Streamline Your IT Services Business Using Automation

5 Ways to Streamline Your IT Services Business Using Automation

With businesses relying on technology on a daily basis, being able to resolve technical support issues quickly when they occur can result in thousands of dollars in lost revenue.

Therefore, as an IT services business, having processes in systems in place that can streamline your business and how quickly you can deliver your services to clients in need is critical.

So how can you make use of automation to help deliver a top quality service to your clients?

Well, we’ve put together a guide on some of the leading ways to streamline your IT services business using automation that you can apply within your business to help save you and your clients time and revenue as a result of technical downtime.

Ready to turn your IT services business into a well oiled machine? Let’s dive in.

Ways to Automate Your IT Services Business

  • Support Requests
  • Client Billing
  • Remote Support
  • Service Monitoring
  • Client Onboarding

Support Requests

Being able to address your clients’ support inquiries in a timely manner can make or bake your business’s reputation.

By using platforms like Zendesk and Help Scout you can create a centralized place for all support inquiries received by your clients and set up tailored rules based upon the type of the request, the urgency of the request and more to ensure all support requests are dealt with accordingly so that nothing slips through the cracks.

Once the support request is completed, you can then trigger follow up actions within your other software platforms using Zapier saving your countless hours of manual data entry.

Client Billing

Research indicates that small businesses can spend up to 15 hours per week on billing.

This is critical time that can be spent on more important tasks such as finding new business opportunities or training your team members.

Thankfully, with solutions like Stripe and Xero you can automatically generate client invoices as soon as a support request has been resolved or a service has been delivered by one of your support staff ensuring your invoices are paid on time.

Remote Support

Delivering your services online not only allows you to increase your service delivery capabilities on a national scale it also saves you added expenses in fees including petrol and vehicle maintenance.

With solutions like Calendly and Zoom, clients can schedule a remote support session with one of your team members allowing your team to diagnose and resolve issues without having to visit the client in person, freeing up their schedule to work with more clients.

Calendly also integrates with popular payment processing platforms like Stripe allowing you to automatically bill the support session in advance.

Service Delivery

Ensuring your services are delivered at a high standard not only results in a client remaining with you long term, it can also lead to additional business through referrals and partnerships.

With the help of platforms like Asana and Monday.com you can develop systemised checklists that are automatically assigned to new client projects so that all responsible parties can see the status of each project and what needs to be done.

Once a specific step within a project has been completed, you can then trigger follow up actions notifying the client or other team members of the progress.

Client Onboarding

When it comes to providing a high quality service, first impressions count.

Ensuring that clients are onboarded correctly when registering for your services not only provides a professional image from the start, it saves the need to follow up with clients for missing login credentials or other assets critical to you delivering your services.

By using solutions like Paperform and Typeform you can create tailored client onboarding surveys that allow you to collect any critical information from the moment they sign up.

And there you have it, 5 ways to streamline your IT services business using automation giving you more time to focus on delivering technical assistance to your clients.

Ready to Grow Your IT Services Business Using Automation?

Feel free to explore some of the tools outlined within this article to see how each tool can be used to automate common workflows within your recruitment agency or Schedule a Free Automation Consultation with our team today about growing your IT services business using automation today.

How to Automate Appointment Scheduling

How to Automate Appointment Scheduling

When it comes to scheduling appointments with leads, clients or other potential partners, finding a time that works for everyone can be a challenge.

From international time zones, to public holidays and flexible working hours this can often present a major headache for all parties.

Thankfully, with the help of an automated Appointment scheduling system you can streamline your scheduling process once and for all for you and your attendees.

To help make it easier for you, we’ve put together a detailed guide including answers for questions about automated Appointment scheduling as well as platform recommendations and workflow examples you can implement within your business easily saving you countless hours.

Let’s dive in!

Automate Appointment Scheduling

  • What is automated Appointment scheduling?
  • When should I use automated Appointment scheduling?
  • How much do automated Appointment scheduling platforms cost?
  • Can automated Appointment scheduling damage my reputation?
  • Automated Appointment scheduling benefits
  • Best automated Appointment scheduling platforms
  • Automated Appointment scheduling workflow examples

Common Questions About Automated Appointment Scheduling

What is Automated Appointment Scheduling?

  • Automated appointment scheduling is the process of streamlining your Appointment scheduling process through use of a SaaS Appointment scheduling platform.

When Should I Use Automated Appointment Qualification?

  • Automated Appointment scheduling can be used across your entire organisation including initial consultations with potential clients, regular meetings with current clients and more.

How Much Do Automated Appointment Scheduling Platforms Cost?

  • Depending upon which platforms you use and the feature you wish to make use of automated lead platforms can cost anywhere between $0 and $70 per month.

Can Automated Appointment Scheduling Damage My Reputation?

  • While automated appointment scheduling can streamline your scheduling process, providing your customers with the option to still freely contact you is essential for certain businesses, however, we recommend using a call routing or hiring a receptionist to manage this so that you and your team can focus on deep work.

Benefits of Automated Appointment Scheduling

  1. Provide your appointment attendees with a streamlined scheduling experience.
  2. Allow them to schedule a time that aligns with their schedule.
  3. Avoid confusion of public holidays and time zones with calendar synchronisation. 
  4. Reduce time of manual back and forth communication to find a time that works.
  5. Automate follow up communication and reminders upon scheduled appointments.

Best Automated Appointment Scheduling Platforms

Automated Appointment Scheduling Workflow Examples

Direct people to tailored event type pages for streamlined booking.

Depending upon the size and complexity of your business, you may have multiple appointment types that can be across different times, days or with limited availability.

With the help of an automated scheduling platform you can create tailored event type pages and then customise each event type based upon its specific requirements including questions for information required before the meeting, options on how they can schedule the meeting (location, time and dates) and even redirect them to tailored confirmation pages.

Schedule meetings with specific teams or individuals.

As your team grows and business changes, you may need to schedule appointments with different team members or as a group.

Automated scheduling platforms make this hassle free by allowing you to configure each event type’s allocation based on a number of criterias including a person’s availability, appointments with multiple team members or by making use of a round robin based option.

Streamlining event rescheduling and event cancellation.

With distributed teams and business done at a global scale, scheduled appointments can change at short notice.

However, being able to manage this via traditional methods can be a nightmare. Thankfully, with the help of an automated appointment scheduling platform you can make this process a breeze with all scheduled appointments including a link to reschedule or cancel if required.

Automate event reminders and post appointment follow ups.

With people leading busy lives than previous generations and digital distractions playing a constant challenge in our work and professional lives, appointments can slip people’s minds.

With an automated appointment scheduling platform you can create tailored reminders to be triggered at specific times and via specific channels (email, SMS etc) to reduce the risk of them missing the scheduled appointment.

