01 / Real Estate Pune
Crystal-clear sales tracking
THE CHALLENGE Inconsistent & delayed follow-ups
THE SOLUTION Automate CRM implementation
THE CONNECTED BUSINESS WORKSPACE FOR MSMEs
Keep work moving.
Know what’s next.
Bring sales, WhatsApp, team execution, forms and everyday operations into one connected workspace—built for growing businesses.
12,000+ MSMEs Using Automate Business 35+ Industries Supported 10+ Years Building for MSMEs 4.5/5 Average Customer Rating
Workspace illustration · Sales. Customers. Teams. Operations.
SALES. CUSTOMERS. TEAMS. OPERATIONS.
Everything your business needs. Connected.
Start with one problem. Add more as your business grows. Automate Business keeps your teams, customers and workflows connected.
Automate CRM
Capture, follow up and close more leads.
Automate Chats
Sell, support and engage customers on WhatsApp.
Automate Teams
Assign work, track execution and keep teams accountable.
Automate Forms
Collect information and trigger workflows.
Leave & Attendance
Manage attendance, leave and everyday people operations.
One login. One workspace. Connected workflows.
ONE CONNECTED WAY TO WORK
From request to result,
without the handoff gaps.
Connect lead capture, customer conversations and team execution. Build a workflow where the next step has an owner and the information they need.
- 01
Lead captured
Facebook / IndiaMART / Website
Automate CRM - 02
Customer engaged
WhatsApp follow-up and shared conversations
Automate Chats - 03
Work assigned
Demo / quotation / callback
Automate Teams - 04
Information collected
Requirements / feedback / documents
Automate Forms - 05
Owner sees the result
Sales + conversations + work
One connected workspace
Choose where to start
Start with the work that needs fixing first
Automate Chats
- Give your team one shared WhatsApp inbox.
- Assign conversations and send broadcast campaigns.
- Answer common questions with no-code chatbots.
Automate Teams
- Assign tasks with owners, priorities and deadlines.
- Keep recurring work moving with reminders.
- Review progress across teams in one workspace.
Automate Forms
- Build branded forms with AI and conditional logic.
- Turn submissions into CRM leads or assigned tasks.
- Send responses to Google Sheets and WhatsApp.
Leave & Attendance
- Record attendance with face clock-in and geo-fencing.
- Manage shifts, leave balances and approvals.
- Send attendance records straight to payroll.
Automate CRM · Product illustration
Automate Chats · Product illustration
Automate Teams · Product illustration
Automate Forms · Product illustration
Leave & Attendance · Product illustration
AI + AUTOMATION
Your team does the important work.
AI handles the repetitive work.
Less time typing, chasing and copying. More time with customers and the work that needs your attention.
Explore AI & Automation- 01
Create work from simple instructions
Turn a prompt or voice note into a task with a title, deadline and priority.
“Ask Rahul to follow up with this lead tomorrow at 11.”
- 02
Help teams follow up
Summarize a lead’s history before a call and draft replies for customer conversations.
- 03
Understand what is happening
Summarize task activity and updates so managers can review progress faster.
- 04
Automate workflows
Turn form submissions into leads and tasks. Trigger follow-ups when a deal changes stage.
BUILT AROUND YOUR BUSINESS
Works with the tools your business already uses.
Built for manufacturers, traders, distributors, service businesses and growing teams.
- WhatsApp Business API
- Meta / Facebook
- IndiaMART
- TradeIndia
- Google Sheets
- Webhooks
IN THEIR OWN WORDS
Hear from the people
doing the work.
Watch testimonial ↗ Natural Stone
Saved 2+ hours/day
Pawan LahotiStone World
Watch testimonial ↗ Healthcare
100% leads tracked
Kaushal KakkadSummirow Dentals
Watch testimonial ↗ Digital Marketing
Replies to just 5 emails/day
Ashish DaliaI Knowledge Factory (IKF)
TRUSTPILOT REVIEWS
What customers say
about the everyday work.
Summaries of public five-star reviews. Read each review in full on Trustpilot.
See all reviewsUsing the task app, CRM, WhatsApp API, and AI calling made staff follow-ups easier and freed up time to focus on expansion.
Automate Tasks offers useful features for MSMEs at a manageable price, backed by a responsive and helpful team.
Forms send online enquiries straight into the CRM, making leads easier to track and follow up without missing one.
FROM THE BLOG
Practical guides for
running a tighter business.
How Distributors Can Track Pending and Overdue Dispatch Work
Learn how distributors can stop dispatch delays by tracking pending and overdue work with WhatsApp reminders, dashboards, and Automate Task Management.
Read articleHow Retail Stores Can Automate Recurring Inventory Check Tasks
Inventory checks that rely on memory get missed. Automate recurring retail inventory tasks with reminders, deadlines, and zero follow-up.
Read articleHow Distributors Can Track Dispatch Tasks Without Constant Follow-Ups
Distribution follow-ups waste hours daily. Learn how Automate Task Management helps distributors track dispatch tasks with WhatsApp reminders and zero chasing.
Read articleFrequently Asked Questions
What is Automate Business?
Automate Business is a connected business workspace for growing MSMEs. Its apps bring sales, WhatsApp conversations, team tasks, forms, attendance and everyday operations together.
Who is Automate Business for?
It is built for Indian MSMEs, including manufacturers, traders, distributors, service businesses and growing teams. Owners, sales heads and operations teams can keep track of work and customer follow-ups in one place.
Do I need to use all the products?
No. Start with Automate CRM, Chats, Teams or Forms to solve the problem you have today. Each app has its own plans, and you can add more products as your business grows.
Do the apps work together?
Yes. Form submissions can create CRM leads or assigned tasks, and sales stage changes can trigger follow-ups and tasks. Available connections depend on the apps and plans you choose.
Does Automate Business support WhatsApp?
Yes. Automate Chats provides a shared WhatsApp Business API inbox, broadcasts and chatbots. CRM follow-ups and task reminders can also use WhatsApp.
Can I connect IndiaMART or TradeIndia?
Yes. Connect your account using the required API credentials to bring enquiries into Automate CRM, ready to assign and follow up.
Can I book a product demo?
Yes. Use Book a Demo to choose a time with our team. We can show you the products that fit your sales, customer service or team workflows.
What kind of support is available?
Our team can help you plan your setup and move leads, contacts, tasks and users from CSV or Excel files. Guided onboarding is included on higher-tier plans; discuss the support included with your chosen plan during a demo.
Join 12,000+ MSMEs running their business from one workspace
Bring sales, customers, teams and everyday operations together with Automate Business.