketing tasks and campaigns automatically. Rather than sending individual follow-ups or broadcasts manually, businesses use marketing automation to set up trigger-action rules (e.g., 'When a lead captures on a digital card, wait 5 minutes, then send a WhatsApp message'). Advanced systems like KelBrix coordinate these rules across multiple channels—including WhatsApp, email, SMS, and voice AI—while syncing prospect behaviors with a central sales CRM.
KelBrix connects lead scoring, drip outreach, and client support SLA rules into one visual workflow planner, keeping your team focused on closing rather than data handling.
Key Specifications
Deployment ArchitectureAll-in-One Cloud SaaS / BYOK Options
Pricing ModelFree Plan (100 Leads) • Starter @ ₹999/mo
Key IntegrationsWhatsApp API/Web, Gemini AI, Bland, Brevo, Razorpay
Target IndustriesSalons, Real Estate, Clinics, Agencies, Coaching
Scraper Sandbox
Try Scrape Leads in Your Niche Instantly
Enter any search niche and city below to run a real-time extraction simulation and preview direct client data.
Pre-Built WhatsApp Automation Flows
Select a ready-to-use WhatsApp automation flow to install in your workspace.
1-Click Install
Instant Lead Capture Auto-Response
Trigger an instant WhatsApp welcome message with product brochure link when a new lead is created.
Trigger: Lead Created (Form / Scraper / Lead Ad)
Automated Invoice & Payment Reminder
Send automated payment reminder with direct UPI / Stripe payment link 3 days before due date.
Trigger: Invoice Due Date -3 Days
3-Day New Prospect Drip Sequence
Automate a 3-part WhatsApp sequence over 3 days educating prospects on product ROI.
Trigger: Pipeline Deal Stage -> Interested
30-Day Inactive Lead Winback
Automated re-engagement broadcast sent to leads stuck in "Uncontacted" for 30+ days.
Trigger: Lead Inactive > 30 Days
Feature breakdown
Build Advanced Drips with Multi-Channel Flow Creators
Connect customer behavior triggers to automated message actions across all platforms.
Visual Flow Triggers
Set rules based on customer behavior: card scans, form inputs, booking check-ins, or pipeline changes.
Multi-Channel Outreach
Coordinate campaign steps. Send a WhatsApp message on day 1, an email on day 3, and schedule a call reminder on day 5.
Dynamic Personalization
Populate template variables (client name, booking time, invoice amounts) dynamically to maintain high engagement.
Smart Wait Actions
Add timed delays or condition checks. Wait for specific days or stop sequences automatically if a lead replies.
SLA & Routing Alerts
Escalate deals that go cold. Trigger team notifications or auto-assign owners if a lead isn't contacted.
A/B Testing & Logs
Test template variations, monitor campaign performance metrics, and review execution logs for every prospect.
Target solutions
How Businesses Streamline Operations with Automations
See how outbound teams, client onboarding, and retention desks run automated drip sequences.
Lead Nurturing
Problem:
Prospects extracted via Google Maps finder are left uncontacted, or cold email campaigns are not followed up.
Solution:
Load prospects into automated drip flows that send emails, WhatsApp templates, and check-in calls over 10 days.
Features Used:
Google Maps lead sync, multi-channel drip templates, automatic reply stop
Outcome:
Boost response rates by 250% by maintaining consistent, multi-channel touchpoints.
Onboarding Sequences
Problem:
New users register but get confused by the features and drop off before verifying value.
Solution:
Trigger automated onboarding drips on WhatsApp and email with feature guides and short video walk-throughs.
Features Used:
Signup triggers, scheduled wait delays, rich media templates
Outcome:
Increase product activation rates by 40% with automated, guided onboarding.
Re-engagement Flows
Problem:
Existing customer lists are ignored, losing potential repeat appointments or service contracts.
Solution:
Set up dynamic rules to trigger discount campaigns automatically to clients with zero activity in 60 days.
Features Used:
Activity triggers, WhatsApp broadcasts, custom payment links
Outcome:
Secure 15% return bookings from cold customer databases on autopilot.
