Pricing

Unified Platform. Unlimited users.

Unified CRM, customer operations, automation and practical AI for your entire team with unlimited users and pricing that scales with what your business actually uses.

Get Started for Free Compare Plans
Unlimited Users
Scale with Usage
Agentic AI
Unlimited Workflows
1:1 Implementation Support

What counts as a Data Record?

A Data Record is a business record stored in automateCRM — such as a Lead, Contact, Organization, Opportunity, Ticket, Project, Asset, Call, Email, Comment or another record your team manages.

What Counts

One business record = one Data Record

Each Lead, Contact, Opportunity, Ticket, Project, Asset, Call, Email, Comment or other module record contributes once to your Data Record usage.

Why This Model

Scale your data, not your user licenses

Your pricing grows with the information your business manages, while your team can continue to grow without additional per-user charges.

How It Scales

Add capacity as your business grows

Every plan includes Data Record capacity. When you need more, simply add additional capacity without changing your plan or limiting users.

For example: one customer can have 1 Contact, 3 Opportunities, 12 Calls, 8 Emails and 2 Tickets — each of these is a separate Data Record.

Unified CRM

One plan for the entire customer journey.

From acquisition and conversion to service, operations and retention — bring every customer-facing function onto one platform without per-user pricing.

Unlimited users 100K Data Records 10K automations / month

Not Ready to Go All-In? Start Small, Grow Unified.

Choose a focused operating stack today, then expand into the full automateCRM platform when the rest of your process is ready to connect.

Sales and
Marketing

PRICE₹12,000 /month
OFFER PRICE₹2,500 /month
  • Unlimited users, unlimited workflows
  • 1,00,000 Data Records
  • 10,000 Workflow Task Executions/Month
  • Lead Capture, Scoring & Assignment
  • Sales Pipeline, Quotations & Payments
  • Email, SMS, WhatsApp, and Telecalling campaigns
  • Route Planning & Geo-Tagged Activities
  • Calendar, Board & Activity Views
  • Mobile App for Field Sales
  • Custom Dashboards, Reports & Pivots
Get Started for Free

* Annual Plan bonus: 1 month free + 4hrs Implementation Support

Customer Support
and Service

PRICE₹12,000 /month
OFFER PRICE₹2,500 /month
  • Unlimited users, unlimited workflows
  • 1,00,000 Data Records
  • 10,000 Workflow Task Executions/Month
  • HelpDesk with SLA and TAT Automation
  • Ticket Routing and Multi-Channeling Support
  • Customer Self-Service Portal
  • Assets and Service Contract Management
  • Feedback and CSAT Tracking
  • Mobile App for Field Service
  • Custom Dashboards, Reports & Pivots
Get Started for Free

* Annual Plan bonus: 1 month free + 4hrs Implementation Support

Projects
Management

PRICE₹12,000 /month
OFFER PRICE₹2,500 /month
  • Unlimited users, unlimited workflows
  • 1,00,000 Data Records
  • 10,000 Workflow Task Executions/Month
  • Projects, Milestones, Tasks, and Sub-Tasks
  • Gantt and Kanban Visual Boards
  • Customer Portal for Collaboration
  • Task Dependencies and Project Templates
  • Milestones-Wise Payment Tracking
  • Real-Time Workload and Progress Tracking
  • Custom Dashboards, Reports & Pivots
Get Started for Free

* Annual Plan bonus: 1 month free + 4hrs Implementation Support

Compare Plans

Free Plan

Start your CRM journey. Risk-free.

Get hands-on experience with automateCRM before you commit. The Free Plan lets you explore all CRM features, manage your first customers, and see how a connected platform can simplify your work and improve customer experience, all without a credit card.

All core modules Unlimited users No credit card
Sign Up See All Features
Included from day one
All Modules UnlockedSales, marketing, support, projects, inventory and more
Unlimited Users from Day OneNo seat-based restrictions, even in the free plan
Test and Refine Your ProcessesBuild and adjust workflows without limitations
Experience the Full Customer JourneyFrom lead capture to project delivery in one platform
Upgrade Without Losing ProgressAll data, settings, and workflows carry over to paid plans
Quota & Add-Ons

Default quota and add-on costs.

Value add-ons provide flexibility to expand service quotas, including data record limits, email account connections, marketing messages, workflow task execution, and document storage. Clients on the Free Plan need to upgrade to a paid package to access these add-ons.

