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₹ 2000Calculated Price (Exclusive of all taxes)
₹ 2000Calculated Price (Exclusive of all taxes)
₹ 2000Calculated Price (Exclusive of all taxes)
₹ 3000Task Management
Automate task creation, allocation and escalations. Prioritize and delegate tasks effectively. Set reminders and notifications. Easily view on calendar and kanban boards. Custom task types. Overdue task indicators, dashboards and reports
Activity and Follow ups
Get clear view of all activities, meetings and follow ups. Keep track of past moments and touchpoints. Reminders, RSVP and Calendar management. Never miss a call with alerts and escalation rules.
Multi channel communication
Communicate with your customers over the channel they like Phone, Emails, SMS, Whatsapp, Live chat, Facebook Messenger, Twitter etc.. Personalize and Automate message sequences, trigger messages on important moments.
Marketing Drip Campaigns
Communicate with your customers over the channel they like Phone, Emails, SMS, Whatsapp, Live chat, Facebook Messenger, Twitter etc.. Personalize and Automate message sequences, trigger messages on important moments.
Automation & Workflows
Automate and streamline processes, messages with the built automation engine
Multichannel Communication
Use the software to send personalized communication and automate message sharing across different channels.
Escalation & Alerts
Avoid micromanagement with time-based rules and Escalation policies
Charts & Dashboards
Create custom dashboards, Tabular reports and Pivot reports. Get real-time insights from your data
Sales Excellence
It organizes the customer data & sends follow-up reminders to salespeople to ensure higher conversion.
Marketing Automation
Use channels like Facebook, WhatsApp, live chat, phone & email for tracking communication and running marketing campaigns.
Projects
The project management module can be used for streamlining tasks and workflows and ensure better customer relationship.
Pipeline Management
Create custom pipelines, setup standard tasks by stages and get accurate forecasts
Feedback & Rating
Collect customer feedback and ratings and modify your business services to ensure maximum customer satisfaction.
Task Management
You get access to Kanban boards & a calendar for assigning, preparing, and delegating tasks.
Marketing Drip Campaigns
Compatible with channels like Facebook, WhatsApp, live chat, phone & email for running successful marketing campaigns.
Activities & Follow ups
A complete overview of meetings & activities for tracking customer needs and queries.
Lead Management
Capture leads directly into CRM from various sources, run automated personalized messages, and increase lead conversion rate
Conditional Layouts
Build lead generation forms using varied layout formats.
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Brand Name | Automate SMB Enterprises |
Information | automateCRM is a platform that integrates business automation and CRM. automateCRM goes beyond Marketing, Sales, and Support management. It covers the complete ecosystem including Affiliates, Projects, Billing, Customer Portal, Loyalty and Rewards, Analytics, and Assets into a single platform. |
Founded Year | 2013 |
Director/Founders | Nilay Khatri |
Company Size | 1-100 Employees |
Other info | That is not all, with its customization and automation capabilities you can introduce custom processes and streamline them as well. |
Q. Which operating system does automateCRM support?
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Q. Is automateCRM free?
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