automateCRM Complete Feature List

Export to Excel

Import from CSV

Mass Edit, Assignment, Comments, & Other Actions

Duplicate Prevention Rules

Duplicate Merge

Smart Lists

Kanban Boards

Gantt Charts

Pivots

Calendar View

Activities Views

Unified Tasks View

Resource Workload & Planning

HTML Email Template

SMS Templates

WhatsApp Templates

Call Scripts

Email

SMS

Phone Call

WhatsApp

Communication Preferences & Double Opt-in

Contact forms

Process Builder

Workflow Task Executions

Scheduled Workflow Tasks

Task Sequences

API Based Workflows

TAT Rules*

Multi -Level Approval Flow

Email Scanner*

Web and Mobile Push Notifications

Custom Charts

Custom Tabular Reports

Custom Dashboards

Pivot Reports

Export reports and charts

Conditional Highlighting of Records

Document’s storage

PDF Tempaltes

Multi-Source Lead Capturing

UTM Parameters Tracking

Custom ICP Definition & Qualification

Custom Lead Assignment Rules

Custom Lead Scoring Rules

Lead Conversion

Mass Lead Conversion

Contacts

Organizations

Conditional Highlighting of Records

Opportunities

Partners Management

Quotes Management

Payments Tracking

Campaigns Management

Advanced Email Template Builder

Email Campaigns

SMS Campaigns

WhatsApp Campaigns

Tele Calling Campaigns

Conditional Highlighting of Records

Tickets and Case Management

Email to Tickets

Web to Tickets

Tickets to Opportunity

Service Contracts

Feedback Tracking

Customer Portal

Conditional Highlighting of Records

Projects

Milestones

Project Tasks

Sub-Tasks

Project Versions

Gantt Charts

Interactive Resource Allocation

Opportunity to Project conversion

Products Management

Product Bundles

Volume-Based Pricing

Secondary Usage Units

Warehouse Management

Stock Management

Services Management

Assets Management

Price books

Taxes Management

Multi-Currency Pricing

Product Images

Vendor Management

Sales Order

BOM

Invoices

REST API