Business Owners
Get one view of leads, team performance, source quality, and closures without chasing updates.
PART OF AUTOMATE BUSINESS Every lead counts.
Automate CRM
Every lead counts.
Make the next move.
Keep enquiries, follow-ups, quotations and payments together. Give your whole team access with unlimited users, then add automation and AI as your sales process grows.
Lead capture · Follow-ups · Sales visibility
Automate CRM
Part of Automate Business.
Built for growing Indian MSMEs.
- MSMEs Using Automate Business
- 12,000+
- Industries Supported
- 35+
- Years Building for MSMEs
- 10+
PRODUCT WALKTHROUGH
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.
Watch the product demo ↗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
Review pipeline value, follow-ups and collections by owner, pipeline and date
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
EVERYDAY WORKFLOWS
From customer context to collected payments
Unlimited users on every plan. Add automation and AI as your sales process grows.
- 01
Keep the customer history together
Manage leads, contacts, companies and products with custom fields, tags and owners. Switch between list and Kanban views and keep notes, messages and follow-ups with each enquiry.
- 02
Bring enquiries into your pipeline
Import leads, contacts and products from CSV with field mapping and a preview. Connect IndiaMART and Facebook on Growth AI; Scale Max adds TradeIndia, API access and outbound webhooks.
- 03
Automate the next step
Growth AI and Scale Max can create follow-ups and tasks or send WhatsApp and email templates when a lead changes stage. Messaging requires a configured provider.
- 04
Turn quotations into collected payments
On Growth AI and Scale Max, prepare quotations with products, charges and payment terms, export PDFs and create Razorpay payment links. A confirmed payment can move the lead to Won.
- 05
Use AI during the sales day
Summarise lead activity, draft emails, build pipeline templates and work with the CRM assistant. Growth AI includes Bolna AI calling; Scale Max adds Sarvam AI. Access depends on permissions, credits and provider setup.
- 06
See performance and control access
Review pipeline value, follow-ups and collections by owner, pipeline and date. Every plan has unlimited users; Growth AI adds advanced roles and permissions, while Scale Max adds custom reports and connected call logs.
INSIDE AUTOMATE CRM
Know where every lead stands.
- Import leads, contacts and products from CSV with field mapping and a preview. Connect IndiaMART and Facebook on Growth AI; Scale Max adds TradeIndia, API access and outbound webhooks.
- Growth AI and Scale Max can create follow-ups and tasks or send WhatsApp and email templates when a lead changes stage. Messaging requires a configured provider.
- On Growth AI and Scale Max, prepare quotations with products, charges and payment terms, export PDFs and create Razorpay payment links. A confirmed payment can move the lead to Won.
- Summarise lead activity, draft emails, build pipeline templates and work with the CRM assistant. Growth AI includes Bolna AI calling; Scale Max adds Sarvam AI. Access depends on permissions, credits and provider setup.
- Review pipeline value, follow-ups and collections by owner, pipeline and date. Every plan has unlimited users; Growth AI adds advanced roles and permissions, while Scale Max adds custom reports and connected call logs.
Keep the customer history together
Bring enquiries into your pipeline
Automate the next step
Turn quotations into collected payments
Use AI during the sales day
See performance and control access
Built For
Built for Owners, Sales Managers, and Field Teams in Growing MSMEs
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 the tools behind your next sale
Plan access, provider setup and separate usage charges apply.
IndiaMART & Facebook
Connect marketplace and ad enquiries on Growth AI and Scale Max. Choose the destination pipeline and map supported fields.
TradeIndia, API & webhooks
Scale Max adds TradeIndia, API keys and outbound webhooks for lead, contact, stage-change and follow-up events.
WhatsApp & email
Connect WhatsApp Business or Automate Chats, plus Gmail, Outlook, Zoho Mail or SMTP. Use one provider per category.
Google Calendar
Connect calendar-linked follow-up workflows on Growth AI and Scale Max.
Bolna & Sarvam AI
Bolna AI is included on Growth AI and Scale Max; Sarvam AI starts on Scale Max. Configure agents or deployments and provider credits.
Exotel & Voxbay
Scale Max supports connected calling and call logs. Available call details depend on the configured provider.
Razorpay
Growth AI and Scale Max create payment links and track collections through your configured Razorpay account.
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
[object Object]We 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.
[object Object]Managing 120 employees across 3 locations used to be a nightmare. Automate Tasks with AI and WhatsApp reminders increased our team productivity by 70%.
[object Object]Geo-fenced attendance with facial recognition eliminated buddy punching completely. We save 15 hours per month on payroll processing alone.
The 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.
[object Object]As a solopreneur managing 50+ properties, I needed everything in one place. Automate Business replaced 6 different tools I was paying for separately.
[object Object]Automate Forms with CRM integration transformed our loan application process. What took 3 days now takes 3 hours. Our customers love the speed.
CUSTOMER-REPORTED RESULT
Crystal-clear sales tracking
The challenge: inconsistent & delayed follow-ups.
Tulip InfraReal Estate · PuneSolution: Automate Sales CRM implementation
Read the customer storyFrequently Asked Questions
Is the CRM priced per user?
No. Every plan has a fixed workspace price and unlimited users. Starter has 3 pipelines, Growth AI has 10 and Scale Max has 100. Starter is available with yearly billing only.
Which plan includes automation and AI?
Growth AI includes stage actions for follow-ups, tasks, WhatsApp and email, plus AI pipeline creation, sales assistance and Bolna AI. Scale Max adds Sarvam AI, custom reports and connected calling. AI credits and provider charges may apply.
Can I import my existing data?
Yes. Import leads, contacts and products from CSV, map columns, preview the records and check import progress. All plans include data export.
Which lead sources can I connect?
Growth AI includes IndiaMART and Facebook Lead Forms. Scale Max adds TradeIndia, API access and outbound webhooks. The CRM also supports Google Ads lead-form setup; confirm availability for your workspace and complete the provider configuration.
Can I create quotations and track payments?
Growth AI and Scale Max include quotations with PDF export and Razorpay payment links. Configure the payment provider to track collection status and move paid leads to Won.
Which communication providers are supported?
Connect WhatsApp Business or Automate Chats, and Gmail, Outlook, Zoho Mail or SMTP for email. One provider can be connected in each email, WhatsApp and IVR category at a time. Plan access, setup and provider charges apply.
Which plan includes calling, API access and webhooks?
Scale Max includes Exotel and Voxbay calling with call logs, API keys and outbound webhooks. Bolna AI is available on Growth AI and Scale Max; Sarvam AI is available on Scale Max. Calling requires provider credentials and credits.
Is there a free trial?
New workspaces can start a 7-day trial without a credit card. After the trial, a paid plan is required to create, edit or delete records.
What does Enterprise include?
Enterprise is arranged with sales for requirements beyond Scale Max. Confirm capacity, feature access, support and commercial terms with the team.
ONE CONNECTED WORKSPACE
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.