# Automate365 Software Reviews, Demo & Pricing - 2026 > Review of Automate365 Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/crm/automate365-profile --- [Home](https://www.softwareadvice.com/) / [CRM Software](https://www.softwareadvice.com/crm/) / Automate365 Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # Automate365 2026: Benefits, Features & Pricing Wondering if Automate365 is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview Automate365 No reviews yet Pricing Starting at $149.00 per month ### About Automate365 Automate 365 is an insurance platform that helps businesses manage automated marketing, sales, service and other operations. It includes features like reputation management, mass email and SMS, pipelines, sites, calendars, conversations, contact manager, integrations with NowCerts and more. Automate 365 predesigned insurance-specific templates and lets users automate various manual and repetitive tasks. It also includes prebuilt yet customizable funnels, customisable calendar view, communication with customers through messaging platforms, a contact manager with filtering options, reputation management and more. The built-in mass email and SMS functionality allows users to engage with multiple customers and send bulk messages. Wondering if Automate365 is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. ## Automate365 User Interface ## Popular Automate365 Alternatives Main Product Automate365 No reviews yet Ratings Breakdown - Ease of use - Value for money - Customer support - Functionality Pricing Starting at $149.00 per month Get Price Alternative Product [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) 4.5 [(4465)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) Ratings Breakdown - 4.38Ease of use - 4.29Value for money - 4.39Customer support - 4.36Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18785)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.3 [(6978)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Ratings Breakdown - 4.15Ease of use - 4.29Value for money - 4.08Customer support - 4.27Functionality Pricing Starting at $14.00 per month Get Price Alternative Product [Kylas Sales CRM](https://www.softwareadvice.com/marketing/kylas-profile/) 4.8 [(601)](https://www.softwareadvice.com/marketing/kylas-profile/reviews/) Ratings Breakdown - 4.79Ease of use - 4.79Value for money - 4.80Customer support - 4.70Functionality Pricing Starting at $250.00 per month Get Price Alternative Product [Ploomes CRM](https://www.softwareadvice.com/product/449937-Ploomes/) 4.9 [(441)](https://www.softwareadvice.com/product/449937-Ploomes/reviews/) Ratings Breakdown - 4.78Ease of use - 4.66Value for money - 4.69Customer support - 4.79Functionality Pricing Starting at $22.00 per month Get Price ## Automate365 Pricing and Plans Starting price: $149.00 per month Free Trial Free Version Basic $149.00 per month No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Automate365 Features - Popular features found in CRM Calendar Management Customer Journey Mapping Email Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Segmentation Task Management Territory Management Workflow Management - More features of Automate365 Activity Dashboard Alerts/Notifications API Contact Management Customizable Fields Customizable Reports Data Import/Export Drag & Drop Email Marketing Email Templates Lead Capture Lead Generation Lead Management Marketing Automation Mobile Access Referral Tracking Reminders Third-Party Integrations ## Automate365 Integrations WhatsApp Integration rated undefined from -1 review Stripe Integration rated undefined from -1 review Twilio Integration rated undefined from -1 review Zapier Integration rated undefined from -1 review Instagram Integration rated undefined from -1 review NowCerts Integration rated undefined from -1 review ## Automate365 User Reviews No Reviews Yet Be the first to review Automate365 ## Other Top Recommended CRM Software [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** (251) Recently recommended **116** times [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18785) Recently recommended **112** times [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) **4.5** (501) Recently recommended **77** times [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) **4.1** (36) Recently recommended **65** times Stuck Between Options? Our experts can help you compare Automate365 with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice