WhatsApp-first automation for Indian SMEs

From WhatsApp enquiry to PDF quote in one workflow.

Souveno is a WhatsApp-first B2B workflow automation platform that helps distributors move from enquiry -> quote -> PDF -> follow-up without losing the customer in chat chaos.

Enquiries captured in a shared inbox Price lists power quote building PDF and follow-up tracked together
Live automation preview
BT
Bhavani Tiles
WhatsApp enquiry
Price for 200 tiles? 2x2 ivory matte.
Captured. Quote PDF being prepared.
Need delivery to Indore also.
Automation flow Running
1Enquiry captured
Buyer, product, quantity tagged
2Quote built
Catalog price and delivery added
3PDF generated
Ready for WhatsApp reply
Quotes sent today Dashboard
32Enquiries captured
18PDF quotes sent
7Follow-ups due
Money is lost before the order is even created.

A buyer asks for a rate. The team checks Excel, builds a quote manually, forgets the follow-up, and the deal quietly moves to someone faster.

Where WhatsApp-led businesses leak profit

Souveno focuses on the exact places where manual quoting slows down Indian distributors and SMEs.

Manual quote preparation

Every enquiry becomes another Excel, Word, or copy-paste task for the sales team.

Scattered price lists

Rates live across Excel files, WhatsApp forwards, old PDFs, and personal memory.

No quote visibility

Owners cannot see who got quoted, who is pending, and which lead is stuck.

Follow-ups disappear

No system tracks which buyer needs a reminder after the quote PDF is sent.

How the automation works

The MVP is designed around one practical workflow: buyer enquiry comes in, Souveno helps the team produce a clean PDF quote and track the next action.

1

Buyer sends enquiry

A customer messages on WhatsApp: product, quantity, size, location, or delivery question.

2

Souveno captures it

The enquiry appears in a shared inbox with tags, owner, source, and workflow status.

3

Catalog price is pulled

Relevant product, SKU, customer rate, tax, and delivery details are selected from your catalog.

4

Quote PDF is generated

The team reviews the auto-built quote and creates a clean PDF ready for WhatsApp.

5

Follow-up is tracked

Souveno records Quoted, Follow-up, Ordered, or Lost so deals do not die in chat.

Automation plus daily workflow control

Not a chatbot pretending to run the business. Souveno gives your team workflow structure around the quote process they already use.

Shared WhatsApp inbox

Organize enquiries with statuses like New, Quoted, Follow-up, Ordered, and Lost.

Connected catalog

Use structured products, prices, taxes, discounts, and delivery notes to power quotes.

Automatic quote PDFs

Turn a WhatsApp enquiry into a reviewable quote and PDF without rebuilding from scratch.

Follow-up workflows

Set reminders and see which quoted customers need a call, reply, or revised quote.

MVP pilot: quote-to-PDF automation

Join the Souveno pilot for WhatsApp leads.

We help you automate enquiry -> quote -> PDF for real WhatsApp enquiries, then review what saved time, what needs human approval, and what should become part of your daily sales workflow.

  • Setup support for your catalog, pricing, and quote format
  • Limited seats so pilot teams get hands-on attention
  • Early feedback sessions with the founder
  • Special early pricing when the MVP subscription opens
Apply for pilot

Request a pilot callback

This MVP form opens your email client. A developer can connect it to CRM or WhatsApp later.

For distributors, SMEs, agencies, and consultants

Souveno is built for real WhatsApp-led operations, whether you own the business or help clients improve their sales workflows.

For distributors & SMEs

Automate repeated quote preparation, keep price-list logic in one place, and track every enquiry until it becomes an order or a lost deal.

Automated quotes Price-list workflows Order tracking

For agencies & consultants

Manage client WhatsApp + CRM workflows, standardize quote operations, and explore a white-label delivery model for SME clients.

Client CRM ops White-label angle Pilot reporting

MVP pricing preview

Simple early-stage pricing for businesses that want a working quote-to-PDF workflow before a full platform rollout.

Limited pilot
Pilot plan

Best for early teams who want onboarding help and want to test automated quote PDFs on live WhatsApp leads.

  • Guided onboarding and quote template setup
  • Catalog and price-list preparation support
  • Founder review calls during pilot
Join the quote-to-PDF pilot
Early-stage MVP
Rs 4,999 / month to start

Initial subscription for one business once the pilot workflow is validated and ready for daily team use.

  • Shared inbox and workflow statuses
  • Quote PDF generation and follow-ups
  • Basic reporting for quoted and pending leads
Get notified when payments & invoices go live
Coming next: roadmap after pilot

Next: Souveno as your business operating system

After the pilot: building your full ecosystem. The pilot focuses on automating enquiry -> quote -> PDF. After that, we expand Souveno into your full operating system.

Integrate payments

Connect payment gateways so customers can pay directly from quotes or WhatsApp.

Invoices

Generate and send invoices based on confirmed orders after quote approval.

E-way bills

Plan for e-way bill workflows that support logistics and compliance.

CRM integration

Sync leads, deals, customer history, and quote status with your CRM.

Reporting & dashboards

Basic performance views for enquiries, quotes, orders, and collections.

Founder photo placeholder
Founder note

Built for how Indian SMEs already sell

Souveno comes from watching traditional businesses work hard for every lead while profit leaks through late replies, scattered price lists, and quote PDFs stuck in one person phone.

The goal is not to replace your sales team. The goal is to give them a faster, cleaner quote workflow on top of WhatsApp.

FAQ

Quick answers for teams evaluating whether Souveno is automation, AI, CRM, or all of the above.

No. Souveno is a B2B workflow automation platform for WhatsApp. AI can support parts of the workflow later, but the core is enquiry capture, quote building, PDF generation, and follow-up tracking.

The MVP focuses on enquiry capture, matching products from the catalog, building quotes, generating quote PDFs, and scheduling or tracking follow-ups.

No. Souveno sits on top of WhatsApp through an official API-led setup so buyers can continue messaging normally while your team gets a structured workflow layer.

We pick one live quote workflow, configure your products and quote format, test enquiry-to-PDF automation, and review results with your team before expanding.

Souveno is for Indian distributors, wholesalers, manufacturers, service SMEs, agencies, and consultants who handle serious business enquiries through WhatsApp.

Yes. The pilot is built around practical automation with human approval where needed, especially for pricing, discounts, delivery, and payment terms.

If WhatsApp enquiries already drive your business, it is time to automate the quotes.

Join the quote-to-PDF pilot and test Souveno on a real enquiry workflow before rolling it out to your team.

Join the quote-to-PDF pilot