Team Productivity Increase
Teams using our apps report significant gains in output and collaboration.
Automate CRM: Capture Leads and Close Deals on Autopilot
From IndiaMART lead capture to WhatsApp follow-ups — manage your entire sales pipeline in one place. Built for MSMEs that want to sell more with less effort.
Features
Auto-Capture Leads from IndiaMART, TradeIndia & Facebook
Stop manual data entry. Leads from IndiaMART, TradeIndia, Facebook, and web forms flow directly into your pipeline with full contact details, product interest, and source tracking.
Visual Pipeline with AI-Powered Automation
Drag-and-drop pipeline management with customizable stages. Auto-assign tasks on stage change, trigger WhatsApp or email templates, and let AI generate pipelines from a simple description.
Quotations, Contacts & Salesperson Reports
Generate GST-compliant quotations with product images, manage contacts with company details, and track salesperson performance with dashboard analytics filtered by pipeline, source, and date range.
Grow and Scale with Automate Business
Time Saved in Operations
Automate repetitive tasks and focus on high-value work.
Reduction in Operational Costs
Cut manual errors and streamline processes for real savings.
Real Stories. Real Results.
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
What is Automate Business?
Automate Business is an all-in-one SaaS platform built specifically for MSMEs. It combines Automate Tasks, Automate CRM, Leave & Attendance, Automate Forms, and Automate Chats into one workspace — replacing 5-10 separate tools. Over 3,000 businesses across 35+ industries use it to save time, reduce costs, and grow faster.
How does Automate Business help MSMEs specifically?
MSMEs face unique challenges: limited budgets, small teams wearing multiple hats, and no dedicated IT staff. Our platform is designed for exactly this — affordable pricing, zero learning curve, mobile-first apps, WhatsApp notifications your team already uses, and AI that does the heavy lifting. From solopreneurs to 200+ member teams, we scale with you.
Is there a free trial?
Yes! We offer a 14-day free trial with full access to all 5 apps. No credit card required. You can add your team, set up pipelines, and start automating immediately. Our onboarding checklist guides you step-by-step.
Can I import leads from IndiaMART or TradeIndia?
Absolutely. Our CRM integrates directly with IndiaMART and TradeIndia via their Pull APIs. Just enter your API key, set a date range, and leads flow automatically into your pipeline. No manual data entry, no missed leads.
Is there a WhatsApp integration?
Yes — WhatsApp is deeply integrated across all our apps. Send task reminders, lead follow-ups, and campaign broadcasts via WhatsApp Business API (WABA). Our Automate Chats app provides a full shared team inbox, chatbots, broadcast campaigns, and template management for WhatsApp.
How does the AI task creation work?
Simply type a prompt or speak your task using voice input, and our AI assistant automatically generates the task title, description, deadlines, and priorities. You can also use AI to summarize task activities, generate email templates, and create sales pipelines — all with one click.
How is Automate Forms different from Google Forms?
Automate Forms goes far beyond Google Forms: AI-powered form builder, multi-page forms, custom branding (themes, fonts, backgrounds), advanced conditional logic that triggers integrations, direct CRM and Task assignment from submissions, role-based access control, and built-in WhatsApp notifications. Plus, voice input and file upload support.
What integrations are available?
We integrate with IndiaMART, TradeIndia, WhatsApp Business API, Google Calendar, Google Sheets, Slack, Facebook, Bolna Voice AI, Gmail, and support SMTP/IMAP email configuration. We also provide Webhooks and REST APIs for custom integrations. Razorpay payment integration is coming soon.
Which industries do you serve?
We serve 35+ industries including Education, Manufacturing, IT & Services, Finance, Real Estate, E-commerce, Healthcare, Construction, Logistics, Retail, and more. Our platform is fully customizable with custom fields, pipelines, and workflows tailored to your specific industry needs.
Can I manage my team's attendance from my phone?
Yes. Our mobile app supports geo-fenced attendance with facial recognition, ensuring accurate punch-ins from verified locations. Managers can view real-time attendance dashboards, approve leave requests, and download reports — all from their phone. Server-side time validation prevents any time manipulation.
Is my data secure?
Security is a top priority. We enforce strong password policies, provide role-based access control across all modules, maintain audit logs for every action, and support lead/contact access controls (assigned-only, team-level, or full access). Your data is encrypted and hosted on secure cloud infrastructure.
How do I migrate from my current tools?
We make migration easy with bulk upload support for leads, contacts, products, tasks, and users via CSV files. Our onboarding team helps you map your existing data to our platform, so you are up and running in days, not weeks.
Ready to Save 40% Time and Cut Operational Costs by 20%?
Join 12,000+ MSMEs who automated their business. Join our free masterclass today.