Last Updated
Overview
automateCRM is a unified platform that combines CRM, automation, and omnichannel communication for businesses managing sales, support, marketing, projects, and billing in one place. While the UI may seem dense to some users, the tool helps streamline operations and improve decision-making with its intelligent AI capabilities.
Overall Rating
Based on 5 users reviews
3.8
Rating Distribution
Positive
80%
Neutral
0%
Negative
20%
Starting Price
Custom
Automatecrm Specifications
- Contact Management
- Lead Management
- Customer Communication Tracking
- Workflow Automation
What Is Automatecrm?
automatecrm is a comprehensive CRM solution designed to unify sales, marketing, support, project management, billing, and affiliate operations under one interface. The software supports omnichannel communication through WhatsApp, SMS, email, phone, and social media while offering deep customization through workflows, custom modules, and user-based permissions. With AI-powered tools, detailed reporting, and automation triggers, it caters to small and medium-sized businesses seeking to increase efficiency and enhance customer engagement.
Automatecrm Pricing
The software provides four pricing plans:
- Starter: (Free)
- Expert: (₹ 2,000/month)
- Growth: (₹ 6,000/month)
- Scale: (₹ 25,000/month)
Disclaimer: The pricing is subject to change.
Automatecrm Integrations
The automatecrm software integrates with the following tools and platforms:
- Shopify Software
- WooCommerce
- Justdial
- TeleCMI
- Textlocal
- Urban Company
- Tradeindia
Who Is Automatecrm For?
automatecrm software is ideal for:
- Small to Medium-sized Businesses (SMBs)
- Sales and Marketing Teams
- Customer Support Specialists
- Service Providers
- Digital Agencies
Is Automatecrm Right For You?
automatecrm is ideal for businesses that want to centralize their CRM, sales, support, and billing efforts under a single dashboard. Its automation workflows, AI-based sentiment analysis, and deep customization options make it suitable for teams with complex workflows or cross-departmental collaboration. The range of features and options that the tool provides makes it a scalable, all-in-one CRM solution for businesses.
Still evaluating? Contact our team at (661) 384-7070 to help you decide about the automatecrm software.
Automatecrm Features
Data Sharing Rules
This feature gives you full control over data visibility across teams. It helps you define how different user roles access each other’s data within the CRM, ensuring a seamless, uninterrupted workflow.
Capturing Leads
The tool automatically collects leads from various channels, including websites, social media, email, referral programs, and e-commerce platforms. It ensures that every potential lead is captured with contextual data, streamlining follow-up tasks.
Automated Time-Based Rules
automatecrm defines rules that trigger actions based on deadlines for tasks, sales activities, or project milestones. The system proactively alerts users as target times approach and can automatically reassign tasks or escalate to managers when timelines are missed.
Broadcasts And Drip Campaigns
With this feature, users can deliver timely, personalized communication through automated sequences. They can easily create drip workflows or send one-time customized broadcasts to keep the audiences engaged throughout their journey.
Sentiment Analysis
The automatecrm software tracks and evaluates customer sentiment across social media platforms to quickly detect negative feedback. It automatically flags low-sentiment interactions and triggers timely responses, helping to safeguard the brand's reputation.
Pros And Cons of Automatecrm
Pros
Works with multiple platforms to ensure high engagement
Smart automations save a lot of time and effort
Provides a responsive customer support team to resolve queries
Cons
The tool can feel a bit complex to use for new teams
Outdated visual design in some modules
Automatecrm Reviews
Total 5 reviews
3.8
All reviews are from verified customers
Rating Distribution
5
Stars40%
4
Stars40%
3
Stars0%
2
Stars0%
1
Stars20%
Share your experience
Not Specified, N/A employees
“Multiple windows for smoother workflow”
Pros
Having the option to open multiple windows at the same time really helps. I can keep Contacts open in one window and Sales Orders in another, which makes my work much smoother.
Cons
Great tool but when something doesn't work the way I expect, it takes a lot of time to figure out what went wrong and what needs to be changed. That part can be frustrating.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
10
Functionality
8
Not Specified, N/A employees
“Lower-cost tool with responsive support”
Pros
This tool gives me all the features I've seen with other tools but at a lower price. I've also had a great experience with their support team since they stay active and responsive.
Cons
The look and feel could be better. I think improving the UI would make it more appealing and pleasant to use.
Rating Distribution
Ease of use
6
Value for money
10
Customer Support
10
Functionality
8
Not Specified, N/A employees
“comprehensive sales pipeline management”
Pros
From my experience, this tool handles our sales pipeline really well. I use it to manage leads, contacts and quotes and it covers everything we need in one place.
Cons
I honestly don't see any weak points with this platform. Every time I give them a task or challenge, they come back with a solution.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
Does automatecrm offer an API?
Yes, automatecrm offers an API.
What language does Automatecrm support?
automatecrm only supports the English language.
Does automatecrm have a mobile app?
No, automatecrm does not offer a dedicated mobile app.
What other apps does Automatecrm integrate with?
automatecrm integrates with other third-party E-commerce platforms, service tools, and communication software.
What types of Automatecrm pricing plans are available?
automatecrm offers four pricing plans: Starter (Free), Expert (₹ 2,000 INR/month), Growth (₹ 6,000/month), and Scale (₹ 25,000/month). Obtain a tailor-made automatecrm cost analysis specific to your requirements.
What level of support does Automatecrm offer?
automatecrm provides support through workshops, onboarding sessions, email, documentation, and live consultation.
Who are the typical users of Automatecrm?
Typical users include small and medium-sized businesses, sales and marketing teams, ecommerce firms, agencies, and affiliate-based companies.