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Cloud

Private Cluster

In-Premise

All plans include all features

Unlimited users Forever free

AutomateCRM Roles and Permissions

Roles and Permissions

Organization hierarchy, sharing rules, custom roles and permissions. Get complete control on who can access what.

AutomateCRM Webforms

Webforms

Create custom contact forms , surveys and easily integrate with WordPress, Google forms, Typeforms etc. Set rules for assignment on submission, setup custom messages to be sent on form submissions and more.

AutomateCRM message scanner

Message Scanners

Scan your Emails, SMS, Social messages and convert to Leads, Tickets etc.. Easily communicate with customers via Emails and update the tickets with Customer’s reply. Set up rules to monitor Social mentions, Direct messages and take action based on sentiments.

AutomateCRM Task Management

Task 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.

AutomateCRM Multi Channel Communication

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.

AutomateCRM Marketing Drip Campaign

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.

Automate CRM Project Automation

Pipeline View

Easily segregate your data into columns and move them across columns with easy drag and drop. Create unlimited visual pipeline with customized selection of fields and actions for each board. Apply the concepts of Just in Time scheduling to your business processes along with Escalation rules.

Conditional Layouts

Create different forms, with varying layouts. Make it easier for users to do data entry with specific fields depending on the situation. Unlimited custom fields, define default values, mandatory fields and permissions.

AutomateCRM Escalations and Alerts

Escalation and Alerts

Set time based rules to send alerts and escalation messages. Take actions on escalation and assign to next user. Track which records are escalated. Define escalation rules not just for Support system, but for any department. Create custom reports and dashboards and get insights on the escalations. Set the business hours for precise tracking.

AutomateCRM Feedback collection

Feedback and Rating

Effectively collect feedback and review from customers.

Create rules to automatically send feedback collection message upon closure of a ticket.  Track the trend of customer ratings and align your services and task allocation to constantly improve customer happiness.

Charts and Dashboards

Create custom reports and dashboards. Schedule reports to be sent over email. Connect to external BI tools e.g. Google Data Studio, MS PowerBI etc. via Reports API. Create individual reports for Customers and send over emails.

AutomateCRM Automation and Workflows

Automation and Workflows

Automate your standard processes. Create task process and task templates. Automate notifications, messages, records updates. Create message sequences and campaign movements. Reduce human errors and reduce data entry time.

Free

0 $ Forever
  • Unlimited Users
  • HTTPS/SSL
  • Secure Network Access
  • 20GB Storage
  • Specific Zone
  • Private Cluster
  • Code Customization
  • All Features

Small

$50
35 $ per month(charged yearly)
  • 3 Users included
  • HTTPS/SSL
  • Secure Network Access
  • 50GB Storage
  • Specific Zone
  • Private Cluster
  • Code Customization
  • All Features

Medium

$80
60 $ per month(charged yearly)
  • 10 Users included
  • HTTPS/SSL
  • Secure Network Access
  • 100GB Storage
  • Specific Zone
  • Private Cluster
  • Code Customization
  • All Features
Popular

Unlimited

$5000
3000 $ per month(charged yearly)
  • Unlimited Users
  • HTTPS/SSL
  • Secure Network Access
  • 500GB Storage
  • Specific Zone
  • Private Cluster
  • Code Customization
  • All Features

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