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Unified CRM for Your Entire Business

What if your entire customer journey ran 10x smoother? automateCRM connects every touchpoint into one frictionless, automated, intelligent system built to close — faster deals, fewer drop-offs, and zero chaos

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Unlimited users. All features. Expert guidance
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Trusted by 200+ Businesses. Running 10K+ Automations

For 12 years, we’ve helped businesses across industries automate workflows, improve customer experience, and scale while reducing operational cost with unified CRM platform and strategy.

200

+

Clients
5000
Users
10

+

Industry Verticals
10000
Automations
SOLUTIONS

Everything in One Platform.
No Silos. No Duct Tape

Sales

Service

Marketing

Projects

Analytics

Sales Force Automation

Spend more time selling and close deals faster with right insights from Customer 360 view and AI powered workflow automation.

Mobile Field Sales Automation

Boost productivity with on the go data access, follow-up reminders, geo location tagged check-in & check-outs, updates and notifications on mobile apps.

Sales Planning and Forecasting

Plan smarter, sell better. Optimize quota setting, forecasting, and territory assignments with data driven analytics.

Sales Performance Management

Motivate your team and drive results with goal tracking, incentive management, and performance analytics—all in one place

Partner Relationship Management

Strengthen partnerships with automated onboarding, co-marketing tools, and deal management workflows to close more sales together.

Helpdesk

Resolve customer issues faster with an AI-powered helpdesk — seamless communication, instant insights, and happier customers

Field Service

Ensure on-site service tasks are completed on time, every time with automated scheduling, mobile tools, and real-time updates.

Customer Self-Service Portal

Let customers help themselves with an intuitive self-service portal—log tickets, access FAQs, and chat with support instantly.

Customer Feedback and Insights

Capture real-time customer feedback, spot issues before they escalate, and enhance service quality with AI-driven insights.

AI Service Agents

Deliver instant, 24/7 customer support with AI chatbots that resolve issues, answer questions, and escalate complex tickets.

Gen AI powered content generation

Create high-converting content in seconds with AI-powered automation — personalized messaging at scale, without the manual effort.

Marketing Automation

Automate your campaigns and engage customers at the perfect time without lifting a finger.

Campaign Management

Launch AI-optimized, multi-channel campaigns with data-driven targeting—so you reach the right audience, every time.

Multi-Channel Marketing

Maximize engagement with consistent messaging across email, SMS, WhatsApp, and more—all from a single platform.

Customer Loyalty and Engagement

Turn customers into lifelong brand advocates with personalized rewards, AI-driven engagement, and automated loyalty programs.

Planning and Analysis

Plan smarter, execute faster. Visualize timelines, track tasks, and optimize project workflows effortlessly.

Milestones and Tasks Management

Keep teams on track with automated task assignments, real-time progress tracking, and milestone alerts.

Collaboration

Break down silos with instant messaging, file sharing, and real-time collaboration tools for seamless teamwork.

Customer Portal

Give clients real-time access to project updates, files, and approvals — so they always stay in the loop.

Budget and Expense Management

Cut costs and stay on track—automate billing, track expenses in real-time, and gain project’s financial insights.

Role-Based Insights

Make smarter decisions with customized analytics tailored for every team.

Real-Time Reports

React instantly with real-time reports that help you make data-driven decisions on the fly.

Custom Reports and Dashboards

Empower users to create custom reports in minutes, not hours—without needing a data team.

User Usage and Adaptation Insights

Understand how teams use CRM and boost adoption.

AI-Powered Analytics

Uncover hidden trends, predict future outcomes, and make data-driven decisions with AI-powered analytics.

INDUSTRIES

CRM Solutions for Every Industry

Manufacturing

Keep your sales, inventory, and supply chain in sync, reduce delays, avoid stockouts, and simplify reporting with built-in ERP connections.

Chemical

Handle orders, pricing, and compliance in one place, no more juggling spreadsheets, emails, or last-minute updates.

