Capture demand without re-entry
Bring enquiries from forms, campaigns, calls, WhatsApp, referrals, partners and field teams into a structured sales process.
Sales CRM
Sales CRM that keeps every opportunity moving.
Capture demand, run outbound outreach, qualify leads, manage opportunities, coordinate follow-ups, execute field and channel sales, create quotations, control approvals and forecast revenue, all around one shared customer context.
Built for businesses where revenue comes through inbound enquiries, outbound prospecting, field sales, partners and commercial teams, with every lead, interaction, quotation and next action clearly owned.
Connected Sales Execution
Run the entire sales process as one connected motion.
Selling rarely happens inside a pipeline alone. automateCRM connects leads, opportunities, conversations, field activity, partners, quotations, approvals and follow-ups so your team always knows what has happened, what needs attention and what should happen next.
Qualify and route with intent
Use qualification rules, scoring, AI-assisted qualification and assignment logic to move each opportunity to the right person, team, territory or partner.
Keep the next action clear
Coordinate calls, meetings, visits, tasks and follow-ups around the customer so promising opportunities do not disappear between interactions.
Move cleanly from opportunity to order
Keep quotations, pricing, discounts, approvals and commercial readiness connected to the deal instead of managing them through spreadsheets and side conversations.
Sales CRM Capabilities
Everything your team needs to execute the sale - not just track the pipeline.
From the first enquiry to commercial closure, automateCRM brings the people, activities, decisions and processes behind the sale into one configurable system.
Lead Management
Capture, qualify and route demand before opportunities lose momentum.
Multi-source Capture
Qualification & Scoring
Smart Assignment
Turn every source of demand into an owned sales opportunity.
Bring leads from multiple channels into one structured process. Capture, qualify, enrich, score and distribute them with clear ownership from the moment they enter automateCRM.
- Capture leads from forms, campaigns, calls, WhatsApp, referrals, partners and other sources
- Standardize qualification around the information your team actually needs
- Use AI-assisted qualification to interpret lead context and help teams prioritize
- Score leads based on profile, behaviour or business-defined criteria
- Route and assign by team, territory, geography, product or partner
- Trigger tasks, follow-ups and workflows automatically after assignment
Pipeline & Opportunities
Keep every deal visible, owned and moving toward the next decision.
Stage Ageing
Deal Momentum
Next Action
Know what is moving, what is stuck and what needs attention next.
Give reps and managers a live view of every active opportunity without reducing the deal to a stage and value. Keep customer context, stakeholders, activity, next actions and commercial progress together.
- Configure pipelines and stages around different selling motions
- Maintain complete opportunity and activity history with customer context intact
- Track stage ageing and identify stalled opportunities
- Keep next actions and expected closure visible
- Track products, value, probability and commercial progress
- See key contacts, decision-makers and stalled deals that need intervention
Sales Engagement
Keep every conversation and follow-up connected to the opportunity.
Calls & Meetings
WhatsApp & Email
Follow-up Plans
Keep every conversation and next action around the customer.
Sales context should not disappear across personal inboxes, call logs, chat threads and task lists. Keep communication and follow-up activity connected to the customer and opportunity.
- Plan and track calls, meetings, tasks and follow-ups
- Keep email, WhatsApp and call activity connected to customer context
- Create structured follow-up sequences for repeatable sales motions
- Schedule meetings and visits without losing opportunity context
- Capture outcomes and immediately create the next action
Sales Intelligence & AI
Turn customer activity into signals your team can act on.
AI Suggestions
Engagement Signals
Ask Your Data
Give your team answers and signals, not just more dashboards.
Help reps understand what deserves attention and give managers earlier visibility into risk. automateCRM combines sales activity, customer context and AI to make the next decision easier.
- Know what needs attention - Surface stalled opportunities, overdue follow-ups, weak engagement and deals that may be losing momentum.
- Catch me up - Summarize recent customer activity, conversations, opportunity movement and pending actions before the next interaction.
- Understand the buying context - Keep key stakeholders, decision-makers, recent engagement and important commercial information visible around the opportunity.
- Get practical AI suggestions - Use customer and opportunity context to recommend follow-ups, highlight missing actions and help reps focus on the deals that need intervention.
- Ask your sales data - Use conversational analytics to explore pipeline, conversion, activity and performance without building another report first.
Quotations & Commercials
Take pricing and proposals from opportunity to commercial commitment.
