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From Small to Big:
Automating Growth at Every Stage

CRM consulting firm helping businesses evolve from simple customer management to full-scale automation.

 

We specialize in CRM and business process automation—with AI-driven insights to power your next stage of growth.

SOME OF OUR ESTEEMED CLIENTS

Annexe Chem
Essae
Cothas Coffee
Dailydump
Services

SERVICES

Automating What Matters Most to Your Business

CRM Consulting

Set up, customize, and optimize CRM systems that fit your workflows—not the other way around

Business Process Automation

Design and implement automations that reduce manual work across sales, service, and operations.

AI-Powered Insights

Leverage AI to analyze data, recommend next steps & accelerate decision-making at every stage 

About

Why automateSMB

From Strategy to Execution

automateSMB stands for Automate Small, Medium, Big enterprises. We partner with ambitious businesses to transform how they manage customers, processes, and growth.

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  • 60+ years of CRM experience — across industries like manufacturing, healthcare, real estate, retail, and more.

  • Flagship product automateCRM™ — our unified CRM and business process automation platform.

  • Consulting-first approach — we don’t just implement tools, we redesign processes for scale.

  • AI at the core — actionable insights, smart recommendations, and automation that adapts as you grow.

 

Our mission is simple, help businesses evolve from basic customer management to full-scale automation, unlocking growth at every stage.

Testimonials

TESTIMONIALS

1. AutomateCRM dedicated support team has helped a lot from beginning to till now.
2. We were able to simplify the sales process because to the automation features.
3. The CRM was customized to suit our business specific needs.
4. The mobile application has been very helpful. because our most of the users on field so they can use anywhere.
5. We have been effectively able to execute email marketing campaigns to generate the business.


Overall we are happy with AutomateCRM team services

Basavraj

Essae (Executive Digital Marketing)

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