Understanding the Pricings
Subscription
Implementation and Support
Custom Development
Value Addons
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 get 100 GB of storage space organization wide. Organize your related documents, arrange in folders, upload files, in built Excel editor, MS Docs editor.
Update data on the go with our Mobile apps for both Android and iOS. Also, you get automateDial mobile app for your telecalling team!
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.
Send Campaigns across Emails, SMS, WhatsApp, SMS. Get your Marketing work in sync with Sales and get clear insight on ROI. Track UTM parameters across pages.
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.
You can easily configure which values must be visible in a dropdown dependent on value selected in a parent dropdown.
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, Gantt charts, Calendar view, Kanban Boards, Resource allocation and Timeline view.
Sales
Unlimited Users @ INR 6,000/month- User Access and Data Control
- All Configurations
- Import/Export
- All Utilities
- Multi Channel Communication
- Advanced Automations
- Custom Reports and Dashboards
- Calendar Management
- Leads Management
- Sales Management
- Mobile Applications
All in One
Unlimited Users @ INR 10,000/month- Sales Excellence
- Marketing Automation
- Support Management
- Projects Management
- Billing
- Service Contracts
- Expense Tracking
- Assets Management
- Gamifications
- Loyalty Rewards
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Custom Features and Modules
Basic
INR 500/user/month- User Access and Data Control
- All Configurations
- Import/Export
- All Utilities
- Multi Channel Communication
- Advanced Automations
- Custom Reports and Dashboards
- Calendar Management
- Leads Management
- Sales Management
- Marketing
- Mobile Applications
+Support
Starts at INR 2,000/month (including 3 users)Additional users at INR 800/user/month- Everything in Basic
- Support Management
- Customer Portal
- Sentiment Analysis
+Project
Starts at INR 2,000/month (including 3 users)Additional users at INR 800/user/month- Everything in Basic
- Project Management
- Gantt Charts, Resource and Timeline
- Customer Portal
+Billing
Starts at INR 2,000/month (including 3 users)Additional users at INR 800/user/month- Everything in Basic
- Sales Orders
- Invoicing
- Recurring Orders
Enterprise
Starts at INR 3,000/month (including 3 users)Additional users at INR 1,500/user/month- Sales Excellence
- Marketing Automation
- Support Management
- Projects Management
- Billing
- Service Contracts
- Expense Tracking
- Assets Management
- Gamifications
- Loyalty Rewards
- Custom Features and Modules
All Features and Packages
| Basic | Support | Projects | Billing | All-in-One | |
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User Access and Control | |||||
| Organization Hierarchy |
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| Data access rules |
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| Module Level Permissions |
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| Field Level Permissions |
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Configuration | |||||
| Unlimited Custom Fields |
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| Layouts Editor |
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| Menu Editor |
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| Custom Dropdown Values |
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| Role Based Dropdown Values |
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| Dependency Setup on Dropdowns |
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| Conditional Highlighting of records |
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| Regional Tax Management |
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| Multi-Language |
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| Multi-Currency |
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Data Management Tools | |||||
| Export |
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| Import |
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| Mass Edits |
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| Custom Duplicate Prevention Rules |
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| Duplicate Merge |
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| Global Search |
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| Dynamic List |
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| Static List |
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| Custom View |
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| Cross Module Fields |
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Communication | |||||
| Personalized Email Templates |
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| Email * |
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| Personalized SMS Templates |
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| SMS |
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| Phone Call |
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| Voicemail |
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| Contact forms |
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| Comments |
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Automation | |||||
| Unlimited Advanced Workflows |
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| Scheduled Workflows* |
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| Escalation Rules* |
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| Approval Flow |
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| Email Scanner* |
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| Notifications |
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| Custom Modules |
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Analytics | |||||
| Custom Charts |
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| Custom Reports |
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| Custom Dashboards |
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| Pivot Reports |
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| Export reports and charts |
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| Real-time Reporting |
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| Scheduled Reports to Email* |
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| Sentiment Analysis/AI* |
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Calendar | |||||
| Phone calls, Meetings, Activities |
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| Follow-up’s automation |
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| Calendar View |
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| Recurring Events |
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| RSVP |
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| Upcoming and Overdue activity tracking |
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| Notifications and Reminders |
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| Documents | |||||
| Document’s storage and sharing |
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| Gallery View of Images |
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Leads Management | |||||
| Multi-Source Lead capturing |
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| Auto Lead Assignment |
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| Lead Distribution Criteria |
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| Lead Scoring Rules |
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| Segmentation |
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| Lead Conversion |
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| Mass Lead conversion |
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| Web Forms |
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Sales Management | |||||
| Contacts |
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| Organizations |
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| Opportunities |
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| Affiliates Sales and Management |
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| Segmentation |
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| Mass Opportunity Generation |
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| Custom Pipelines |
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| Sales Signals |
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| Products Sales Tracker |
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| Sales Automation |
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| Sales Activity Tracking |
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| Sales Escalations |
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| Notes and Comments |
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| Conversation Tracking |
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| Web Forms |
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| Quotes Management |
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| Approvals |
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| Location Based Search and Tools |
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Marketing | |||||
| Segmentation |
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| Email Templates |
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| SMS Templates |
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| WhatsApp Templates |
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| Email Broadcast |
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| SMS Broadcast |
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| Sequences(Drip Marketing)* |
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| Click to Call |
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| Auto dialler |
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| Opt Out and Unsubscription |
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| Personalized Messages |
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Support | |||||
| Case Management |
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| Ticket Allocation |
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| Status Tracking |
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| Email to Tickets |
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| Web to Tickets |
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| Social Comments to Tickets |
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| Tickets to Opportunity |
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| Service Contracts |
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| Team Collaboration |
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| Feedback Tracking |
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| Escalations* |
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| Notification |
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| Customer Portal |
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Projects | |||||
| Project Management |
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| Milestones |
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| Project Tasks |
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| Sub-Tasks |
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| Project Versions |
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| Project Templates |
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| Gantt Charts |
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| Interactive Resource Allocation |
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| Timeline View |
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| Escalations |
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Comments and Notes |
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| Opportunity to Project conversion |
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| Customer Portal |
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Products and Services | |||||
| Products Management |
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| Service Management |
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| Assets |
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| Price books |
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| Taxes Management |
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| Multi-Currency Pricing |
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| Stock Management |
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| Product Images |
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| Vendor Management |
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| Purchase Orders |
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Billing | |||||
| Sales Orders |
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| Invoices |
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| Recurring Payments |
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| Payment Tracking |
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| Zonal and Regional Taxes |
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| Multi-Currency support |
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| Line items Tracking |
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Webservices | |||||
| REST API (100 calls per min)* |
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Scale with Value Addons
Feature | Price |
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Drip Campaigns(Sequences) | 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 |
TAT/Escalation Rules 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 |
Mail Scanner included by default: 1 Inbox | INR 1,000 per additional inbox per month |
PDF Template and Converter | INR 10,000 per year |
Storage Space 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 |