Pricebooks
Quote Revisions
Commercial Terms
Move from opportunity to commercial commitment without leaving the CRM.
Create and manage quotations within the sales process so products, pricing, revisions and commercial decisions remain connected to the opportunity.
- Create quotations directly from the opportunity
- Add products and services using structured product and pricing information
- Work with pricebooks and customer-specific pricing
- Track quotation versions and revisions
- Keep quotation status and commercial terms visible to the sales team
- Move accepted quotations toward order readiness without rebuilding context
Approvals & Control
Move commercial decisions faster without losing governance.
Discount Approval
Approval Chains
Decision Trail
Give reps speed without giving up commercial control.
Route discounts, exceptional pricing and other commercial decisions through configurable approvals so teams can move quickly while keeping the right controls in place.
- Trigger approvals based on discounts, value or business rules
- Route requests to the right manager or authority
- Support multi-step approval processes where required
- Keep approval status visible inside the opportunity
- Preserve the decision trail for commercial accountability
Partner & Channel Sales
Keep partner-led opportunities visible from distribution to closure.
Lead Distribution
Partner Ownership
Partner Performance
Run partner-led selling with the same visibility as your internal team.
When dealers, distributors, resellers or referral partners participate in the sale, keep lead distribution, ownership, progress and partner engagement connected to the same customer journey.
- Onboard and manage partners within the CRM
- Distribute leads to the appropriate partner, dealer or reseller
- Track lead acceptance, ownership and progress
- Maintain visibility even when the opportunity is being worked outside your direct sales team
- Coordinate partner follow-ups and internal actions
- Track partner interactions, audits, updates and engagement
- Measure lead progress and performance across the partner network
Field Sales
Give field teams the context and actions they need wherever they sell.
Customer Visits
Geo-tagging
Mobile Execution
Give field teams the context to act wherever the customer is.
Bring on-ground selling into the same sales process as inside sales. Reps can access customer context, execute visits and update outcomes from the field while managers retain visibility into what is happening.
- Plan customer and prospect visits
- Capture geo-tagged field activity
- Give reps mobile access to relevant customer information
- Record meeting outcomes while the interaction is still fresh
- Create follow-ups, opportunities and actions directly from field activity
- Track orders, repeat demand and collection-related activity where relevant
Beats & PJP
Turn recurring territory coverage into a planned, measurable sales rhythm.
Beat Planning
PJP Execution
Planned vs Actual
Turn territory coverage into a repeatable sales process.
For businesses built around recurring market coverage, automateCRM helps teams plan Beats and Permanent Journey Plans, execute scheduled visits and understand whether territories and accounts are actually being covered as planned.
- Define Beats around territories, routes or groups of accounts
- Build Beats & PJP for recurring field coverage
- Assign accounts and visit frequencies to field representatives
- Give reps a clear daily and periodic visit plan
- Compare planned visits with actual execution
- Connect visits to opportunities, orders, demand and follow-up actions
Targets & Forecasting
Connect daily sales execution to the numbers the business needs to hit.
Targets
Pipeline Coverage
Forecasting
Connect daily execution to the number the business needs to hit.
Give managers a clearer view of whether current activity and pipeline are sufficient to deliver the expected result - across reps, teams, territories, products and periods.
- Set and monitor sales targets
- Compare target vs actual performance
- Analyse pipeline coverage and weighted opportunity value
- Forecast revenue using current pipeline context
- Track funnel movement, stage conversion and opportunity ageing
- Compare performance across reps, teams, territories or products
Sales Automation
Automate the work around the rep while keeping people in control.
Workflow Automation
Escalations
Agentic Actions
Automate the process around the rep, not just the reminders.
Use configurable workflows and Agentic Process Automation to coordinate the repetitive work surrounding the sale while keeping important decisions under human control.
- Route and assign leads automatically
- Create tasks and follow-ups from business events
- Trigger communication based on process conditions
- Escalate opportunities when actions are overdue
- Initiate approvals when commercial thresholds are reached
- Update records and coordinate work across teams
Configurable Sales Process
Shape automateCRM around the way your business actually sells.
Custom Pipelines
Custom Fields
Process Builder
Your sales process does not have to fit somebody else's CRM.
Different businesses qualify opportunities differently, use different stages, require different information and involve different teams. Configure automateCRM around the sales process you want your team to follow.
