--- title: "Mercately Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Mercately Software - reviews, pricing plans, popular comparisons to other AI Sales Assistant products and more." source_url: "https://www.capterra.com/p/10036099/Mercately/" page_type: "product" language: "en" --- # Mercately Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Mercately ## What is Mercately? Mercately is an AI-enabled sales assistant software that automates sales and manages conversations across WhatsApp, Instagram, and Facebook from a single unified inbox. It features MIA, an AI agent that answers customer inquiries about products, inventory, pricing, and shipping around the clock, with customizable language settings and tone adjustments to match brand personality. MIA can qualify leads, recommend products, and hand off complex conversations to human agents when needed. The system automates the entire sales cycle, guiding clients from initial contact to purchase completion with strategic follow-ups, abandoned cart reminders, and post-sale engagement sequences. A multi-agent inbox lets teams collaborate on conversations with internal notes, automatic assignment rules, and supervisor visibility to ensure no message goes unanswered. ## What is Mercately used for? [AI Sales Assistant](https://www.capterra.com/ai-sales-assistant-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $200 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Mercately?[Manage this product listing](https://www.g2.com/products/mercately/claim_requests/new?auto=true) ## Mercately Overview Updated September 2026 AI summary Mercately is a cloud-based AI Sales Assistant designed for organizations of any size seeking to enhance sales processes. It integrates AI-driven tools for lead management, CRM, conversation intelligence, and sales pipeline oversight. With features like generative AI, omnichannel outreach, workflow automation, and sales forecasting, Mercately supports sales teams in managing contacts, scheduling, and engaging prospects across channels. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Mercately 0.0 VS. [### Oppora](https://www.capterra.com/p/10040312/Oppora/) [4.9 (28)](https://www.capterra.com/p/10040312/Oppora/#reviews) Starting Price $200 Per User, Per Month Starting Price $34 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.8 (28) Value For Money 0.0 (0) Value For Money 4.7 (26) Customer Service 0.0 (0) Customer Service 4.8 (24) ## Mercately alternatives Highest Rated [Periodix](https://www.capterra.com/p/10019664/Periodix/) [5.0 (7)](https://www.capterra.com/p/10019664/Periodix/#reviews) Starting price $99.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10019664/Periodix/) [FlowForce](https://www.capterra.com/p/10042635/FlowForce/) [5.0 (4)](https://www.capterra.com/p/10042635/FlowForce/#reviews) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10042635/FlowForce/) [SalesAi](https://www.capterra.com/p/10019836/SalesAi/) [3.5 (8)](https://www.capterra.com/p/10019836/SalesAi/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 63% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10019836/SalesAi/) [ZoomInfo Copilot](https://www.capterra.com/p/10022285/ZoomInfo-Copilot/) [4.3 (6)](https://www.capterra.com/p/10022285/ZoomInfo-Copilot/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10022285/ZoomInfo-Copilot/) ## FAQs about Mercately Overview ### What company size and specific industries is Mercately built for? Mercately is designed for businesses in e-commerce, retail, education, real estate, automotive, health and wellness, and food service. The target audience appears to include companies in these sectors, especially organizations that need a tool suited to customer communication and sales workflows across industry-specific operations. Features and Usability ### What are the key features of Mercately? Mercately offers CRM and contact management, plus sales pipeline management, lead management, and lead qualification. It also includes chat/messaging, chatbot, call management, and omnichannel outreach for customer communication, along with workflow automation, reporting/analytics, sales forecasting, and third-party integrations for sales team operations. Pricing ### How much does it cost and what fees or limitations are included? Mercately starts at $200 per user/month with the Scale IA plan, which includes 1,000 contacts per month and a free trial. Rocket IA costs $280 per user/month for 2,000 contacts, and Atlas IA costs $600 per user/month for 3,500 contacts. No additional fees are listed. Integrations ### Which third-party tools and platforms does Mercately integrate with? Mercately integrates with more than 20 tools and platforms across social, commerce, CRM, and payments, including Facebook Business Suite, Instagram, Messenger, WhatsApp, WhatsApp Business API, HubSpot CRM, HubSpot Sales Hub, Shopify, WooCommerce, Mercado Pago, Stripe, TikTok, and Make. Getting Started and Support ### What training and onboarding options does Mercately offer? Mercately provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation and videos offer self-paced reference material for learning features