automateCRM 4+
Nilay Khatri
Designed for iPad
-
- Free
Screenshots
Description
Strategy first!
automateCRM is an All in One platform which helps you execute your CRM strategy. Focus is to help you build ever lasting relationships with your customers, or as we say converting your customers into brand ambassadors!
Happy customers = More business
Customer success is an outcome of accumulative effort of all business operations, not just sales. In today's era it also involves reaching out to your customers on their preferred channel and businesses need to be proactive, not reactive.
To do so, you need to have strategy in place first, and then technology to support and aid you in execution of the strategy.
And so, automateCRM helps you streamline your processes, monitor them, automate tasks and helps your team to focus on what matters. It serves as single point of truth and a business engine to keep everything focused towards one and only one thing, Happy customers.
automateCRM brings all of the following departments under one platform:
- Sales Excellence
- Marketing Automation
- Support and Service
- Projects Management
- Affiliates Management
- Billing and Payments
- Assets Management
- Service Contracts
- Vendors Managements
- Workflows and Automation
This helps your team to get a clear picture on your customers profile.
Along with that you also get various utilities already inbuilt to make your operations smooth such as:
- Approvals
- Time based rules and alerts
- Push Notifications
- SLAs
- PDF generation
- Gantt charts
- Pivots
- Geo Tracking
- Time tracking
- Drag and Drop Email Template builder
- SMS templates
- Whatsapp templates
With built in automation engine and completely customizable modules, you can configure the CRM as per your needs, no need of any custom development.
With support for multiple communications channels you can provide an omni-channel experience to your customers. Connect with them at the right time on their preferred channel.
Going ahead we are going to introduce many more features such as Loyalty Programs, Subscriptions management and Vertical solutions.
What’s New
Version 1.0.9
Support to convert Quote into Sales Order.
Support to convert Quote into Invoice.
Support to generate Purchase Order from Quote.
Improved the UI of Calendar List.
Menu look and feel has been improved.
Full fledge support for date time type of fields.
Improved the behavior of check in and checkout of meetings.
Support for Dashboard chart widgets.
Support for Tax region in Quotes, Sales Order, Invoice, Purchase Order.
Support for Documents download and preview.
Support for comments attachments.
Minor bug fixes.
App Privacy
The developer, Nilay Khatri, 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 Not Collected
The developer does not collect any data from this app.
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Nilay Khatri
- Size
- 84.2 MB
- Category
- Business
- Compatibility
-
- iPhone
- Requires iOS 11.0 or later.
- iPad
- Requires iPadOS 11.0 or later.
- iPod touch
- Requires iOS 11.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English, Arabic, French, German, Hebrew, Italian, Japanese, Persian, Portuguese, Russian, Simplified Chinese, Spanish
- Age Rating
- 4+
- Location
- This app may use your location even when it isn’t open, which can decrease battery life.
- Copyright
- Copyright © 2021 - Automate SMB Enterprises
- Price
- Free