Unified CRM. Unified Team. Unified Pricing
Get your entire customer journey on one platform — delivering a 10x smoother experience from lead to loyalty. Pricing scales with your business needs, while automation eliminates manual tasks, saving both time and cost.
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A Sales CRM Tracks Deals. Unified CRM Grows Revenue.
Unlimited users, unlimited automations
30 hrs implementation support on annual plan
1,00,000 records, 10,000 automation tasks/month included
All modules: sales, marketing, support, projects, loyalty, inventory, billing
PRICE
₹24,000
OFFER PRICE
₹6,000
Not Ready to Go All-In? Start Small, Grow Unified.
PRICE
12,000
OFFER PRICE
₹2,500/month
Unlimited users, uUnlimited automations
1,00,000 Data Records
10,000 Workflow Task Executions/Month
Lead Capture, Scoring & Assignment
Sales Pipeline, Quotations & Payments
Email, SMS, WhatsApp, and Telecalling campaigns
Route Planning & Geo-Tagged Activities
Calender, Board & Activity Views
Mobile App for Field Sales
Custom Dashboards, Reports & Pivots
PRICE
12,000
OFFER PRICE
₹2,500/month
Unlimited users, Unlimited automations
1,00,000 Data Records
10,000 Workflow Task Executions/Month
HelpDesk with SLA and TAT Automation
Ticket Routing and Multi-Channeling Support
Customer Self-Service Portal
Assets and Service Contract Management
Feedback and CSAT Tracking
Mobile App for Field Service
Custom Dashboards, Reports & Pivots
Management
PRICE
12,000
OFFER PRICE
₹2,500/month
Unlimited users, Unlimited automations
1,00,000 Data Records
10,000 Workflow Task Executions/Month
Projects, Milestones, Tasks, and Sub-Tasks
Gantt and Kanban Visual Boards
Customer Portal for Collaboration
Task Dependencies and Project Templates
Milestones-Wise Payment Tracking
Real-Time Workload and Progress Tracking
Custom Dashboards, Reports & Pivots
FREE PLAN
Start Your CRM Journey, Risk-Free
Get hands-on experience with automateCRM before you commit. The Free Plan lets you explore all CRM features, manage your first customers, and see how a connected platform can simplify your work and improve customer experience, all without a credit card.
All Modules Unlocked
Sales, marketing, support, projects, inventory and more
Unlimited Users from Day One
No seat-based restrictions, even in the free plan
Test and Refine Your Processes
Build and adjust workflows without limitations
Experience the Full Customer Journey
From lead capture to project delivery in one platform
Upgrade Without Losing Progress
All data, settings, and workflows carry over to paid plans
VALUE ADD-ONS
Scale What You Need, When You Need It
automateCRM keeps pricing simple by giving you unlimited users and all features from day one. Need more records, storage, or automation runs? Just add what you use, no bloated bundles, pay for what you use.
Add-On
Cost
Google/MS Email & Calendar Integration
INR 500/account/month
Data Record
INR 500 INR/10,000/month
Campaign Messages (All Channels)
INR 1000/10,000 Messages Sent Across Channel
Conditional Layout
INR 100/5 Layout
Workflow Tasks Execution
INR 1000/10,000 tasks/Month
PDFMaker
INR 1000/month
Mail Scanner
INR 1000/account/month
Automation Tasks
INR 1000/10,000 tasks /month
Scheduled Reports
INR 100/Report
Documents Storage
INR 500/100 GB/month (includes 100 GB Data Transfer)
REST API Calls
INR 100/10,000 calls/day billed monthly
Monthly
Free
2000 @ 90% disocunt
2000 @ 90% disocunt
2000 @ 90% disocunt
2000 @ 90% disocunt
Annual
--
1 month free + 4hrs Implementation Support
1 month free + 4hrs Implementation Support
1 month free + 4hrs Implementation Support
1 month free + 4hrs Implementation Support
Data Records
400
1,00,000
1,00,000
1,00,000
1,00,000
Admin Training
1hr
Implementation Support Hours
4 hrs upon annual subscription, and to be consumed within 7 days from signup
4 hrs upon annual subscription, and to be consumed within 7 days from signup
4 hrs upon annual subscription, and to be consumed within 7 days from signup
30 hrs upon annual subscription, and to be consumed within 15 days from signup
Organization Hierarchy
Custom Roles and Profiles
Custom Data Sharing Rules
Module Action Permissions
Module Level Permissions
Field Level Permissions
Custom User Groups
Login History
Conditional Highlighting of Records
Company Logo and Details
Custom Fields (upto 200 per module)
Custom Objects
Auto Record Number Generation
Reference FIelds Filtering
Layouts Editor
Conditional Layouts
Menu Editor
Custom Dropdown Values
Role Based Dropdown Values
Dependency Setup on Dropdowns
Lead to Opportunity Field Mapping
Opportunity to Project Mapping
Global Search
Cross Module Visibility Fields
Round Robin Queues
Tax Management
Multi-Language
Multi-Currency
Multi-Currency
Export to Excel
Import from CSV
Mass Edit, Assignment, Comments, & Other Actions
Duplicate Prevention Rules
Duplicate Merge
Conditional Highlighting of Records
Smart Lists
Kanban Boards
Gantt Charts
Pivots
Calendar View
Activities Views
Unified Tasks View
Resource Workload & Planning
Conditional Highlighting of Records
HTML Email Template
SMS Templates
WhatsApp Templates
Call Scripts
SMS
Phone Call
Communication Preferences & Double Opt-in
Conditional Highlighting of Records
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
Conditional Highlighting of Records
Custom Charts
Custom Tabular Reports
Custom Dashboards
Pivot Reports
Export reports and charts
Conditional Highlighting of Records
Scheduled Reports to Email
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
Conditional Highlighting of Records
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
Marketing Messages
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
Customer Portal
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
Purchase Orders
Sales Order
BOM
Invoices
REST API
