All Right! You're Ready!
Submit your info down below and we'll get in contact - ASAP!
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.
⭐⭐⭐⭐⭐
"Automate CRM simplified our sales pipeline in no time."
⭐⭐⭐⭐⭐
"Lead assignments are now hassle-free with Automate CRM."
⭐⭐⭐⭐⭐
"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🚀
Coming soon
STILL GOT QUESTIONS? WE GOT YOU!
Frequently Asked Questions
What is Automate CRM, and how does it help businesses?
Automate CRM is a customer relationship management tool designed to help businesses manage inquiries, leads, contacts, and follow-ups efficiently. It streamlines communication and sales processes, improving overall business productivity.
How do I set up my account on Automate CRM?
To set up your account, simply sign up on our website, follow the registration prompts, and fill in your business details. Once registered, you can start setting up your CRM to fit your business needs.
Can I import my existing contacts and leads into Automate CRM?
Yes, Automate CRM allows you to import contacts and leads from CSV files, making it easy to transition from another CRM system or manual tracking methods.
What types of businesses can benefit from Automate CRM?
Automate CRM is ideal for small to large businesses across various industries, including sales, marketing, real estate, and more, looking to enhance their customer relationship management.
Does Automate CRM support multiple users?
Yes, Automate CRM supports multiple users. Admins can create roles and assign permissions based on what different team members can access and manage within the system.
How does Automate CRM help with lead management?
Automate CRM provides tools to capture, organize, and track leads through the sales pipeline. You can set reminders, schedule follow-ups, and ensure no lead falls through the cracks.
How secure is my data on Automate CRM?
Your data is securely stored with industry-standard encryption protocols. We prioritize data privacy and ensure that your business information remains protected at all times.
Can I customize the CRM to fit my business needs?
Automate CRM offers various customization options, including custom fields, tags, and pipelines, allowing you to tailor the system to your unique business processes.
How do I track the performance of my sales team using Automate CRM?
The CRM includes a dashboard that provides insights into team performance, lead status, and other key metrics, helping you monitor and optimize your sales efforts.
What kind of support does Automate CRM offer?
We offer customer support through email, chat, and a dedicated help center with tutorials, guides, and FAQs to help you get the most out of Automate CRM.
Can I use Automate CRM to schedule and manage follow-ups?
Yes, Automate CRM allows you to schedule follow-ups with leads and customers, ensuring timely communication and better relationship management.
Does Automate CRM offer reporting and analytics?
Yes, Automate CRM includes reporting features that allow you to generate reports on sales activities, lead conversion rates, and more to help you make data-driven decisions.
How can I access training for Automate CRM?
We provide educational videos and periodic masterclasses to help users get familiar with all features of Automate CRM and maximize their usage.
Can Automate CRM help me manage my product inventory?
Yes, Automate CRM includes a product management module that helps you keep track of your product inventory, sales, and associated details.
What integrations does Automate CRM support?
Automate CRM integrates with various third-party tools and platforms to enhance functionality, including email services, calendar apps, and more.
How often is Automate CRM updated?
We regularly update Automate CRM to introduce new features, improvements, and security enhancements. Stay tuned to our updates for the latest information.
What should I do if I encounter a technical issue?
If you encounter a technical issue, please contact our support team through email or chat, and we will assist you in resolving the problem as quickly as possible.
Is there a free trial available for Automate CRM?
Yes, we offer a free trial of Automate CRM so you can explore its features and see how it fits your business needs before committing to a subscription.
How can I provide feedback about Automate CRM?
We welcome your feedback! You can provide feedback through our support channels, or directly via the feedback form available in the CRM interface.
Apps
More apps coming soon...
Explore
Index
Zillion Analytics Pvt. Ltd.