Task assigned, CRM follow-up scheduled, and approval shared with the team.
Web + MobileManagers & teams
AI Task Creation
Voice input
“Create a follow-up task for today’s quotation review and assign it to Rahul.”
→
Structured task
Quotation Review Follow-up
Assigned automatically with clear owner, priority, and due time.
Owner: RahulPriority: HighDue: Today
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.
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
Need better follow-through across your team?
Create tasks in seconds, assign them clearly, and send reminders automatically on WhatsApp and email.
Use AI prompts, voice commands, sub-tasks, checklists, and recurring schedules to keep work moving.
Track pending, overdue, and completed work across teams with dashboards, scoring, and activity visibility.
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
70%
Better day-to-day execution visibility
Bring more accountability and follow-through into the work your team is already doing.
40%
Less time lost in manual coordination
Reduce repetitive follow-up, scattered updates, and manual entry across everyday operations.
20%
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 Services
We 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.
"Manufacturing
Managing 120 employees across 3 locations used to be a nightmare. Automate Tasks with AI and WhatsApp reminders increased our team productivity by 70%.
"Education
Geo-fenced attendance with facial recognition eliminated buddy punching completely. We save 15 hours per month on payroll processing alone.
"Real Estate
As a solopreneur managing 50+ properties, I needed everything in one place. Automate Business replaced 6 different tools I was paying for separately.
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.