Platform comparison

HeidelAI vs Interakt: Sales CRM, AI and Pricing Compared

HeidelAI vs Interakt: PDF quotations, sales CRM and AI in one plan, number masking, abandoned cart and TallyPrime invoicing compared on cost.

Interakt is built for D2C Shopify stores. HeidelAI is built for businesses that sell to other businesses over WhatsApp, such as dealers, distributors and resellers. A typical HeidelAI sale starts with a retailer asking for prices on twelve items. The AI matches each item to your catalogue and replies with prices, and a salesperson sends the GST quotation as a PDF in a few clicks. HeidelAI follows up if the retailer stops replying, and once they confirm, the order becomes a TallyPrime invoice. Salespeople step in where a decision is needed.

HeidelAI also sends Shopify and WooCommerce abandoned-cart reminders and order updates, so one plan covers both B2B sales and store messages.

Summary

  • HeidelAI pairs AI price answers from your catalogue with a built-in PDF quotation builder. Interakt's AI agents cover sales chat, lead qualification and support, and its pricing page lists no quotations.
  • On Interakt, sales roles need a separate Sales CRM plan and AI agents are an add-on. HeidelAI Growth includes both.
  • HeidelAI masks customer numbers from the sales team. Interakt's pricing page doesn't mention masking.
  • HeidelAI creates Tally invoices and sends payment reminders. Interakt shows Tally only as a logo in its integrations list.

Feature comparison

AreaHeidelAIInterakt
PDF quotations built and sent from the chatYesNot listed
Multi-item GST quotes, revisions, price history per SKUYesNot listed
Sales CRMIncludedSeparate plan: ₹2,499/month for 5 agents, then ₹499 each
AI agents2,250 requests/month includedAdd-on: ₹3,000 on Growth and Advanced
Customer number maskingYesNot listed
AI follow-ups that stop when the customer buysYesWinback notifications and chatflows
Conversation transfer with contextYesAuto-assignment on Advanced and Sales CRM
Employee performanceYesAgent analytics from Growth
Abandoned cart and order updatesShopify and WooCommerceShopify
TallyPrime invoices and payment remindersYesLogo only, no details
Broadcasts, including scheduledYesYes

Manual work HeidelAI removes

Without HeidelAIWith HeidelAI
A salesperson reads the product list and looks up each priceThe AI matches each line to your catalogue
The quote is typed in Excel, exported and attachedThe salesperson sends a GST quotation PDF from the chat in a few clicks
Someone asks what this customer paid last timePrice history is kept for each customer and SKU
Nobody follows up when the customer goes quietThe AI follows up and stops after a purchase
Billing retypes the order in TallyA Tally invoice is created from the quote for review
Overdue invoices are chased by phonePayment reminders go out on WhatsApp

HeidelAI customers generated more than 1,500 quotations a day across the platform between 17 February and 28 August 2026.

Price for a 5-person sales team

Monthly, before taxes and message chargesInteraktHeidelAI
Main plan₹2,799 (Growth)₹6,500 (Growth, 3 users)
5 sales users₹2,499 (Sales CRM)₹898 (2 seats at ₹449)
AI agents₹3,000 (add-on)Included
PDF quotations, masking and Tally invoicingNot listedIncluded
Total₹8,298₹7,398

At listed prices, HeidelAI is ₹900 a month cheaper for this team. Interakt doesn't state whether the AI add-on is charged monthly, so check with them.

B2B quotations

The AI answers price questions on multi-item enquiries from your live catalogue. For the formal quote, a salesperson opens the quotation builder next to the chat, where they can set private unit prices, apply GST on each line and choose what the PDF shows. Each SKU keeps a record of which customer was quoted which price and when.

Customer ownership

Salespeople work in HeidelAI without seeing customer phone numbers. When someone leaves, their accounts go to a colleague with the full conversation history. See WhatsApp CRM.

Invoicing and collection

The TallyPrime integration creates a sales invoice from the accepted quote for review, posts it in Tally, sends the Tally PDF and schedules reminders until the invoice is paid.

When Interakt is a better fit

If you run a consumer Shopify store, don't send quotations, and need many support agents for order and delivery questions, Interakt's unlimited agents and lower entry price suit that work.

Switching from Interakt

  1. Move your number during a planned switchover. Templates in your WhatsApp Business Account can be reused or recreated.
  2. Export contacts, tags and attributes from Interakt.
  3. Connect Shopify, WooCommerce, Google Sheets or Tally stock so the AI uses your current items and prices.
  4. Connect TallyPrime and test one quote through to invoice before going live.

Book a demo with a real multi-item enquiry, or see pricing. Trade workflows are covered in HeidelAI for dealers and for distributors.

Interakt details are from interakt.shop/pricing, checked on 7 November 2026. Prices change, so confirm them before you buy.

Sources and further reading