Automate CRM feature list

AUTOMATE CRM FEATURE LIST:

Features	Description	Link
Define Roles and Permissions	Create custom roles for your team, assigning specific rights and permissions to control access and functionality.
Automated Lead Assignment	Add team members and decide whether leads should be assigned automatically or not, ensuring balanced workloads.
Customize Leads & Contacts	Personalize your lead and contact management using custom fields and tags, making it easier to track important details.
Pre-built Pipeline Templates	Start with a pre-built pipeline template or create your own from scratch, adjusting stages to match your sales process.
Stage Customization	Reorder, add, or modify stages in your pipeline to reflect your business's unique workflow and ensure smooth progression.
Integration with Indiamart & Tradeindia	You can directly integrate your CRM with IndiaMart and TradeIndia to fetch online leads.
Connect External Tools	Seamlessly integrate with various platforms, ensuring all your leads are captured and managed within your chosen pipeline.
New Lead notifications and Reminders	Add notifications and reminders for multiple leads and follow-ups
Follow up and add follow-up reminders	Add multiple follow-ups and reminders on WhatsApp and email.
Send Email	This feature enables users to send direct emails to their leads from CRM and also helps to create multiple email templates.
Send WhatsApp	This feature enables users to send direct WhatsApp to the leads from CRM itself and also send bulk messages to their leads and contacts

Bulk data Import for leads | Bulk data import in CRM automation involves efficiently transferring large volumes of data into a CRM system like leads and contacts and

products. Benefits include improved efficiency, reduced human error, and scalability. | |

Add multiple Companies Data | This feature in CRM allows users to input and manage detailed information about companies, such as company name, industry, address,

website etc. It helps sales and marketing teams track and engage with companies effectively by organizing their data in a structured manner. | |

Add multiple Companies Data | This feature in CRM allows users to input and manage detailed information about companies, such as company name, industry, address,

website etc. It helps sales and marketing teams track and engage with companies effectively by organizing their data in a structured manner. | |

Timeline View	These provide a chronological view of all interactions and activities with lead, including emails,notes,follow-ups etc.
Stage Templates	The Stage Template feature in Automate CRM automates message delivery to leads at key sales stages, ensuring timely and consistent communication

Real-Time Data Visualization | CRM dashboards offer real-time insights into key metrics like sales, customer activity, and lead conversion, using visual elements like

tables and percentages. | |

Reporting and Analytics | Provides automated reporting on sales performance, conversion rates, customer acquisition costs, and other KPIs like souse-wise,company-wise,

pipeline-wise, stage-wise, and sales person-wise for a data-driven approach to customer relationship management | |

Add notes

Users can add multiple notes for each lead in the CRM to track preferences and key details about the particular lead.

Updated on: 29/01/2025

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