AutomateCRM
Who Is the Company Behind AutomateCRM?
- Seller: Automate SMB
- Year Founded: 2014
- HQ Location: Bangalore, IN
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LinkedIn® Page: www.linkedin.com
14 employees on LinkedIn®
Total Products under this Category: 1,636
Last updated: September 01, 2026
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Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, monday CRM, Pipedrive, Zoho CRM, Close, Bigin by Zoho CRM, and ActiveCampaign.
Underlying data: [Grid® JSON](https://www.g2.com/categories/crm/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=monday-crm&focus%5B%5D=pipedrive&focus%5B%5D=zoho-crm&focus%5B%5D=close&focus%5B%5D=bigin-by-zoho-crm&focus%5B%5D=activecampaign)
AutomateNexus CRM is an AI-native, all-in-one CRM that unifies your sales pipeline, communications, marketing, and client delivery in a single platform — so teams stop stitching together a dozen disconnected tools. Built around one shared contact database, it pairs a full sales CRM — unlimited contacts and pipelines, drag-and-drop deal stages, AI forecasting, and ML-based lead scoring — with the channels teams actually use to close and serve customers: two-way Gmail and Outlook sync, email marketing campaigns and sequences, built-in phone and SMS with an AI receptionist and call recording, and multi-platform social scheduling. What sets it apart is AI that does real work, not just autocomplete. Karrie, the built-in copilot, runs your CRM by chat, while specialized agents for sales, support, marketing, and operations handle follow-ups, record updates, and drafting in the background — with per-agent controls that let you keep every action supervised or let trusted agents run autonomously. Because it's bring-your-own-key (OpenAI, Anthropic, Gemini, or Groq), there are no per-message AI credits or markup. For agencies and client-facing teams, AutomateNexus CRM adds unlimited white-label client portals, branded proposals and quotes with e-signature, project and task management, a website and funnel builder, and a knowledge base — everything needed to win, deliver, and retain clients under your own brand. Ideal for small businesses, agencies, and growing revenue teams that want enterprise-grade capability without enterprise pricing or a patchwork of subscriptions.
Avaro-One™ is a cloud-based platform that brings customer relationship management and professional services automation together in one integrated system. Built for professional services firms, it enables teams to manage sales pipelines, project delivery, time tracking, invoicing, and operational reporting through a single subscription-based application. Developed by Avaro Technologies Ltd., a UK-based software company, Avaro-One™ is purpose-built for consultancies, managed service providers, and other professional services organisations that have historically relied on a fragmented stack of disconnected tools to run their business. The platform replaces the need for separate CRM, project management, time tracking, invoicing, marketing automation, and HR performance tools by unifying all of these capabilities under one roof. Key features include a full sales pipeline with lead scoring, quoting, contract lifecycle management, built-in video meetings inc screen sharing and e-signature; project delivery with interactive Gantt charts, resource planning, and timesheet approval workflows; marketing automation with email journeys, A/B testing, and audience segmentation; finance management with recurring invoicing, expense OCR, and profitability reporting; and people development tools covering performance reviews, OKRs, competency frameworks, and coaching. The platform also includes a branded client portal, GDPR compliance tooling, two-factor authentication, role-based access controls, and a webhook framework for external integrations. Avaro-One™ is designed to support the complete client lifecycle — from first lead through to project delivery, invoicing, and renewal — without requiring integrations or manual data handoffs between tools. It is available via a free tier and paid seat-based plans starting from £35 per seat per month, with an enterprise option for larger or more complex organisations.
Balliante One is a simple, no-nonsense CRM built for small businesses that don’t want complexity. Designed for teams still using spreadsheets, email, or disconnected tools, Balliante One brings customer management, proposals, contracts and invoicing into one easy-to-use platform — without the steep learning curve of traditional CRMs. Unlike sales-heavy CRM systems built for large teams, Balliante One focuses on simplicity and everyday business operations, helping you organise customers, send documents, collect digital signatures and get paid — all from one place.
BaseCloud CRM is customer relationship management software designed to streamline lead management and client engagement through automation. The platform addresses lost sales between initial contact and follow-up by automating text messages, emails, and reminders to keep prospects engaged throughout the sales cycle. It consolidates tools into a single login interface, offering data-driven insights for informed decision-making and customizable features that adapt to evolving business needs. AI-driven technology enhances automation, simplifying tasks such as follow-ups and reminders. Integration with applications such as WhatsApp, Sage, Xero, Outlook, and Gmail ensures seamless data flow, reducing manual entry and maintaining consistent communication across channels.
Bash-Soft is an all-in-one cloud platform designed to run and scale any business from startups to enterprise networks by combining CRM, ERP, POS, HRM, HelpDesk, marketing, billing, and analytics into a single unified interface. Each client operates on a dedicated deployment with an isolated Neon PostgreSQL database and Netlify backend for maximum security, enterprise-grade RBAC, and scalability. The platform features 20 core modules including a CRM Core, Sales Pipeline, E-Commerce & POS, Booking, Restaurant management, Finance & Invoicing, ERP & Inventory, HRM, HelpDesk, Knowledge Base, Marketing, Tasks & Projects, Automation, Loyalty Program, API Center, Billing, Settings, Reports & Analytics, a built-in Public Website, and Audit & Security logs. Bash-Soft is built on a modern tech stack utilizing React 18, TypeScript, Vite, Tailwind CSS, Cloudflare R2 storage, and PayPal integration, and is offered across flexible Standard, Premium, and Enterprise subscription plans.
BasitCRM is a simple and easy-to-use CRM software designed to help businesses manage customers, leads, sales processes, tasks, offers, orders, projects and customer communications from a single platform. It provides a clear and practical interface without the complexity of traditional CRM systems. BasitCRM also includes tools for task management, calendar planning, sales tracking, reporting and business process management.