> ## Documentation Index
> Fetch the complete documentation index at: https://docs.automatebusiness.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Introduction

> Welcome to the Automate CRM documentation and external integration platform.

Automate CRM is a modern customer relationship management platform designed to help teams capture, qualify, and convert leads while maintaining a unified view of customer interactions across sales, support, and messaging channels.

Whether you are synchronizing deals from an external system, provisioning contacts, managing catalog products, or powering context-aware chat inboxes, Automate CRM provides a high-performance external integration API.

![CRM dashboard showing sales pipeline metrics, onboarding schedule, and connected apps](https://mintcdn.com/automatebusiness/OFwTsewf58VxBW78/images/automate-crm/crm-dashboard.png?fit=max\&auto=format\&n=OFwTsewf58VxBW78\&q=85\&s=7ec8c7d326b9cc55f1c890068ce18619)

## Core capabilities

> [card] [Lead management](https://docs.automatebusiness.com/automate-crm/features/leads.md)
>
> Track deals through customizable pipelines and stages, assign sales owners, and capture marketing attribution metadata.

> [card] [Contact records](https://docs.automatebusiness.com/automate-crm/features/contacts.md)
>
> Centralize customer profiles with automatic deduplication, upsert support, and flexible tagging.

> [card] [Product catalog](https://docs.automatebusiness.com/automate-crm/features/products.md)
>
> Maintain workspace products with SKU enforcement, custom pricing tiers, and inventory categorization.

> [card] [Follow-up workflows](https://docs.automatebusiness.com/automate-crm/features/follow-ups.md)
>
> Schedule tasks and reminders for leads and contacts to keep your sales pipeline moving forward.

> [card] [Custom fields](https://docs.automatebusiness.com/automate-crm/features/custom-fields.md)
>
> Extend leads, contacts, and products with workspace-specific text, number, date, and dropdown attributes.

> [card] [Inbox phone lookup](https://docs.automatebusiness.com/automate-crm/features/inbox-lookup.md)
>
> Resolve comprehensive customer history and deal context in real time from incoming chat phone numbers.

## Getting started

Follow our guided onboarding to authenticate and make your first CRM API call in minutes.

> [card] [Quickstart guide](https://docs.automatebusiness.com/automate-crm/quickstart.md)
>
> Set up your workspace credentials and run your first API request.

> [card] [API reference](https://docs.automatebusiness.com/automate-crm/api-reference/introduction.md)
>
> Explore the complete OpenAPI 3.1.0 specification for all external CRM endpoints.


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