Your business, untied.
For firms that quote, deliver, and repeatEvery inquiry becomes a project with an owner. The AI does the chasing, so your team can focus on the work clients pay for.
Set up in a day. Your clients don't need an account.
Built with advisory firms, industrial traders and uniform makers.
- Financial advisers
- Industrial traders
- Uniform & print makers
- CA & tax firms
Example · a WhatsApp inquiry becomes a project
Need 6203 SKF bearings, 50 nos. Rate? Can you dispatch by Thursday?
Your firm doesn't have a lead problem. It has a work problem.
Inquiries come in fine. The trouble starts after: the quote, the approvals, the documents, the delivery, then the same again next month. Right now all of it runs through you.
It's spread across five places.
WhatsApp groups, email, an Excel sheet, Tally and your head. You're the one holding it together.
The CRM only knows the past.
It logged the deal. It has no idea the sample approval is stuck, or that a renewal is due on the 5th.
The AI just writes emails.
It won't chase the missing document. It doesn't know your client's rate. It's never touched the actual work.
Clients won't make another account.
So they reply on WhatsApp, and someone copies it over by hand.
Every inquiry has an owner.
Before"Did anyone reply to Patil's inquiry?"
WhatsApp, Instagram, email, a missed call, the website form. Each one becomes a project with someone responsible and a date to follow up.
- One thread per client, whichever app they wrote from. No more "which group was that in?"
- Stuck work shows up first: waiting on the client, waiting on you, or late.
- When something runs late, the owner hears about it. If it stays late, so does the person you picked.
Example pipeline
Inquiry 6
Quote 4
Client approval 3
Delivery 5
A teammate with an audit trail.
BeforeAI that only talks.
It drafts the quote, checks stock, chases the missing KYC and files what clients send. It follows your process. Anything that matters waits for a person to approve it.
- Its own roleIt sees what that role sees. Nothing more.
- A monthly budgetWhen it runs out, it stops and tells you.
- Your approvals stayIt can't skip a step that needs a person.
- Pause it any timeNothing it did gets lost.
Clients do their part on one link.
Before"Reminder #4: please send your PAN copy."
No account, no app. They get a code by email, see only what's theirs, and send documents or approve from there.
Every reveal is logged. Built for India's DPDP rules (due May 2027) and GDPR.
Your annual review
From Meera at Sahyadri Wealth · for Anjali Kulkarni
1 of 3 done · due 31 Oct
- Risk questionnaireDone 19 Oct
- Bank statement, Apr–SepNeeds upload
- Approve plan summaryNeeds your approval
Set it up once. Then it runs.
Tell it what you sell and how you deliver it. It keeps the work moving and pulls you in when it needs a decision.
What you sell
Your services and fees. One-off, monthly or yearly.
Financial plan, ₹25,000 once · Bookkeeping, ₹6,000 a month
How you deliver
Your stages, the documents each one needs, and who signs off.
Who does what
Your team, your agents, and clients on their links.
Change it later
New work follows the new way. Work already running isn't disturbed.
Monthly and yearly work opens on its own.
Reviews, renewals and retainers open on their date, at the fee you agreed. Nobody has to remember.
Example
- 1NovMonthly bookkeeping14 clients · retainerOpens itself
- 5NovAnnual review · Kulkarni householdYearly review retainerOpens itself
- 12NovPolicy renewal · Desai familyHealth cover, renews 12 DecAgent preparing
Start with a setup made for firms like yours.
Your stages, documents and agents are already in place. Change whatever doesn't fit.
Every client's next review, renewal and pending KYC opens itself.
For financial planners, MF distributors and insurance advisers.
The process
- First call
- Fact-findIncomeGoalsRisk profile
- Plan and presentation
- Implementation, side by sideKYCSIPInsurance
- Yearly reviewRepeats every year, on its own
Your agent
- Chases the pending KYC and PAN on the client's link
- Files statements against the fact-find
- Prepares the review pack before the meeting
A WhatsApp inquiry becomes a quote at that customer's rate in two minutes.
For industrial and MRO traders who quote on WhatsApp all day.
The process
- InquiryWhatsAppPhoneEmail
- Stock check
- Quote at the customer's rateFixed ratesBrand discounts
- Confirmation
- Dispatch with LR number
Your agent
- Reads "6203 SKF 50 nos" and finds the item
- Checks stock and applies that customer's rate
- Sends quote and dispatch updates as low-cost utility templates
The client approves proof, sample and sizes on one link. You ship only QC-passed pieces.
For uniform, print and merchandise makers selling to hotels, schools and factories.
The process
- Enquiry and quote revisions
- Approvals, side by sideLogo proofSample fitSize splitAdvance
- Fabric confirmed and released
- Production and decoration
- QC in batchesFailed pieces go back for rework
- Partial shipments with docket
Your agent
- Chases the size split from the school office
- Raises the advance link in your Razorpay and waits until it's paid
- Files QC evidence against each batch
Monthly GST work opens for every client. The document chase runs without you.
For CA and tax firms with partners and repeat clients.
The process
- Documents from the clientBank statementsInvoices
- Bookkeeping
- Review by a partner
- FilingMonthly GST and yearly returns, opened on their dates
Your agent
- Asks each client for exactly what's missing this month
- Reads what arrives and files it against the right requirement
- Flags expired evidence so it's due again
Every round's feedback in one place, approved on the client's link.
For agencies and consultancies on projects and monthly retainers.
The process
- Brief
- Proposal and engagement letter
- Rounds with client approvalChanges requested sends it back a round
- Delivery
- Monthly retainerEach month's work opens on its date
Your agent
- Drafts the proposal from the brief
- Collects feedback against the right round
- Summarises the project before the client call
Keep the tools you already use.
It connects to your own accounts. You can start without any of them.
Money stays yours.
untieHQ never collects payments or keeps books. When it's time to bill, it asks Razorpay or Zoho Books and waits for "paid".
- WhatsAppYour own number, inside untieHQ.
- EmailReplies land on the right project.
- Instagram & FacebookDMs become inquiries.
- GoogleSign-in, Drive and Calendar.
- Razorpay, Zoho BooksInvoices and payment links, from your account.
- n8n, Make, webhooksHand a step to your own automations.
- Claude, ChatGPTWork your projects from your own assistant.
Questions owners ask us.
Is this another CRM?
No. A CRM logs the sale. untieHQ runs what happens after it: the documents, the approvals, the delivery, and next month's repeat.
Do my clients have to sign up?
No. They get a link and a code by email. No account, no app.
What can the agent do without me?
Only what you allow. Anything going to a client, or anything your process marks for approval, waits for you.
It has a monthly budget, and you can pause it whenever you like.
Will it collect payments or do my accounts?
No. Your billing tool does that. untieHQ waits until it says paid, then moves the work along. Your books stay where they are.
Is client data safe?
PAN, bank details and health notes are encrypted and masked. Only people you allow can see them, and every look is logged.
What if we change how we work?
Change your process yourself, no developer needed. New work follows it. Work already running carries on as it was.
How much does it cost?
One price per firm. Add teammates and the bill stays the same. WhatsApp message charges are passed on at Meta's rate.
Send us an inquiry. Watch it become a project.
Start with something real: an inquiry you got this week, or how your firm runs a job today.
Set up in a day. Your clients don't need an account.