Features
Sales & Marketing
Support
Projects
Unified CRM
Add-On Cost
Data Records
1,00,000
1,00,000
1,00,000
1,00,000
₹500/10,000/month
Gmail/MS Integration
1
1
1
1
₹500/user/month
Marketing Messages
1,000 Messages
0
0
1,000 Messages
₹1,000/10,000 Messages
Conditional Layout
5
5
5
5
₹100/5 layout
Workflow Tasks Execution
10,000 tasks/Month
10,000 tasks/Month
10,000 tasks/Month
10,000 tasks/Month
₹1,000/10,000 tasks/Month
Mail Scanner
yes
yes
yes
yes
₹1,000/account/month
PDF Maker
yes
yes
yes
yes
₹1,000/month
PDF Templates Design
yes
yes
yes
yes
On actual
Email Templates Design
yes
yes
yes
yes
On actual
Documents
100 GB
100 GB
100 GB
100 GB
₹500/100 GB/month
REST API
10,000 calls/day
10,000 calls/day
10,000 calls/day
10,000 calls/day
₹100/10,000 calls/day billed monthly
Plan Comparison See Exactly What Changes Between Plans Compare plan depth across user control, automations, collaboration, service workflows, projects, inventory, and APIs without guessing which layer is included.
Features
Free Plan
Unified CRM
Sales & Marketing
Support
Projects
Monthly
Free
₹6,000 / month
₹2,500 / month
₹2,500 / month
₹2,500 / month
Annual
--
1 month free + 30 hrs implementation support
1 month free + 4 hrs implementation support
1 month free + 4 hrs implementation support
1 month free + 4 hrs implementation support
Data Records
400
1,00,000
1,00,000
1,00,000
1,00,000
Admin Training
1 hr
✓
✓
✓
✓
Implementation Support Hours
✕
30 hrs on annual subscription, to be consumed within 15 days from signup
4 hrs on annual subscription, to be consumed within 7 days from signup
4 hrs on annual subscription, to be consumed within 7 days from signup
4 hrs on annual subscription, to be consumed within 7 days from signup
User Access and Control
Features
Free Plan
Unified CRM
Sales & Marketing
Support
Projects
Organization Hierarchy
✓
✓
✓
✓
✓
Custom Roles and Profiles
✓
✓
✓
✓
✓
Custom Data Sharing Rules
✓
✓
✓
✓
✓
Module Action Permissions
✓
✓
✓
✓
✓
Module Level Permissions
✓
✓
✓
✓
✓
Field Level Permissions
✓
✓
✓
✓
✓
Custom User Groups
✓
✓
✓
✓
✓
Login History
✓
✓
✓
✓
✓
Configuration
Features
Free Plan
Unified CRM
Sales & Marketing
Support
Projects
Company Logo and Details
✓
✓
✓
✓
✓
Customer fields (up to 200 per module)
✕
✓
✕
✕
✕
Custom Modules
✕
✓
✕
✕
✕
Auto Record Number Generation
✓
✓
✓
✓
✓
Reference Fields Filtering
✓
✓
✓
✓
✓
Layouts Editors
✓
✓
✓
✓
✓
Conditional Layouts
✓
✓
✓
✓
✓
Menu Editor
✓
✓
✓
✓
✓
Custom Dropdown Values
✓
✓
✓
✓
✓
Role Based Dropdown Values
✓
✓
✓
✓
✓
Dependency Setup on Dropdowns
✓
✓
✓
✓
✓
Conditional Highlighting of Records
✓
✓
✓
✓
✓
Lead to Opportunity Field Mapping
✓
✓
✓
✓
✓
Opportunity to Project Mapping
✓
✓
✓
✓
✓
Global Search Fields
✓
✓
✓
✓
✓
Cross-Module Visibility Fields
✓
✓
✓
✓
✓
Round Robin Queues
✓
✓
✓
✓
✓
Tax Management
✓
✓
✓
✓
✓
Multi-Language
✓
✓
✓
✓
✓
Multi-Currency
✓
✓
✓
✓
✓
Mobile Application Configuration
✓
✓
✓
✓
✓
Data Management Tools
Features
Free Plan
Unified CRM
Sales & Marketing
Support
Projects
Export to Excel
✓
✓
✓
✓
✓
Import from CSV
✓
✓
✓
✓
✓
Mass Edits
✓
✓
✓
✓
✓
Custom Duplicate Prevention Rules
✓
✓
✓
✓
✓
Duplicate Merge
✓
✓
✓
✓
✓
Data Views
Features
Free Plan
Unified CRM
Sales & Marketing
Support
Projects
Smart Lists
✓
✓
✓
✓
✓
Tile View
✓
✓
✓
✓
✓
Activity Scan View
✓
✓
✓
✓
✓
Kanban Board
✓
✓
✓
✓
✓
Gantt Charts
✓
