Automate Forms: Go Beyond Data Collection

Automate Business is an all-in-one SaaS platform built specifically for MSMEs. It combines Automate Tasks, Automate CRM, Leave & Attendance, Automate Forms, and Automate Chats into one workspace — replacing 5-10 separate tools. Over 3,000 businesses across 35+ industries use it to save time, reduce costs, and grow faster.

MSMEs face unique challenges: limited budgets, small teams wearing multiple hats, and no dedicated IT staff. Our platform is designed for exactly this — affordable pricing, zero learning curve, mobile-first apps, WhatsApp notifications your team already uses, and AI that does the heavy lifting. From solopreneurs to 200+ member teams, we scale with you.

Yes! We offer a 14-day free trial with full access to all 5 apps. No credit card required. You can add your team, set up pipelines, and start automating immediately. Our onboarding checklist guides you step-by-step.

Absolutely. Our CRM integrates directly with IndiaMART and TradeIndia via their Pull APIs. Just enter your API key, set a date range, and leads flow automatically into your pipeline. No manual data entry, no missed leads.

Yes — WhatsApp is deeply integrated across all our apps. Send task reminders, lead follow-ups, and campaign broadcasts via WhatsApp Business API (WABA). Our Automate Chats app provides a full shared team inbox, chatbots, broadcast campaigns, and template management for WhatsApp.

Simply type a prompt or speak your task using voice input, and our AI assistant automatically generates the task title, description, deadlines, and priorities. You can also use AI to summarize task activities, generate email templates, and create sales pipelines — all with one click.

Automate Forms goes far beyond Google Forms: AI-powered form builder, multi-page forms, custom branding (themes, fonts, backgrounds), advanced conditional logic that triggers integrations, direct CRM and Task assignment from submissions, role-based access control, and built-in WhatsApp notifications. Plus, voice input and file upload support.

We integrate with IndiaMART, TradeIndia, WhatsApp Business API, Google Calendar, Google Sheets, Slack, Facebook, Bolna Voice AI, Gmail, and support SMTP/IMAP email configuration. We also provide Webhooks and REST APIs for custom integrations. Razorpay payment integration is coming soon.

We serve 35+ industries including Education, Manufacturing, IT & Services, Finance, Real Estate, E-commerce, Healthcare, Construction, Logistics, Retail, and more. Our platform is fully customizable with custom fields, pipelines, and workflows tailored to your specific industry needs.

Yes. Our mobile app supports geo-fenced attendance with facial recognition, ensuring accurate punch-ins from verified locations. Managers can view real-time attendance dashboards, approve leave requests, and download reports — all from their phone. Server-side time validation prevents any time manipulation.

Security is a top priority. We enforce strong password policies, provide role-based access control across all modules, maintain audit logs for every action, and support lead/contact access controls (assigned-only, team-level, or full access). Your data is encrypted and hosted on secure cloud infrastructure.

We make migration easy with bulk upload support for leads, contacts, products, tasks, and users via CSV files. Our onboarding team helps you map your existing data to our platform, so you are up and running in days, not weeks.