Value comparison
Why Choose KelBrix for Workflows Instead of Zapier?
Compare KelBrix's built-in automation suite with disjointed subscription sync platforms.
| Business Need | Separate Industry Tools | KelBrix Platform |
|---|---|---|
| Multi-Channel Coordination | Separate builders like ActiveCampaign (Rs. 4,500+/mo) | Natively included in KelBrix |
| Database Integrations | Zapier or Make setups required (extra costs) | Natively synced with CRM pipelines |
| WhatsApp API Triggers | Complex webhooks and connector configurations | Direct selection of approved templates |
| Usage-based Pricing | Tiered pricing scales fast with contact volume | Flat rate per active user seat |
| Support SLA Alerts | Separate internal team alert apps | Trigger alert tickets in same timeline |
Interactive Playbook
Simulate Your Outreach Automation
Click a scenario to see how KelBrix automatically routes leads and launches WhatsApp outreach campaigns.
How does it work?
Click a workflow query to simulate how KelBrix replaces manual marketing tools.
KelBrix AI Advisor
OnlineInstead of copying numbers and chatting manually, KelBrix logs all conversations. You can sync your personal Web WhatsApp in 10 seconds or connect the official Meta API. Sales reps chat directly inside the shared CRM, and automations trigger follow-ups on template rules.
Outreach & Lifecycle Pipeline Flow
1. Lead Captured
Prospect scans digital visiting card or submits a form
2. Auto WhatsApp Message
Saves contact, triggers greeting brochure instantly
3. Rep Pipeline Routing
Leads automatically assigned to available sales reps
4. Systematic Follow-up
Auto-reminders trigger until prospect responds
Got questions?
Marketing Automation Frequently Asked Questions
Frequently asked questions about setting triggers, delays, and channel fallbacks.
Can I stop an automation sequence if a client replies?
Yes! This is a critical best practice. You can configure campaigns to stop automatically as soon as the lead replies to a WhatsApp message, opens an email, or books an appointment.
What channels can I combine in a single flow?
You can combine WhatsApp Web, official WhatsApp API templates, SMTP email drips, local SMS channels, and outbound voice AI calls (Bland/Vapi) into a single campaign flow.
How do trigger events work in KelBrix?
Triggers are events that start a workflow. Common triggers in KelBrix include: 'New Lead Captured', 'Form Submitted', 'Appointment Booked', 'Deal Moved Stage', or 'Task Overdue'.
Is there a limit on how many workflows I can create?
No. KelBrix paid plans (Starter, Pro Growth, Agency, and Enterprise) allow you to build unlimited automation workflows and campaigns, with execution capacity scaled to your active database seats.
Can I send automated payment reminders?
Yes. You can trigger automated sequences when an invoice is generated. KelBrix will send the UPI payment link via WhatsApp and email, and send automated polite follow-ups until the invoice status updates to Paid.
Pricing & Plans
Simple monthly subscription with zero hidden markups
Start free with the digital business card and CRM. Upgrade when you are ready to scale with WhatsApp broadcasts, campaign automation, team workspaces, or white-label reseller support.
Zero-Markup BYOK AI Support
0% API Markup Savings
BYOK Sovereign Engine
Calculate Your BYOK Savings vs. Legacy SaaS
See how much you save by connecting your own Meta WhatsApp API and AI calling keys with zero platform markup.
Estimated Annual Savings$6,240Saved every year with KelBrix BYOK
15,000 / mo
1,00050,000100,000
1,000 mins / mo
100 mins5,000 mins10,000 mins
Monthly Communication Bill Comparison
Marked-Up Legacy Platforms$705 / mo
Includes 200%-300% SaaS per-message & per-minute markup
KelBrix BYOK (Direct Provider Cost)$185 / mo
⚡ 100% Direct billing with Meta & Vapi — Zero platform tax
Monthly Net Savings$520 / mo
Start BYOK Free →Currency
Free entry
Free
Start with one free digital card, free CRM for the first 100 leads, and an AI Studio trial to test real demand. Printed physical NFC cards are available separately as a paid add-on.
