"Tasks assigned on WhatsApp groups get buried in 50 other messages by lunchtime."
Result: Missed deadlines, blame games, and zero accountability.
Solve with Automate TasksStop Juggling 10 Apps. Run Your Entire Business From One Platform.
12,000+ MSMEs trust Automate Business to manage tasks, leads, teams, WhatsApp marketing, and daily operations — saving 40% time and cutting costs by 20%. Built by a team with 10+ years in MSME automation.
Trusted by growing businesses across India
Sound Familiar?
The Daily Chaos of Running a Business in India
You started a business to build something great — not to chase follow-ups, babysit attendance, and drown in spreadsheets. Yet here you are.
"Leads from IndiaMART, TradeIndia, and website sit in an Excel sheet nobody updates."
Result: Leads go cold. Competitors follow up faster. Revenue leaks every day.
Solve with Automate CRM"Attendance is marked on a register. Leave balances live in someone's head."
Result: Buddy punching, payroll disputes, and surprise absenteeism.
Solve with Automate Attendance"Customer data is collected on paper forms, or Google Forms with no follow-up."
Result: Manual re-entry, lost submissions, and no integration with your CRM or tasks.
Solve with Automate Forms"Customer messages on WhatsApp are split across 5 personal phones."
Result: Missed messages, duplicate replies, and zero visibility for the owner.
Solve with Automate Chats"The owner is the single point of failure — every approval, every decision, every follow-up."
Result: Burnout. No time to think about growth. The business can't run without you.
Solve with All 5 Apps TogetherThese aren't edge cases. This is the reality for 90% of Indian MSMEs managing their business across WhatsApp, Excel, registers, and memory.
See How We Fix ThisHow It Works
Get Started in 3 Simple Steps
No technical skills needed. No lengthy onboarding. Just sign up and start automating.
1
Sign Up Free
Create your workspace in under 2 minutes. No credit card required. Get 14 days of full access.
2
Set Up Your Workspace
Add your team, configure pipelines, create task templates, and connect WhatsApp — guided step-by-step.
3
Automate & Grow
Watch tasks get assigned automatically, leads flow in from IndiaMART, and follow-ups happen on schedule.
Our Products
5 Powerful Apps. One Workspace. Zero Complexity.
Losing leads to slow follow-ups?
- Capture leads automatically from IndiaMART, TradeIndia, Facebook, and web forms — directly into your pipeline.
- Visual pipeline management with drag-and-drop stages, auto follow-ups, and AI-powered email generation.
- Generate quotations, track salesperson performance, and forecast revenue — all from one dashboard.
Still tracking attendance on spreadsheets?
- Geo-fenced punch-in with facial recognition — no buddy punching, no time manipulation.
- Manage leave types, balances, approvals, and regularizations with automated policy enforcement.
- Download monthly attendance reports with login/logout times for seamless payroll integration.
Paperwork slowing you down?
- Build multi-page forms with AI in seconds — or use 50+ ready-made templates for instant deployment.
- Conditional logic, file uploads, and auto-routing to CRM, Tasks, Google Sheets, or WhatsApp.
- Better than Google Forms: custom branding, advanced integrations, and role-based access control.
Missing customer messages on WhatsApp?
- One shared inbox for your entire team — see all WhatsApp conversations, assign chats, and respond faster.
- Run broadcast campaigns with approved templates, schedule sends, and track delivery, read rates, and failures.
- Set up smart chatbots to auto-respond, qualify leads, and route conversations to the right agent.
✓Review design mockups
✓Update documentation
○Client presentation
Task Report
RS
Rahul Singh 90% Completed
70% Pending
60% In-progress
Leads 240
Qualified 85
Proposal 32
Won 12
1
2
3
Sales Report ₹ 1,00,000
Jan 2025
SMTWTFS
Attendance Record
- RSRahul Singh 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...
Impact of Our Apps
Measurable Results for Your Business
Team Productivity Increase
Teams using our apps report significant gains in output and collaboration.
Time Saved in Operations
Automate repetitive tasks and focus on high-value work.
Reduction in Operational Costs
Cut manual errors and streamline processes for real savings.
Real Stories. Real Results.
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.
