Overview
What is AutomateCRM?
AutomateCRM is a comprehensive CRM and automation platform designed to streamline and automate various business processes. It caters to professionals in sales, marketing, support, projects, and billing teams across industries such as sales, marketing, customer support, project management, and billing....
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Get StartedPricing
What is AutomateCRM?
AutomateCRM, from Automate SMB Enterprises headquartered in Bangalore, is a Sales, Marketing automation, Omni-channel, Support, Service, Projects, Inventory, Billing, Bookings, and Social Media integrated solution.
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
- About
- Tech Details
What is AutomateCRM?
AutomateCRM is a comprehensive CRM and automation platform designed to streamline and automate various business processes. It caters to professionals in sales, marketing, support, projects, and billing teams across industries such as sales, marketing, customer support, project management, and billing.
Key Features
Unified CRM and Automation Platform: The vendor offers AutomateCRM as a comprehensive platform that combines CRM and automation capabilities to streamline and automate business processes.
Complete control on Data Sharing and Access: Users of AutomateCRM have complete control over data sharing and access, with the ability to define permissions and set field-level restrictions for different roles.
Capture Leads from various sources: AutomateCRM allows users to capture leads from diverse sources, including CSV files, sponsored ads landing pages, referrals, website forms, social media lead forms, emails, and e-commerce platforms.
Multi-Channel communication: AutomateCRM facilitates communication with customers through multiple channels, including automated WhatsApp messages, personalized SMS, social media messages, phone calls, and emails.
Efficient Task Management: AutomateCRM helps eliminate micromanagement by setting up rules and automating processes such as SLA rules, workflows, and task reallocation.
Rewards and Gamification: AutomateCRM offers rewards and gamification features to incentivize and motivate both employees and customers.
Personalized Customer Journey: With AutomateCRM, businesses can personalize every step of the customer journey, delivering targeted messages and updates through preferred communication channels.
Effective Management of Affiliates, Contractors, Distributors: AutomateCRM provides features to manage affiliates, contractors, and distributors, keeping them informed, addressing their issues, and optimizing distribution operations.
Social Media Engagement and Support: AutomateCRM enables businesses to engage with customers on social media platforms, perform sentiment analysis, connect chatbots, and create campaigns to enhance customer engagement.
Streamlined Recurring Orders and Payments: AutomateCRM offers features to manage recurring orders and payments, including creating payment plans, tracking receivables, and facilitating payments through payment links and reminders.
AutomateCRM Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
