automateCRM

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What is automateCRM?

automateCRM is a Unified CRM and Business automation platform. automateCRM is not limited to just Sales, Marketing and Support management. It brings the entire ecosystem including Projects, Affiliates, Billing, Assets, Loyalty and Rewards, Customer Portal and Analytics into one platform. That is not all, with its customization and automation capabilities you can introduce custom processes and streamline them as well.

Key Features of automateCRM

Discover the unique key features that set automateCRM apart from its competitors. The software offers several advantages through its new tools and excellent functionalities.

  • Workflow Configuration
  • Visual Analytics
  • Training Management
  • Time Tracking
  • Ticketing
  • Third party integrations
  • Text Messaging
  • Territory Management
  • Telemarketing Management
  • Task Management
  • Supplier Management
  • Source Tracking
  • Social Media Integration
  • Sentiment Analysis
  • Segmentation
  • Scorecards
  • Sales pipeline management
  • Sales Quotes
  • Sales Intelligence
  • Sales Dashboards & Reports
  • Rules-Based Workflow
  • Reviews Management
  • Retail POS
  • Restaurant POS
  • Resource Management
  • Reporting/Analytics
  • Reference Checking
  • Real Time Analytics
  • Quotes/Estimates
  • Quote Management
  • Purchase Order Management
  • Proposal Management
  • Project Management
  • Progress Tracking
  • Products & Price Books
  • Product Catalog
  • Performance Management
  • Order Management
  • Onsite Ticketing
  • Online Ticketing
  • Online Booking
  • Omnichannel Communication
  • Multiple Site Management
  • Multi-Site Management
  • Multi-Location
  • Multi-Country
  • Mobile App
  • Membership Renewals
  • Meeting Management
  • Mass Email
  • Marketing Collateral
  • Marketing Analytics
  • Manage Quotations
  • Loyalty Program
  • Lead Scoring
  • Lead Management
  • Inbound Reporting
  • Import & Export Data
  • IVR / Voice Recognition
  • Hourly billing
  • Gamification
  • Functions / Calculations
  • Feedback Collection
  • Expense Tracking
  • Event Triggered Email
  • Escalation Management
  • Email Templates
  • Email Marketing
  • E-forms
  • Dues Management
  • Drill Down
  • Donor Management
  • Developer API
  • Data Security
  • Data Management
  • Data Analysis
  • Customizable invoices
  • Customer Service Analytics
  • Customer Profiles
  • Contact Import/Export
  • Collaboration
  • Client Management
  • Class Management
  • Cataloging / Categorization
  • Case Management
  • Campaign Personalization
  • Call Sharing
  • Call Recording
  • Call Management
  • Call Center Management
  • Calendar Management
  • CRM & Sales Dashboards
  • Business Process Automation
  • Billing & Invoicing
  • Automated Scheduling
  • Assignment Management
  • Approval Process Control
  • Application Management
  • Analytics
  • Alerts / Escalation
  • Action Item Tracking
  • Accounting Integration
  • Account Alerts
  • Access Controls/Permissions
  • Web Forms
  • VoIP
  • Vendor Management
  • Time Management
  • Ticket/Issue Tracking
  • Third Party Integration
  • Templates
  • Subscriber Management
  • Social Marketing
  • Service Level Agreement (SLA) Management
  • Sensitive Data Identification
  • Search
  • Scheduling
  • Sales Pipeline Tracking
  • Sales Forecasting
  • Reserved Seating
  • Reporting & statistics
  • Referral Tracking
  • Recurring/Subscription Billing
  • Recurring Billing
  • Receipt Management
  • Quotes Management
  • Proposal Generation
  • Project Accounting
  • Private Dashboards
  • Personalization
  • POS
  • Outbound Call Center
  • Online payments
  • Online Store
  • Onboarding
  • Mobile Time Tracking
  • Mobile Optimized Emails
  • Mobile Access
  • Member Portal
  • Marketing Reports
  • Marketing Automation Integration
  • Mapping
  • Maintenance Scheduling
  • Lead Nurturing
  • Lead Generation
  • Lead Database Integration
  • Landing Pages/Web Forms
  • Knowledge Base
  • Key Performance Indicators
  • Interactive
  • Instant Retrieval
  • Inbound Call Center
  • Image Library
  • Goals / Quota Management
  • Forecasting
  • Event Triggered Actions
  • Email Response Control
  • Email Integration
  • Due date tracking
  • Drag & Drop
  • Document Storage
  • Distribution Management
  • Discount Management
  • Data Integration
  • Dashboard
  • Customizable Templates
  • Customer Support Tracking
  • Customer Segmentation
  • Contribution Tracking
  • Completion Tracking
  • Commission management
  • Cloud Computing
  • Client / Property Matching
  • Channel Management
  • Catalog Management
  • Capture Leads from Twitter/Facebooks
  • Candidate Tracking
  • Campaign Management
  • Call Scripting
  • Call Parking
  • Call Logging
  • Calendar/Reminder System
  • CRM Analytics
  • CRM
  • Blended Call Center
  • Billable & Non-Billable Hours
  • Automated Routing
  • Auto-Responders
  • Attendance management
  • Appointment Reminders
  • Accounting
  • Access control
  • A/B Testing
  • Workflow Management
  • Widgets
  • Warehouse Management
  • VIP & Discount Tickets
  • Time on Site Tracking
  • Time & Expense Tracking
  • Text Editing
  • Template Management
  • Team Assignments
  • Tax Calculator
  • Surveys & Feedback
  • Supplier and Purchase Order Management
  • Social Media Metrics
  • Search/Filter
  • Scheduled / Automated Reports
  • Sales Reports
  • Sales Management
  • Sales Force Automation
  • Reservations Management
  • Report Export
  • Referral Source Tracking
  • Recurring Issues
  • Recurring Appointments
  • Recording Bookmarking
  • Real-time Chat
  • Quotes/Proposals
  • Quotes / Proposals
  • Quality Management
  • Purchase Orders
  • Project billing
  • Product Database
  • Process Mapping
  • Point of Sale (POS)
  • Pipeline Management
  • Performance Metrics
  • Order Tracking
  • Opportunity Management
  • On-Demand (SaaS)
  • Multi-Store Management
  • Multi-Currency
  • Multi-Campaign
  • Mobile Ticketing
  • Mobile Development
  • Marketing Management
  • Marketing Automation
  • Manual Dialer
  • Maintenance Management
  • Live Chat
  • Lead Segmentation
  • Lead Notifications
  • Lead Enrichment
  • Lead Capture
  • Landing Pages / Web Forms
  • Knowledge Library
  • KPIs
  • Invoice Management
  • Interaction Tracking
  • Import / Export Management
  • Group Scheduling
  • Goal Tracking
  • Forms Management
  • Field Sales Management
  • Event-Based Notifications
  • Event Management
  • Engagement Monitoring
  • Email Marketing / SMS Marketing
  • Drip Campaigns
  • Data Mapping
  • Data Extraction
  • Customization
  • Customizable Dashboard
  • Customer Support
  • Cost Tracking
  • Contact Management
  • Contact Database
  • Communication Management
  • Collaboration Tools
  • Client Portal
  • Cataloging/Categorization
  • Campaign Segmentation
  • Campaign Analysis
  • Call Reporting
  • Call Monitoring
  • Call List Management
  • Calendar Sync
  • CRM & Sales Reports
  • Auto Dialer
  • Audience Segmentation
  • Approval Workflow
  • Appointment Management
  • Analytics/ROI Tracking
  • Allocation
  • Activity Tracking

