How is Autometa CRM different from HubSpot, Salesforce or Zoho?
Established CRMs typically split sales, marketing, service and HR across separate hubs, clouds or apps, each priced and configured on its own. Autometa CRM runs them as modules of one AI-native product on one data model, so a WhatsApp reply, an ad-sourced lead, a payroll run and a deal forecast live in the same workspace, and the AI agent works across all of it. Pricing is per seat in rupees, with a Free plan for up to 3 users and no platform fees or per-record charges, and objects, workflows and forms are configured in the app without code.
What can the Autometa CRM AI agent do?
The Autometa CRM agent, built on LangGraph, turns a plain-English request into a plan and carries it out with CRM tools: searching records, updating fields, creating tasks, drafting emails and WhatsApp messages, and scoring or enriching leads. Ask it to find deals stuck in Negotiation for 30 days and draft check-ins, and it runs the query, reviews the results and prepares the drafts, showing each step. It also watches for account signals such as role changes, funding rounds, usage swings and renewal dates, and drafts the outreach for you to approve. The agent is included in the Pro and Max plans.
Is it safe to let an AI agent act on our CRM data?
Yes, because the Autometa CRM agent is designed around human approval. Anything that changes records in bulk or reaches a customer, such as sending messages, reassigning owners or moving stages en masse, pauses until a person approves the exact plan and the records it touches. The agent can only see what the person invoking it can see under your role-based permissions, every workflow run is logged step by step, and your data is never used to train AI models.
What are dynamic objects in Autometa CRM?
Dynamic objects are record types you define yourself, next to leads, contacts and deals: listings and viewings for a property firm, projects and retainers for an agency, appointments and treatment plans for a clinic. Each object can use 12+ field types, including formulas, rollups, lookup relations, currency, multi-selects and auto-generated IDs. Custom objects work wherever the built-in ones do, in pipelines, dashboards, filters, workflows and the AI agent, so the CRM holds the real shape of the business instead of pushing it into spreadsheets.
Will adding custom objects and fields clutter or break the interface?
No. Autometa CRM is schema-driven: record pages, lists, filters and forms are generated from the objects and fields you define, so the interface adapts as your data model grows. You can keep adding fields and fill in every one of them, and the layout stays clean and usable, without a developer, a page builder or a consultant.
Can Autometa CRM track which ads bring in customers?
Yes. Leads from Meta ads on Facebook and Instagram and from LinkedIn Lead Gen Forms arrive in Autometa CRM with their source attached, alongside the leads captured on your own landing pages and forms. Each ad-sourced lead can then be followed from the first click to closed-won revenue, so reports show which campaigns and channels produce pipeline and revenue rather than just clicks, and workflows can route and follow up on leads by campaign.
Does Autometa CRM include HR, attendance and payroll?
Yes. Unlike most CRMs, Autometa CRM runs people operations beside sales: geolocation attendance check-ins, shift rotations and break tracking, leave management with custom leave types, accrual rules and multi-tier approvals, and a payroll engine that applies allowances, tax deductions and bonuses with per-employee overrides. Employees use a self-serve portal to see shifts, request leave and download PDF payslips. Attendance is on every plan, and payroll is on Pro and Max.
How does Autometa CRM protect our data?
Autometa CRM encrypts data in transit with enforced TLS and HSTS, stores passwords as bcrypt hashes, and encrypts integration credentials, tokens and two-factor secrets with AES-256-GCM before they reach the database. Every table is partitioned by organization for tenant isolation. Access is controlled with role-based permissions down to individual fields, optional enforced two-factor authentication, IP allow-listing, session revocation and an audit log of administrative actions, with SSO and SCIM provisioning on the Max plan.
Can I migrate to Autometa CRM from spreadsheets or another CRM?
Yes. The Autometa CRM import wizard takes CSV and JSON files with automatic field mapping, duplicate detection and tag assignment, and large imports run in the background without blocking the team. Direct connectors cover common CRMs, and our team can help larger accounts migrate in a day. Data migration and CSV imports are part of the Max plan.
Does Autometa CRM include social media management?
Yes. The Autometa CRM social media command center brings direct messages and mentions from Instagram, Facebook Pages, LinkedIn and X (Twitter) into the same shared inbox as email and WhatsApp. Each conversation is threaded to a contact, assigned to an owner and answered from one place, so a prospect who found you on Instagram gets the same speed and follow-up as an inbound email, and the full history sits on their CRM record.