Unified CRM & Agentic Process Automation

  • Humans
  • AI Agents
  • Governed Processes
  • Agentic Automation

Where humans and AI work together, guided by your CRM strategy.

Connect customer context, business processes and operations in one governed platform. Define how work should happen, bring people and AI into the process, automate what can be automated and continuously improve how your business executes.

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Trusted by process-driven businesses

Ballistix Derema Group Cothas Coffee Essae The Serai Resorts Annexe Chem Alpha Enterprises Dailydump Essae Chandran Institute Thermaissance Meribindiya RevX Hospitality Uniclean Niyama Elite IIT
EXPERIENCE BEHIND THE PLATFORM

More than 50 years of combined CRM, enterprise application, process-design and implementation experience, including 14+ years shaping automateCRM through tailored customer and business-operation solutions grounded in how businesses actually work.

Nilay Khatri, Founder and CEO of automateCRM

Nilay Khatri

Founder & CEO

14+ years

CRM · Product · Process Design · Implementation

14+ years designing and delivering tailored CRM and business-process solutions across industries.

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Kishore Rao, Enterprise Solutions Architect

Kishore Rao

Enterprise Solutions Architect

30+ years

Enterprise Applications · CRM/CX · Architecture · Transformation

30+ years shaping enterprise CRM, CX and business applications, from process design and solution architecture to large-scale implementation and transformation.

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CRM & Customer Operations

Deep experience across customer journeys, sales, service, delivery and the operating processes that connect teams around the customer.

Process & Solution Design

Tailored solutions shaped around real workflows, ownership, approvals, exceptions and industry-specific operating models.

Implementation & Transformation

Hands-on experience taking business requirements from discovery and design through configuration, integration, validation, deployment and continuous improvement.

automateCRM has evolved through solving real operating problems for real businesses, with those implementation lessons continuously feeding back into the platform.

As AI becomes accessible to every business, people will become the differentiator.

The winners will be businesses that use AI to amplify their teams, institutionalize better processes and automate repetitive work, without losing the governance, judgement and accountability that great businesses depend on.

Nilay KhatriFounder & CEO, automateCRM

PLATFORM FOUNDATION

Unified CRMOne customer context across the business.

Bring every team involved in the customer journey onto one connected platform. Customer context stays intact across departments, end-to-end processes can move without breaking at handoffs, and AI can work with the complete picture instead of isolated data.

Sales CRM

Move opportunities from first enquiry to commercial commitment.

Marketing Automation

Turn customer signals, audiences and campaigns into demand and follow-up.

Customer Support

Manage service requests, SLAs and resolutions with complete customer context.

Project Management

Carry customer commitments into structured delivery and execution.

Analytics

Understand performance, customer journeys and operating signals across the business.

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AGENTIC PROCESS AUTOMATION

Automate complete business processes, not just individual tasks.

Coordinate business rules, CRM actions, AI reasoning, specialized AI agents and human decisions inside processes that can continue across teams, systems and time until the business outcome is achieved.

Go beyond trigger and action

Run processes that branch, wait for events, repeat activities, process collections and continue for hours, days or weeks.

Put AI to work inside the process

Use AI to extract information, research, classify, interpret, recommend and determine what should happen next.

Delegate complex work to specialized AI agents

Where enabled, give purpose-built AI agents approved context and tools to complete bounded multi-step work while remaining inside the business process.

Keep people involved where they add value

Let AI do the heavy lifting while people review, decide, approve, communicate or execute where judgement and accountability matter.

Make governed business capabilities available to AI

Where MCP integration is enabled, publish approved processes as tools that compatible, authorized AI systems can invoke without bypassing your CRM rules.

Explore Agentic Process Automation
FIELD OPERATIONS

Everything your field team needs, right where the work happens.

Give field teams instant access to customer context, visit plans, routes, service history, maintenance schedules, expenses and the actions they need on the field. Updates flow back into CRM and business processes as the work happens, without hunting across screens or disconnected apps.

Beat & Route Planning

Plan territories, beats, routes and recurring customer coverage with clear objectives and connected customer context.