Freeforever
1 digital card + AI Studio trial
- 1 User
- AI Studio trial
- 1 Digital Card
- 1 active AI Voice Chatbot (up to 100 leads)
- 100 free B2B Lead Scraper credits
Included Features
WhatsApp-First Drip & Follow-up Automations
Google Maps B2B Lead Extractor
30-Day AI Social Content Calendar
AI Voice Telephony & Auto-Calling
Zero-Markup BYOK Architecture (0% API Markup)
Multi-Tenant Agency Client Portals
Custom Domain White-Label Branding
Company seat
Starter
The value seat for company users who need CRM, WhatsApp-ready follow-up, email, AI calling, attendance, automation, and AI Studio without bundled provider markups.
$15/ month
3 Team Seats Included
Customize Seats & Add-ons
Min 3
Min 1
3 users, 3 Digital Cards total.
- 3 paid user seats selected
- 2,000 AI Credits
- 3 Digital Cards (1 per user)
- 1 active AI Voice Chatbot per paid seat
- Add-on Lead Scraper credits available
Included Features
WhatsApp-First Drip & Follow-up Automations
Google Maps B2B Lead Extractor
30-Day AI Social Content Calendar
AI Voice Telephony & Auto-Calling
Zero-Markup BYOK Architecture (0% API Markup)
Multi-Tenant Agency Client Portals
Custom Domain White-Label Branding
Pro Growth
Pro Growth
For scaling businesses needing 3 Workspaces, up to 10 Team Seats, UNLIMITED Auto-DM triggers, 1,000 B2B Google Leads/mo, and AI Voice Calling.
$39/ month
10 Seats + 3 Workspaces + Unlimited Auto-DM
Customize Seats & Add-ons
Min 10
Min 5
10 users, 50 Digital Cards total.
- 10 paid user seats selected
- 10,000 AI Credits
- 50 Digital Cards (5 per user)
- 3 active AI Voice Chatbots included
- 1,000 B2B Lead Extractor credits/mo
Included Features
WhatsApp-First Drip & Follow-up Automations
Google Maps B2B Lead Extractor
30-Day AI Social Content Calendar
AI Voice Telephony & Auto-Calling
Zero-Markup BYOK Architecture (0% API Markup)
Multi-Tenant Agency Client Portals
Custom Domain White-Label Branding
Power Add-ons & Modular Expansion
Supercharge Your Sales Stack with Specialized Add-ons
Add modular capabilities to any plan without upgrading your core tier subscription.
WhatsApp E-Commerce Suite
Automated Catalog & Shop
High Growth
Transform Web WhatsApp & Meta Cloud API into a high-converting store. Sync product catalogs, collect payments, and automate shipping.
- Interactive WhatsApp Catalog & In-Chat Shopping Cart
- Instant UPI, Razorpay & Stripe Payment Links
- Live Shiprocket Courier Dispatch & Tracking Alerts
- Automated Abandoned Cart Drip Recovery Sequences
Monthly Add-on$29 / month
Explore SuiteB2B Lead Scraper Credits
Google Maps Discovery
Lead Booster
Extract verified business leads by city and niche on demand. Scrape phone numbers, decision maker emails, and addresses.
- Google Maps Business Directory Lead Extraction
- Verified GST, Phone, Email & Website Discovery
- 1-Click Auto Sync directly into WhatsApp CRM Pipelines
- Never-Expiring Lifetime Credit Booster Packs
Booster Packs From$10 / 1,000 leads
Extract Leads0% Platform Markup
Direct billing with Meta & Vapi
Secure Encrypted
Razorpay & Stripe 256-bit SSL
GST Invoicing
100% Tax Credit Eligible
Cancel Anytime
No locked contracts or fees
Need a custom plan? Contact sales for enterprise-grade features and custom user, card, or client limits.
Ready to optimize?
Automate Your Customer Lifecycle Today
Stop wasting hours on manual copy-pasting and follow-ups. Build your first automated drip campaign and let KelBrix close leads for you.