Sales Process Management
Start with our free one-to-one online workshop which will help us to understand your business process and challenges, followed by a demonstration of personalized setup for your business.
Yes, you can easily change the Sales Stages as per your need. You can also configure Multiple Sales Pipelines.
Yes, automateCRM supports both outgoing and inbound calls. You can easily connect with your Telephone system and start making calls right from the CRM. Along with that you can route your inbound calls to the right agent and keep track of all calls and call recordings.
Yes, you can create custom dashboards. automateCRM supports multiple types of dashboards such as Bar, Pie, Timeline, Area, Donut, Funnels, Heatmaps etc. You can even click through your charts to see the records matching the given criteria.
Yes, similar to email templates you can create PDF Templates and generate personalized PDF files such as Proposals, Invoices, Contracts etc.
Yes, you can configure your custom criteria to send notifications. You can also personalize the notification message!
No! You can create as many Email Templates using our drag and drop responsive Email Template editor.
Yes, automateCRM comes with an Appointment Scheduler, you can share the link or publish on your website. You can also easily configure the Business Hours for appointment. You can also sync your Calendar with GSuite or Microsoft 360.
Yes, you can keep track of new emails and automatically create new Leads or Contacts from the Emails.
Yes, you can connect to GSuite and Office 360 and keep all your data such as Emails, Contacts and Calendar in sync. You can send Email directly from your linked GSuite or Office 360 account.
Yes, with our Google Analytics integration you can easily track your website activity. You can even keep track of unidentified Visitor profiles and link them with actual customers upon identification. You can also create dynamic content to be displayed on your website based on past website activity.
Yes, you can easily import data to automateCRM, there is no limitation on the amount of data you want to import. You can also export your data into Excel.
(Flat 50 USD/3000 INR with unlimited users for 3 months, all features)
With our workflow and automations you can easily track your deals movement, which would help you to identify the sales stage taking the most amount of time. You will also be able to track your best and worst performer. Analyze this data with aid of call recordings and other communication messages to improve your Sales teams performance.
Analyze your calls, messages and observe best performers, repeat and increase your sales!
Analyse Call recordings, Emails and other messages combined with individual Sales agent performance and find out what is working and what is not. Use this analysis to train your team and repeat the process for increasing your Sales!
Help your team members by automatically notifying them about stalling deals and upcoming next actions. We have already configured some standard rules, but you can customize them as you need.
Most of the time of team leaders is spent on micro managing the team, taking updates and supervising that tasks are done in a timely manner. Get out of micro-management by configuring time based rules, which would alert you and assigned team members before they miss the timeline. With automations you can even assign the task to some other user, update the customer or change priorities.
Don’t get lost between exporting and importing data between your Sales tool and Marketing system. With our in built Marketing automation system easily re-engage customers by automatically adding them to multi channel drip marketing campaigns. And yes set triggers to move them out of campaigns when the objective is achieved!
Engage with your website visitors even if you dont know them by offering them discounts of generating dynamic content based on their past activity and interests. With our Google Analytics or Matomo integration you can link these visitor profiles with actual customers when a form is submitted or an engagement happens. Don’t lose this precious data!
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