Capture Every Lead
Import manually, bulk upload, or sync leads from IndiaMART, TradeIndia, Facebook, forms, webhooks, and APIs without losing source context.
Sales CRM for MSMEs That Need Faster Follow-Ups, Better Team Visibility, and More Closed Deals
Capture leads from IndiaMART, TradeIndia, Facebook, website forms, and manual sources. Move them through custom pipelines, automate follow-ups on WhatsApp and email, assign tasks on stage change, and track team performance from web and mobile.
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See How Automate CRM Works in a Real MSME Sales Workflow
Watch how leads get captured, assigned, followed up, and moved across pipelines without spreadsheets, scattered chats, or missed callbacks.
Stop Running Sales on Excel, WhatsApp Chats, and Memory
Automate CRM gives growing businesses one system for lead capture, follow-ups, team accountability, and sales visibility.
Manual Setup
Automate CRM
Leads copied manually from portals
Leads auto-captured from sources into pipelines
Follow-ups tracked in chats or notebooks
Follow-ups scheduled, filtered, and reminded automatically
One generic sales flow for all products
Multiple pipelines with custom stages and role-based access
Managers asking for updates manually
Dashboard reports by salesperson, source, stage, date, product, city, state, and country
Notes scattered across apps
Lead timeline with notes, attachments, tasks, and follow-up history
Closing handled outside CRM
Payment links, quotations, communication, and stage movement in one workflow
Everything Your Sales Team Needs to Capture, Follow Up, and Close
The all-in-one platform to launch, scale, and grow your MSME. Designed for the new generation of Indian businesses.
Run Your Sales Process Your Way
Use multiple pipelines, custom stages, open and closed statuses, custom fields, list view, Kanban view, and dynamic columns for each workflow.
Automate Follow-Ups and Team Actions
Trigger auto follow-ups, stage-based task assignment, reminders, reschedules, and email or WhatsApp templates from your sales process.
Track Performance Without Micromanaging
Review salesperson reports, pipeline filters, stage counts, dashboards, and granular segmentation without chasing daily updates.
Features
Capture Leads Without Manual Entry
Bring leads in from IndiaMART, TradeIndia, Facebook, webhooks, REST APIs, forms, and manual entry. Use bulk upload, duplicate control, assignment rules, and source tracking so every inquiry lands in the right workflow with the right context.
Build Multiple Pipelines for Different Products or Teams
Create multiple pipelines with custom stages, open and closed categories, stage sequencing, cloning, and all-pipeline list views. Use role-based access so restricted pipelines stay invisible to users who should not see them.
Make Follow-Up the Default, Not the Exception
Manage follow-ups in list and calendar views with search, sorting, assigned-to filters, overdue visibility, and bulk actions. Trigger auto follow-ups, reminders, and stage-based actions so leads do not go cold between steps.
Keep Lead Context, Contacts, Companies, Products, and Notes in One Place
Combine lead history, contacts, companies, product interest, notes with attachments, tags, custom fields, dynamic columns, and quick edit flows so sales conversations stay connected to real customer context.
Give Managers Visibility Without Exposing Everything
Use roles, module-level permissions, reporting manager visibility, assigned lead counts, notice boards, contact permissions, and pipeline-level access to keep teams accountable without opening every record to every user.
Close Faster with Communication, AI, and Payments
Send bulk emails and WhatsApp messages, trigger templates on stage change, use AI for email content, pipelines, and contact assist, connect Bolna AI, SMTP or IMAP, your own WABA, Google Calendar, and move deals toward Won with Razorpay payment links.
Built For
Built for Owners, Sales Managers, and Field Teams in Growing MSMEs
👨💼
Business Owners
Get one view of leads, team performance, source quality, and closures without chasing updates.
📈
Sales Managers
Create pipelines, assign leads, automate follow-ups, and track stage-wise performance by rep.
🧑💻
Inside Sales Teams
Work faster with list and Kanban views, templates, filters, bulk actions, and reminders.
📱
Field Sales Teams
Update leads, follow-ups, notes, and next actions from mobile while on the move.
🧩
Multi-Product Businesses
Separate sales processes by product line using custom pipelines and custom fields.
🤝
Service + Relationship Businesses
Track calls, follow-ups, contacts, companies, and repeat interactions in one timeline.
Industries
Flexible Enough for Manufacturing, Trading, Services, Real Estate, Finance, and More
🏭
Manufacturing & Trading
Capture portal and distributor inquiries, route them by product line, and follow every quote through to closure.
🏢
Real Estate
Track property inquiries, callbacks, site visits, and booking-stage movement without leads slipping through the cracks.
💼
Finance & Consulting
Manage consult calls, document follow-ups, and relationship-led pipelines with clear ownership and reminders.
