01 / Real Estate Pune
1.5x-1.6x revenue growth
THE PROBLEM Inconsistent & delayed follow-ups
THE SOLUTION Automate Sales CRM implementation
FOR MSME OWNERS WHO ARE TIRED OF FOLLOWING UP ALL DAY
Busy all day.
Business still stuck?
If every follow-up, every update and every reminder has to come from you, your business can only grow as much as your time allows. Automate Business puts your leads, WhatsApp chats, team tasks and attendance in one place, so work gets done without you chasing people.
12,000+ MSMEs Using Automate Business 35+ Industries Supported 10+ Years Building for MSMEs 4.7/5 Rating on Trustpilot
Sales. Customers. Teams. Operations. One workspace.
A NORMAL DAY FOR MOST BUSINESS OWNERS
Does your day look like this?
Most owners we meet work very hard. The problem is there are not enough hours in the day, because everything depends on them.
- 9:15 AM
“Who came to work today?”
You call the supervisor to check attendance, because it is still written in a register.
- 10:30 AM
“Did anyone call this customer back?”
A new enquiry came in last night. Nobody knows who was supposed to reply.
- 12:00 PM
“What did the customer confirm?”
You search through many WhatsApp groups to find last week’s order details.
- 3:00 PM
“Which Excel sheet is the latest?”
You copy numbers from three different sheets just to make one report.
- 6:30 PM
“Is the work done?”
You remind the same person about the same task, for the third time this week.
- 11:00 PM
“I will plan for growth this weekend.”
You are still replying to customers on your phone. The weekend goes the same way.
You are not doing anything wrong. You are doing work that a system should be doing.
WHY YOUR BUSINESS IS NOT GROWING
You work hard. But everything still depends on you.
Sales have stayed the same for years, but you are working harder than ever. Usually, this is not a market problem. It is 4 hidden problems that get bigger with every new customer and every new employee.
- 01
Too many apps. Nothing connected.
Leads in one place, chats on WhatsApp, tasks in a notebook, attendance in Excel. Nobody sees the full picture, not even you.
- 02
Follow-ups live only in people’s memory
If someone forgets, goes on leave or leaves the job, the customer is lost and their history goes with them.
- 03
You are the only reminder
Your team waits for you to ask. So you ask, all day. The day you stop asking, the work stops.
- 04
No time left to grow
Every hour spent chasing updates is an hour not spent on new customers. That is why this year looks the same as last year.
Quick check: how many of these are true for you?
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I cannot take one day off without getting calls all day.
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We have lost a customer or an order because someone forgot to follow up.
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My team uses many apps, WhatsApp groups and Excel sheets for daily work.
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I find out a task was missed only after the deadline.
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Most of my evenings go into replying, checking and reminding.
2 or more are true? Your business has become too big to manage by hand. The good news: this is the easiest part to fix.
See what changesWHAT CHANGES
Same team. Same business. Much less chasing.
You don’t need a bigger team or an expensive ERP. You need your daily work, like leads, follow-ups, tasks and attendance, to run on a system, not on your memory.
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Today: Calling every salesperson to ask for updates.
With Automate Business: See every lead’s status on one screen.
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Today: New enquiries waiting for hours with no reply.
With Automate Business: Enquiries from IndiaMART, Facebook and your website come into one CRM, each with a person responsible and a follow-up date.
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Today: Reminding people about the same task again and again.
With Automate Business: Automatic WhatsApp reminders follow up for you. You only check what is done.
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Today: Customer chats spread across different staff phones.
With Automate Business: One shared WhatsApp inbox for the whole team, and you can see every chat.
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Today: Attendance in a register. Salary full of mistakes.
With Automate Business: Face-scan attendance with location check, sent straight to payroll.
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Today: Five apps, three Excel sheets and twenty WhatsApp groups.
With Automate Business: One login for sales, customers, team and daily work.
START WITH YOUR BIGGEST PROBLEM
Pick your biggest problem. Fix that first.
You don’t have to change everything at once. Start with one app, see the difference in your work, then add more as you grow. All apps work together with one login.
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 Sales CRM
Automate Chats
Automate Teams
Automate Forms
Leave & Attendance
ONE CONNECTED WAY TO WORK
From new enquiry to finished work.
Nothing gets missed.
Every lead, chat and task moves to the next step with a clear owner and all the information they need.
- 01
Lead captured
Facebook / IndiaMART / Website
Automate Sales 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
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 you already use
Bring in leads from IndiaMART, TradeIndia, Facebook and your website. Talk to customers on WhatsApp. Send data to Google Sheets. No copy-paste needed.
- WhatsApp Business API
- Meta / Facebook
- IndiaMART
- TradeIndia
- Google Sheets
- Webhooks
SECURITY & TRUST
Your business data is safe with us
Your customer list, sales numbers and team records are the heart of your business. We take every necessary step to keep them safe and private.
Official Meta Business Partner. WhatsApp messaging runs on the official WhatsApp Business API.
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Hosted on secured AWS cloud
Your data is stored on Amazon Web Services (AWS), the cloud platform trusted by businesses around the world.
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Protected and encrypted
Our servers are protected by firewalls, and payments and sensitive information are encrypted.
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The right access for the right people
Admin, manager and member roles decide who can see and change what, so staff only see the data they need.
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Compliant with Indian data-protection rules
Our data-security practices follow the IT Act, 2000 and the Reasonable Security Practices Rules, 2011.
IN THEIR OWN WORDS
Hear it from
business owners
Watch testimonial ↗ Natural Stone · Indore
Saved 2+ hours/day
Pawan LahotiStone World
Watch testimonial ↗ Healthcare · Surat, Gujarat
100% leads tracked
Kaushal KakkadSummirow Dentals
Watch testimonial ↗ Financial Consulting · Dubai
Automated recurring compliance
Karan MutnejaPerspective Global
TRUSTPILOT REVIEWS
Rated 4.7 out of 5
by our customers
4.7 TrustScore from 350+ reviews on Trustpilot
A few recent reviews, summarised. Read each one in full on Trustpilot.
See all 350+ 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
Simple guides to
run your business better
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.
We already use WhatsApp and Excel. Why should we change?
WhatsApp is good for sending messages. Excel is good for storing numbers. But neither can tell you who is responsible for a task, which customer has not been called back, or which work is late. Automate Business still uses WhatsApp, and adds owners, deadlines, reminders and one view of all your work. So you no longer have to track everything yourself.
My team is not very comfortable with technology. Will they use it?
Yes. Reminders and alerts come on WhatsApp, which your team already uses every day. With the Android and iOS apps, they can update tasks, mark attendance and add follow-ups from their phone. Our team can also help you move your existing leads, contacts and tasks from Excel, so nobody starts from zero.
Do I need to use all the products?
No. Start with the one app that solves your biggest problem today, such as Automate Sales CRM, Chats, Teams, Forms or Leave & Attendance. Each app has its own plans, and you can add more 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 Sales 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.
Stop chasing your team. Start growing your business.
Join 12,000+ MSMEs who manage leads, WhatsApp, tasks and attendance in one place. Book a demo and we will show you how it works for your business.