Automate Sales CRM 4+

Manage your Leads & Sales Team

Automate Business

Designed for iPad

    • Free

Screenshots

Description

Maximize your sales efficiency with Automate Sales, the comprehensive CRM solution designed to streamline your sales process. Packed with powerful features, Automate Sales helps you manage leads, track progress, and enhance team performance effortlessly.

Key Features:

Create Multiple Pipelines and Custom Stages: Tailor your sales process with customizable pipelines and stages to fit your unique workflow.
Import Leads via CSV: Easily upload and manage your leads using CSV import functionality.
Track Lead History: Maintain a detailed history of all interactions and activities with your leads.
IndiaMart and TradeIndia Integration: Seamlessly integrate with IndiaMart and TradeIndia for lead generation and management.
Add Leads via API (Pabbly): Automatically add leads using the Pabbly API integration.
Send WhatsApp Templates: Communicate with leads using pre-designed WhatsApp message templates.
Send Emails (Connect Gmail Account): Connect your Gmail account to send and manage emails directly from the app.
Automatic Lead Assignment: Ensure leads are promptly assigned to the right team members for follow-up.
Follow-Ups with Reminders: Never miss a follow-up with automated reminders.
Custom Roles and Permissions: Manage user roles and permissions to control access and maintain security.
Sales Team Performance Report: Generate comprehensive performance reports to monitor and boost your sales team's productivity.

Transform your sales management with Automate Sales and drive your business growth effortlessly.

What’s New

Version 1.0.2

Dashboard updates and Bug fixes

App Privacy

The developer, Automate Business, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Contact Info

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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