Nuvio Leads
Capture, qualify and convert every lead — Excel-fast grids, zero-loss dedup, full audit.
Nuvio Leads is a full-pipeline CRM that takes an enquiry from first touch to enrolment: one API front door for every lead producer, duplicate resolution that never drops a lead, spreadsheet-grade working grids with server-side sort and filter on every column, timezone-safe demo scheduling, and click-to-send WhatsApp/email templates — all behind a role-and-rules ownership engine that keeps every hand-off audited. Built multi-tenant from the ground up, it doubles as the account backbone for the whole Nuvio suite: tenants, plans, entitlements, per-tenant API tokens and one-click SSO into the sibling apps. Teams that live in Excel feel at home on day one; admins get the funnel analytics, cold-lead reports and activity trail Excel never gave them.
13 modules · 121 features in the full breakdown
Why teams pick it
- Zero-loss dedup: certain matches auto-link and enrich, fuzzy ones queue for human merge/unmerge review, malformed imports are held for correction — a lead is never blocked or dropped
- Excel-grade working grids: server-side sort and filter on every column, pick-from-actual-values filter popovers, instant inline save, and bulk actions across the whole pipeline
- Timezone-safe scheduling: demos computed as real UTC instants with DST-correct resolution of timezone abbreviations, so India time and student-local time can never drift apart
- A rules-driven ownership engine where every hand-off is one audited row — 'who had this lead when' is always answerable
- Dimension-based teacher rate cards (subject × grade band × exact group size × mode) with most-specific-row-wins resolution, consumed live by the payout and HR apps
Modules at a glance
Nuvio Learn
Run your entire teaching operation — classes, attendance, fees, payouts, GST — from one live system.
Nuvio Learn is the operations backbone for online tutoring and academy businesses that have outgrown spreadsheets. It replaces the multi-sheet Excel operating model — roster, attendance, USD fee ledger, INR teacher payouts, GST register — with one system where attendance drives billing feeds, payout estimates and compliance exports — and every imported ledger stays reconciled against real class data. Three built-in portals (parent, student, teacher) and deep hooks into the Nuvio suite (CRM, Books, Chat, HRMS) mean the whole institute — from demo to invoice to payout — runs on one connected record.
19 modules · 123 features in the full breakdown
Why teams pick it
- Attendance-to-money policy engine: every mark is evaluated against the tenant's 24-hour-notice policy and instantly resolves who is charged, who is paid, and who earns a makeup
- Finance that follows attendance: USD fee ledger, INR fortnightly payouts with TDS and the GST register in one app — billing feeds and payout estimates computed from real attendance, ledgers reconciled against them instead of hand-copied cells
- GST-return-ready export: the register export reproduces the accountant's return-import template column-for-column, including export-under-LUT, forex fluctuation, and amendment fields
- Self-pricing group classes: teacher pay for groups follows the batch's live roster size against CRM rate cards, repriced automatically every six hours
- Three built-in portals (parent, student, teacher) on separate auth guards, covering schedules, results, homework, fees, feedback, disputes, and availability
Modules at a glance
Nuvio Books
GST invoicing, teacher payouts and one payments ledger — built for education businesses.
Nuvio Books is the money engine of the Nuvio suite: a double-sided finance app that bills parents in their own currency, pays teachers fortnightly with TDS deducted, and reconciles collections against the bank statement — all under GST-compliant, multi-brand letterheads. Import a spreadsheet or let Nuvio Learn push billing straight in; Books turns it into branded invoices, tracked emails, FIFO-allocated receipts, and filing-ready GST and TDS exports. With per-tenant API keys, signed webhooks, hosted pay links via Razorpay and Stripe, and a full audit trail, it is invoicing software that behaves like an integration platform.
15 modules · 109 features in the full breakdown
Why teams pick it
- Double-sided books for education: parent/customer GST invoicing and fortnightly teacher payouts with TDS live in one app, with collections reconciled against your bank statement
- A real payments ledger, not a status field — atomic receipts with FIFO allocation across outstanding invoices, parent credit for overpayments, and idempotent recording
- India-first compliance depth: CGST/SGST/IGST + HSN/SAC on every invoice, LUT numbers on export invoices, TDS challan uploads matched by PAN, NEFT bulk-payout files and a printable letter to bank
- Bill globally, account locally — per-invoice currency (USD fees) with daily auto-fetched FX rates and always-INR analytics columns
- Multi-brand letterheads: each brand's logo, GSTIN, LUT, PAN, address and bank details render automatically on its invoices, slips and letters
Modules at a glance
Nuvio HRMS
People, payroll and India-ready compliance — for teams that mix salaried staff and freelancers.
Nuvio HRMS runs the entire employee and freelancer lifecycle in one place: hire from a live recruitment funnel, mark attendance on an Excel-style grid, and let the same data flow untouched into leave balances, pro-rated payroll, bank advice files and statutory TDS returns. It is built for Indian organisations that pay both salaried employees (§192) and contractual professionals (§194J) — a distinction most HR tools ignore — with brand-aware letterheads, holiday calendars and leave policies for businesses that operate more than one brand under one roof.