Daily Field Execution

Give field users a purpose-built PJP experience for planned and unplanned visits, activities, follow-ups and outcomes throughout the working day.

Trip Management

Plan and execute customer and site visits with assigned team members, schedules, locations and visit outcomes connected to the customer journey.

Preventive Maintenance

Plan recurring maintenance schedules, assign technicians, track service work and ensure customer assets are attended to before issues disrupt operations.

Expense Management

Track expenses against the field activities, customer visits and operational work that created them, giving approvers the context they need to review and approve expenses with confidence.

Build Your Own Field Process

Use Process Builder to create industry-specific flows for inspections, installations, audits, deliveries, collections, verification and other field operations.

Explore Field Operations
CONNECTED COMMUNICATIONS

Every customer conversation, connected to the same CRM.

Communicate over WhatsApp, email, cloud telephony and SMS without losing customer context. Conversations, outcomes and follow-ups stay connected to the relationship and can trigger or advance the processes around them.

Official integration and technology partners

PROCESS BUILDER

Turn the way your business works into an executable process.

Visually define how work should move across people, CRM actions, AI agents, decisions, forms and purpose-built interfaces, while every step remains measurable, governed and connected to the business outcome.

Bring humans, AI and automation into one process

Decide where deterministic actions should run, where AI should reason and where people need to review, decide or act.

Make the user interface part of the process

A process step can open the exact CRM screen, specialized business action or generated form required to complete that work.

Measure every step

Capture waiting time, processing time, outcomes, retries and handoffs so the process can be understood and continuously improved.

Let AI do the heavy lifting, with human review built in

Pre-fill information, perform analysis or propose actions with AI, then route the result to a person when review or accountability is required.

Publish processes as AI tools

Where MCP integration is enabled, expose approved business processes as tools so compatible AI systems can invoke governed business capabilities instead of directly manipulating CRM data.

Explore Process Builder
PROCESS-DRIVEN WORK

The interface adapts to the work your team needs to do.

Instead of expecting users to navigate modules and piece together the next step, automateCRM uses the process to present the right work, customer context and action interface at the right time.

One place to see what needs attention

Bring process work, tasks, meetings, service tickets and approvals into a prioritized My Work experience.

Work Packets carry the context

Give the user the customer, process stage, commitments, previous actions, documents and AI insights needed to complete the work.

Open directly into the right action

A Work Packet can launch the exact record view, process form or specialized action required for that step.

AI prepares. People review and decide.

Let AI research, interpret, extract or prepare work before presenting the result to a person for judgement, correction or approval when required.

Less navigation. Less hunting for context. More time spent completing the work that moves the customer journey forward.

Explore Process-Driven Work
A collection of automateCRM interfaces including activity timelines, pivot analysis, live location tracking, Gantt planning and calendar views.
Activity timelinePivot analysisLive locationGantt planningCalendar
PURPOSE-BUILT WORK EXPERIENCES

The right screen for the work in front of you.

automateCRM does not force every job through the same generic CRM interface. Processes can open the record, guided form or purpose-built business screen needed for that step, with the relevant customer and process context already in place.

Explore Process-Driven WorkExplore Agentic Process Automation
PROCESS INTELLIGENCE

Know what is slowing growth, and what to improve next.

Turn process execution into management intelligence. Identify constraints, bottlenecks, rework and waiting that are holding customer journeys or business outcomes back, then measure whether the changes you make actually improve the system.

Identify constraints and bottlenecks

Find where queues, shared capacity, recurring delays or rework are restricting overall business flow, even when the constraint spans multiple processes.

See customer and revenue outcomes at risk

Surface stalled opportunities, delayed commitments and operational work that may be preventing business value from being realized.

Know where improvement will matter most

Focus management attention on the parts of the system where change can have the greatest impact instead of optimizing isolated activities.

Measure the impact of every change

Compare flow time, throughput, waiting, completion and business outcomes before and after process improvements.

