Task instructions get lost in chats, calls, and scattered follow-ups.
Deadlines slip, accountability is unclear, and managers keep chasing the same work again and again.
Best solved with
Automate Tasks
One Platform for MSMEs to Manage Tasks, Leads, Teams & WhatsApp
Bring task execution, lead follow-up, attendance, forms, and communication into one connected system built for growing businesses in India.
Featured Workflow
Delegate Faster with AI-Powered Task Creation
Turn a quick instruction into a structured task with title, priority, deadline, and owner. Perfect for founders and managers who want work assigned clearly without typing everything manually.
Explore Automate TasksGo Beyond Your Spreadsheet
Sound Familiar?
Many MSMEs still run critical work through WhatsApp, spreadsheets, and manual follow-up.
The Daily Bottlenecks That Slow Growing Businesses
Tasks get missed, leads go cold, and managers spend too much time chasing updates instead of driving growth.
Leads from IndiaMART, TradeIndia, forms, and campaigns land in sheets nobody follows up on properly.
Leads go cold, sales teams work without discipline, and revenue leaks through slow follow-up.
Best solved with
Automate CRM
Attendance is marked manually and leave data lives in scattered files or someone's memory.
Payroll confusion, approval delays, and poor workforce visibility.
Best solved with
Automate Attendance
Customer or internal data is collected in forms that never trigger action automatically.
Manual re-entry, missed requests, and slow execution after submission.
Best solved with
Automate Forms
WhatsApp messages are split across team members with no shared visibility for owners or managers.
Slow replies, duplicate responses, and missed customer conversations.
Best solved with
Automate Chats
The owner remains the bottleneck for every follow-up, approval, and operational decision.
Burnout, delayed execution, and a business that depends too much on one person.
Best solved with
All 5 Apps Together
Stop Running Your MSME on Separate Tools
When tasks, sales follow-up, attendance, forms, and WhatsApp work live in different places, your team slows down and your visibility disappears. Automate Business brings them into one operational system.
Other Platforms
Automate Business
Tasks on WhatsApp, leads in Excel, attendance on paper
One platform for execution, sales, team coordination, and daily operations
Managers follow up manually across chats and calls
Automated reminders, workflows, dashboards, and accountability
Data lives in different tools with no shared context
Connected apps with one workspace and shared visibility
Leads and tasks depend on human memory
Structured workflows for follow-up, ownership, and tracking
Owners can't see what is moving or stuck
Real-time dashboards across work, sales, and team activity
Our Products
5 Connected Apps for Execution, Sales, and Team Operations
Losing leads because follow-up is inconsistent?
- Capture leads from IndiaMART, TradeIndia, forms, Facebook, and manual entry into one CRM.
- Automate follow-ups, stage-wise actions, reminders, and salesperson accountability.
- Track pipelines, lead sources, rep performance, and closures with visibility for owners and managers.
Need cleaner workforce visibility?
- Track attendance with geo-fenced punch-in and facial recognition for more reliable field and office records.
- Manage leave balances, approvals, holidays, and attendance exceptions without spreadsheet confusion.
- Generate payroll-ready reports so admins and managers can review workforce patterns faster.
Collect data and trigger work automatically
- Build branded forms with AI and use them for internal requests, lead capture, approvals, and surveys.
- Route submissions to Tasks, CRM, Google Sheets, or WhatsApp so data immediately turns into action.
- Reduce manual entry and disconnected follow-up with workflow-ready forms built for MSMEs.
Need more visibility across WhatsApp conversations?
- Bring customer conversations into one shared WhatsApp inbox instead of splitting them across personal phones.
- Assign chats, track responses, and run campaigns with more control and team visibility.
- Use chatbots, templates, and broadcasts to support customer communication without extra chaos.
✓Follow up on delayed dispatch
✓Confirm quotation revision
○Escalate pending approval
Execution Snapshot
RS
Operations Team 90% Completed
70% Pending
60% In-progress
Inquiry 240
Qualified 85
Proposal 32
Closed 12
1
2
3
Pipeline Value ₹ 14.2L
Jan 2025
SMTWTFS
Attendance Record
- RSOperations Team Present
- SSaurabh Present
- AAshutosh Absent
- HHimanshu On Leave
Attendance Report
85% On-Time
Name
Email
Feedback
Forms Responses
300/500
Total Responses SUN MON TUE WED THU FRI SAT
Hi, when will my order ship?