🎓
Education Admissions
Move inquiries from forms and campaigns into structured admission pipelines with faster counselor follow-up.
🛠️
IT & Service Businesses
Track proposals, callbacks, renewals, and account conversations in one place for better pipeline discipline.
🚚
Distribution & Branch-Led Teams
Run pipeline visibility across branches, reporting managers, and field reps without exposing every record to everyone.
Integrations
Connect Your Lead Sources, Communication Channels, Calendar, AI, and Payments
🔗
IndiaMART
Pull leads into your CRM pipeline with API-based capture and source visibility.
📥
TradeIndia
Bring TradeIndia inquiries into your pipeline without manual copy-paste work.
📣 Facebook
Capture ad and form responses directly into your lead workflow for faster action.
💬
WhatsApp Business API / Own WABA
Send follow-ups, reminders, and bulk communication using team-ready WhatsApp workflows.
📧
SMTP/IMAP Email
Use your business email setup for personalized follow-ups, templates, and customer communication.
📆
Google Calendar
Keep meetings and follow-up schedules visible so sales actions do not get missed.
🗣️
Bolna AI
Trigger AI voice calls on stage changes or manually when customers need updates.
💳
Razorpay
Generate payment links from leads and move deals toward Won with fewer manual steps.
⚙️
Webhooks / REST API
Push external data into CRM and trigger automated actions from your broader sales stack.
Proof That Better Follow-Up and Visibility Change Revenue Outcomes
Revenue Growth
CRM-led sales discipline has already helped businesses in our case studies report stronger revenue growth with clearer tracking and follow-up.
Lead Tracking Visibility
Give managers full visibility into the workflow so every inquiry, stage movement, note, and next action stays traceable.
Admin Time Saved
Reduce time spent on manual tracking, chasing updates, and coordinating follow-ups across scattered tools.
Trusted by MSMEs Building More Disciplined, Data-Driven Teams
Bold claims are easy. Real results are harder. Here's what real users are saying.
See how MSMEs across industries use Automate Business to grow faster
IT ServicesWe were losing 30% of our IndiaMART leads because follow-ups were manual. After switching to Automate CRM, our lead-to-deal conversion went up by 45% in 3 months.
ManufacturingManaging 120 employees across 3 locations used to be a nightmare. Automate Tasks with AI and WhatsApp reminders increased our team productivity by 70%.
EducationGeo-fenced attendance with facial recognition eliminated buddy punching completely. We save 15 hours per month on payroll processing alone.
E-commerceThe WhatsApp broadcast campaigns helped us reach 5,000+ customers in one click. Our engagement rate jumped from 8% to 35%. Game changer for our D2C brand.
Real EstateAs a solopreneur managing 50+ properties, I needed everything in one place. Automate Business replaced 6 different tools I was paying for separately.
FinanceAutomate Forms with CRM integration transformed our loan application process. What took 3 days now takes 3 hours. Our customers love the speed.
Frequently Asked Questions
Can I import leads from IndiaMART, TradeIndia, Facebook, or forms?
Yes. Automate CRM supports manual entry, bulk upload, web forms, APIs, webhooks, and direct integrations like IndiaMART, TradeIndia, and Facebook so leads enter your pipeline faster.
Can I create different pipelines for different products, branches, or teams?
Yes. You can create multiple pipelines with different stages, stage sequences, and custom fields, then control who can view or manage each pipeline through role-based access.
Can tasks and follow-ups be assigned automatically when a stage changes?
Yes. You can auto-assign tasks, trigger follow-ups, and send templates when leads move to selected stages so your sales process stays consistent.
Can my team use WhatsApp, email, and their own WABA or SMTP settings?
Yes. Teams can work with WhatsApp and email, while owners can configure their own WABA credentials and SMTP or IMAP settings for business communication.
Can I manage leads in list view and Kanban view?
Yes. Automate CRM supports stage-wise lead listing in both list and Kanban views, with filters, dynamic columns, bulk actions, and search tools for faster review.
Can I track salesperson performance and dashboard data by source, pipeline, and date?
Yes. The dashboard supports pipeline, source, salesperson, company, and date filters, plus stage-wise reporting and breakdowns by product and geography.
Can I bulk upload or export leads, contacts, and products?
Yes. You can upload leads, contacts, and products in bulk, control duplicate handling, and export lead logs or stage-wise data for reporting and cleanup.
Does it work for field teams on mobile?
Yes. Managers can review on web while field and inside sales teams update leads, notes, follow-ups, and next actions from mobile.
Extend Your CRM with Tasks, Forms, and WhatsApp Workflows
See How Automate CRM Fits Your Sales Process
Book a personalized walkthrough to map your lead sources, pipelines, follow-up workflows, and team permissions.