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Streamline Projects.
Maximize Efficiency. Deliver Results.

Streamline project planning, automate workflows, and efficiently manage workloads with a unified platform. automateCRM enables seamless collaboration, real-time monitoring, and effortless task management, helping your team stay on track and deliver projects successfully.

Keep Every Project on Track — With Smart Automation.

Missed deadlines? Managing projects efficiently requires a structured approach, clear visibility, and seamless collaboration. automateCRM keeps projects on track with task automation, real-time insights, and customer portal—ensuring every project is completed on time and within budget.
SOLUTIONS

Project Management & Automation

Task and Milestone Automation
Visualize, Track & Manage Projects With Kanban & Gantt
One Unified View to Track All Your Tasks
Project Planning & Scheduling
Stay on Track With Smart Task Prioritization
Smart Reminders & Automated Alerts
Resource Allocation & Utilization Tracking
Multi-Channel Team Communication
Role-Based Access & Permissions
Time Tracking & Productivity Insights
Customizable TAT Policies to Prevent Delays
Document & File Management
Ticketing System to Keep Projects on Track
Project Budgeting & Cost Tracking
Customizable Project Templates
Tightly Bind With Sales, HelpDesk and Billing
Self Service Customer Portal
Collaboration With Internal & External Stakeholders
Reporting & KPI Dashboards
Mobile Access for On Field Team

Your Projects. Delivered Faster. Managed Smarter.

Enhance productivity, improve team collaboration, and ensure timely project delivery with intelligent automation. From planning to execution, automateCRM simplifies every stage of project management—so you can focus on delivering results with confidence.

OUTCOME

Supercharge Your Project Workflow with Automation

Improved Efficiency & On-Time Delivery

Eliminate manual bottlenecks with automated workflows, intelligent task assignment, and real-time progress tracking to ensure projects are completed on schedule.

Connect, Collaborate & Achieve More Together

Keep teams aligned with centralized communication, task ownership visibility, and Customer Portal that enhances productivity and collaboration.

Data-Driven Decision Making

Leverage AI-powered analytics and customizable reports to gain deep insights into project performance, resource utilization, and cost management.
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
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