Explore Process Intelligence
CONTINUOUS IMPROVEMENT

Better processes should produce better business outcomes.

Define. Execute. Measure. Identify what is holding the business back. Improve it. Then measure again.

Illustrative operating data shown to demonstrate how process improvement can be measured.

INDUSTRY EXPERIENCE, BUILT IN

Start with ready solutions, not a blank slate.

Use proven industry processes, features and use cases from day one, then configure and evolve them for the way your business works.

Manufacturing & Distribution

Services & People

Real Estate & Property

FROM LEAN TEAMS TO LARGE OPERATIONS

From lean teams to teams of thousands.

Start with the CRM, processes and teams you need today. Add departments, locations, field operations, automation, AI and governance as your business grows, without changing the platform underneath it.

Start focused

Solve the customer journeys and operational challenges that matter most today.

Expand when you need to

Add capabilities, teams and processes as the business becomes more structured.

One platform as you grow

Keep customer context and processes connected as more departments and locations participate.

Govern complexity when it arrives

Introduce permissions, approvals, auditability and AI governance as your organization requires them.

Explore Pricing
WHITE-GLOVE IMPLEMENTATION

From CRM strategy to a working operating system.

We work alongside your team from discovery and process design through configuration, training and go-live, then continue improving the system using real execution data.

  1. Understand the business

    Turn the way your business works today into a clear operating blueprint.

    1. Discover

      Understand the goals.

      Understand your goals, customer journey, teams and current way of working.

    2. Map

      Document the reality.

      Map real processes, handoffs, exceptions, responsibilities and customer commitments.

    3. Design

      Define the future state.

      Design the future-state process, governance, roles and operating rules.

    Outcome

    A clear operating blueprint built around your business.

  2. Build the system

    Turn the approved operating model into a connected automateCRM environment.

    1. Configure

      Configure around the process.

      Set up CRM context, processes, interfaces, automation and AI around the approved design.

    2. Integrate

      Connect the ecosystem.

      Connect communications, systems and business data required for end-to-end execution.

    3. Train

      Prepare the people.

      Train teams on both the platform and the processes they will execute.

    Outcome

    A configured, connected system your team knows how to run.

  3. Run & improve

    Move real work into the system, learn from execution and keep refining how the business operates.

    1. Go live

      Move real work.

      Go live with hands-on implementation support as real customer and operational work moves through the system.

    2. Improve

      Keep refining.

      Use feedback, execution data and Process Intelligence to continuously improve the process and system.

    Schedule a Free CRM Process Workshop
    Outcome

    A living operating system that improves as your business evolves.

BUILT AROUND REAL BUSINESS OUTCOMES

Different businesses. Different processes. One connected system.

See how process-driven businesses use automateCRM to connect customer relationships, teams and operations around the way they actually work.

automateCRM dedicated support team has helped a lot from beginning to till now. We were able to simplify the sales process because to the automation features. The CRM was customized to suit our business specific needs. The mobile application has been very helpful. Because our most of the users on field so they can use anywhere. We have been effectively able to execute email marketing campaigns to generate the business. Overall we are happy with automateCRM team services.

Essae Teraoka

We were able to customize the CRM as per the specific needs of Dailydump. automateCRM have been providing prompt service and resolutions. It has saved hundreds of hours with the automation capabilities. It helped in effectively streamline sales process from lead management to order generation. Shopify integration was implemented which helped in centralizing orders. With project management Dailydump was able to improve delivery and execution.

Dailydump

Overall the CRM is very convenient to use with availability on both desktop as well as mobile browser and it's integration with other applications is very easy.

Orchid Research

automateCRM is very easy to use and we are able to adapt very fast.

Abhiyaan Consulting and Digital Solutions
BUILD THE SYSTEM BEHIND YOUR CUSTOMER RELATIONSHIPS

Turn the way your business works into a system your team can grow on.

Bring your customer context, processes, people, AI and operations together on one governed platform.

What we'll explore
  • Workflow design
  • Interface fit
  • Integrations
  • Automation + agentic AI
Schedule DemoExplore automateCRM