Value for Money
automateCRM is feature loaded and comes with various customization possibilities available under Settings.
All these features are available as standard across all our packages.
No limitation on how many Customers you can manage or records that you can create in the CRM. Absolutely no limit on how much data can be managed in the CRM.
Control how data is shared between users, assign custom permissions and roles to users. Also control what actions such as import, export, deletion etc. can be performed by users.
Import data from CSV, Excel or integrate with other application to automatically capture useful information. Define default assignee and values, handle duplicates and create standard File columns to CRM Field mappings.
Reach out to your customers over there preferred communication channels like Email, Whatsapp, SMS, Phone. We have ready integration with over 20 communication service providers.
You can easily select a list of records and edit them in one go. All your workflows will get triggered as records get updated. Organize Leads into campaigns and convert qualified Leads one go.
Create custom blocks and organize your fields in blocks. Re-arrange fields and blcoks with our Drag and Drop layout editor. Re-arrange related information tabs and various preferences.
Set turnaround time on Sales, Tasks, Projects, Tickets etc. and define actions to be taken for timely resolution such as sending notification prior to approaching deadline or escalate to reporting manager.
Along with ability to create custom dropdown values and colours, you can also control which Roles can access the values. You can also restrict the values in dropdown based on a parent field.
You get 100 GB of storage space organization wide. Organize your related documents, arrange in folders, upload files, in built Excel editor, MS Docs editor.
Trigger workflows on any update in the CRM. Such as send Email on new Lead, Create Projects, Route Tickets, Sales movement tasks, even generate personalized PDF and send automatically.
Export your data in Excel format. You can export all data or filter to matching records or select the records that are to be exported. Create tabular reports and schedule them to email exported data at defined time interval.
Create as many custom fields as you need. We have got more than 20 types of fields. Control which fields are mandatory, key fields, quick create enabled and mass editable.
Set duplicate prevention rules based on combination of fields. Also, during import you can define how duplicate data has to be handled, to nbe skipped, merged or overwritten.
Organize Menu items into various categories. Control which items must be displayed on Menu and which one should be hidden. Create shortcuts for quicker navigation.
Create multi level Approval flows and automatically trigger them. Keep an eye on pending approvals, notify users for approval, gather rejection notes etc.. Such as when a discount applied on Quote.
Monitor inboxes, social media comments, mentions, reviews, DMs and take actions such as to create a Task on negative sentiments or if a matching keyword is found.
Visualize, Agreggate, Drill down, Plan and get clear insights on your data using Pivots, Customer Tabular and Chart Reports and ready made widgets on Dashboard.
Update data on the go with our Mobile apps for both Android and iOS. Also, you get automateDial mobile app for your telecalling team!
All Features and Packages
User Access and Control
|Data access rules|
|Module Level Permissions|
|Field Level Permissions|
|Unlimited Custom Fields|
|Custom Dropdown Values|
|Role Based Dropdown Values|
|Dependency Setup on Dropdowns|
|Conditional Highlighting of records|
|Regional Tax Management|
Data Management Tools
|Custom Duplicate Prevention Rules|
|Cross Module Fields|
|Personalized Email Templates|
|Personalized SMS Templates|
|Unlimited Advanced Workflows|
|Export reports and charts|
|Scheduled Reports to Email*|
|Phone calls, Meetings, Activities|
|Upcoming and Overdue activity tracking|
|Notifications and Reminders|
|Document’s storage and sharing|
|Gallery View of Images|
|Multi-Source Lead capturing|
|Auto Lead Assignment|
|Lead Distribution Criteria|
|Lead Scoring Rules|
|Mass Lead conversion|
|Affiliates Sales and Management|
|Mass Opportunity Generation|
|Products Sales Tracker|
|Sales Activity Tracking|
|Notes and Comments|
|Location Based Search and Tools|
|Click to Call|
|Opt Out and Unsubscription|
|Email to Tickets|
|Web to Tickets|
|Social Comments to Tickets|
|Tickets to Opportunity|
|Interactive Resource Allocation|
Comments and Notes
|Opportunity to Project conversion|
Products and Services
|Zonal and Regional Taxes|
|Line items Tracking|
|REST API (100 calls per min)*|
Scale with Value Addons
INR 500 per sequence(includes 500 subscribers)
INR 500 per additional 500 subscribers per sequence per month
Scheduled Workflows (workflows that execute at a frequency)
included by default: 5
INR 1,000 per additional 5 Scheduled Workflows per month
included by default: 5
INR 1,000 per additional 5 Rules per month
Scheduled Reports to Email
included by default: 5
INR 1,000 per additional 5 Scheduled Reports
included by default: 1 Inbox
INR 1,000 per additional inbox per month
PDF Template and Converter
INR 10,000 per year
included by default: 100 GB
INR 1,000 per 100 GB
REST API Calls
default rate limit: 10,000 calls per month
INR 1,000 per 10,000 calls per month