Get a detailed overview of your appointment performance. 

Being able to get a better understanding of where you and your team’s time is going when it comes to meetings is critical to optimising your team’s productivity while also providing you with a better understanding of your customers needs.

Thankfully, most of the leading appointment scheduling platforms on the market offer detailed reporting features including an overview of total events scheduled, attended, cancelled while also providing you with insight into popular days and times so that you can make informed decisions about how to manage your time and resources.

And there you have it, a comprehensive guide on how to streamline appointment scheduling through the use of an automated appointment scheduling platform as well as some proven examples you can implement within your business easily.

Ready to Automate Your Appointment Scheduling Process?

Feel free to explore the platforms mentioned above to see how they can assist you in streamlining your appointment scheduling to win back your time and your customers.

How to Automate Lead Qualification

How to Automate Lead Qualification

Having a consistent pool of qualified leads can make or break a business.

Even once you have a stream of leads coming in, being able to quickly identify, engage and convert those leads into paying customers is no easy feat.

However, with the help of automation you can streamline your workflows and increase efficiency across your entire sales team ensuring that no potential customer ever slips through the cracks.

So with this in mind, we’ve put together a detailed guide including answers to some of the most common questions relating to automated lead qualification as well as the benefits and leading platforms available on the market.

We’ll also walk you through some real life examples you can use within your business that are easy to deploy and can save you hours every week.

Let’s dive in.

Automate Lead Qualification

  • What is automated lead qualification?
  • When should I use automated lead qualification?
  • How much do automated qualification platforms cost?
  • Can automated lead qualification damage my reputation?
  • Automated lead qualification benefits
  • Best automated lead qualification platforms
  • Automated lead qualification workflow examples

Common Questions About Automated Lead Qualification

What is Automated Lead Qualification?

  • Automated lead generation is the process of automatically qualifying leads generated through your marketing campaigns with the assistance of SaaS platforms.

When Should I Use Automated Lead Qualification?

  • Automated lead qualification can be used at every stage of your lead qualification process to assist your team in ensuring no leads slip through the cracks.

How Much Do Automated Lead Qualification Platforms Cost?

  • Depending upon which platforms you use and the feature you wish to make use of automated lead platforms can cost anywhere between $0 and $100 per month.

Can Automated Lead Qualification Damage My Reputation?

  • The most important thing to take into consideration when automating lead qualification is to ensure that it is done in a way that benefits your potential customers.

Benefits of Automated Lead Qualification

  1. Easily identify and engage with your most qualified leads easily.
  2. Reduce time on manual follow up at critical moments.
  3. Prevent missed opportunities with potential customers.
  4. Increase your lead to customer conversion rate.
  5. Win back more time to focus on other areas of your business.

Best automated lead qualification platforms

Automated lead qualification workflow examples

Adding new landing page leads to your CRM.

Keeping track of new leads is critical not only to your conversion rate but also saves you countless hours of manual data entry across multiple platforms.

With the help of Zapier or Make you can automatically add new landing page leads within your CRM and also distribute leads amongst team members based upon a specific criteria allowing you to keep track of each and every lead easily. 

Send automated follow up emails to engage with new leads.

Companies that excel at lead nurturing generate 50% more sales leads at 33% less cost.

However, knowing which leads to follow up with and when can be a challenge. Thankfully, with CRM solutions like ActiveCampaign and Hubspot they allow you to build tailored email nurturing campaigns that automatically follow up with leads based upon where they are within your sales cycle or actions they have completed since becoming a lead.

Prequalify new leads using tailored forms and surveys.

Lead quality plays a major role in conversion rates, however, gathering important information from leads can be a painstaking process if not managed properly.

With solutions like Paperform and Typeform you can build tailored lead qualification forms and surveys that allow you to gather critical information from potential customers so that you can determine which leads are most likely to convert.

Streamline appointment scheduling with dedicated scheduling pages.

With business now done on an international scale, appointment scheduling can often become a nightmare with countless emails back and forth to find an ideal time that works for everyone.

Thanks to solutions like Acuity and Calendly, you can now streamline your appointment scheduling process with tailored scheduling pages that allows your leads to view and schedule a meeting adapted to their timezone.

Create automated reminders for you and your team.

When it comes to running a business or managing multiple areas within a business, things can slip through the cracks from time to time even with experience.

With the help of platforms like Pipedrive and Salesmate you can create automated reminders that notify you when it’s time to follow up with a lead. These reminders can be triggered based upon a specific action being completed by a lead or when a certain time period has passed.

And there you have it, an overview of how to automate lead qualification within your business as well as some workflow examples you can implement within your business easily.

Ready to Automate Your Lead Qualification Process?

Feel free to explore the platforms mentioned above to see how they can assist you in streamlining your lead qualification process that not only helps you but your potential customers.

Sales Automation

What Is Sales Automation? Pros, Cons, Best Practices and More

When you mention the idea of automating sales, most business owners may second guess the idea and while there is no doubt selling high ticket products or services often requires you to establish trust and authority with your target audience.

However, if used correctly sales automation can become one of the best investments your company can make.

But what is sales automation? What solutions are available on the market and what are the pros, cons and best practices of implementing sales automation within your business?

In this article, we’re going to brand down each of these points in more detail and provide you with some real-life examples of ways you can streamline your sales process using automation.

Let’s dive in!

Sales Process Automation

What is sales automation?

Sales automation involves using software to automate repetitive tasks and workflows within your sales process with the goal of helping your sales team reduce the amount of time they spend on manual tasks on a daily basis.

This can include automating email follow-up, document creation, appointment scheduling or any one of a number of manual tasks that eat into your sales reps busy schedule.

Not only does this increase your team’s productivity, decrease the need for them to focus time and energy on repetitive administrative tasks but it also improves processes and data accuracy within your business by removing the risk of human error.

How does sales automation work?

Sales automation works by creating pre-determined workflows that complete a pre-defined list of tasks over any desired period of time.

For example, if you wanted to follow up with a qualified lead over a period of two weeks you can create a workflow that sends an automated follow-up email or reminder to your sales rep every 3 to 5 days until the lead schedules a meeting? No worries!

Most modern CRM’s including Salesmate, Pipedrive and ActiveCampaign allow you to create workflows just like and they can be personalised based upon the customer or sales rep.

Or maybe you’re looking to create a contract and invoice for a new client you’ve just signed without having to manually add data in each platform? Don’t stress! With sales automation, you can say goodbye to manual data entry once and for all.

By using Platforms like Zapier and Integromat, you can connect your company’s SaaS platforms and automate workflows within your business saving you time and money.

Some other forms of sales automation include:

  • Lead qualification
  • Appointment setting
  • Customer onboarding
  • Payment automation
  • Support automation
  • Review management
  • Sales reporting

What are the pros and cons of sales automation?