17 modules · 134 features in the full breakdown
Why teams pick it
- Dual-section Indian TDS engine: one employment-type flag routes every payee to §192 salary TDS or §194J professional-fee TDS (10%/20% under §206AA), through to Form 16, Form 16A and 26Q exports
- Attendance-to-bank-advice payroll: mark the grid and the run computes pro-rata pay, PTax, TDS and an RTGS-ready advice file with beneficiary details snapshotted at run time
- A codified leave-policy engine — probation rules, mid-year proration, WFH exemptions and per-brand overrides — that shows the basis behind every entitlement figure
- Offer letters that snapshot the freelancer's full rate card at issuance, on the correct brand letterhead, with lock-protected FY reference numbering
- Built for the freelancer economy: a teacher/contractor register with onboarding, reliability stats synced nightly from the teaching platform, and centrally managed per-subject/grade/group-size rate cards
Modules at a glance
Nuvio Chat
One AI brain for WhatsApp, SMS, email, voice and web chat — every conversation, one console.
Nuvio Chat is the omnichannel marketing and engagement engine of the Nuvio suite: a single Claude-powered conversation brain that answers on your website, WhatsApp, SMS, email and even live phone calls, captures every enquiry into one cross-channel lead pool, and hands your team a full broadcast console for each channel. Templates, campaigns, contact hygiene, opt-out compliance, AI-drafted email replies with human approval, an auto-dialer with streaming voice AI — all per-brand, all in one inbox. It ships with signed webhooks, encrypted credentials, role-based access and an MCP server, so it is as automatable as it is safe.
13 modules · 123 features in the full breakdown
Why teams pick it
- One Claude AI brain across five channels — website chat, WhatsApp, SMS, email and live voice calls share the same knowledge base, tools and lead pool
- Full AI voice stack in the box: conversational inbound IVR, streaming ConversationRelay speech AI, an AMD-equipped auto-dialer, and an AI generator that drafts call flows from a brief
- AI with a human safety catch — inbound emails get Claude-drafted replies that queue for operator approval, and money topics are architecturally blocked from marketing channels
- Agent-ready by design: a deployed MCP server exposes registered platform tools to external AI clients over authenticated JSON-RPC
- True multi-brand tenancy with bring-your-own WhatsApp credentials per brand, Meta Embedded Signup onboarding, and encrypted-at-rest tokens
Modules at a glance
One account. One organisation. Five apps.
Nuvio Chat runs on the suite's shared accounts backbone hosted in Nuvio Leads: a Tenant is the top of every scoping hierarchy (tenant → brands → data), and a per-tenant Entitlement row per app (leads, chat, learn, books, hrms — the PlatformApp catalog) decides which of the five apps that customer may use, with trial-aware status ('active' or 'trial' with automatic trial-expiry enforcement). Sibling apps check entitlements over a shared-secret accounts API (GET /api/accounts/entitlements, /check, plus an SSO token-exchange endpoint), and Chat's AccountsClient is the reference client the others reuse — cached, and deliberately fail-open so an accounts blip can never take a customer's live messaging down. New customers are minted by a one-transaction TenantProvisioner that creates the tenant, default brand, founder admin user and starter pipeline reference data, so a fresh account can work leads on day one. One suite, one account, one switch to turn any app on or off per customer.
Plays well with your stack
Nuvio Chat / FlowEngine (chat.winfree.in): pushes captured leads into the CRM intake API, delivers the CRM's WhatsApp sends, and receives leads back into its returned-leads follow-up queue
Nuvio Books (books.winfree.in): live per-lead billing status and HMAC-signed payment-link creation
Books is the single money authority
Nuvio Learn (learn.winfree.in): pulls the enrolled-student identity feed and the teacher rate card, mirrors its class groups into the CRM's demo group picker, and writes identity enrichments back under a separate audited credential
Nuvio HRMS: edits teacher rate cards through the CRM's accounts API, keeping the CRM the source of truth for pay data used in offer letters
Nuvio CRM (Leads): lead-converted intake, 15-min student identity sync, weekly STU-id adopt + contact push-back, teacher rate-card resolution for auto-pricing, hourly group-class push for demo placement
Nuvio Books: per-brand push of calculated invoices and payout inputs (dry-run-safe, idempotent), invoice.paid webhook that mirrors fee status and auto-reactivates suspended students
Nuvio Chat (FlowEngine): dunning and operational notifications with delivery-receipt callback into a message log
Nuvio HRMS: read API exposing teacher identity and reliability for the HR register sync
Nuvio Learn
pushes fee invoices, GST data and teacher payouts into Books via a signed push API and the idempotent /api/v1/billing/ingest feed
Nuvio Leads (suite accounts backbone)
per-tenant app entitlement checks and staff single sign-on via the suite identity provider
Suite money spine
Leads, Learn and the website record receipts, query outstanding balances and mint pay links through the tenant-scoped v1 payments API
Razorpay
INR subscription checkout, hosted invoice pay links, and signed settlement webhooks
Leads CRM (leads.winfree.in): suite SSO identity provider, per-tenant app entitlements, and the authoritative teacher rate card that HRMS reads/edits via API
Learn (learn.winfree.in): nightly teacher-roster sync pulls identity links, teaching load and 90-day reliability stats into the HR register; Learn computes session payouts from HRMS-classified rates
Nuvio Books
payroll lines carry TDS section and rate, so salary and freelancer payouts reconcile downstream in accounting
FlowEngine (chat.winfree.in): WhatsApp and email notification fan-out with a full outbound message log
WhatsApp Business (Meta Cloud API)
per-brand WABA, templates, carousels, Embedded Signup onboarding, signed delivery webhooks
Chatwoot
signed webhook drives the bot and unifies all channels into one shared team inbox
Twilio Voice
WebRTC dialer, AI IVR, ConversationRelay streaming voice AI, auto-dialer, AMD, recordings
Twilio Messaging (10DLC)
SMS/MMS campaigns via Messaging Service with delivery callbacks and live insights