At automateCRM we believe in providing solutions. With its vast capabilities, possibilities are endless. With our solution workshops our product experts understands your challenges and then provide custom tailored solution. It involves active participation from your team, listening to them and providing effective, simple and scalable solution.
*Limited slots available per month.
Capture Leads from almost anywhere
No more Micro-Management
Rewards for Customers and Employees
Personalize every step of customer journey
Manage Affiliates, Contractors, Distributors
Social media engagement and support
Manage Recurring Orders and Payments
Power of AI/ML
Streamline your process with custom modules
Reports and Dashboards
Outperform your Sales targets by building an automated Sales machine that helps you capture, convert and retain customers. Create healthy competetion in your team with Gamification. Convert your happy customers into brand advocates.
Deliver hyper-personalized experience across relevant communication channels to your audience with automated triggers anywhere in the customer journey. Automate message sequences that keeps your customers engaged. Track your results to create further optimized campaigns.
Provide timely and efficient omni-channel resolution to your customer's issues. With unified approach get the right information and keep other departments in the loop. Create escalation and routing rules to keep a tap on target and make sure that issues are resolved quickly by relevant teams.
Efficiently manage projects by keeping realtime track on deadlines, smart resource allocation and keeping a tap on budget. Improve quality of project deliveries with issue tracking, reduce completion period and keep in line with customer's objectives.
Set your revenue engine on track with billing automation. Get clear insights on revenue, cashflow and expenses. Create recurring billing cycles, credit payment plans and streamline with your projects and support contracts.
Analyze your customer's data and get key insights to take right customer-conscious decisions. Create dashboards that provide your the right information on your finger tips. Visualize your data and drill down using Pivots, and Gantt charts. Identify bottlenecks by tracking various indicators.
Reduce turn around time, resource requirements and costs involved by automating standard processes. Get inevitable benefit of well focused team, that puts their energy into productive work rather than mundane tasks. Create custom processes that helps you streamline your core business.
automateCRM is completely customizable, tell us about your unique needs and we will help you out.