automateCRM

Description

What is automateCRM?

automateCRM is a Unified CRM and Business automation platform. automateCRM is not limited to just Sales, Marketing and Support management. It brings the entire ecosystem including Projects, Affiliates, Billing, Assets, Loyalty and Rewards, Customer Portal and Analytics into one platform. That is not all, with its customization and automation capabilities you can introduce custom processes and streamline them as well.

Strategy first! automateCRM platform can enable you to implement your CRM strategy. It allows you to develop a long-term relationship with your target audience, or simply put, turn your clients into campaigners for your business! Satisfied customers = Exponential business growth.

Customer success is the result of cumulative efforts from different business functions, not merely sales. In today’s world, it also includes connecting with customers via their preferred communication channels and businesses need not be reactive, but rather proactive. For doing so, you must plan an effective strategy first, and then find technological tools for execution.

automateCRM aids you in streamlining your processes, monitoring them, and automating tasks so that your team just focuses on useful matters. The platform acts as a single source of truth and a business engine so that the focus is solely on one thing, Happy customers.

Key Modules of automateCRM Software

• Sales Excellence
• Marketing Automation
• Support and Service
• Projects Management
• Affiliates Management
• Billing and Payments
• Assets Management
• Service Contracts
• Vendors Managements
• Reports and Dashboards
• Workflows and Automation

Why Use automateCRM

• Roles & permissions: automateCRM provides user access controls based on business hierarchies.
• Webforms: The CRM software can be integrated with Typeforms, Google Forms and WordPress for creating surveys & custom contact forms.
• Message scanners: You can analyse all messages and emails for monitoring social mentions and taking actions based on sentiments.
• Task management: It helps in assigning, preparing and delegating tasks and managing them through Kanban boards and calendar. The module provides overdue task indicators.
• Activity & follow-ups: Get a complete overview of meetings and activities. Track all the customer touchpoints and get automated reminders for follow-ups with prospects.
• Multichannel communication: This CRM customer relationship management software can be used for sending personalized communication through automating message sequences.
• Marketing drip campaigns: You can use different channels like Facebook, WhatsApp, live chat, phone and email for tracking customer communication & ensuring successful marketing campaigns.
• Pipeline view: Segregate the data of prospects and nurture them efficiently through the sales pipeline based on their pain points.
• Conditional layouts: Build forms using varied layout formats to make data entries in specific fields.
• Escalation & alerts: Send escalation messages and alerts by setting time-based rules. You will get access to a user dashboard for insights on these escalations.
• Feedback & rating: Collect feedback and customer reviews for checking, and accordingly align your services for maximum customer satisfaction.
• Charts & dashboards: Connect to external BI tools for creating reports and analysing business performance.
• Automation & workflows: Build message sequences, and task templates for effective marketing campaigns.

How Does automateCRM Work?

The latest version of automateCRM is primarily used for automating customer relationship management processes. It has an intuitive interface and is simple to use. automateCRM can be easily integrated with your existing systems to ensure a smooth workflow. For more information, you can also refer to user manuals and take online automateCRM demo at Techjockey.com.
How to Use automateCRM?

Get started with automateCRM in 5 simple steps:

Step 1: Buy automateCRM installation key from techjockey.com

Step 2: Directly login through the official website

Step 3: Sign up & create your account

Step 4: Add users & assign permissions

Step 5: Get started with automateCRM

What is the Price of automateCRM ?

automateCRM price in India starts at automateCRM. automateCRM comes with multiple pricing plans and caters to the diverse customer base.