Team Productivity Increase
Teams using our apps report significant gains in output and collaboration.
Automate Chats: WhatsApp Marketing & Team Inbox for Growing Businesses
One shared inbox for your entire team. Run broadcast campaigns, set up smart chatbots, manage templates, and track analytics — all from your WhatsApp Business API.
Features
Unified Team Inbox
All WhatsApp conversations in one place. Assign chats to team members, add internal notes, and collaborate in real-time. No more missed messages or duplicate responses.
Broadcast Campaigns
Send approved template messages to thousands of contacts in one click. Schedule campaigns, segment your audience, and track delivery, read rates, and failures with detailed analytics.
Smart Chatbots & Automation
Set up automated workflows to greet customers, qualify leads, answer FAQs, and route conversations to the right agent. Reduce response time from hours to seconds.
Template Management & Analytics
Create templates from scratch, use pre-built ones, or generate with AI. Submit for WhatsApp approval, track status, and measure campaign performance with open tickets, pending, solved, and expired metrics.
Use Cases
How MSMEs Use Automate Chats
💬
Sales Follow-ups
Auto-send WhatsApp messages when a lead moves to a new stage. Never miss a follow-up again.
📦
Order Updates
Notify customers about order confirmations, shipping status, and delivery updates via WhatsApp templates.
📅
Appointment Reminders
Reduce no-shows by sending automated appointment reminders to clients on WhatsApp.
🛟
Customer Support
Route incoming chats to the right team member. Resolve queries faster with shared team inbox.
📢
Marketing Broadcasts
Send promotional campaigns to segmented audiences. Track open rates, delivery, and engagement.
🤖
Lead Qualification
Set up chatbots to ask qualifying questions, capture details, and route hot leads to your sales team.
Grow and Scale with Automate Business
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.
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.