Project Delivery
Groups per project with tasks, sprints, deadlines, and Kanban views for clear progress tracking.
Business Automation for IT & Service Companies
Project management, client delivery, team collaboration, and sales CRM — everything an IT services company needs in one workspace.
Before vs After
What Changes When You Automate Your IT & Services Operations
IT and service companies need to manage multiple client projects simultaneously while keeping sales pipelines active and teams productive. Automate Business provides an integrated workspace where project delivery, client management, and team productivity work together.
Before
Project tasks scattered across Slack, email, and spreadsheets
After
Unified task workspace per project with Kanban boards, deadlines, and progress tracking
Before
Proposals and renewals tracked in personal notebooks
After
Client-wise CRM pipelines with stage-based automation and follow-up reminders
Before
Remote team hours untracked — no visibility on productivity
After
Attendance app with login/logout tracking, geo-fencing, and payroll reports
Before
Client feedback collected manually — rarely actioned
After
Automated post-delivery feedback forms with score-based routing to account managers
Why IT & Services Businesses Choose Automate Business
Core capabilities that help it & services teams work faster, stay organized, and grow without adding operational complexity.
Client Pipeline
Track proposals, contracts, and renewals in CRM with auto-follow-up on WhatsApp.
Remote Team Tracking
Track login/logout times with attendance app. Manage leaves and WFH with approval workflows.
AI Task Creation
Create tasks from voice or text prompts using AI. Speed up project setup and recurring work.
Client Feedback
Post-delivery feedback forms with auto-routing. Track satisfaction scores per client.
Performance Dashboards
Task scoring, completion rates, and team productivity analytics in one view.
Use Cases
How IT & Services Teams Use Automate Business
1
Project Delivery
Create groups per project. Assign tasks with sprints, deadlines, and priorities. Track progress with Kanban boards and timeline views.
2
Client Pipeline
Track proposals, contracts, and renewals in CRM. Auto-follow-up on WhatsApp when leads go cold.
3
Remote Team Management
Track login/logout times with attendance app. Manage leaves and work-from-home requests with approval workflows.
4
Service Feedback
Send post-delivery feedback forms to clients. Auto-route scores below threshold to account managers.
Recommended Apps for IT & Services
Measurable Results for IT & Services
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.
Trusted by IT & Services Businesses Across India
Real stories from real business owners who transformed their operations with Automate Business.
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.
IT & Services FAQ
Can I manage multiple projects with different teams?
Yes. Create Groups for each project, add team members, and manage tasks, ideas, and resources in isolated workspaces.
Is there time tracking for employees?
Yes. The attendance app tracks login/logout times with location verification, providing reports for payroll and productivity analysis.
Ready to Automate Your IT & Services Business?
Join 12,000+ MSMEs who chose automation. Join the 2 day live hackathon today.