# Automate Sales CRM — Manage your Leads & Sales Team

> Comprehensive CRM for managing leads, sales teams, and business growth. (iPhone/iPad app by Automate Business.)

- Source: https://appshunter.io/ios/app/automate-sales-crm/id6689505375 (this page in markdown: same URL + `.md`)
- Developer: [Automate Business](https://appshunter.io/developer/1756293991)
- Category: Business, Productivity
- Price: Free
- Age rating: 4+
- Requires: iOS 14.0.0 · 71 MB
- Languages: American English
- Released: 2024-09-19
- Data updated: 2026-08-22
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/automate-sales-crm/id6689505375/reviews.md

## What is Automate Sales CRM?

Maximize your sales efficiency with Automate Sales, the comprehensive CRM solution designed to streamline your sales process. Packed with powerful features, Automate Sales helps you manage leads, track progress, and enhance team performance effortlessly.

Key Features:

Create Multiple Pipelines and Custom Stages: Tailor your sales process with customizable pipelines and stages to fit your unique workflow.
Import Leads via CSV: Easily upload and manage your leads using CSV import functionality.
Track Lead History: Maintain a detailed history of all interactions and activities with your leads.
IndiaMart and TradeIndia Integration: Seamlessly integrate with IndiaMart and TradeIndia for lead generation and management.
Add Leads via API (Pabbly): Automatically add leads using the Pabbly API integration.
Send WhatsApp Templates: Communicate with leads using pre-designed WhatsApp message templates.
Send Emails (Connect Gmail Account): Connect your Gmail account to send and manage emails directly from the app.
Automatic Lead Assignment: Ensure leads are promptly assigned to the right team members for follow-up.
Follow-Ups with Reminders: Never miss a follow-up with automated reminders.
Custom Roles and Permissions: Manage user roles and permissions to control access and maintain security.
Sales Team Performance Report: Generate comprehensive performance reports to monitor and boost your sales team's productivity.

Transform your sales management with Automate Sales and drive your business growth effortlessly.

## Key features

- Customizable sales pipelines and stages
- CSV lead import
- Lead interaction history tracking
- IndiaMart and TradeIndia integration
- Automated lead assignment
- Email and WhatsApp communication
- Sales team performance reporting

## Recent user reviews (6 of 6)

All indexed reviews: https://appshunter.io/ios/app/automate-sales-crm/id6689505375/reviews.md

### 5/5 — Business Automate summit

*2025-09-13, version 2.1.0*

Summit was very well conducted. Learning were out of world

### 5/5 — Automate Sales CRM

*2025-08-11, version 2.0.0*

Automate Sales CRM has completely transformed the way my team manages leads and closes deals. The intuitive interface makes tracking every stage of the sales pipeline effortless, and the automation features save us hours every week! Customer support has been outstanding—responsive, knowledgeable, and always ready to help. Integrations with our existing tools were seamless, and the data analytics give us clear insights into our progress and future strategies. Highly recommended for any business looking to level up their sales process!

### 1/5 — Software issues

*2025-06-18, version 1.0.7*

Getting so freezing @ time of operate in iOS . Using apple 16 with latest update .

### 5/5 — Super Amazing

*2024-09-27, version 1.0*

This app has changed the way I have been thinking and the ease of use of this is mind blowing. No need of any technical knowledge and anyone in the system can use this. Also its feature of communicating with the clients in a click, its just WOW!

### 5/5 — Pain killer for Business owners

*2024-09-27, version 1.0*

He gave the solution to manage my sales

### 5/5 — Tripled my Sales in just 4 weeks.

*2024-09-27, version 1.0*

Have used many CRM software in the past from the big players to the smallest ones. Never came across such a simple product at the this cost.

## Frequently asked questions about Automate Sales CRM

### What is Automate Sales CRM?

Automate Sales CRM is a business application designed to help manage leads, track sales progress, and improve sales team performance. It offers features like customizable pipelines, lead history tracking, and automated assignments.

### How can I import leads into Automate Sales CRM?

You can easily import leads into Automate Sales CRM using the CSV import functionality. This allows for bulk uploading and management of your contact information.

### Does Automate Sales CRM integrate with other platforms?

Yes, Automate Sales CRM offers integrations with IndiaMart and TradeIndia for lead generation. It also supports lead addition via the Pabbly API and can connect to your Gmail account for email communication.

### Can I track my sales team's performance with Automate Sales CRM?

Absolutely. The app provides a Sales Team Performance Report feature, allowing you to monitor and boost your sales team's productivity by analyzing their progress and achievements.

### Does Automate Sales CRM have ads?

No, Automate Sales CRM is ad-free, providing an uninterrupted user experience for managing your sales operations.

### What devices is Automate Sales CRM available on?

Automate Sales CRM is available on iPhone, iPad, and iPod devices, offering a consistent experience across Apple's mobile ecosystem.

### How often is Automate Sales CRM updated?

The latest version of Automate Sales CRM is 2.3.0, released on January 28, 2026. Updates are provided to enhance functionality and reliability.

### What is the age rating for Automate Sales CRM?

Automate Sales CRM has an age rating of 4+, making it suitable for a wide range of users interested in business and sales management tools.

## Version history (last 5 releases)

### 2.3.3 — 2026-08-14

Bug Fixes

### 2.3.0 — 2026-01-28

New Features - 
1. AI Calling via Bolna.ai - you can now place calls to leads using Ai Agents built on Bolna.ai
2. Notice Board - Create and share Notices with your team

Improvements
1. When moving a lead to another stage or pipeline, the assigned user can now be updated
2. Contact page modification
3. Several Bug fixes

### 2.1.0 — 2025-09-12

AI Lead Summary
New Reports in Dashboards
Bug Fixes

### 2.0.1 — 2025-08-26

Bug Fixes

### 2.0.0 — 2025-07-24

Packed with powerful updates:

New CRM Dashboard: Line, bar, or table views for your data.
Saved Filters: Quick access to custom views.
Quote Customization: Editable headers and product images in PDFs.
Smarter Search: Find quotes by email or phone.
Multi-Email Send: Send to multiple contacts effortlessly.
Export Lead Logs: Your data, now exportable.

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## More apps by Automate Business

- [Automate Team](https://appshunter.io/ios/app/automate-team/id6526486936)

All apps by Automate Business: https://appshunter.io/developer/1756293991

## Related topics

[sales automation](https://appshunter.io/ios/topics/sales-automation)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-22.*