Automate Sales CRM
iOS Universel / Economie et entreprise
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.
Quoi de neuf dans la dernière version ?
New Features -
1. AI Calling via Bolna.ai - you can now place calls to leads using Ai Agents built on Bolna.ai
2. Notice Board - Create and share Notices with your team
Improvements
1. When moving a lead to another stage or pipeline, the assigned user can now be updated
2. Contact page modification
3. Several Bug fixes