Did you know that lost productivity and poorly managed data cost’s companies a staggering $1 trillion annually?

And let’s face it, with more businesses moving online to capture a larger market share this has resulted in most people having to multi-task leading to the risk of human error no matter how many times you’ve performed even the most mundane tasks.

By automating these tasks you can help reduce the risk of human error while also allowing your team to focus on more important tasks that automation can’t do.

It’s important to remember though, that building trust and authority within your industry still requires the human touch so don’t over automate.

If a lead or customer matches a certain requirement, you can set an internal notification for your sales rep to follow up with the lead personally via phone or email instead of sending an automated email to them.

What are the best practices for sales automation?

Before using sales automation within your business, it’s best to determine what exactly are you looking to achieve out of using it within your business.

Some of the most common reasons include increasing data accuracy, reducing overheads and freeing up time to focus on more important things within your business.

With this in mind, here are some best practices you can follow when looking to implement sales automation within your business.

Assess Current Systems

Conduct an analysis of the current platforms you are using within your business and how well they integrate with other platforms and with other popular automation platforms.

If you’re still using a dated CRM solution that doesn’t work well with other platforms on your market maybe it’s time for an upgrade as more than likely it’s costing you time and money.

Map Out Processes

The next step is to map out your entire sales process from start to finish, most CRM platforms support the ability to create a sales pipeline within your business which you may have already started using or you may prefer to use a mind mapping platform such as Miro so you can collaborate with team members and external contractors.

You want to get crystal clear on the entire process in as much detail as this will allow you to determine which steps can be automated and which ones will need to remain manual.

Compare Software Solutions

In the event that your current software platforms integrate well with each other, great!

If the current platforms you are using aren’t going to work well together, you may need to take some time to review some of the best sales automation tools to determine which platforms will work best for you and your industry.

Leading automation platforms such as Zapier and Integromat currently support 1,000s of leading SaaS platforms so chances are these platforms will support your chosen platform.

In-House vs Hiring a Consultant

You’ll need to complete a review if you and your team implement these platforms yourself or if it’s best to hire an experienced sales automation consultant to assist you with the planning, implementation and ongoing management of your automations.

While automating simple workflows may be able to be managed in-house with the help of some training videos or detailed guides, automation can often become more complex when you are looking to automate dozens of processes or complex workflows.

Testing and Documentation

It’s important to remember that automation may not always work as intended so it’s best to complete a few tests runs internally before launching automations or consider having your sales reps or customer support team test the workflows as they may be able to identify something you have missed that they feel is critical to the process.

Documentation and training are also important when launching new automations as it’s critical that you keep your team up to date on process changes that may impact the way they work.

Is sales automation right for my business?

In all honesty, sales automation can be used in just about any business regardless of size, industry or who your target market is.

Some important things to take into consideration before thinking about using sales automation within your business are not to overdo it straight away, even if it’s automating a handful of small repetitive tasks that save you from having to do these on a daily basis you’re off to a great start.

Another important thing to remember is to find the platforms that work best for your budget, while having the top of the range SaaS solutions may seem nice if you’re still small and won’t make use of half of the platform features yet so invest your resources wisely.

And there you have it, our detailed overview of what is sales automation as well as the pros, cons and best practices on how you can use it within your business.

Ready to Streamline Your Sales Teams Workload?

Feel free to check out some of the platforms recommended within our article or take a minute to conduct an analysis of your current systems and process to determine what can be automated within your team’s daily workload, you may be surprised!

Which sales processes are you looking to automate within your business? Let us know in the comments.

Happy automating!

Ways to Use Sales Automation Within Your Business

8 Ways to Use Sales Automation Within Your Business

When it comes to hiring, one of the most important investments you can make within your business is no doubt hiring sales representatives.

Not only can they help scale your revenue quickly giving your access to additional cash flow which allows you to hire across other areas but it frees up your time to focus on other areas within your business.

Unfortunately, one of the biggest time killers even the most experienced sales representatives faced is time lost on repetitive tasks like scheduling meetings, lead follow up and more.

Thankfully, with the help of technology, you can streamline repetitive workflows within your sales process saving your team countless hours in lost time while allowing you to improve efficiency within your business and hire faster

So, with this in mind, we wanted to share some of the best ways to use sales automation within your business and win back your time once and for all.

Let’s dive in!

Ways to Use Sales Automation Within Your Business

Ways to Use Sales Automation Within Your Business - Lead Qualification

Lead Qualification

Being able to generate high-quality leads that are the right fit for your product or service can be challenging and time-consuming.

Matched with having to manually qualify or search for additional data on leads can cost you countless hours of follow-up for little to no return on investment.

With platforms such as Typeform and Lusha you can pre-qualify leads by having them complete condition-based surveys that automatically segment leads based upon their feedback while Lusha can help you enrich existing lead data ensuring your lead data is always accurate.

Ways to Use Sales Automation Within Your Business - Lead Nurturing

Lead Nurturing

Remembering to follow up with every lead can be difficult when you have dozens of new leads arriving each day.

And while selling no doubt requires the human touch when it comes to closing a deal, being able to create automated workflows that take the guesswork out of it for you can save you countless hours in time and resources.

With the help of platforms like Salesmate and Pipedrive, you can build automated workflows that either engage with your leads on a time-based or event-based schedule or trigger notifications to be sent to your sales reps to follow up personally if a lead meets specific criteria.

Ways to Use Sales Automation Within Your Business - Appointment Setting

Appointment Setting

Finding a suitable time for meetings that works for everyone can be a nightmare.

With different timezones, conflicting schedules and more coming into the play it’s easy to get caught up in back and forth email threads leaving you frustrated.

Thanks to platforms like Calendly and tymeshift you can view, plan, and schedule meetings without having to worry about timezones or conflicting schedules ever again. Calendly even automatically adjusts meeting availability to the person’s local timezone and allows you to trigger email and text-based reminders ensuring an important meeting is never missed.

Ways to Use Sales Automation Within Your Business - Customer Onboarding

Customer Onboarding

Proving an easy, hassle-free onboarding process is critical to providing your new customers with a great first impression of working with you.

With the help of platforms like Paperform and Userflow you can create tailored customer onboarding experiences that make the process hassle-free for you and your clients.

Whether it’s getting them to provide brand assets for a marketing campaign, completing an onboarding checklist for your software platform or more you can personalise the experience at every step based upon their unique requirements.

You can then also trigger follow up processes once your customer completes the onboarding process using Zapier or Integromat saving you and your clients time.

Ways to Use Sales Automation Within Your Business - Payment Automation

Payment Automation

Ensuring a streamlined payment processing experience for your customers not only provides you with a healthy cash flow, but it also reduces any friction or doubts a new customer may have when purchasing from you for the first time.