and reviewing setup steps as needed. Getting Started and Support ### What customer support options does Mercately offer? Mercately offers Email/Help Desk, Knowledge Base, Phone Support, and Chat. Support quality cannot be assessed from reviewer feedback here, since no support-related reviews are available. These channels still give users multiple ways to find answers or contact the support team directly. ## Features AI summary Based on 341 AI Sales Assistant reviews Capterra reviewers point to these as the top priorities when choosing an AI Sales Assistant: - **Customer Engagement** (**86%** of reviewers rated this feature as critical) - **Lead Management** (**72%**) - **Lead Engagement** (**56%**) Mercately supports all three features buyers rank highest: **Customer Engagement**, **Lead Management**, and **Lead Engagement**. Together, these capabilities help businesses build stronger prospect relationships, keep lead pipelines organized, and maintain consistent follow-up, allowing teams to improve outreach and move opportunities forward more effectively. AI/Machine Learning Software program that continuously adjusts its behavior based on observed data AI Writing Assistant Generates and edits text using machine learning Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Calendar Management Track and manage schedules and meetings via an integrated calendar Call Tracking Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number Chatbot AI-based platform which conducts a conversation via auditory or textual methods Mercately 37 features ### All Features - AI Writing Assistant: Generates and edits text using machine learning - AI/Machine Learning: Software program that continuously adjusts its behavior based on observed data - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Call Tracking: Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number - Chat/Messaging: Communicate using direct chat or messages within the system - Chatbot: AI-based platform which conducts a conversation via auditory or textual methods - Contact Management: Manage, organize, and store contact information - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Conversation Intelligence: Recording, transcription, and analysis of sales calls for the purpose of training and generating insights - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Entry: The process of entering information or updating records in a computer system or database - Document Management: Store, manage, and track all electronic documents in a centralized location - For Sales Teams/Organizations: Caters to sales teams - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Lead Engagement: Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation - Notes Management: Allow users to create, edit, and sort multiple notes - Omnichannel Outreach: Support outbound and inbound sales processes autonomously while ensuring high-quality lead engagement - Personalization: Adjust communications based on previous interactions or personal preferences - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Automation: Automate processes to manage leads, contacts, opportunities and sales activities - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Scheduling: Plan availability and assign specific time slots for tasks and resources - Speech Recognition: Train your system to interpret and transcribe voice messages - Task Management: Create, manage and track all task activities and progression - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial [View pricing plan details](https://www.capterra.com/p/10036099/Mercately/pricing/) Scale IA $200.00 Per User,Per Month It includes: - AI Agents For 24/7 Customer Interaction - Lead Management With Automated Sales Cycles - Integration With Multiple Systems (WhatsApp, Facebook, Instagram, Shopify, WooCommerce, Hubspot, Payment Links) - Automated Campaign Creation - Performance Monitoring Dashboards Rocket IA $280.00 Per User,Per Month It includes: - 15 Seats - 3 Automatic Flows - Up To 3,000 Bulk WhatsApp Messages Per Day - AI Agents For 24/7 Customer Interaction - Lead Management With Automated Sales Cycles - Integration With Multiple Systems (WhatsApp, Facebook, Instagram, Shopify, WooCommerce, Hubspot, Payment Links) - Automated Campaign Creation - Performance Monitoring Dashboards Atlas IA $600.00 Per User,Per Month It includes: - 25 Users - 5 Automatic Flows - Up To 10,000 Bulk WhatsApp Messages Per Day - AI Agents For 24/7 Customer Interaction - Lead Management With Automated Sales Cycles - Integration With Multiple Systems (WhatsApp, Facebook, Instagram, Shopify, WooCommerce, Hubspot, Payment Links) - Automated Campaign Creation - Performance Monitoring Dashboards ## Integrations [ WhatsApp](https://www.capterra.com/p/180345/WhatsApp/)[ Shopify](https://www.capterra.com/p/83891/Shopify/)[ HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[ Instagram](https://www.capterra.com/p/210721/Instagram/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ WooCommerce](https://www.capterra.com/p/225601/WooCommerce/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. 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