automateCRM Pricing

automateCRM offers fair and inexpensive price choices for organizations of all sizes, from startups to enterprises. Compare plans to find the best option for your budget and requirements.

Starter
₹ Free
Unlimited User Per Month
Get Offer >>
Expert
₹ 2000
Unlimited User Per Month
Get Offer >>
Growth
₹ 6000
Unlimited User Per Month
Get Offer >>
Scale
₹ 25000
Unlimited User Per Month
Get Offer >>

Screenshots

Take a visual tour of the automateCRM with screenshots that highlight its interface, features, and usefulness. Learn about the user experience before you begin.

Specifications

Software Accessible: Cloud Based
Run On Mobile Browser: Yes
Offers Free Trial: No
Payment Options: Yearly,Monthly
Life Time Free Plan: No
APIs Available: Yes
Customization Possible: Yes
Device Support: Desktop,Mobile,Tablet,iPad
Mobile Platforms: Yes
Available Support: Email,Phone,Live Support,Training,Tickets
Desktop Platforms: Web App,Windows,Macintosh
Languages Available: English,Arabic,Dutch,Romanian,Russian,Spanish,Swedish
Software Industry: All Industries
Company Details
Contact Now
Company Name Automate SMB
Company Website Visit Website
automateCRM Description

Strategy first! automateCRM platform can enable you to implement your CRM strategy. It allows you to develop a long-term relationship with your target audience, or simply put, turn your clients into campaigners for your business! Satisfied customers = Exponential business growth.

Customer success is the result of cumulative efforts from different business functions, not merely sales. In today's world, it also includes connecting with customers via their preferred communication channels and businesses need not be reactive, but rather proactive. For doing so, you must plan an effective strategy first, and then find technological tools for execution.

automateCRM aids you in streamlining your processes, monitoring them, and automating tasks so that your team just focuses on useful matters. The platform acts as a single source of truth and a business engine so that the focus is solely on one thing, Happy customers.

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automateCRM FAQ's

Here’s a breakdown of automateCRM’s pricing plans:

1. Starter: ₹ Free Price Unlimited User Per Month

2. Expert: ₹ 2000 Price Unlimited User Per Month

3. Growth: ₹ 6000 Price Unlimited User Per Month

4. Scale: ₹ 25000 Price Unlimited User Per Month

The top 5 features of automateCRM include:

  1. Workflow Configuration
  2. Visual Analytics
  3. Training Management
  4. Time Tracking
  5. Ticketing

automateCRM is compatible with multiple platforms, Web App,Windows,Macintosh, IOS , Android

automateCRM supports a variety of platforms including: Email, Phone, Live Support, Training, Tickets.

automateCRM serves a wide range of businesses including Startups, SMEs, Agencies, Enterprises.

The top three competitors of automateCRM are Newton CRM and TechUnity ERP. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

Currently, automateCRM does not offer trial access. However, you can still explore its capabilities through available product demos, feature guides, and customer reviews.

automateCRM is available in multiple languages, including English, Arabic, Dutch, Romanian, Russian and more.

Yes, automateCRM offers customization options, allowing you to tailor the platform to better meet your business's specific needs.

No, automateCRM does not offer a lifetime free plan for its users.

Yes, APIs are available in automateCRM.

Yes, automateCRM runs on mobile browsers.

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