By using platforms such as Stripe and Zipbooks you can streamline your payment processing and invoice creation by creating recurring invoices and offering subscription-based payment engagements so that you or your customer never miss a beat.

You can then also send this data between any one of your platforms to ensure your customer data is always up to date and accurate using Zapier or Integromat.

Ways to Use Sales Automation Within Your Business - Support Automation

Support Automation

Providing top-rated customer support is critical to ensuring a high-level customer experience even after your product or service has been delivered.

However, with so many communication channels and varying customer support demands making it difficult to ensure every enquiry query is dealt with on time you can soon have your work cut out for you.

Thanks to platforms such as Front and HelpScout you can consolidate support enquiries across all platforms into one centralised place while also creating a curated collection of support articles that help answer your customer’s queries avoiding the need to have to reach out to you for common support queries.

Ways to Use Sales Automation Within Your Business - Review Management

Review Management

One of the most powerful sales assets you can have is none other than social proof.

But remembering to follow up with each customer for reviews can be time-consuming, what’s more, how can you be sure you’re reaching out to your most loyal customers to collect a review from?

With the help of platforms like Reviews.IO, you can streamline your reviews collection and publishing process allowing your most loyal customers to share their experience with your brand so that others can discover your brand.

Ways to Use Sales Automation Within Your Business - Sales Reporting

Sales Reporting

Being able to get a birds-eye overview of your most important sales metrics in one central place not only lets you know when you need to focus your attention most, but it also saves you countless time wasted switching between multiple reporting platforms.

By using platforms such as Databox and DashThis, you can build centralised sales reporting dashboards with all of your most important metrics in one place.

You can then also trigger time-based, event-based or goal-based reminders and notifications to be sent to relevant team members for each metric using Zapier or Integromat.

And there you have it, 8 savvy ways to use sales automation within your business to help you increase your team’s productivity giving them more time to focus on what matters most, selling.

Ready to Win Back Your Sales Reps Time?

Feel explore some of the tools mentioned in our list in more detail by signing up for a free trial or schedule a free automation consultation with us today to learn more about how we can help streamline your sales process using automation.

Happy automating!

Pipedrive Review 2021

Pipedrive Review 2022: Compare Features, Pricing & More

When it comes to choosing the right CRM platform for your business, it can seem like a long and tedious process.

Most of them are stacked with features you may never use or can’t be customised to suit your industry and business needs.

However, one CRM that bucks this trend and does it well is none other than Pipedrive.

Founded in 2010, CRM dubs itself as the first CRM built by salespeople, for salespeople and with over 95,000 customers spanning 175 countries and a team of over 800 there’s no second-guessing it definitely a leader within its space. 

But how does it compare to other CRM platforms on the market?

In this Pipedrive review article, we’re going to unpack Pipedrive’s features, pricing and more to help make it easier when it comes to choosing the right CRM platform for your business.

Let’s dive in!

Pipedrive Review 2022

Overview

Having been founded only in 2016, Salesmate can often be considered as one of the newcomers within the CRM space, however, this hasn’t stopped it from disrupting an already crowded market and marking its name as one of the top-rated contenders within the industry.

With a focus on helping sales teams become more productive, Salesmate offers a diverse range of features in a well designed, easy to use platform that doesn’t break the bank.

This unique approach has led to them win multiple awards within their space and is rated one of the top-ranking CRM’s on the market in terms of price, quality and customer service and they have no signs of slowing down in disrupting the market.

Features

Lead and Deal Management

With Pipedrive’s advanced lead and deal management, you can be sure to get the most out of every lead opportunity and save you countless hours of time.

Pipedrive’s visual sales pipeline feature allows you to get a birds-eye view of where each deal is at within your pipeline while also being able to collect, import and add leads directly into their leads inbox making it easier to manage each and every lead.

Pipedrive also includes a built-in web form builder and live chat platform allowing you to generate new leads without the need for multiple platforms.

Communications Tracking

Whether it’s tracking when a lead opens and responds to your email, logging a recent call completed by sales reps, creating a centralised place to store documents and templates Pipedrive has you covered with a host of built-in communication tracking features.

You can also log recently completed activities, schedule meetings and share your availability on the fly with built-in scheduling functionality tailored to your needs.

Workflow Automation

The last thing a business sales rep needs is to be slowed down by repetitive admin tasks that can be automated.

Whether it sending follow up emails, creating follow up task reminders or enriching contact data, when it’s performed 100s of times a day this can eat into precious time and energy that can be used to close new deals and reach out to existing customers.

With Pipedrive’s built-in workflow automation feature, you can build tailored automation workflows that help automate repetitive admin tasks so your team can focus on what matters most.

Insights and Reporting

Being able to get a clear understanding of key metrics is critical to increasing your sales teams productivity and business revenue, traditionally this would require hours of data analysis only to be presented in dreary spreadsheets that don’t tell the whole story.

Thanks to Pipedrive’s advanced reporting capabilities you can get up to date, accurate insights into your most important sales metrics and also set goals for each one so that you can see where you are in terms of each goal and which areas need the most attention.

Privacy and Security

Ensuring your company data is critical is essential and Pipedrive has got you covered with the ability to manage and review your contact, lead and sales data with ease.

From being able to create custom access and device rules to automated notifications when a data security issue occurs and add two-factor login requirements for accounts you can rest assured that your data is secure 24/7

Mobile App and Integrations

Being able to have your sales data accessible on the go is critical to ensuring a streamlined sales process no matter where you are.

With Pipedrive’s native mobile app for iOS and Android, you have access to your sales data whether you’re travelling, at a conference or even on vacation and with direct integration with leading Calendar and Email providers and support for over 275+ leading SaaS apps you can rest assured that Pipedrive works with just about any platform you use.

Pricing

Pipedrive has pricing plans to suit big and small businesses with plans from as low as $18 per month for their essential plan making it one of the most affordable solutions on the market.

  • Essential – $18 month/$12.50 per month (billed annually)
  • Advanced – $33 month/$24.90 per month (billed annually)
  • Professional – $59 month/$49.90 per month (billed annually)
  • Enterprise – $119 month/$99 per month (billed annually)

FAQs

How much does Pipedrive cost?

  • Pipedrive pricing varies depending upon the features you are looking for with plans starting from $18 per month.

Does Pipedrive offer a free trial?

  • Yes, Pipedrive offers a free 14-day free trial to get started.

Can I migrate my existing contacts to Pipedrive?

  • Yes, Pipedrive allows you to import your existing contacts and also has qualified Pipedrive experts who can assist you with migration.

What customer service options do Pipedrive offer?

  • Pipedrive provides support via live chat and telephone for enterprise plans.

