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AutomateX CRM
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AutomateX CRM

₹2,999.00 – ₹8,999.00

✅ Project Management: Manage tasks, assign staff, set deadlines, and track time effortlessly.
✅ Invoicing & Estimates: Create professional invoices, estimates, and auto-bill clients.
✅ Support System: Built-in ticket system with auto-import and tracking features.
✅ Lead Management: Organize, track, and convert leads with ease.
✅ Proposals & Contracts: Build beautiful proposals and secure deals with contracts.
✅ Expense Tracking: Record, manage, and convert expenses to invoices.
✅ Goal Tracking & Surveys: Set sales goals and engage clients with surveys.
✅ Custom Fields & Styling: Customize everything to match your brand.
✅ Secure Payments: Accept payments via PayPal and Stripe in multiple currencies.
✅ Media & File Sharing: Separated folders and file management for staff.
✅ Reports & Calendars: Visualize progress with reports and staff calendars.
✅ User Roles & Permissions: Control access and maintain workflow integrity.

QTY:
Description
  • Manage and invoice projects with the powerful Project Management Feature.
  • Link tasks to many Automate X CRM features and stay organized.
  • Build professional, great looking estimates and invoices.
  • Powerful support system with ability to auto import tickets.
  • Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
  • Add task followers even if the staff is not project member. The staff member will be able to track the task progress without accessing the project.
  • Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop.
  • Create good looking proposals for leads or customers and increase sales.
  • Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice.
  • Know more about your customers with powerful CRM.
  • Increase customer retention via built-in Surveys.
  • Use the Goals Tracking feature to keep sales goals in mind.
  • Create announcements for your staff members and customers.
  • Use Contracts feature to lock in current and future sales.
  • Custom fields can store extra information for customers, leads and more.
  • Receive payments from Paypal and Stripe in different currencies.
  • Tons of configurable options.
  • Style the CRM to your company branding with the powerful theme styling feature.
  • Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files.
  • Great looking calendar for each staff member based on staff permissions.
  • Follow ups, reports, notes, files and many more features.
Additional information
Purchase Options

Script Only, Script + Installation, Script +Installation + Support

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