AutomateCRM: Enabling Seamless Digital Transformation

CIO Vendor CRM software industry is likely to achieve a net worth of $40.26 Billion by 2023. CRM automation in India is in a progressive stage as businesses are gradually coming to terms with the technology advancement. Most of the businesses prefer digital models to keep a track of lead management and billing. But as we are moving forward, the social presence and increasing demands of customers is making it necessary for businesses to have a digitised support system, project execution and inventory management among other factors in alignment with one another. “With AutomateCRM, we bring all the departments such as lead management, sales tracking and management, support system, project management, vendors and inventory management, billing and HR under a single hood. This is aided by powerful marketing automation, business process automation i.e. workflows and reporting tool,” states Nilay Khatri, Founder, AutomateCRM.

Emerging as a Game Changer
AutomateCRM is not just a CRM technology provider. It provides digital and offline marketing, custom mobile and web app development services as well. AutomateCRM is an all in one platform that is capable of lead management, sales management, support management, subscriptions management, project management, vendor and delivery management and billing. So, every single aspect of business can be taken care of using a single platform. In case a client needs a feature that the platform doesn’t have, Automate CRM customises it as per needs.

A business can easily deploy Automate CRM on an existing infrastructure. It is because many businesses have a concern over where the data would be hosted and under what infrastructure. Moreover AutomateCRM is very economical even for small businesses. For businesses with more than 300 users AutomateCRM also provides an unlimited package at a flat price irrelevant of number of users. “Unlike other solution providers if one opts for marketing automation, the process would be charged on the volume of
messages or the subscribers. That is a complete exploitation of businesses according to us. Firstly, we provide all our clients the flexibility to choose their favourite service provider for communication such as AWS SES, Sendgrid, Twilio, Knowlarity, MyOperator and Textlocal among others. And business then pay directly to the service provider for the usage, we do not involve ourselves in between,” says Nilay.


With AutomateCRM, we bring all the departments such as lead management, sales tracking and management, support system, project management, vendors and inventory management, billing and HR under a single hood


“We are implementing pre-configured CRM for various verticals such as for Educational institutes, Hotel and Restaurants, Real estate, FinTech, Subscription based businesses, Cabs and Taxi services, hospitality and few others,” says Nilay.

The Future Roadmap
The company currently operates with a team of 20 which started out with only one of them. It consists of departments for software development, QA and Testing, Support and CRM coaching. It plans to expand to a 24/7 service and hold offices in the major cities of the country by the end of 2020.

Automate CRM is currently implementing the Mobile solutions for their CRM which includes CRM Application, call management and various productivity apps for Support and Task management. The founder is of the opinion that technology being an ever changing subject must be under constant experimentation. “AutomateCRM is a platform for customer centric business automation capable of digitalizing any process, continuously evolving with the new technology trends,” concludes Nilay.