Alternatives

Unsure if Pipedrive is the right solution for your business? Here are some other platforms we recommend checking out when choosing the right CRM solution for your business.

Summary

Overall Pipedrive comes out as a clear contender when it comes to providing an affordable yet feature-packed CRM solution that helps increase your sales.

One of the areas that Pipedrive excels in is its continuously growing marketplace which offers direct integration with a diverse range of leading SaaS platforms on the market.

If you’re looking for a low cost yet powerful CRM that is guaranteed to increase your sales teams productivity we highly recommend taking Pipedrive for a test yourself.

And there you have it! Our in-depth Pipedrive review article provides you with an overview of its features, pricing and more to help you make the right decision when it comes to choosing a CRM solution for your business.

Ready to see if Pipedrive is right for your business??

Get started today with a free 14-day trial which provides you with access to all features so that you can explore the platform in detail or let us take care of it for you with our Pipedrive consulting services including account setup, contract migration and more to ensure you get the most out of your sales team.

Happy automating!

Sales Automation Tools

9 Sales Automation Tools to Streamline Your Sales Process

One of the biggest productivity killers of any busy sales team is time lost completing small tasks.

From scheduling meetings to following up with leads, sending contracts and creating proposals their to-do list soon becomes a neverending list of back and forth administrative tasks.

But what if there was a way to streamline these tasks and let machines do the heavy lifting so that your sales reps can focus on what matters most.

Well, with the help of sales automation you can help your sales reps win back their time and say goodbye to repetitive tasks once and for all.

But with so many options available on the market it’s often easy to get lost in which tools actually save them time and increase productivity without costing a fortune.

Don’t stress, we’ve got you covered!

Here’s our list of the best sales automation tools available on the market that will save you and your team time, money and energy.

Let’s dive in!

Sales Automation Tools

Calendly

First up in our list of sales automation tools is none other than Calendly.

Calendly makes light work of scheduling with its well designed, easy to use platform that allows you to share your availability via your own customisable link. What’s more, is you can customise based upon a number of variables including availability, meeting location and more.

You can also trigger automated SMS and email reminders and collect pre-payments for paid events while also converting timezone availability for your visitors making scheduling hassle-free for you and your contacts.

Key Features

  • Ability to schedule unlimited events
  • Send personalised SMS and email reminders
  • Collect pre-payments before events
  • Sync all appointments with your existing calendar
  • Customise your availability as required

Pricing

  • Basic – $0 forever
  • Premium – $10 per user / month
  • Pro – $15 per user / month

FindThatLead

Ever find yourself spending countless hours trying to find quality prospects for your outreach campaign?

You could throw hundreds, if not thousands at paid advertising campaigns or you could take your prospecting game to a whole new level with FindThat Lead.

FindThatLead allows you to search, verify and even get the contact information of qualified prospects with professionals all around the globe using their all-in-one prospecting platform. In just a few simple steps, you can search, validate and start connecting with potential clients with ease.

Key Features

  • Search for business email addresses around the globe
  • Validate existing email addresses lists with ease
  • Find and connect with local business owners by keyword
  • Build and send personalised email outreach campaigns

Pricing

  • Growth – $49 per month (1 user)
  • Startup – $150 per month (4 users)
  • Suite – $399 per month (6 users)

JustCall

Despite the evolution of social media and online conferencing, the telephone still remains a commonly used method of communication when it comes to customer service and sales.

JustCall lets you and your team communicate with ease via its cloud-based telephone platform while offering a host of features that go beyond the traditional telephone. From the ability to register and use local numbers from over 70 countries, to send and receive SMS messages and more, JustCall allows you to take your telephone outreach to new levels. 

Key Features

  • Use local numbers from over 70 countries
  • Create personalised greeting messages
  • Auto-dial and connect calling
  • Voice transcription of calls
  • Advanced reporting of call data

Pricing

  • Standard – $25 per user / month
  • Premium – $50 per user / month
  • Enterprise – Request Quote (Minimum 100 users)

Lemlist

When it comes to preferred sales strategies, cold email generally gets a bad wrap.

And while the days of generic, bulk sending of email campaigns to email lists will probably not only cost you time and resources, it may also lead to your domain being flagged as spam.

Lemlist reinvents cold email outreach with its easy to use, intuitive platform that allows you to build highly personalised email campaigns that nurture and convert prospects into qualified sales leads at scale without the risk of your domain being flagged.

Key Features

  • Create highly personalised email campaigns
  • Ability to split test multiple campaign variables
  • Automate follow up via multiple channels
  • Sync data with your CRM platform
  • detailed reports on campaign performance

Pricing

  • Email Warm-Up – $29 per user / month
  • Email Outreach – $59 per user / month
  • Sales Engagement – $99 per user / month

Lusha

Being able to build a list of accurate leads for sales outreach isn’t easy. Incorrect email addresses, dated profiles and more often lead to you wasting countless hours in sales outreach.

Lusha allows you to build laser targeting lists for prospecting with access to 100 million profiles providing you with accurate sales saving you time and resources while ensuring you are reaching out to the right person within a company every time.

Key Features

  • Auto-enrichment of contact data
  • Filter contacts based upon specific variables
  • Integration support with your CRM and other sales platforms
  • Web extension for easy enrichment

Pricing

  • Starter – $0 per month (5 credits)
  • Professional – $99 per month (100 credits)
  • Premium – $199 per month (300 credits)
  • Enterprise – custom

Salesmate

When it comes to SaaS platforms that help grow your business, having a reliable CRM platform can make or break your business.

Salesmate goes beyond the traditional CRM platforms by offering a powerful, easy to use platform that increases your sales teams productivity and gives them a birds-eye view of every sales opportunity so that they know exactly who to focus on next.

From automating workflows to detailed sales reporting and built-in calling and text messaging Salesmate takes your team to the next level.

Key Features

  • Create automated, personalised outreach campaigns
  • Send SMS messages and make phone calls
  • Trigger activity reminders and sales actions with ease
  • Easily store, track and manage deals and contacts
  • Get detailed reporting on multiple data points

Pricing

  • Starter – $15 per user / per month
  • Growth – $50 per user / per month
  • Booth – $50 per user / per month
  • Enterprise – custom

ScrabIn

Looking to grow your social media reach on autopilot?

Scrab.in allows you to build automated, highly personalised lead generation campaigns through LinkedIn without you having to spend hours sifting through LinkedIn profiles daily.

In just a few minutes, you can have your LinkedIn campaign up and running that automatically searches, engages, connects and messages prospects on auto-pilot allowing you to spend more time in other areas of your business.

Once Scrab.in has done the heavy lifting for you, you can then continue to reach out to the most relevant prospects through more personalised messages.