✓
✓
✓
✓
Pivot Analysis
✓
✓
✓
✓
✓
Calendar View
✓
✓
✓
✓
✓
Unified Tasks View
✓
✓
✓
✓
✓
Resource Workload and Planning
✓
✓
✓
✓
✓
Communication
Features
Free Plan
Unified CRM
Sales & Marketing
Support
Projects
Simple Email Snippets
✓
✓
✓
✓
✓
Responsive Drag and Drop Email Template Builder
✓
✓
✓
✓
✓
SMS Templates
✓
✓
✓
✓
✓
WhatsApp Templates
✓
✓
✓
✓
✓
Call Scripts
✓
✓
✓
✓
✓
Email
✓
✓
✓
✓
✓
SMS
✓
✓
✓
✓
✓
WhatsApp
✓
✓
✓
✓
✓
Communication Preferences
✓
✓
✓
✓
✓
Automations
Features
Free Plan
Unified CRM
Sales & Marketing
Support
Projects
Contact forms
✓
✓
✓
✓
✓
Trigger Based Workflows
✓
✓
✓
✓
✓
Scheduled Workflows
✓
✓
✓
✓
✓
API Based Workflows
✓
✓
✓
✓
✓
TAT Rules
✓
✓
✓
✓
✓
Multi Level Approval Flow
✓
✓
✓
✓
✓
Email Scanner
✓
✓
✓
✓
✓
Web and Mobile Push Notifications
✓
✓
✓
✓
✓
Analytics
Features
Free Plan
Unified CRM
Sales & Marketing
Support
Projects
Custom Charts
✓
✓
✓
✓
✓
Custom Tabular Reports
✓
✓
✓
✓
✓
Custom Dashboards
✓
✓
✓
✓
✓
Pivot Reports
✓
✓
✓
✓
✓
Export reports and charts
✓
✓
✓
✓
✓
Scheduled Reports to Email
✓
✓
✓
✓
✓
Documents
Features
Free Plan
Unified CRM
Sales & Marketing
Support
Projects
Document Storage and Sharing
✓
✓
✓
✓
✓
Leads Management
Features
Free Plan
Unified CRM
Sales & Marketing
Support
Projects
Multi-Source Lead capturing
✓
✓
✓
✓
✓
UTM Parameters Tracking
✓
✓
✓
✓
✓
Custom ICP Definition and Qualification
✓
✓
✓
✓
✓
Custom Lead Assignment Rules
✓
✓
✓
✓
✓
Custom Lead Scoring Rules
✓
✓
✓
✓
✓
Lead Conversion
✓
✓
✓
✓
✓
Mass Lead Conversion
✓
✓
✓
✓
✓
Sales Automation
Features
Free Plan
Unified CRM
Sales & Marketing
Support
Projects
Contacts
✓
✓
✓
✓
✓
Organizations
✓
✓
✓
✓
✓
Opportunities
✓
✓
✓
✓
✓
Partners Management
✓
✓
✓
✓
✓
Quotes Management
✓
✓
✓
✓
✓
Sales Order Management
✓
✓
✓
✓
✓
Assets Management
✓
✓
✓
✓
✓
Payments Tracking
✓
✓
✓
✓
✓
Campaigns Management
✓
✓
✓
✓
✓
Marketing Automation
Features
Free Plan
Unified CRM
Sales & Marketing
Support
Projects
Email Campaigns
✓
✓
✓
✓
✓
SMS Campaigns
✓
✓
✓
✓
✓
WhatsApp Campaigns
✓
✓
✓
✓
✓
Telecalling Campaigns
✓
✓
✓
✓
✓
Customer Support & Service
Features
Free Plan
Unified CRM
Sales & Marketing
Support
Projects
Tickets and Case Management
✕
✓
✕
✓
✕
Emails to Tickets
✕
✓
✕
✓
✕
Web to Tickets
✕
✓
✕
✓
✕
Tickets to Opportunity
✕
✓
✕
✓
✕
Service Contracts
✕
✓
✕
✓
✕
Feedback Tracking
✕
✓
✕
✓
✕
Customer Portal
✕
✓
✕
✓
✕
Project Management
Features
Free Plan
Unified CRM
Sales & Marketing
Support
Projects
Projects
✕
✓
✕
✕
✓
Milestones
✕
✓
✕
✕
✓
Project Tasks
✕
✓
✕
✕
✓
Subtasks
✕
✓
✕
✕
✓
Projects Versions
✕
✓
✕
✕
✓
Gantt Charts
✕
✓
✕
✕
✓
Interactive Resource Allocation
✕
✓
✕
✕
✓
Opportunity to Project Conversion
✕
✓
✕
✕
✓
Customer Portal
✕
✓
✕
✕
✓
Inventory Management
Features
Free Plan
Unified CRM
Sales & Marketing
Support
Projects
Product Management
✓
✓
✓
✓
✓
Product Bundles
✓
✓
✓
✓
✓
Volume Based Pricing
✓
✓
✓
✓
✓
Secondary Usage Units
✓
✓
✓
✓
✓
Services Management
✓
✓
✓
✓
✓
Assets
✓
✓
✓
✓
✓
Price Books
✓
✓
✓
✓
✓
Taxes Management
✓
✓
✓
✓
✓
Multi-Currency Pricing
✓
✓
✓
✓
✓
Stock Management
✓
✓
✓
✓
✓
Product Images
✓
✓
✓
✓
✓
Vendor Management
✕
✓
✕
✕
✕
Purchase Orders
✕
✓
✕
✕
✕
Billing Management
Features
Free Plan
Unified CRM
Sales & Marketing
Support
Projects
Invoices
✕
✓
✕
✕
✕
Web services & API
Features
Free Plan
Unified CRM
Sales & Marketing
Support
Projects
REST API
✓
✓
✓
✓
✓