linkedin
  • Become a Seller

Get Free Advice

Buy Now

Sponsored
automateCRM logo
Gallery Unified CRM: Streamline Up sell opportunity creation by Support teams | CRM use case | automateCRM
automatecrm marketing sales automatecrm mobile applications automatecrm data sharing automatecrm drag and drop automatecrm pivot automatecrm time based automatecrm track automatecrm workflows automation
Sponsored
play Unified CRM: Streamline Up sell opportunity creation by Support teams | CRM use case | automateCRM
automatecrm marketing sales
automatecrm mobile applications
automatecrm data sharing
automatecrm drag and drop

automateCRM

Brand : Automate SMB Enterprises

Starting Price:

₹ 2,000 excl. GST View plans

₹ 2,360 incl. GST

Save Extra with 2 Offers

  • offer_icon Save upto 28%, Get GST Invoice on your business purchase |
  • offer_icon Buy Now & Pay Later, Check offer on payment page.

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 no...Read more

  • AdviceGet Instant Expert
    Advice
  • PaymentSafe & Secure
    Payment
  • GuaranteedAssured Best Price
    Guaranteed

automateCRM Software Pricing, Features & Reviews

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.

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.

Key Modules of automateCRM Software

  • Sales Excellence
  • Marketing Automation
  • Support and Service
  • Projects Management
  • Affiliates Management
  • Billing and Payments
  • Assets Management
  • Service Contracts
  • Vendors Managements
  • Reports and Dashboards
  • Workflows and Automation

Why Use automateCRM

  • Roles & permissions: automateCRM provides user access controls based on business hierarchies.
  • Webforms: The CRM software can be integrated with Typeforms, Google Forms and WordPress for creating surveys & custom contact forms.
  • Message scanners: You can analyse all messages and emails for monitoring social mentions and taking actions based on sentiments.
  • Task management: It helps in assigning, preparing and delegating tasks and managing them through Kanban boards and calendar. The module provides overdue task indicators.
  • Activity & follow-ups: Get a complete overview of meetings and activities. Track all the customer touchpoints and get automated reminders for follow-ups with prospects.
  • Multichannel communication: This CRM customer relationship management software can be used for sending personalized communication through automating message sequences.
  • Marketing drip campaigns: You can use different channels like Facebook, WhatsApp, live chat, phone and email for tracking customer communication & ensuring successful marketing campaigns.
  • Pipeline view: Segregate the data of prospects and nurture them efficiently through the sales pipeline based on their pain points.
  • Conditional layouts: Build forms using varied layout formats to make data entries in specific fields.
  • Escalation & alerts: Send escalation messages and alerts by setting time-based rules. You will get access to a user dashboard for insights on these escalations.
  • Feedback & rating: Collect feedback and customer reviews for checking, and accordingly align your services for maximum customer satisfaction.
  • Charts & dashboards: Connect to external BI tools for creating reports and analysing business performance.
  • Automation & workflows: Build message sequences, and task templates for effective marketing campaigns.

How Does automateCRM Work?

The latest version of automateCRM is primarily used for automating customer relationship management processes. It has an intuitive interface and is simple to use. automateCRM can be easily integrated with your existing systems to ensure a smooth workflow. For more information, you can also refer to user manuals and take online automateCRM demo at Techjockey.com.
How to Use automateCRM?

Get started with automateCRM in 5 simple steps:

Step 1: Buy automateCRM installation key from techjockey.com

Step 2: Directly login through the official website

Step 3: Sign up & create your account

Step 4: Add users & assign permissions

Step 5: Get started with automateCRM

What is the Price of automateCRM ?

automateCRM price in India starts at automateCRM. automateCRM comes with multiple pricing plans and caters to the diverse customer base.

automateCRM Price range:

  • Expert: ₹ 2000/month
  • Growth: ₹ 6000 /month
  • Scale: ₹ 25000/month

The price may vary based on factors like customization, additional features required, number of users, and the deployment type. For subscription-related details and offers on premium packages, please request a call back from our product experts.

Product Enrichment Section Image Product Enrichment Section Image Product Enrichment Section Image Product Enrichment Section Image

automateCRM Pricing & Plans

Starter
  • Users Unlimited
  • Data Records -4000
  • Sales Excellence
  • Quotes and Orders
  • Marketing Automation
  • Support and Services/Projects Management
  • Reports and Dashboards
  • Mobile Apps/Email Template Builder
  • Email Templates-Unlimited
Price On Request
Expert
  • Users Unlimited
  • Data Records -10,000
  • Sales Excellence
  • Quotes and Orders
  • Marketing Automation
  • Support and Services/Projects Management
  • Reports and Dashboards
  • Mobile Apps/Email Template Builder
  • Email Templates-Unlimited
    • Licenses
    • Monthly

Calculated Price (Exclusive of all taxes)

2000
Growth
  • Users Unlimited
  • Data Records -10,0000
  • Sales Excellence
  • Quotes and Orders
  • Marketing Automation
  • Support and Services/Projects Management
  • Reports and Dashboards
  • Mobile Apps/Email Template Builder
  • Email Templates-Unlimited
    • Licenses
    • Monthly