Key Features

  • Scan and visit 1st, 2nd and 3rd profiles
  • Visit up to 15,000 profiles per month
  • Send automated messages and invitations
  • Export leads to CSV

Pricing

  • Plus – $12 per user (1 plus license)
  • Ultimate – $59 per month (1 ultimate license)
  • Ultimate – $399 per month (8 licenses)

Better Proposals

First impressions count and being able to present a personalised, eye-catching sales proposal that blows your target audience away isn’t always easy.

BetterProposals lets you create professionally designed, interactive proposals that make your proposal stand out from the crowd while also proving you with detailed insights into how each prospect engages with your proposal.

Key Features
  • Create professional, personalised proposals
  • Detailed insights on the proposal engagemnt
  • Automated follow up with prospects
  • In-built signature support
  • Secure payment processing

Pricing

  • Starter – $19 per user / per month (10 proposals)
  • Growth – $29 per user / per month (50 proposals)
  • Booth – $49 per user / per month

HelloSign

Working hand in hand with a high-quality sales proposal is being able to create a seamless contract signing process that makes contracts easy for you and your new clients.

HelloSign makes light work of legal contracts with their easy to use e-signing platform that allows you to create, sign and send legally binding contracts without the need of expensive legal teams or snail mail.

Key Features
  • Create professional, legally binding contracts
  • Send signature requests directly to new clients
  • Pre-created templates for faster sending
  • Adult trail support via time stamping

Pricing

  • Starter – $19 per user / per month (10 proposals)
  • Growth – $29 per user / per month (50 proposals)
  • Booth – $49 per user / per month

And there you have it, 7 top-rated sales automation tools that you can implement within your business to save your sales team time and money and help you grow your bottom line.

Ready to Increase Your Sales Teams Productivity?

Feel free to sign up for a free trial of these tools and see how much time your team has to focus on what matters most, selling.

Which tool are you most interested in trying and why? Let us know in the comments.

Happy automating!

Salesmate Review

Salesmate Review 2022: Compare Features, Pricing & More

When it comes to CRM platforms available on the market, there is no shortage of options.

However, one CRM that stands out from the crowd in terms of features and price that we can’t go past is no doubt Salesmate.

Since its founding in 2016, Salesmate has been at the forefront of innovating the way sales teams manage their workload on a daily basis.

But how does it come to some of the major players in the market?

In this Salesmate review article, we’re going to provide you with a comprehensive overview of Salesmate’s features, pricing and more to help make your decision process easier when it comes to choosing the right CRM for your business.

Let’s dive in!

Salesmate Review 2022

Overview

Having been founded only in 2016, Salesmate can often be considered as one of the newcomers within the CRM space, however, this hasn’t stopped it from disrupting an already crowded market and marking its name as one of the top-rated contenders within the industry.

With a focus on helping sales teams become more productive, Salesmate offers a diverse range of features in a well designed, easy to use platform that doesn’t break the bank.

This unique approach has lead to them win multiple awards within their space and is rated one of the top-ranking CRM’s on the market in terms of price, quality and customer service and they have no signs of slowing down in disrupting the market.

Features

Contact Management

Say goodbye to dated spreadsheets for managing your contacts with Salesmate’s contact management you can store and manage all of your most important contacts all under one roof.

Matched the ability to filter based upon specific criteria, view sales and engagement activity and auto-assign new contacts Salesmate makes light work of your contact management. What’s more, it also includes auto contact enrichment giving you up to date contact data when needed.

Pipeline Management

Get a birds-eye view of all current new and existing sales opportunities within your pipeline thanks to Salesmate’s pipeline management feature allowing you to prioritise sales opportunities and close new business with easier.

Salesmate also allows you to build tailored automation workflows that can be triggered when deals reach a specific stage within your pipeline so that your sales reps can focus on selling.

Smart Emails

Take your email outreach to the next level with Salesmates built-in email automation features which allows you to track email engagement activity, create personalised email templates for easier outreach and sync your email activity with your mails service ensuring accurate data for each and every contact.

Salesmate also allows you to create a shared team inbox for internal notes and increased collaboration across distributed teams.

Smart Queue

Never miss an important follow up again with Salesmate’s Smart Queue feature which allows you to create customised task workflows that automatically inform you which task needs to be completed next by your sales reps.

Salesmate also includes a smart dialer feature allowing you to automatically dial numbers saving your sales reps time day in, day out.

Sequences

Turn your sales prospects into warm, qualified leads like clockwork with Salesmate’s sequences feature which allows you to create tailored outreach workflows using a combination of email and text ensuring your brand is always front of mind with your audience.

Salesmate also allows you to trigger activity based reminders if and when needed ensuring you never miss a beat during the outreach process.

Customisation

Each business and unique and thanks to Salesmates customisation features, you can tailor it to match your business regardless of your industry, sales process, target audience or use case.

From building custom sales pipelines to field customisation, custom activity types, user roles and permissions, custom reporting and personalisation of timezones and currency Salesmate leaves no stone unturned when it comes to working with your business.

Mobile CRM

Salesmate makes it easy for you to work where you want when you want with their native Salesmate CRM application for both iOS and Android users ensuring that you have access to your most important sales data when you need it most.

With the ability to log calls, send emails using pre-created templates, manage deals and even notify you of important events when they happen Salesmate gives you the power to close more business regardless of whether you’re in the office or on the road.

Integrations

Salesmate allows you to work seamlessly with their growing list of native integrations allowing you to automate workflows within your daily tasks while ensuring your data is accurate across all platforms.

They also offer a diverse range of integration support using Zapier and Integromat which allows you to connect 1,000s of tools to Salesmate and automate just about any workflow you can think of.

Pricing

Salesmate offers a range of pricing options to suit businesses big and small and some of the most competitive pricing within the industry with plans starting from just $15/month.

  • Starter – $15 month/$12 per month (billed annually)
  • Grow – $30 month/$24 per month (billed annually)
  • Boost – $50 month/$40 per month (billed annually)
  • Enterprise – Custom

FAQs

How much does Salesmate cost?

  • Salesmate’s pricing varies depending upon the features you are looking for with plans starting from $15 per month.

Does Salesmate offer a free trial?

  • Yes, Salesmate offers a free 15-day free trial to get started.

Can I migrate my existing subscribers to Salesmate?

  • Yes, Salesmate allows you to import your existing subscribers and also has qualified Salesmates consultants who can assist you with migration.

What customer service options does Salesmate offer?

  • Salesmate provides support via live chat and email.

Alternatives

Still not sure Salesmate is right for your business, here are some other platforms we recommend exploring when choosing a CRM platform for your business.

Summary

Overall Salesmate sets the bar when it comes to providing a feature-packed, well-designed CRM platform with outstanding customer service to match.