E-commerceThe WhatsApp broadcast campaigns helped us reach 5,000+ customers in one click. Our engagement rate jumped from 8% to 35%. Game changer for our D2C brand.
Real EstateAs a solopreneur managing 50+ properties, I needed everything in one place. Automate Business replaced 6 different tools I was paying for separately.
FinanceAutomate Forms with CRM integration transformed our loan application process. What took 3 days now takes 3 hours. Our customers love the speed.
Our Mission
Our mission is to empower 1 Million MSMEs across India to automate their processes, increase productivity, and achieve faster growth. With 10+ years of experience and 12,000+ businesses already onboarded, we are building the operating system for small and medium businesses.
Run your business from anywhere. Our mobile apps keep your team connected on the go.
Frequently Asked Questions
What is Automate Business?
Automate Business is an all-in-one SaaS platform built specifically for MSMEs. It combines Automate Tasks, Automate CRM, Leave & Attendance, Automate Forms, and Automate Chats into one workspace — replacing 5-10 separate tools. Over 3,000 businesses across 35+ industries use it to save time, reduce costs, and grow faster.
How does Automate Business help MSMEs specifically?
MSMEs face unique challenges: limited budgets, small teams wearing multiple hats, and no dedicated IT staff. Our platform is designed for exactly this — affordable pricing, zero learning curve, mobile-first apps, WhatsApp notifications your team already uses, and AI that does the heavy lifting. From solopreneurs to 200+ member teams, we scale with you.
Is there a free trial?
Yes! We offer a 14-day free trial with full access to all 5 apps. No credit card required. You can add your team, set up pipelines, and start automating immediately. Our onboarding checklist guides you step-by-step.
Can I import leads from IndiaMART or TradeIndia?
Absolutely. Our CRM integrates directly with IndiaMART and TradeIndia via their Pull APIs. Just enter your API key, set a date range, and leads flow automatically into your pipeline. No manual data entry, no missed leads.
Is there a WhatsApp integration?
Yes — WhatsApp is deeply integrated across all our apps. Send task reminders, lead follow-ups, and campaign broadcasts via WhatsApp Business API (WABA). Our Automate Chats app provides a full shared team inbox, chatbots, broadcast campaigns, and template management for WhatsApp.
How does the AI task creation work?
Simply type a prompt or speak your task using voice input, and our AI assistant automatically generates the task title, description, deadlines, and priorities. You can also use AI to summarize task activities, generate email templates, and create sales pipelines — all with one click.
How is Automate Forms different from Google Forms?
Automate Forms goes far beyond Google Forms: AI-powered form builder, multi-page forms, custom branding (themes, fonts, backgrounds), advanced conditional logic that triggers integrations, direct CRM and Task assignment from submissions, role-based access control, and built-in WhatsApp notifications. Plus, voice input and file upload support.
What integrations are available?
We integrate with IndiaMART, TradeIndia, WhatsApp Business API, Google Calendar, Google Sheets, Slack, Facebook, Bolna Voice AI, Gmail, and support SMTP/IMAP email configuration. We also provide Webhooks and REST APIs for custom integrations. Razorpay payment integration is coming soon.
Which industries do you serve?
We serve 35+ industries including Education, Manufacturing, IT & Services, Finance, Real Estate, E-commerce, Healthcare, Construction, Logistics, Retail, and more. Our platform is fully customizable with custom fields, pipelines, and workflows tailored to your specific industry needs.
Can I manage my team's attendance from my phone?
Yes. Our mobile app supports geo-fenced attendance with facial recognition, ensuring accurate punch-ins from verified locations. Managers can view real-time attendance dashboards, approve leave requests, and download reports — all from their phone. Server-side time validation prevents any time manipulation.
Is my data secure?
Security is a top priority. We enforce strong password policies, provide role-based access control across all modules, maintain audit logs for every action, and support lead/contact access controls (assigned-only, team-level, or full access). Your data is encrypted and hosted on secure cloud infrastructure.
How do I migrate from my current tools?
We make migration easy with bulk upload support for leads, contacts, products, tasks, and users via CSV files. Our onboarding team helps you map your existing data to our platform, so you are up and running in days, not weeks.
Ready to Save 40% Time and Cut Operational Costs by 20%?
Join 12,000+ MSMEs who automated their business. Join our free masterclass today.