automateCRM app for iPhone and iPad

Strategy first!

automateCRM is an All in One platform which helps you execute your CRM strategy. Focus is to help you build ever lasting relationships with your customers, or as we say converting your customers into brand ambassadors!

Happy customers = More business

Customer success is an outcome of accumulative effort of all business operations, not just sales. In todays era it also involves reaching out to your customers on their preferred channel and businesses need to be proactive, not reactive.

To do so, you need to have strategy in place first, and then technology to support and aid you in execution of the strategy.

And so, automateCRM helps you streamline your processes, monitor them, automate tasks and helps your team to focus on what matters. It serves as single point of truth and a business engine to keep everything focused towards one and only one thing, Happy customers.

automateCRM brings all of the following departments under one platform:
- Sales Excellence
- Marketing Automation
- Support and Service
- Projects Management
- Affiliates Management
- Billing and Payments
- Assets Management
- Service Contracts
- Vendors Managements
- Workflows and Automation

This helps your team to get a clear picture on your customers profile.

Along with that you also get various utilities already inbuilt to make your operations smooth such as:
- Approvals
- Time based rules and alerts
- Push Notifications
- SLAs
- PDF generation
- Gantt charts
- Pivots
- Geo Tracking
- Time tracking
- Drag and Drop Email Template builder
- SMS templates
- Whatsapp templates


With built in automation engine and completely customizable modules, you can configure the CRM as per your needs, no need of any custom development.

With support for multiple communications channels you can provide an omni-channel experience to your customers. Connect with them at the right time on their preferred channel.

Going ahead we are going to introduce many more features such as Loyalty Programs, Subscriptions management and Vertical solutions.