automate

CRM

All in One

your chance to include custom features at no cost

Automate CRM's vision is to provide a single platform to align all customer focused processes towards continuous betterment of an organization's relationship with its customers

FEATURES

LEAD MANAGEMENT

Capture Leads from various sources, Website forms, Distribute Leads, Conversion tracking, Segmentation, Lead Scoring, Manage Follow ups, Drip Campaigns, Website Activity tracking, Predictive Analytics
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CALENDAR

Send Invites, RSVP, Agenda view, Shareable Calendars, Multi-user, Reminders, Notifications, Tasks board View, Overdue Activities tracking, Google Calendar Sync, Appointment Slots
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SALES

Opportunities tracking, Sales Stage tracking, Overdue activities hints, 360º view, Click to Call, Documents and Contracts, Dynamic Quote generation, Bottleneck identification, Funnel and Pipeline
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MARKETING

Segmentation, Email Campaigns, SMS Campaigns, Drip Campaigns, Google Analytics integration, Social Media Engagement, Webforms, Auto Responders, Personalized contents,
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HELP DESK

Web to Cases, Tickets assignment Automation, Escalation Policies, Click to Call, Time Tracking, Service Contracts, Customer Portal, Boards view, FAQs, Conditional Questionnaire, Feedback Collection
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PROJECTS

Tasks Templates, Overdue Tasks tracking, Milestones, Dynamic Tasks dates adjustments, Team Collaboration, Documents, Escalation rules, Gantt Charts, Resource allocation, Time Tracking
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INVENTORY

Stocks, Pricebooks, Procurement, Sales Orders, Vendors, Tax Management, Multi Currency, Discount configurations, Multi Warehouse, Bar code Scanners, Bill of Materials
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BILLING

Sales orders, Invoicing, Tax Management, PDF Generation, Payments Tracking, Payment Gateway integrations, Installments, Payment Reminders
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WORKFLOWS AND AUTOMATION

Custom workflows on various triggers like record creation, updates, scheduled time, Webform submissions, Email and SMS Sequences, Opportunity closure, Escalation rules, Project and Tasks automation
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REPORTS AND ANALYTICS

Custom and Dynamic Reports, Data Visualization, Dashboards, Pin visualization to Dashboards, Scheduled Reports, Predictive Analytics, BI Tools integrations
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CUSTOMER SUPPORT PORTAL

Give access to Customers to raise tickets, View project information, Invoices, FAQs, Payments
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MOBILE APPS

Mobile Apps for CRM, Geo Checkin, Phone Calls logging, Surveys, Custom App implementations
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POWERED BY WORLD NO. 1 OPEN SOURCE CRM

Automate CRM is powered by World no. 1 Open Source CRM. We have added all the general enhancements and customization that a CRM user needs saving you implementation, customization and configuration costs.
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PRE LOADED WITH EXTENSIONS AND ADDONS

To streamline the CRM users normally spend around 1000$ per year on various extensions. We have pre-loaded Automate CRM with all those extensions and are continuously adding more features at no additional costs. This helps overcome all the hassle of upgrades, bug fixes and things.
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PRECONFIGURED FOR VARIOUS INDUSTRIES AND USE CASES

Overtime we have provided customized solution for various industries. Automate CRM provides you pre-configured templates for various verticals like Real Estate, Insurance, Travel, Tourism, Digital marketing Agencies, Telecom, FMCG etc.
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PRIVACY AND DATA SECURITY

We respect and promote data privacy, as such Automate CRM provides you the ability to define Marketing Preferences, Double opt-ins, GDPR compliance. Automate CRM also comes with features like Personal Data Masking, Encryption, Two Factor Authentication. Your data is backed up daily, stored in secure manner and is available for upto 30 days.
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PRICING

2 Users

$ 300 yearly
  • All in one
  • Unlimited Workflows
  • Unlimited Records
  • Additional users @ $200/user/yr
  • 2 Automations Pack @ $100/yr
Starter

5 Users

$ 800 yearly
  • All in one
  • Unlimited Workflows
  • Unlimited Records
  • Additional users @ $200/user/yr
  • 5 Automations Pack @ $200/yr
Growing

20 Users

$ 3000 yearly
  • All in one
  • Unlimited Workflows
  • Unlimited Records
  • Additional users @ $200/user/yr
  • 10 Automations Pack @ $200/yr
Popular

50 Users

$ 7500 yearly
  • All in one
  • Unlimited Workflows
  • Unlimited Records
  • Additional users @ $200/user/yr
  • 20 Automations Pack @ $200/yr
economic

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