We connect AI agents with tailored software and your workflows across WhatsApp, email and client records, with your team in the loop where it matters.
New enquiries come in, but important details sit in inboxes or DMs.
Customer details, notes and files are spread across apps and people.
Manual follow-ups make it easy for the next step to slip.
How it works
We start where work waits, prove one workflow in your business, then connect the rest and keep improving it with you.
We map how work really moves through your business, and where it waits.
One real workflow, running with your team, before we build further.
Agents, tailored software and your channels working as one.
Service hours each month keep the system growing with your business.
One connected system
Your customers talk to you on WhatsApp. Behind the chat, your team sees every client, the numbers that matter and every payment in one system built around your business.
Enquiries, intake, bookings, payments and daily check-ins happen in the chat your customers already use, and every reply updates your system.
Every conversation, payment, booking and form lands on one profile. The dashboard shows the whole business, and you can ask it questions in plain words.
Activity across every channel
AI summary
On track: 9-day check-in streak and 93% attendance. Mentioned sore legs twice this week.
Next best action
Suggest a mobility session on Tuesday’s call, then offer renewal in week 10.
Leads New clients
Funnel, last 30 days
Ask your business
Which clients might not renew this month?
7 clients logged fewer than 5 check-ins in their first week. Most at risk:
Where did last month’s new clients come from?
40 new clients last month:
When something happens, agents brief the right people, hand work between teams with the context attached, and follow up until it is done.
Team channel
@Rhea Priya’s intake is in. Her first plan is due Monday; goals and schedule are in her file.
@Arun She’s vegetarian and trains mornings. Can you send a meal plan by Tuesday?
Week 1 plan uploaded. Ready for Priya.
Shared the plan with Priya on WhatsApp and logged it in her file.
@Maya Rohan’s invoice is 7 days overdue after three reminders. Handing it to you with the history.
Invoices go out with a payment link on WhatsApp and email, reminders follow a sequence you choose, and your team only hears about the ones that need a person.
| Client | Amount | Due | Status |
|---|---|---|---|
| Priya Shah | ₹14,000 | 1 Oct | Paid |
| Arjun Mehta | ₹18,500 | 3 Oct | Reminder sent |
| Kavya Rao | ₹14,000 | 27 Sep | Paid after reminder |
| Rohan Das | ₹22,000 | 24 Sep | Flagged to team |
Automatic follow-up sequence
WhatsApp reminder
Northstar CoachingHi Arjun, a quick reminder that invoice #1042 for ₹18,500 is due on 3 Oct. You can pay in one tap here:
Pay ₹18,500Email reminder
Reminder: invoice #1042 for ₹18,500 is due on 3 Oct
Hi Arjun,
A quick reminder that invoice #1042 for your 12-week programme is due on 3 October. You can pay securely in one step using the button below. The invoice is attached for your records.
Thanks, Northstar Coaching
Solutions
Every business slips in its own places. Here is how the same approach could look for five kinds of client work.
Leads, sessions, check-ins and renewals handled on WhatsApp while you train.
See the journey
Meal logs, check-ins and reviews organized on WhatsApp between consultations.
See the journey
Bookings, reminders and invoices handled on WhatsApp, with clinical work left to you.
See the journey
Listing inquiries answered and viewings booked on WhatsApp while you are out.
See the journey
Service DMs and comments turned into enquiries and bookings on Instagram.
See the journeyPartnership
We build tailored software for your business and stay with it through a monthly subscription that includes service hours.
We start with what is holding your growth back and build only what solves it.
We stay after launch, adjusting the system as your customers, team and offer change.
We invest in solving the problem alongside you, through an ongoing monthly partnership rather than a large upfront project.
Your next stage
Tell us where growth is getting harder to hold together. We will show you what a connected system could take off your plate.
Talk to Us
Enquiries
Client details
Bookings
Payments