An AI ecosystem
for growing businesses.
Cloud AI Digital helps small and medium businesses start with a connected CRM and WhatsApp-native workflows, then grow into a broader suite of AI tools for sales, operations, and daily execution.
Start with CRM · Expand with AI workflows · No credit card required
Customers
24 total · 14 active
Revenue MTD
$47.2k
+12%
Open Invoices
8
3 due
New Leads
5
this week
WhatsApp Bot
Online · 24/7
Create invoice for Ahmad — $2,400
Invoice #0042 created and sent to Ahmad.
Show today's sales
Today: $7,100 · 4 customers · Top: Khalid ($5,100)
CRM-first foundation
Start with customers, pipeline, invoices, and WhatsApp workflows — then layer more AI tools across the business.
AI across operations
Automate replies, categorize leads, surface insights, and turn routine work into guided workflows for your team.
One ecosystem for teams
Run sales, service, and day-to-day execution from one connected platform built for growing businesses.
Four solutions. One business system.
Cloud AI Digital starts with CRM, but it is designed to run the workflows around it — customer conversations, automation, reporting, and execution for growing teams.
Customer and revenue core
Manage pipeline, contacts, quotations, invoices, and customer history from one connected operating layer.
Foundation for the ecosystem
An operator inside every chat
Turn conversations into actions with a bot that can answer, retrieve context, and trigger business work instantly.
Built for WhatsApp-native teams
Automation that keeps work moving
Assign tasks, trigger follow-ups, and standardize recurring operations without stitching together multiple tools.
Operations without manual chasing
Reporting that explains the business
See sales activity, response performance, and team execution in reports leaders can actually act on.
Built for managers and founders
Start with CRM. Let AI handle the routine.
CRM is the first layer of the Cloud AI Digital ecosystem. The AI bot handles routine messages, sends invoices, updates customer records, and keeps your team moving.
Cloud AI Bot
● Online
Connected business workflows.
Invoices, quotations, and customer actions stay linked inside the same platform, whether your team works from chat or the dashboard.
Built for the whole business.
Give sales, operations, and leadership one shared workspace across CRM, automation, reporting, and the workflows that keep work moving.
Ahmad · Created invoice #0042
Sara · Added lead: Omar S.
Khalid · Closed deal · $5,100
Bot · Sent 3 automated follow-ups
Bot Uptime
99.9%AI that supports the whole business.
From lead capture and follow-ups to reporting and task coordination, Cloud AI Digital turns CRM activity into automated workflows your team can actually use.
One operating flow from conversation to reporting.
The ecosystem works because every part of the business shares the same context. A customer message can become a CRM update, a workflow trigger, and a management report without forcing your team to jump between tools.
Capture demand
Leads, requests, and repeat customers come in through WhatsApp and are turned into structured CRM activity.
Coordinate execution
Your team gets tasks, owners, and customer context without re-entering data across separate tools.
Automate the routine
Follow-ups, reminders, and process handoffs run automatically so the business keeps moving after hours.
Review outcomes
Reports and summaries roll everything up into one operating view for sales, service, and leadership.
Operations Board
Shared across CRM, workflows, and reports
WhatsApp coverage
24/7
Workflow state
Active
Reporting cadence
Daily
CRM sync
Live
Activity feed
Today's operating loop
Lead captured from WhatsApp
CRM · just now
Quotation draft created automatically
Workflows · 2 min
Follow-up reminder assigned to sales
Team · 6 min
Daily revenue digest sent to management
Analytics · 8:00 PM
Visibility for owners, managers, and operators.
Reports should not live in a separate universe. Cloud AI Digital turns CRM activity, automation, and team execution into reporting that helps businesses decide what to do next.
Executive snapshot
Revenue, activity, and workflow health
Pipeline coverage
Healthy
Team follow-through
On track
Automation load
Stable
Weekly activity trend
All business channels
Reports your team can act on.
Leaders need more than charts. They need summaries, exceptions, and signals that explain where follow-up is needed across sales and operations.
Queue health
Across the connected ecosystem
Response performance
Across the connected ecosystem
Manager alerts
Across the connected ecosystem
Start small. Expand when the business is ready.
Begin with the WhatsApp bot, move into the connected CRM, then unlock deeper reporting and accounting features as operations mature.
Bot Only
WhatsApp bot access for businesses that want fast operational wins.
- WhatsApp Bot Access
- Create Invoices via Chat
- Create Quotations via Chat
- Customer Management via Chat
- Record Expenses & Income
- Check Financial Balance
- Professional PDF Generation
- 2 Team Members
- 50 Invoices/month
- Web Dashboard
- Reports & Analytics
Platform Basic
The CRM, bot, and reporting stack for growing teams.
- Everything in Bot Only
- Full Web Dashboard
- Product & Stock Management
- Reports & Analytics
- 5 Team Members
- 200 Invoices/month
- Advanced Reports
- Ledger & Accounting
- Recurring Transactions
- AI Business Advisor
Platform Pro
Advanced reporting, accounting, and AI guidance for operators.
- Everything in Platform Basic
- Advanced Reports
- Full Ledger & Accounting
- Recurring Transactions
- AI Business Advisor & Chat
- Unlimited Team Members
- Unlimited Invoices
- Priority Support
Pricing built for staged adoption.
Most businesses do not need the whole stack on day one. Start with the fastest operational leverage, then add the deeper system as the team starts relying on it.
Pricing FAQ
What is Cloud AI Digital?
Do I need technical skills to set up the WhatsApp bot?
What can the WhatsApp bot actually do?
Is my business data secure?
Can multiple team members use the platform?
Is there a free trial?
FAQ
Cloud AI Digital is an AI operations platform for small and medium businesses. It combines CRM, WhatsApp automation, workflows, and reporting so teams can manage customers and daily execution from one connected system.
No. The WhatsApp bot is designed for business owners and team members without a technical background, and the common CRM and operations flows are ready to use.
The bot can create invoices, add customers, record transactions, check sales data, assign tasks, and send daily reports through natural WhatsApp messages.
Yes. Data is encrypted in transit and at rest, and customers retain ownership of their business information.
Yes. Cloud AI Digital supports role-based collaboration so sales, operations, and leadership teams can work from a shared workspace.
Yes. Plans include a 14-day free trial so businesses can evaluate fit before committing.
Build your AI business stack.
Start with CRM and WhatsApp automation, then grow into a connected ecosystem of AI tools built for modern business operations.
No credit card required