Within 24 hours.
Thanks!
Typing...
Everything You Need to Automate Your Business
The all-in-one platform to launch, scale, and grow your MSME. Designed for the new generation of Indian businesses.
Execution + Sales in One Workspace
Manage team tasks, lead follow-up, attendance, forms, and WhatsApp workflows without switching between disconnected tools.
AI That Helps Teams Move Faster
Use AI for task creation, smarter follow-up workflows, summaries, and faster setup across your business processes.
WhatsApp Built Into Real Workflows
Send reminders, alerts, follow-ups, and shared inbox responses through the communication channel your team already uses.
Built for Growing MSMEs
Use role-based access, mobile apps, bulk upload, dashboards, and simple workflows that fit lean teams and owner-led businesses.
Operational Gains MSMEs Care About
Better day-to-day execution visibility
Bring more accountability and follow-through into the work your team is already doing.
Less time lost in manual coordination
Reduce repetitive follow-up, scattered updates, and manual entry across everyday operations.
More control over operational leakage
Cut tool sprawl, missed follow-ups, and process inefficiency with a more connected system.
Real Stories. Real Results.
See how MSMEs use Automate Business to improve follow-up, visibility, and team execution.
See how MSMEs across industries use Automate Business to grow faster
IT ServicesWe were losing 30% of our IndiaMART leads because follow-ups were manual. After switching to Automate CRM, our lead-to-deal conversion went up by 45% in 3 months.
ManufacturingManaging 120 employees across 3 locations used to be a nightmare. Automate Tasks with AI and WhatsApp reminders increased our team productivity by 70%.
EducationGeo-fenced attendance with facial recognition eliminated buddy punching completely. We save 15 hours per month on payroll processing alone.
Real EstateAs a solopreneur managing 50+ properties, I needed everything in one place. Automate Business replaced 6 different tools I was paying for separately.
Our Mission
Our mission is to help 1 million MSMEs across India run with more clarity, stronger systems, and less operational chaos by automating execution, sales, team processes, and communication.
Mobile-first execution
Manage tasks, follow-ups, attendance, and approvals on the go with mobile apps built for owners, managers, and active teams.
TasksFollow-upsApprovals
Frequently Asked Questions
What is Automate Business?
Automate Business is a connected platform for MSMEs to manage tasks, lead follow-up, attendance, forms, and WhatsApp workflows from one workspace. It is designed for businesses that want more clarity, stronger systems, and less operational chaos.
How does Automate Business help MSMEs specifically?
It is built for lean teams, owner-led businesses, and growing MSMEs that need practical systems rather than heavy enterprise software. You get role-based access, mobile apps, WhatsApp-first workflows, AI assistance, and connected modules that reduce manual follow-up.
Can I manage both team tasks and lead follow-up in one platform?
Yes. Automate Business combines Automate Tasks and Automate CRM so you can manage team execution and customer follow-up in one workspace. This helps reduce tool switching, improve accountability, and keep work and sales activity visible.
Can I import leads from IndiaMART or TradeIndia?
Yes. Automate CRM supports direct lead capture from IndiaMART and TradeIndia so inquiries can move into your sales process faster without manual entry.
Is there a WhatsApp integration?
Yes. WhatsApp is built into key workflows across the platform, including task reminders, sales follow-up, shared inbox visibility, and campaign communication.
How does AI help inside the platform?
AI helps with task creation, workflow setup, summaries, and faster execution across different modules so teams can move from instruction to action more quickly.
What integrations are available?
The platform supports integrations such as IndiaMART, TradeIndia, WhatsApp Business API, Google Calendar, Google Sheets, webhooks, APIs, and additional workflow connections depending on the module.
Is it mobile-friendly?
Yes. Owners, managers, and active teams can manage tasks, follow-ups, attendance, and approvals from mobile when work is happening on the go.
Is my data secure?
Security includes role-based access, audit visibility, strong access controls, and secure cloud infrastructure so businesses can manage operations with more confidence.
How do I migrate from my current tools?
You can migrate through CSV uploads for leads, contacts, tasks, and users, with onboarding support to help your business move from scattered tools into one system faster.
Ready to Replace Daily Operational Chaos with One System?
Automate Business helps MSMEs manage tasks, leads, teams, and follow-up from one connected platform.