Best Sales Automation CRM

Take your customer experience up a notch with automation to manage your leads and contacts effectively.

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Use Sales Automation CRM Suite and Exponentially Boost Revenue

Make your sales operations more effective than ever. Leverage technology and use the best practices.

Small Businesses

Running a small business is full of unique challenges. You can save crucial and invaluable time by automating certain tasks related to sales and focus more on the growth of your business. Use best-in-class sales automation tools by Office24by7.

A CRM system is particularly useful for businesses that have long or complex sales cycles requiring ongoing customer interaction, with scheduled follow-up dates and detailed communication records.

Grow Startups

Running marketing and sales ops in a high-voltage growth startup is exciting, and challenging. With Office24by7, you get access to the top sales automation solution tools for doing so!

Automate marketing message and send it straight to customers’ phones. Add a high impact touch with personal spoken messages from celebrities to encourage action from target audience. Get closer to audience with such calls from celebrities and idols.

Leverage User Feedback

By using our pool of top sales automation solution tools for sales automation, you can streamline the process of generating user feedback as well. Use easy to use forms and templates for a survey.

Conduct one-to-one post call surveys of customers and get feedback on support or sales agents. Or blast broad-based surveys for consumer opinions and needs for new product definition. Simplify the feedback collection, surveys, and polls with a single level IVR.

Transition to CRM

We have built all the necessary sales automation software tools for you and your team to adopt our mobile CRM. Start using our slaes automation tools for driving better results for sales.

Send account alerts to help customers manage their accounts. Send frequent alerts and offer real-time information. Send security alerts to notify of log-in and account access information. Send card transaction alerts to identify fraudulent transactions.

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Boost Your Sales by Automating the Process Effectively

Build meaningful relationships with your prospects with low-effort but high-impact technologies.
CRM Suite use case

Lead Capturing

Sales automation software captures leads automatically from form submissions on websites, incoming emails, and calls on virtual numbers by using our website builder tool along with the virtual number service . Features like bulk lead upload in our mobile CRM will allow you to manage leads better as you can add leads manually – and connect to third-party websites via various API integrations.

Data Deduplication

Whether uploaded via the data import function, mistakenly created a second entry manually, or data is integrated from different source systems that bypass data validation rules, duplicate contacts, companies, leads, opportunities, etc. creep in. Eliminate the confusion, loss of productivity, and risk of duplicate records by automatically detecting and merging them.

Assign/Transfer Leads

Manage leads among your team in an effective manner by using our best sales automation tools and mobile CRM. From developing relationships with new leads to cultivating the leads in the more latter stages of engagement, everything is possible best-in-class sales automation products. Transfer or reassign leads to your team members as and when you need – all without any hassle!

Lead Prioritization

Automate the process of identifying leads from various sources and assign a pre-defined customer score based on the source. Top sales automation solutions set lead scores and parameters to grade, prioritize and identify hot leads automatically. Auto-generate lead scores based on prospects’ interactions. Decide action plans for retargeting and nurturing to convert leads into deals in lesser time.

Robust Integrations

Sales automation services integrate with your incoming and outgoing email servers and send emails to contacts and leads right from inside the Office24by7 platform. Use integrations to use multiple channels including e-mail, SMS, and click-to-call. The sales rep CTI, as an integrated telephony plug-in, allows 2-way calling and it is easy for sales reps as they can seamlessly transfer calls.

Call Recording

With the sales force automation software records all the incoming and outgoing calls. Using this web app, managers and CXOs monitor team interaction with customers and alert them on the best means for easy lead conversion. Measure customer engagement level and team performance. Get access to all the call recording between the customers and the agents – allowing you to find improvements that should be made.

Mobile CRM

Use our best-in-class mobile CRM that is crafted to boost productivity for your sales team. The best sales CRM software is packed with industry-best features and the highest levels of reliability, you can count on the Mobile CRM to keep you in control every single time. From managing leads to boosting agent performance by proactive monitoring, this top-notch mobile CRM allows you to do it all and more!

Task Manager

Using the mobile CRM by Office24by7, you can drive efficiency for inter-department operations within your organisation. Enable collaboration between multiple departments for breakneck efficiency across various projects. Whether it’s about getting approvals from different managers or getting two stakeholders to work together, the task manager will make everything happen!

Hierarchical Monitoring

Using the web app, decision-makers, managers and CXOs monitor team interaction with customers and alert them on the best means for easy lead conversion. With the best sales automation tools measure customer engagement level and team performance. Using this future-proof process, the projects can be easily monitored – hence boosting the overall performance and efficiency of your organization as a whole.

Office24by7 Sales Automation Features

Best-in-Class Sales Automation Software to help your close more deals.

Lead Distribution

Sales automation services create lead distribution rules for different divisions and time periods.

Round Robin

Full-circle lead distribution mechanism to assign leads to the team with sales automation solution.

Least Loaded

Sales automation software assigns leads to agent who is assigned to manage least number of leads.

Maintain Ratio

Lead distribution mechanism to distribute leads at a time to each member with sales automation services.

Streamlined Activities

Sales force automation software manages your leads better with bulk email, SMS, and voice-related activities.

Manage Escalations

Sales automation tools set up notifications when statuses of leads do not change in specified TATs.


Sales automation services set up rules to reassign leads depending on the status of your leads.

Overdue Notification

Never fall back on your times by staying on top of the status of your leads.


With the top sales automation solutions run retargeting campaigns and nurture leads by the using geofencing feature.


The best automation tools capture leads through API integrations and assign to relevant divisions.


The best sales automation solutions set up incoming email servers and accounts and ace your sales automation.


Sales automation crm for business uses IMAP to set up and streamline outgoing email servers and accounts.

Lead Score

Lead scores based on email, SMS, voice engagement, stages, and priorities with the best sales automation software.


Sales automation services send emails to leads and track the lead activity with notes for each of them.

Frequently Asked Questions

Sales automation tool is a software that will help with automating most of the sales process and aid the executives.

  1. Lead scoring
  2. Sending trigger emails at regular intervals
  3. Lead nurturing
  4. Tracking the leads
  5. Track ROI and results

Sales automation will assist sales team in their selling process and eases the things for them.

Sales automation software uses AI and other digital processes to automate various monotonous works.

Sales automation will reduce a lot of monotonous tasks that sales reps have to do and ease their work.

Sales pipeline is a preset process and have all the required stages from where a customer has to pass through.

Automation is a process of making things done automatically with the help of software or any other required tools.

  1. Schedule the meetings
  2. Manage pipeline
  3. Call recording
  4. Templates and sequences

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