Automate CRM software is a sales CRM built for growing MSMEs. It keeps enquiries, follow-ups, quotations and payments together in one workspace. Every plan includes unlimited users. On the Growth AI plan, you can connect IndiaMART and Facebook Lead Forms and choose the destination pipeline for each. Scale Max adds TradeIndia, API access and outbound webhooks. The CRM also supports Google Ads lead-form setup, though you should confirm availability for your workspace.
Already have leads in spreadsheets? You can import leads, contacts and products from CSV with field mapping and a preview before anything is saved. Every plan also includes data export, so your records stay yours.
Separate Pipelines for Every Product and Team
Different products rarely share the same sales process. Automate CRM software lets you build multiple pipelines with custom stages, custom fields and tags. Starter includes 3 pipelines, Growth AI includes 10, and Scale Max includes 100.
Your team can switch between list and Kanban views. A marketplace lead from IndiaMART can sit in one pipeline while a referral lead follows another. Managers can assign leads to specific owners and see which sources produce the best results. This structure is what makes it a strong sales pipeline software choice for multi-product businesses.
Automate Follow-Ups So No Lead Goes Cold
Speed decides who wins most leads. If a customer enquires on three platforms, the first business to respond usually gets the conversation. Automate CRM software schedules follow-ups, sends reminders and lets teams filter overdue tasks.
On Growth AI and Scale Max, stage changes can trigger actions automatically. A lead moving to “Qualified” can create a task, schedule a follow-up, or send a WhatsApp or email template. Messaging requires a configured provider, such as WhatsApp Business, Gmail, Outlook, Zoho Mail or SMTP.
Field teams are covered too. Reps can update leads, notes and next actions from mobile while on the move.
Turn Quotations into Collected Payments
Closing a deal often happens outside the CRM, which breaks your records. Automate CRM keeps this step inside the workflow. On Growth AI and Scale Max, you can prepare quotations with products, charges and payment terms, then export them as PDFs.
You can also create Razor pay payment links directly from the CRM. When a payment is confirmed, the lead can move to Won automatically. Your pipeline then reflects real revenue instead of guesses.
AI Tools That Save Time During the Sales Day
Growth AI includes an AI sales assistant, AI pipeline creation and Bolna AI calling. The assistant can summarize lead activity, draft emails and build pipeline templates. Scale Max adds Sarvam AI, custom reports and connected calling through Exotel and Voxbay, with call logs.
Access depends on permissions, credits and provider setup. Still, the practical benefit is clear. Your team spends less time updating records and more time talking to buyers.
Managers also get better visibility. They can review pipeline value, follow-ups and collections by owner, pipeline and date.
Automate CRM Pricing: Simple, Per-Workspace Plans
Automate CRM software uses fixed workspace pricing instead of per-user fees. Here is how the plans work:
- Starter is from $50/month, billed yearly at $599. It includes 3 pipelines, 5,000 leads and contacts, and 500 companies.
- Growth AI is from $119/month and is marked most popular. It includes 10 pipelines, 100,000 leads and contacts, quotations, automation, AI and the India MART and Facebook integrations.
- Scale Max is from $203/month. It includes 100 pipelines, 1,000,000 leads and contacts, Trade India, API access, webhooks, calling and custom reports.
- Enterprise is arranged with sales for needs beyond Scale Max.
Prices exclude GST, and 18% GST applies to India (INR) prices. AI credits and connected services such as WhatsApp, calling and payment providers may cost extra. New workspaces get a 7-day free trial without a credit card.
Final Verdict: Which CRM Should You Choose?
If your leads arrive from many channels, choose a CRM that captures them automatically, supports multiple pipelines, and does not charge per seat. Automate CRM Software fits that need, especially for Indian MSMEs using India MART, Facebook and WhatsApp. You can also book a demo to map your lead sources, pipelines and team permissions.
Frequently Asked Questions
- What is the best CRM software for managing leads from multiple sources?
Automate CRM software is a strong option because it captures leads from IndiaMART, Facebook Lead Forms and TradeIndia, then routes them into custom pipelines with automated follow-ups. - Does Automate CRM Software charge per user?
No. Every plan has a fixed workspace price with unlimited users. - Which Automate CRM Software plan includes IndiaMART and Facebook integration?
Growth AI includes both. Scale Max adds TradeIndia, API access and outbound webhooks. - Can I import my existing leads?
Yes. You can import leads, contacts and products from CSV, map columns and preview records first.
