SaaS Platform
One platform that runs your whole operation.
A complete done-for-you SaaS for CRM, AI follow-ups, finance, tasks, and live dashboards — set up in 10–14 days, maintained by us, used by your team. No spreadsheets, no integration glue, no per-seat surprises.
What breaks without a real operating system
Concrete gaps we hear every week — before teams adopt one connected workflow.
You're paying for 5 SaaS tools that don't talk to each other
CRM in one app, invoicing in another, tasks in a third, follow-ups in a Chrome extension. Each runs ₹2-8k/mo. None of them share data. Your team copies between them.
Leads are slipping through manual follow-up
Sales reps mean to follow up. They forget. They get busy. The lead goes cold. By the time someone calls, the prospect already signed with the competitor who replied within an hour.
Your team has outgrown spreadsheets
Sheets worked at 5 people. At 15 people it's chaos — version conflicts, broken formulas, no audit trail. You need a real system but don't want to build one yourself.
You don't have time to evaluate, configure, and roll out a SaaS
Picking a CRM is a 3-month project. Configuring it is another 2 months. Training the team is another month. You're a founder, not a SaaS implementer.
What you get — built and maintained for you
Every item below is configured by our team. You approve outcomes — not wiring.
A configured, deployed, branded SaaS — yours from day one
Your business name, your pipeline stages, your fields, your team structure. We do the configuration; you log in and start using it.
AI follow-ups that work 24/7
Every new lead gets contacted within 2 minutes via WhatsApp or email. Sequences keep going until the lead replies, books a meeting, or marks themselves uninterested. Your team only handles warm conversations.
Live CRM with pipeline, tasks, and team accountability
Every lead has an owner, a stage, and a next action. Every task has a deadline. Managers see live dashboards; reps see what they need to do today.
Finance: invoicing, expenses, P&L, tax-ready accountant exports
Generate invoices in two clicks. Track expenses by category. See live P&L and cashflow. Export clean books-style packs for whoever files your taxes.
Live dashboards for the founder
Revenue this month vs last. Pipeline value. Team activity. Overdue tasks. The numbers that tell you whether to push, hire, or pause — visible in one screen, updated live.
Ongoing optimisation — we keep improving it
Monthly check-in calls. We watch the data, suggest improvements, build new automations as your business grows. You're not stuck with day-one configuration forever.
How we deliver this
Predictable milestones — no vague “we’ll circle back.”
Days 1–3
Discovery and configuration
We map your sales process, pipeline stages, team structure, and finance flow. We configure the platform to match exactly — no generic templates.
Days 4–10
Migration, automations, and integrations
Migrate existing leads/contacts from your CRM or sheets. Set up AI follow-up sequences. Wire WhatsApp, email, and any payment gateways you use.
Days 11–14
Team training and go-live
60-min team training session. Your reps start using it immediately. We monitor the first 2 weeks closely, fix anything friction, and hand over a running platform.
Before vs after
Without Automety
- 5+ disconnected SaaS subscriptions
- Manual follow-ups (which means missed follow-ups)
- Reps copying data between tools
- Founder asking 'what's our pipeline?' and waiting hours
- No clear team accountability
- 3-month implementation projects with consultants
With Automety
- One platform; one login; one source of truth
- AI handles every follow-up within 2 minutes
- Data flows automatically across CRM, finance, tasks
- Live founder dashboard, always current
- Every task owned, deadlined, and trackable
- Live in 10–14 days, no consultant required
Pricing snapshot
SaaS Platform — done-for-you setup and ops
From ₹19,999/mo
Includes setup, all team seats, AI follow-ups · 30-day money-back guarantee
- Full platform configured to your business
- Unlimited team seats — no per-user fee
- AI follow-ups (WhatsApp + email) included
- CRM, finance, tasks, dashboards in one app
- Monthly optimisation calls with our team
- Cancel anytime with 30 days' notice
Common questions
How is this different from HubSpot, Zoho, or Salesforce?
Those are configurable platforms — you pay for a license and then hire someone (or yourself) to set them up. Automety's SaaS Platform comes pre-configured to your business and maintained by our team. It's the difference between buying lumber and buying a finished house.
Where is my data hosted? Is it secure?
Data is hosted on encrypted cloud infrastructure with daily backups, role-based access controls, and full audit logs. We never sell or share your data. You can export everything to CSV or JSON at any time.
What does the AI follow-up actually do?
When a new lead comes in (form, WhatsApp, email), the AI sends a personalised first message within 2 minutes. It runs a follow-up sequence (3–5 touches over 14 days) until the lead replies, books, or opts out. Your reps only get notified when a lead is warm.
Can it integrate with my existing tools?
Yes. Standard integrations include WhatsApp Business, Gmail/Outlook, Razorpay/Stripe, Google Calendar, and Zapier (which connects to 5000+ apps). Custom integrations are available on the higher plans.
What happens if I want to leave?
30 days' notice, no lock-in, full data export in standard formats (CSV, JSON). We even help you migrate to another tool if you want to leave — we'd rather you go cleanly than stay frustrated.
Do engagements hold up when teams sit across multiple hubs?
Yes. Engagements stay remote-first, with messaging stacks matched to each market—WhatsApp, SMS, email, or chat—and finance modules tuned for the ledgers your team actually uses. If you standardise on a specific currency stack or PSP, we map it during onboarding.