Advantages of AutoCRM


Customization and configuration

Every company is unique, so everyone can use AutoCRM according to their needs and with a wide range of customization options.

Configure and customize your CRM system to meet your company’s specific needs and requirements. Change view layouts, create custom entities, fields, or relationships, and edit message templates and application labels using Layout Manager, Entity Manager, Label Manager, and Template Manager.

Advanced sales automation

AutoCRM enables companies to significantly automate their business processes and operations.

With our innovative BPM and Workflow tools, it only takes a few clicks to create and execute a sales process.

Specify actions (changing field values, creating entities, etc.) and required follow-ups (sending emails or notifications, setting up tasks, etc.) and reduce the amount of time and effort spent on routine operations.

Data security

Protect your customer data with CRM security features. Set up security roles for sales and support managers and their teams, configure permission access rights at the branch and field level, and ensure that each customer only has access to relevant information associated with their position in the company.

Calendar management

With a properly configured calendar in AutoCRM, it’s no problem to stay productive throughout the workday.

Tato funkce usnadňuje Organising meetings, scheduling calls, setting up tasks and monitoring team members’ availability and progress. Additionally, our CRM system allows you to sync your Google calendars, allowing you to track events within your chosen software.

Managing emails

CRM allows companies to organize and track customer emails within one system.

Create personal and group email accounts, set up email signatures, configure email filters and customize email templates using our email feature.

You can stay in touch with your customers no matter what email client you use, because all email communication will be synchronized with your CRM instance and will be related to the right entity in the system.

Customer support

AutoCRM offers support features that enable the support team to streamline case management and provide the highest level of customer service to their clients.

With properly configured Case and Portal features, your company will be able to reduce overall case load and time spent searching for solutions.

What’s more, the portal’s functionality will allow your customers to create cases, follow updates related to them and search the knowledge base for more information on a given topic.

Stream of activities

Stay tuned and keep track of changes with the Stream feature.

The Activity Stream, which is available on the homepage and at the entry level, allows users to view a list of activities performed in entries, create personalized posts, comment on updates, and much more.

Users can keep track of the latest changes and always be informed about ongoing events throughout the company without spending much time and effort.

Marketing automation

CRM software and email marketing are two things that complement each other and keep your marketing campaigns and database professionally organized and consistent.

Customising email templates, creating the right target lists and automating email sending is made much easier with AutoCRM’s Campaign features.
Another option is the possibility of an automatic bookmark with information from which company the customer came to your website.


News and analysis

Track your sales and marketing performance with reports and analytics. Our performance reporting tools turn your data into meticulous information on a multitude of metrics (team performance, opportunities by stage or lead source, etc.) so you can track your sales progress at different stages.

Accurate predictions, forecasting future sales and measuring sales effectiveness has never been easier.

Dashboard a Dashlets

An easy-to-use dashboard with dashlets provides instant access to frequently used features and data related to sales activities.

Divide the dashboard into different sections, arrange the dashlets in the order you want andenjoy quick access to the features you need at your fingertips.

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