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automateCRM

by : Automate SMB Enterprises

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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

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automateCRM Software Overview

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:

  • Basic: ₹ 1416/month
  • Support: ₹ 1770 /month
  • Project: ₹ 1770
  • Billing: ₹ 1770/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.

automateCRM Plans & Pricing

Basic
590
  • Option(s)
    • Users
    • Monthly
Support
2360
  • Option(s)
    • Users
    • Monthly
Project
2360
  • Option(s)
    • Users
    • Monthly
Billing
2360
  • Option(s)
    • Users
    • Monthly
All in One
3540
  • Option(s)
    • Users
    • Monthly
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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

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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.

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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.

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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.

automateCRM Features

Automation & Workflows

Automate and streamline processes, messages with the built automation engine

Multichannel Communication

Use the software to send personalized communication and automate message sharing across different channels.

Escalation & Alerts

Avoid micromanagement with time-based rules and Escalation policies

Charts & Dashboards

Create custom dashboards, Tabular reports and Pivot reports. Get real-time insights from your data

Sales Excellence

It organizes the customer data & sends follow-up reminders to salespeople to ensure higher conversion.

Marketing Automation

Use channels like Facebook, WhatsApp, live chat, phone & email for tracking communication and running marketing campaigns.

Projects

The project management module can be used for streamlining tasks and workflows and ensure better customer relationship.

Pipeline Management

Create custom pipelines, setup standard tasks by stages and get accurate forecasts

Feedback & Rating

Collect customer feedback and ratings and modify your business services to ensure maximum customer satisfaction.

Task Management

You get access to Kanban boards & a calendar for assigning, preparing, and delegating tasks.

Marketing Drip Campaigns

Compatible with channels like Facebook, WhatsApp, live chat, phone & email for running successful marketing campaigns.

Activities & Follow ups

A complete overview of meetings & activities for tracking customer needs and queries.

Lead Management

Capture leads directly into CRM from various sources, run automated personalized messages, and increase lead conversion rate

Conditional Layouts

Build lead generation forms using varied layout formats.

automateCRM Specifications

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

automateCRM Reviews

100%

Have recommended this product

Overall Score

4.9/5
Based on 2 Reviews

We love to hear from our buyers!

If you have used the solution already, why not share your thoughts and help others make the right purchase.

DK

Divya Khandelwal

Manager, E-commerce

501-1000 Employees

Software user since: 1-2 years

4.8/5

5/5

5/5

5/5

4.5/5

10/10

“Automate CRM Review”

Pros :

Cons :

Reason for choosing the software :

Posted - Aug 1, 2022

NK

Nilay Khatri

Director, E-commerce

2-100 Employees

Software user since: 1-2 years

5/5

5/5

5/5

5/5

5/5

10/10

“Best CRM, superb implementation workshop and support.”

Pros :

Cons :

Switched from :

Reason for switching :

Posted - Mar 20, 2022

Automate SMB Enterprises Brand 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. 1770 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.

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