 One thing that sets Salesmate apart from some of its competitors is its vision to go beyond the way we think and use CRM platforms to increase our sales teams efficiency and productivity on a daily basis saving you time and money in the long run.

If you’re looking for an affordable yet robust CRM that does the hard work for you then you can’t go past Salesmate for your CRM solution.

And there you have it! Our in-depth Salesmate review article provides you with an overview of its features, pricing and more to help you make the right decision when it comes to choosing a CRM solution for your business.

Ready to see if Salesmate is right for your business??

Get started today with a free 15-day trial which provides you with access to all features so that you can explore the platform in detail or let us take care of it for you with our Salesmate consulting services including account setup, data migration and more to ensure you get the most out of your CRM.

Happy automating!

ActiveCampaign Review

ActiveCampaign Review 2022: Compare Features, Pricing & More

Often referred to as one of the leading marketing automation platforms within the space, ActiveCampaign has never stopped innovating since being founded in 2003.

But, how does it compare to other leading marketing automation platforms on the market?

In this ActiveCampaign review article, we’re going to provide you with a comprehensive overview of ActiveCampaign’s features, pricing and more to help you make the right decision when it comes to choosing a marketing automation platform for your business.

Let’s get started?

ActiveCampaign Review 2022

Overview

ActiveCampaign was founded in 2003 with the objective of giving businesses of all sizes access to the tools they need to compete with their biggest competitors at an affordable price and this has something that they do exceptionally well by providing one of the best-priced platforms within the market in terms of features.

While their platform has grown over the years to support businesses of all industries one thing that hasn’t grown is their accessibility in terms of pricing making it easy for even the smallest of companies to compete with the big-name brands in their space.

Features

Email Marketing

Whether it is a broadcast email, event-triggered email or entire series of personalised emails, ActiveCampaign allows you to create stunning emails that not only look the part but are designed to provide your subscribers with a brand experience that converts.

By providing ready-made templates and an easy to use drag and drop builder even the most non-tech savvy business owners can create stunning email campaigns that generate results.

Email Segmentation

Not all email subscribers are created equally and being able to send the right email at the right time and mean the difference between rags and riches.

With ActiveCampaigns advanced segmentation features, you can create highly personalised email marketing campaigns tailored to your audience to ensure they receive the most relevant content each and every time.

Subscription Forms

Working hand in hand with email marketing is none other than subscription forms.

However, switching between multiple platforms every day not only makes it time-consuming to manage your campaigns but can also lead to countless hours of data-entry.

With ActiveCampaign inbuilt subscription forms feature, you can create high converting lead capture forms that link directly with your email marketing campaigns and CRM to ensure everything is easy to access and manage all within one platform.

Dynamic Content

Depending upon your brand and target audience, you may have multiple products, services or niches you market to. You could spend countless hours creating tailored email marketing campaigns for each audience but this can become overwhelming.

With ActiveCampaign you can create dynamic content based emails that show specific content to each subscriber based upon their subscription profile cutting your time spent on email marketing in half all with the click of a button.

Split Testing

Ever wondered if your subscribers respond best to short subject lines or long subject lines? Green buttons or red buttons? Wonder no more!

With ActiveCampaign you can say goodbye to guesswork with their inbuilt split testing feature which allows you to test variations at scale so that you can find the winning formula.

From subject lines to images and more ActiveCampaign makes split testing easy as a,b,c!

Mobile App

Being able to stay ahead of your competition isn’t easy and with the speed that today’s market moves to be able to access your latest performance data with ease is critical to ensuring you know exactly how your business is performing around the clock.

With ActiveCampaign’s mobile app, you can review your campaign performance, view customer activity and manage your CRM data all from your mobile device.

Site Tracking

Knowing how your subscribers, leads and customers interact with your website can not only provide you with actionable insights into how you can improve your marketing efforts but also allows you to better market to them based upon the actions they take on your website.

With ActiveCampaign’s site tracking feature, you can track their activity across emails, forms, landing pages and more and then segment them for a more personalised marketing experience.

Event Tracking

While site tracking provides you with actionable insight into how users are interacting with your website and provides you with a goldmine of valuable insights, ActiveCampaign takes it even further by providing you with the ability to also track each subscriber’s event as well.

From button clicks to video views and more, ActiveCampaign has got you covered.

Automation Goals

Not every contact is created equally and depending upon where they are within your buyer’s journey may have a massive impact on how they respond to certain campaigns.

With ActiveCampaign’s automation goals feature, you can identify where certain subscribers are dropping off within your email marketing funnels, compare how different goals are performing and also segment those subscribers to complete specific actions.

Automation Map

Being able to identify bottlenecks within your customer journey can be difficult when you have multiple automation journeys a subscriber can go through.

With ActiveCampaigns automation map you get a bird’s-eye view of all of your automations, see how automations are connected and identify potential errors or room for improvement

Attribution

As your company grows so will your marketing campaigns and budget so being able to attribute each conversion to the right campaign is critical in ensuring you know exactly which campaign is generating the most results and which one needs optimisation.

With ActiveCampaign’s attribution feature, you can automatically trace each subscribers path from start to finish and segment them based upon source to provide them with a personalised experience while also knowing where your marketing budget is best spent.

Split Action

Being able to segment your subscribers throughout your automation not only provides you with more power over the actions they can take but also allows you to test multiple variables at the same time to find the winning formula.

With ActiveCampaign’s split action feature you can automatically segment your subscribers based upon a number of factors including wait time, actions taken and more and they create personalised paths for each subscriber.

Reporting

No platform would be complete without the ability to know exactly what results and return on investment you are getting from your campaigns and ActiveCampaign is here to make that happen.

ActiveCampaign provides you with a comprehensive breakdown of how each of your campaigns and automations is performing from open rate to click-through rate and conversion value ActiveCampaign makes it easy for you to check in on the numbers that matter most.

Integrations

Having an email marketing platform that plays well with your favourite tools not only saves you countless hours of tech support issues but also helps you get the most out of your day by reducing the need for manual data entry and more.

ActiveCampaign integrates with a growing number of leading platforms including scheduling platforms, eCommerce platforms, reporting platforms and more to ensure a flawless user experience across your entire tool stack.

Sales and CRM

What potentially sets ActiveCampaign apart from its competitors is its built-in sales and CRM functionality bringing everything under one roof and saving you countless hours lost to data entry, switching between multiple platforms and potential data errors.

Creating an all-in-one solution also allows for much greater control over each contact in terms of how you market to them and manage the relationship from subscriber right through to customer ensuring no subscriber slips through the cracks.

Pricing

ActiveCampaign offers flexible pricing options for businesses of all sizes regardless of your budget and some of the most competitive pricing within the industry with plans starting from just $15 per month for up to 500 subscribers.

