automateCRM™: Automate CRM with
Expert Consulting
automateSMB: The Only CRM Consulting Firm That Built Its Own Platform.
Unlike generic CRM companies, automateSMB combines 15+ years of consulting expertise with our proprietary automateCRM™ platform, a Unified CRM and Automation Platform. Founded by Nilay Khatri (CRM automation expert), we've successfully automated CRM processes for 500+ businesses globally since 2013.
Why 90% of CRM Automation Projects Fail
(And How automateSMB Fixes Them)
The Industry Reality
Based on our analysis of hundreds of CRM implementations:
Most businesses fail at CRM automation because they focus on software features instead of process transformation.
automateSMB's Success Rate
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95% Implementation Success Rate(vs 10% industry average)
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40% Average Productivity Increase within 6 months
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60% Cost Reduction in manual processes
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45% Faster Lead Response Times
Expert Insight:
"The biggest mistake businesses make is thinking CRM automation is a technology project. It's actually a business transformation that requires expert methodology & mindset change." - automateSMB Consulting Team
Common Failure Points We Fix:
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Wrong Tool Selection: Choosing generic platforms instead of business-specific solutions
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Poor Process Design: Automating broken processes instead of optimizing first
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Inadequate Training: Ignoring change management and team adoption
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Lack of Customization: Using one-size-fits-all approaches
Our Consulting Philosophy:
From Micromanagement to Growth Orchestration
After 15 years of CRM consulting, we've learned this fundamental truth:
Every business starts with tasks
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Following up with a lead.
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Tracking attendance.
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Assigning daily activities to sales reps or field teams.
These are necessary, but they don’t scale.
The automateSMB Approach:
We help businesses move from micro-management to growth orchestration through strategic CRM automation.
What We've Learned from 500+ Implementations:
A business that focuses only on task completion risks missing the bigger picture:
growth is not about doing more tasks — it’s about orchestrating journeys.
To move from micro-management to growth, businesses need systems that:
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Handle task management and delegation efficiently.
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Align people and processes with OKRs (Objectives & Key Results) and KPIs (Key Performance Indicators).
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Removes friction across the entire customer journey, from Lead to Loyalty.
Task Management: Our Consulting Methodology
Consulting Reality
Task management alone isn't enough. After implementing CRM systems for businesses across 15+ industries, we've identified the gaps that generic tools leave:
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A lead gets converted, but the sales team has no context.
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A customer raises a support ticket, but the sales team doesn’t know the history.
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Finance is chasing collections without visibility of project status.
This is fragmented execution. Growth requires connected execution.
This is why we built automateCRM™. To solve these real problems we encountered in actual client implementations.
The automateCRM™ Advantage
automateCRM™ allows tasks to live within processes, not in isolation. Here's how we typically configure it for clients::
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A closed deal automatically triggers a project kickoff task, with milestones and owners assigned.
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A delayed task escalates into a service SLA alert, keeping teams accountable.
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Field tasks integrate with attendance and geo-tracking, ensuring visibility without manual reporting.
Read more on why CRM automation matters for scaling beyond task lists.
Customer Journey Orchestration:
The automateSMB Methodology
The Customer Journey is Non-Linear
Customer journey isn’t a straight funnel. Customers loop between awareness, purchase, and post-sale engagement.
The Challenge Most Businesses Face:
Disconnected touchpoints that break customer experience.
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If marketing promises a discount, sales must honor it.
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If sales closes a deal, service must know the commitments.
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If service resolves issues, loyalty and renewals must capture that goodwill.
automateCRM™ as Journey Orchestrator
(Our Proven Approach):
automateCRM™ doesn’t just log interactions, it weaves them into a journey map:
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Lead Capture & Engagement: Website forms, WhatsApp, campaigns → automatically nurtured.
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Sales Conversion: Leads qualified, opportunities tracked, KPIs defined.
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Onboarding & Projects: Automatic handover with history, ensuring zero friction.
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Support & Escalation: Tickets tied to accounts, SLAs monitored, bottlenecks flagged.
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Loyalty & Retention: Renewals, repeat purchases, referrals, and partner programs automated.
Dive deeper into our Unified CRM Strategy to see how this plays out in real businesses.
The automateSMB Competitive Advantage
What Other CRM Consultants Offer:
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Implementation of third-party tools with vendor limitations.
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Generic solutions or Open Source solutions that require expensive customization.
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Ongoing licensing costs with no control over features.
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Support dependent on vendor roadmaps.
What automateSMB Delivers:
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Proprietary Platform: We own automateCRM™, enabling unlimited customization.
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Consulting + Development: Your feedback directly shapes product evolution.
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Cost Control: No vendor markup, transparent pricing structure.
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Long-term Partnership: We're invested in your success, not just billable hours.
Real Business Impact for Our Clients:
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60% Cost Savings compared to Salesforce + consulting fees.
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3x Faster Customization because we control the codebase.
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Zero Vendor Lock-in - you own your data and processes.
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Continuous Innovation based on real client needs.
automateCRM was recognized as "Best Emerging CRM Solution 2020" by CIO Review India.
OKRs, KPIs, and Process Alignment
The Problem with “Activities”
Teams often confuse activity with impact.
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50 calls made ≠ revenue growth.
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100 tasks closed ≠ customer satisfaction.
Without linking activities to OKRs/KPIs, businesses drown in data but starve for insight.
Process Alignment Engine
automateCRM™ aligns task execution with outcomes:
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OKRs: “Increase customer retention by 20%” → mapped into workflows for renewals, support SLAs, and loyalty campaigns.
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KPIs: “Avg. response time < 2 hours” → tracked via service workflows and escalation rules.
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Dashboards & AI Insights: Show performance at both task and goal level, ensuring leadership clarity.
Learn how our All-in-One CRM drives both micro and macro-level growth visibility.
For Small Teams vs. Complex Organizations
For Small Teams: Scale Without People Overhead
A solo entrepreneur or small business can’t hire for every role. automateCRM™ becomes the force multiplier:
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Automated customer updates (status emails, WhatsApp notifications).
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Automated lead management & nurturing.
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Payment tracking, reminders, and reconciliation.
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Partner/vendor collaboration without extra tools.
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A fully automated GTM funnel — lead in, sale out, follow-up done.
For Complex Setups: Reducing Friction at Scale
Large organizations face a different challenge: silos and handovers. automateCRM™ solves this by:
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Enforcing smooth transitions between sales → service → projects.
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Integrating tasks across departments so no commitment is lost.
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Reducing tool sprawl (marketing tool + support desk + project tracker → all in one).
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Cutting technical overhead with a single platform and unified data.
Get Both Expert Consulting & Proprietary Technology
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500+ successful CRM implementations since 2013.
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Only consulting firm that owns its CRM platform.
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95% implementation success rate.
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Industry recognition as Best Emerging CRM Solution
automateCRM™ is more than software — it’s an all-in-one growth engine.
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For small teams, it’s leverage.
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For complex setups, it’s alignment.
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For leadership, it’s clarity.