- Configure fields, layouts and sales stages
- Create different processes for different teams or products
- Build role-specific views and dashboards
- Define workflows, notifications and approval rules
- Add custom modules when your process extends beyond standard CRM objects
Beyond Sales CRM
Closed Won shouldn't be where customer context falls apart.
Winning the customer is only one part of the journey.
Because automateCRM is a Unified CRM and Customer Operations Platform, the customer context built during sales can continue into onboarding, projects, fulfilment, billing, inventory, support, field operations, service and loyalty.
PURPOSE-BUILT WORK EXPERIENCES
The right screen for the work in front of you.
automateCRM does not force every job through the same generic CRM interface. Processes can open the record, guided form or purpose-built business screen needed for that step, with the relevant customer and process context already in place.
What Changes
When sales runs on one connected system.
The impact goes beyond better pipeline hygiene. Teams follow through more consistently, managers spot risk earlier, and every selling motion becomes easier to coordinate and measure.
Fewer opportunities quietly disappear
Clear ownership, visible activity and a defined next action make promising opportunities less likely to get lost between interactions.
Follow-ups happen when they should
Calls, meetings, visits and next actions stay connected to the opportunity, helping reps maintain momentum without depending on memory.
Managers see risk earlier
Stage ageing, engagement, overdue actions and commercial progress reveal opportunities that are slowing down before they become lost deals.
Less friction across selling teams
Inside sales, field reps, partners, managers and approvers work with the same customer and opportunity context.
A cleaner path from enquiry to order
Qualification, follow-ups, visits, quotations and approvals become one connected process instead of separate operational loops.
Forecasts become easier to trust
Pipeline movement, opportunity ageing, activity and actual performance give managers a stronger basis for forecasting and intervention.
Next Step
Turn your sales process into a system your team can actually run.
See how automateCRM can bring lead management, opportunity execution, follow-ups, field sales, Beats & PJP, partner sales, quotations, approvals and forecasting together around the way your business sells.
Unlimited users
Bring sales reps, managers, field teams, partners and approvers into the process without making per-user pricing a barrier.
One customer journey
Continue from sales into marketing, projects, support, billing, inventory, field operations, loyalty and analytics without rebuilding customer context.
FAQs
Common questions about automateCRM Sales CRM.
A few quick answers on how automateCRM supports inside sales, field teams, partner-led selling and the commercial process around the opportunity.
Can automateCRM handle both inside sales and field sales?
Yes. Inside sales, field teams and managers can work around the same customer and opportunity context, with telecalling, follow-ups, meetings, mobile field activity, geo-tagged visits, Beats & PJP execution all connected to the sales process.
Can quotations and approvals be connected to an opportunity?
Yes. Quotations, pricing, discounts, revisions and approval workflows can be managed around the opportunity so the commercial process remains connected to the deal.
Can automateCRM support dealer, distributor or reseller sales?
Yes. automateCRM can support partner and channel-led selling with partner records, lead distribution, ownership, progress tracking, collaboration and configurable partner processes.
Can we configure the CRM around our own sales process?
Yes. Pipelines, stages, fields, layouts, qualification rules, workflows, approvals, dashboards and notifications can be configured around your business. Custom modules can also be introduced when the process extends beyond standard CRM structures.
Can different sales teams follow different processes?
Yes. Different products, business units, geographies or teams can follow different pipelines, fields, workflows and operating rules while remaining part of the same CRM environment.
Does automateCRM support Beats & PJP?
Yes. Field teams can work with structured Beats & PJP to organize recurring account coverage, scheduled visits, execution tracking and planned-vs-actual visibility.
How does AI help the sales team?
AI can help summarize customer and opportunity context, surface situations that need attention, assist qualification, suggest actions and make sales data easier to explore through conversational analytics. The focus is practical assistance inside the sales process rather than adding another standalone AI tool.
What happens after an opportunity is won?
The customer journey can continue inside automateCRM. Sales context can flow into projects, onboarding, support, billing, inventory, field operations, service and other downstream processes without recreating the customer in disconnected systems.
See how automateCRM could work for your business.
Bring us your most pressing operational challenge. We'll explore how the right workflows, interfaces, integrations, automation and agentic AI can come together around it.
What we'll explore
Schedule a Discovery Workshop
- Workflow design
- Interface fit
- Integrations
- Automation + agentic AI