Calculated Price (Exclusive of all taxes)

6000
Scale
  • Users Unlimited
  • Data Records -5,00,000
  • Sales Excellence
  • Quotes and Orders
  • Marketing Automation
  • Support and Services/Projects Management
  • Reports and Dashboards
  • Mobile Apps/Email Template Builder
  • Email Templates-Unlimited
    • Licenses
    • Monthly

Calculated Price (Exclusive of all taxes)

25000
Task Management

Task Management

Automate task creation, allocation and escalations. Prioritize and delegate tasks effectively. Set reminders and notifications. Easily view on calendar and kanban boards. Custom task types. Overdue task indicators, dashboards and reports

Activity and Follow ups

Activity and Follow ups

Get clear view of all activities, meetings and follow ups. Keep track of past moments and touchpoints. Reminders, RSVP and Calendar management. Never miss a call with alerts and escalation rules.

Multi channel communication

Multi channel communication

Communicate with your customers over the channel they like Phone, Emails, SMS, Whatsapp, Live chat, Facebook Messenger, Twitter etc.. Personalize and Automate message sequences, trigger messages on important moments.

Marketing Drip Campaigns

Marketing Drip Campaigns

Communicate with your customers over the channel they like Phone, Emails, SMS, Whatsapp, Live chat, Facebook Messenger, Twitter etc.. Personalize and Automate message sequences, trigger messages on important moments.

Get automateCRM Demo

We make it happen! Get your hands on the best solution based on your needs.

Interacted

automateCRM Features

icon_check

Email Marketing

icon_check

Contact & Account Management

icon_check

Opportunity & Pipeline Management

icon_check

Task / Activity Management

icon_check

Customer Contract Management

icon_check

Lead Qualification

icon_check

Reports & Dashboards

icon_check

Workflow Automation and Management

icon_check

Third-Party Integrations

icon_check

White labelled Mobile Applications

Access your data on the field with iOS and Android app. Provide professional customer service with white labelled mobile app.

icon_check

Escalation & Alerts

Avoid micromanagement with time-based rules and Escalation policies

automateCRM Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Language:
  • Ubuntu Windows iOS Android MacOS Linux
  • DesktopMobileTabletiPad
  • Web-Based
  • All Industries
  • All Businesses
  • Startups, Enterprises, SMEs
  • Phone, Email
  • عربى, English, français, Deutsche, हिन्दी, русский, ภาษาไทย

automateCRM Reviews

100%

Have recommended this product

Overall Score

4.9/5
Based on 2 Reviews

Review this product

Your valuable feedback helps others like you make a better decision.

DK

Divya Khandelwal

Verified reviewer:linkedin_verify

Manager, E-commerce

501-1000 Employees

Software user since: 1-2 years

Reviewed on: Aug 1, 2022

4.8/5

“Automate CRM Review”

Pros :

Cons :

Reason to switch : It's an incredibly versatile development platform that allows users to accomplish most setups for many environments with a few clicks and no code, and it's backed up by an incredible teaching platform, Trailhead, so most modifications can be made without a large learning curve.

Features

5/5

Value for Money

5/5

Customer Support

4.5/5

Ease of Use

5/5

Likely to Recommend

10/10
NK

Nilay Khatri

Verified reviewer:linkedin_verify

Director, E-commerce

2-100 Employees

Software user since: 1-2 years

Reviewed on: Mar 20, 2022

5/5

“Best CRM, superb implementation workshop and support.”

Pros :

Cons :

Switched from : Zoho CRM

Reason to switch : Better product and value.

Features

5/5

Value for Money

5/5

Customer Support

5/5

Ease of Use

5/5

Likely to Recommend

10/10

Automate SMB Enterprises Company Details

Brand Name Automate SMB Enterprises
Information automateCRM is a platform that integrates business automation and CRM. automateCRM goes beyond Marketing, Sales, and Support management. It covers the complete ecosystem including Affiliates, Projects, Billing, Customer Portal, Loyalty and Rewards, Analytics, and Assets into a single platform.
Founded Year 2013
Director/Founders Nilay Khatri
Company Size 1-100 Employees
Other info That is not all, with its customization and automation capabilities you can introduce custom processes and streamline them as well.

automateCRM FAQ

A automateCRM is compatible with Windows operating system.
A automateCRM app is available for Android devices.
A automateCRM supports web-based deployment.
A automateCRM pricing starts at Rs. 1416 for Basic plan at techjockey.com.
A automateCRM demo is available for free with techjockey.com.
A automateCRM offers a free trial. However, the premium plan with advanced features starts at Rs. 2000 per month at techjockey.com.
A automateCRM installation is not required, as it is web-based. Just open the Setup Wizard to get started.
A automateCRM helps in automating the sales, marketing, and customer support processes. It is a complete solution for performing marketing drip campaigns, managing leads, and tracking multichannel communication.

automateCRM Alternatives

See All
Why Choose Techjockey?

20,000+ Software Listed 20,000+ Software Listed

Best Price Guaranteed Best Price Guaranteed

Free Expert Consultation Free Expert Consultation

2M+ Happy Customers 2M+ Happy Customers