Healthcare

Reduce wait times, automate appointments, and boost patient experience — while recovering lost revenue through smart workflows.

Real Estate

Automate property listings, client communications, and agreement tracking, so your team can close faster and manage more.

Sports/Fitness

Keep members coming back with auto-reminders, attendance tracking, and seamless scheduling for classes or coaching.

Human Resources

Speed up hiring and reduce drop-offs manage candidates, schedule interviews, and collaborate across teams in one view.

Institutions

Run smoother events, automate registrations, and re-engage alumni with built-in communication and tracking tools.

Start for Free.
Scale Without Friction

No setup fees. No training headaches. Just a better way to grow

Create your free account
UI COMPONENTS

Carefully Thought UI, Simple Yet Powerful

Activity View
Pivot Table
Gantt Chart
Kanban Boards
Custom Dashboards
PROCESS

White-Glove Implementation From Strategy to Optimization

Discovery

Gather challenges and process requirements with input from all stakeholders.

Design

Outline the solution based on business needs, including a phased implementation and rollout plan.

Build

Configure and customize the CRM according to the agreed design.

Validate

Conduct user testing, refine the solution, and apply any needed improvements.

Go Live

Train end users and deploy the CRM system across the organization.

Post Go-Live Support

Provide continuous product support, updates, and upgrades.
Schedule Free CRM Workshop
VALUES

Salient Features

Ease of Use

Build for busy teams, get started in hours, not weeks. No training needed. No tech headaches.

Fits Your Workflow

Nearly everything is configurable to fit your needs.

Affordable

No bloated pricing. Just simple, usage-based plans that grow with you, not against you.
INTEGRATIONS

Integrate with favorite tools

Better operations and collaboration

Get Started

Without automateCRM

Lost leads, missed messages
Marketing doesn’t know what sales is doing
Projects fall through the cracks
Tools that cost more than they convert
Rising operational costs & inefficiencies

With automateCRM

One place to run your entire customer journey
Sales, marketing, support, and ops in sync
Track every deal, task, and message
Better operations and collaboration
Grow faster with less chaos
automateCRM dedicated support team has helped a lot from beginning to till now. We were able to simplify the sales process because to the automation features. The CRM was customized to suit our business specific needs.The mobile application has been very helpful. Because our most of the users on field so they can use anywhere. We have been effectively able to execute email marketing campaigns to generate the business. Overall we are happy with automateCRM team services.
Essae Teraoka
We were able to customize the CRM as per the specific needs of Dailydump. automateCRM have been providing prompt service and resolutions. It has saved hundreds of hours with the automation capabilities. It helped in effectively streamline sales process from lead management to order generation. Shopify integration was implemented which helped in centralizing orders. With project management Dailydump was able to improve delivery and execution.
Dailydump
The automateCRM is very easy to use and we are able to adapt very fast.
Abhiyaan Consulting and Digital Solutions
Overall the CRM is very convenient to use with availability on both desktop as well as mobile browser and it's integration with other applications is very easy.
Orchid Research
FAQs

Answers To
Your Questions

Do we provide training and implementation support?
How much time does it take to implement?
Is there a mobile application available?
Is the CRM customizable?
What is the pricing Model?
What are Data Records?
Automations are charged every time they execute?
Do we have Whatsapp integration?
Do we have Linkedin integration?
Do we have industry specific solutions?
Still Have Questions?
Let's Talk
BLOGS

Check Out Our Resources

CRM Strategy

Understanding Content Management

Jane Doe
12 min
CRM Strategy

Understanding Content Management

12 min
Analytics & Reporting

Creative Workflow Management: Tips to Amp Up Your Creative Work

12 min
CRM Strategy

The Future of Content Management Systems

12 min
CRM Strategy

Understanding Content Management

12 min
Analytics & Reporting

Creative Workflow Management: Tips to Amp Up Your Creative Work

12 min
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