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Want to track your inquiries, leads and clients in a seamless way?

Automate CRM:
Your All-in-One Client Management Solution

Simplify lead tracking, customise client interactions, manage pipelines, automate communications and integrate seamlessly with essential platforms.

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"Automate CRM simplified our sales pipeline in no time."

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"Lead assignments are now hassle-free with Automate CRM."

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"Instant messaging with clients is a game-changer!"

Smart Business Owners using Automate CRM👇

Core Features

Our CRM is filled with tons of features

✅ Pipelines Management

Manage your entire sales journey with ease by creating multiple pipelines tailored to different product lines or customer segments. Break down each pipeline into distinct stages, helping your team visualize progress and stay organized from initial contact to final sale.

✅ Seamless Integrations

Connects effortlessly with TradeIndia and TradeMart, syncing leads directly into your system. Enjoy the flexibility of third-party integrations through APIs, linking your CRM with the tools you already use, making your workflow smoother and more efficient.

✅ Simplified Communication

Save time by creating WhatsApp and Email templates that allow you to send personalized messages to your leads instantly. Engage your audience faster, nurture relationships, and close deals quicker, all with the click of a button.

✅ Complete Lead Overview

Stay on top of every opportunity with a comprehensive lead view on a single screen. Review every interaction, add detailed notes, and effortlessly update pipeline stages, so your sales team never misses a beat and is always informed about the next step.

✅ Insightful Dashboards

Gain actionable insights with powerful dashboards that track lead sources and individual salesperson performance. Visualize trends, identify your best-performing channels, and make data-driven decisions to boost your team’s productivity and sales.

✅ Auto Lead Assignments

Ensure a fair distribution of leads among your sales team with automated round-robin assignments. By distributing leads evenly, you'll enhance response times, reduce overload on individual reps, and maintain a more consistent follow-up process.

Integrations

Start integrating with your favourite apps!

Connect with 1000+ apps to collect, organise and manage your leads from a single place.

No more excuses on missed followups

Sign up for Automate CRM Masterclass to learn how you can manage all your clients, leads & products at single place.

Get Started

Just 4 Steps to Get Started

01​

Teams & Roles

Define Roles and Permissions
Create custom roles for your team, assigning specific rights and permissions to control access and functionality.

Automated Lead Assignment
Add team members and decide whether leads should be assigned automatically or manually, ensuring balanced workloads.

02

Customise Leads & Contacts

Custom Fields and Tags
Personalize your lead and contact management using custom fields and tags, making it easier to track important details.

Data Import and Maintenance
Import your existing data like contacts, leads, products and keep it organized and up-to-date with smooth data management tools.

03​

Pipeline Stages

Editable Pipeline Templates
Start with a pre-built pipeline template or create your own from scratch, adjusting stages to match your sales process.

​Stage Customization
Reorder, add, or modify stages in your pipeline to reflect your business's unique workflow and ensure smooth progression.

04

Integration Setup

Select Target Pipeline
Choose the specific pipeline where incoming data from portals like IndiaMART, TradeIndia, or other sources should be directed.

Connect External Tools
Seamlessly integrate with various platforms, ensuring all your leads are captured and managed within your chosen pipeline.

Manage your leads the easy and efficient way

Unlock the Power of AUTOMATE CRM APP with WhatsApp Reminders & 10X Team Productivity🚀

Best Application

Benefits Of Using Automate CRM

Streamlines sales process with multiple pipelines.

Customizes lead management to suit business needs.

Integrates seamlessly with TradeIndia and TradeMart.

Automates lead distribution with round-robin assignment.

Sends WhatsApp and email messages instantly.

Provides a comprehensive view of lead details.

Offers insightful dashboards for data-driven decisions.

Increases lead conversion with instant follow-ups.

We are on a mission to help 1 Million MSMEs automate their business and get freedom from daily firefighting.

Manage your leads the easy and efficient way

Unlock the Power of AUTOMATE CRM APP with WhatsApp Reminders & 10X Team Productivity🚀

Click or scan to download the app

STILL GOT QUESTIONS? WE GOT YOU!

Frequently Asked Questions