Their pricing plans vary depending upon the number of subscribers and the features you require with their lowest tier pricing plans including capacity for up to 500 subscribers.

  • Lite – $15 month/$9 per month (billed annually)
  • Plus – $70 month/$49 per month (billed annually)
  • Professional – $159 month/$129 per month (billed annually)
  • Enterprise – from $279 month/$229 per month (billed annually)

FAQs

How much does ActiveCampaign cost?

  • ActiveCampaign’s pricing varies depending upon the number of subscribers you have with plans starting from $15 per month.

Does ActiveCampaign offer a free trial?

  • Yes, ActiveCampaign offers a free 14-day free trial to get started.

Can I migrate my existing subscribers to ActiveCampaign?

  • Yes, ActiveCampaign allows you to import your existing subscribers and also offers a migration service for those looking for additional assistance.

What customer service options does ActiveCampaign offer?

  • ActiveCampign provides support via live chat, telephone and email.

Alternatives

Still not sure ActiveCampaign is right for your business, here are some other platforms we recommend exploring when choosing an email marketing platform for your business.

Summary

Overall ActiveCampaign campaign is no double a clear contender when it comes to providing a feature-packed, all-in-one marketing automation platform designed to help you and your team manage your marketing and sales all under one roof.

One thing that sets ActiveCampaign apart from some of its competitors is its affordability and scalability across multiple business types with a host of features designed to support any type of business from service-based businesses to eCommerce businesses and more.

If you’re looking for a platform that provides you with a robust set of features while still offering serious bang for your buck you can’t go past considering ActiveCampaign for your business.

And there you have it! Our in-depth ActiveCampaign review article provides you with an overview of its features, pricing and more to help you make the right decision when it comes to choosing a marketing automation platform.

Ready to Take ActiveCampaign For Spin?

Interested to see if ActiveCampaign is right for your business? Get started today with a free 14-day trial which provides you with access to all features so that you can explore the platform in detail or let us take care of it for you with our ActiveCampaign consulting services including account setup, campaign creation and more to ensure you get the most out of your email marketing.

Happy automating!

Automate.IO Review

Automate.IO Review 2022: Compare Features, Pricing & More

Wondering if Automate.IO is right for your business? Let’s find out!

While Automate.IO isn’t the most known platform within the task automation space, that doesn’t mean it has nothing to offer in terms of features, price and value.

In fact, it’s often the underdogs within the SaaS space that tend to pack a punch when it comes to providing their customers with the best bang for your buck and outstanding customer service as they have to compete twice as hard to generate the attention they deserve.

So how exactly does Automate.IO stack up against some of the industry heavyweights?

In this article, we’re going to provide you with a comprehensive review of Automate.IO’s features, pricing and more so that you have a better understanding of how they compare so that you can make the right decision for you and your business.

Let’s get started!

Automate.IO Review

Overview

Automate.IO was founded in 2016 by a small but dedicated group of tech natives and while they are often considered as a newcomer to space, this hasn’t stopped them from positioning themselves a top-rated choice within the task automation platform space.

Based out of India and San Francisco they have managed to grow to a customer base of over 30,000 clients spanning 90 countries (and counting).

Given they were one of the later platforms to launch within the space, they have kept that startup culture alive while still providing a well-rounded platform that’s well worth considering when looking for a task automation platform for your business.

Features

Single and Multi-Step Actions

Whether you’re looking to automate simple tasks or more complex, multi-step automations, Automate.IO has you covered by allowing you to create automations that work for you.

Drag and Drop Interface

Say goodbye to complex interfaces and manual coding with Automate.IO’s easy to use drag and drop interface that’s built for even the most non-tech savvy business owners.

Pre Built Automation Templates

Not sure where you start when it comes to automating your business? Automate.io makes it easy with pre-built automation templates for all of your favourite business apps.

Advanced Controls

Not all data is created equally! Automate.IO allows you to filter, format, control and organise your data and apply advanced rules such as time delays and conditional logic saving you countless hours or data optimisation.

API Connector

Can’t find one of your applications within the pre-built integrations? Don’t stress! Automate.IO allows you to connect any app using their inbuilt API connector with webhook support.

Team Collaboration

Automate.IO makes it easy for you and your team to work together with inbuilt collaboration support allowing multiple team members to work on the same project at once.

Integrations

Unsure if Automate.IO works with your current SaaS platform? Don’t stress!

While Automate.IO currently supports fewer integrations than some of its competitors, they still offer an extensive number of integrations in just about every category currently supporting over 100+ of the leading SaaS platforms on the market with new app support being released regularly ensuring you’re making them a hot contender with the industry.

Pricing

Given the fact that they still have that startup vibe to them, there’s no surprise that they offer a diverse range of pricing options to suit businesses of all sizes with a free for life plan and paid plans starting from only $29 per month.

They also offer a 20% discount for annual subscriptions.

  • Free – $0 per month (300 actions)
  • Personal – $29 per month (2,000 actions)
  • Startup – $49 per month (10,000 actions)
  • Growth – $99 per month (30,000 actions)
  • Business – $199 (100,000 actions)
  • Enterprise – $399 (500,000 actions)

FAQs

How much does Automate.IO cost?

  • Automate.IO’s pricing differs depending upon the features you require and how many tasks you are looking to automate with plans starting from $0 per month

Does Automate.IO offer a free trial?

  • Yes, Automate.IO offers a 7-day free trial to get started.

Is my data secure?

  • Yes, while Automate.IO requires a direct integration with your chosen application to work your data is secured with multiple in-built security features.

What customer support options does Automate.IO offer?

  • Automate.IO provides support via live chat and email.

Does Automate.IO provide account setup and training?

  • Yes, Automate.IO offers account setup and ongoing implementation support for enterprise plans.

Is Automate.IO better than Zapier?

  • While Automate.IO and Zapier are similar in terms of features and functionality, they each have their own pros and cons to consider.

Alternatives

Not convinced Automate.IO is right for your business? Here are some other platforms we recommend checking out when choosing a task automation platform for your business.

Summary

While Automate.IO is still developing in terms of features and functionality, they do offer a well-designed platform at a competitive price when compared to Zapier.

They also offer great technical support and are adding features and integrations on a regular basis meaning you’re going to be able to make use of new features as they are released.

With this in mind, we recommend that you consider speaking with a business automation consultant or Automate.IO’s support team before implementing it within your business to be sure you are making the right decision for your business.

And there you have it, a comprehensive review of Automate.Io’s features, pricing and more to help give you a better understanding of the best task automation platforms available on the market.

Ready to Say Goodbye to Repetitive Admin Tasks Using Automate.IO?

Get started today with a free for life plan which provides access to their core features so that you can explore the platform first hand or lust us take care of it for you with our task automation consulting services including account setup, automation creation and more.

Happy automating!