# AutomateCRM Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about AutomateCRM Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/194193/AutomateCRM --- # AutomateCRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) AutomateCRM ## What is AutomateCRM? automateCRM is a unified CRM and automation platform that brings Sales, Marketing, Support, and Projects management on one single platform. Get started with pre-configured CRM template for your industry and mobile apps. Customize the CRM the way you need without any custom development. Optimize your efforts with streamlined workflows, improve efficiency across teams by getting rid of disconnected tools and manage entire customer journey with a unified solution. ## What is AutomateCRM used for? [CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 5 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $5 Per User, Per Month Free trial available 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 AutomateCRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.automatesmb.com/&name=AutomateCRM) ## 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. ### AutomateCRM 4.2 (5) VS. [4.2 (1,305)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting Price $5 Per User, Per Month Starting Price $31.1 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (5) Ease Of Use 4.0 (1,293) Value For Money 4.2 (5) Value For Money 4.1 (1,169) Customer Service 4.2 (5) Customer Service 3.9 (1,158) ## AutomateCRM alternatives [4.7 (461)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.3 (6,972)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.4 (18,781)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars Highest Rated [4.7 (730)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/194193/AutomateCRM/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Contact Management 4.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Email Marketing 4.3 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Create and send email blasts/campaigns Lead Management 4.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Sales Pipeline Management 4.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status Activity Dashboard 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities Interaction Tracking 1.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Track interaction history by documenting conversations for contacts AutomateCRM 34 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Track and manage schedules and meetings via an integrated calendar Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Manage, organize, and store contact information Customize data fields to support various needs and use cases Alter the layout and content of reports Import and export data to and from software applications Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Form predictions based on past and present data/trends Track interaction history by documenting conversations for contacts Automatically identify and save contact information of potential customers Manage the process of attracting and converting business prospects into leads Store information about leads or contacts and track, manage and nurture them throughout the sales process Score a lead on their quality or likelihood to buy based on certain behaviors Automate workflows and trigger campaigns based on customer actions Access software remotely via mobile devices Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Generate quotes or estimates for customers Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity View and track pertinent metrics to find patterns and gain insights from data Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Group leads or contacts based on their specific characteristics Create, manage and track all task activities and progression Organize customer data and accounts by user or geography Set up connections to third-party platforms to improve business processes Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.0 (5) 4.0 Based on 5 reviews ## Pricing Value for money 4.2 (5) Free Trial Free Version Sales $5.00 Per User,Per Month It includes: - Unlimited Records - Unlimited Pipelines - Unlimited Automations - Click to call Integration - Emails (SMTP) - SMS - WhatsApp Integration - Marketplace Integrations - Email Template Designer - Web Forms - Custom Fields - Pivots Table - Boards View - Payments Tracking - Reports and Dashboards - Mobile Application - Social Media Integrations - Performance Metrics - Leads Management - Leads Segmentation - Notifications and Reminders - Comments and Notes - Documentation Storage - Global Search - Custom Filters - Custom Reports - Sales Management - Sales Activity Management - Opportunity Management - Import/Export - Workflow Automation - Task and Events Management - Tagging - Sales Analysis - Real Time Notifications - Workflow Automation - Customer Segmentation - Performance Metrics - Activity Management - Document Management - Reporting & Statistics - Access Controls/Permissions - Calendar Sync - Upcoming and Overdue activity tracking - Commenting/Notes - Event Triggered Actions - Call Logs - Customizable Reports - Lead Nurturing - Role-Based Permissions - Source Tracking Sales Pro $10.00 Per User,Per Month It includes: - Calendar Management - Lead Management - Task Management - Email Management - Quotes/Estimates - Customizable Fields - Social Media Integrations - Forecasting - Document Storage - Reporting/Analytics - Lead Capture - Pipeline Management - Sales Pipeline Management - Data Import/Export - Lead Generation - Workflow Management - Custom Filters - Custom Reports - Unlimited Automations - Unlimited Records - Unlimited Pipelines - Opportunity Management - Email Marketing - Email Sequence - Calendar Sync - Real Time Notifications - Lead Nurturing - WhatsApp Integration - Click to call Integration - Marketplace Integrations - Global Search/Filter - Source Tracking - Customizable Forms - Multi-Campaign - Sales Trend Analysis - Lead Distribution - Template Management - Campaign Management - Email Templates - Event Triggered Actions - Performance Metrics - Sales Forecasting - Approvals - Time bound Escalation Rules - Geo Location Tools - Location based Check in/ Check out - Mobile Application - Customer Portal CRM $400.00 Other,Per Month It includes: - unlimited User - Unlimited Records - Unlimited Pipelines - Unlimited Automations - Organization Hierarchy - Data access rules - Field Level Permissions - Unlimited Custom Fields - Layouts Editor - Menu Editor - Custom Dropdown Values - Role Based Dropdown Values - Dependency Setup on Dropdowns - Conditional Highlighting of records - Regional Tax Management - Multi-Language - Multi-Currency - Data Import/Export - Mass Edits - Custom Duplicate Prevention Rules - Global Search/Filter - Dynamic List - Static List - Custom View - Cross Module Fields - Personalized Email Templates - Marketing Emails + Validation Emails - Personalized SMS Templates - SMS - Phone Call - Voicemail - WhatsApp Integration - Contact forms - Comments and Notes - Unlimited Advanced Workflows - Scheduled Workflows - Time bound Escalation Rules - Approval Flow - Email Scanner - Notifications and Reminders - Custom Modules - Custom Charts - Custom Reports - Custom Dashboards - Pivot Reports - Export reports and charts - Real-time Reporting - Scheduled Reports to Email - Sentiment Analysis/AI - Phone calls, Meetings, Activities - Follow-up’s automation - Calendar Management - Calendar Sync - Recurring Events - RSVP - Upcoming and Overdue activity tracking - Document’s storage and sharing - Gallery View of Images - Multi-Source Lead capturing - Auto Lead Assignment - Lead Distribution Criteria - Lead Scoring Rules' - Leads Segmentation - Lead Conversion - Mass Lead conversion - Web Forms - Contacts - Organizations - Opportunity Management - Affiliates Sales and Management - Segmentation - Mass Opportunity Generation - Custom Pipelines - Sales Signals - Products Sales Tracker - Sales Automation - Sales Activity Tracking - Sales Escalations - Notes and Comments - Conversation Tracking - Quotes Management - Approvals - Location Based Search and Tools - Email Templates - SMS Templates - WhatsApp Templates - Email Broadcast - SMS Broadcast - Telle Calling Campaign - Click to call Integration - Auto Dialler Mobile App - Opt Out and Unsubscription - Personalized Messages - Case Management - Ticket Allocation - Status Tracking - Email to Tickets - Web to Tickets - Social Comments to Tickets - Tickets to Opportunity - Team Collaboration - Feedback Tracking - Escalations - Customer Portal - Project Management - Milestones - Project Tasks - Sub-Tasks - Project Versions - Project Templates - Gantt Charts - Interactive Resource Allocation - Timeline View - Escalations - Opportunity to Project conversion - Products Management - Service Management - Assets - Price books - Taxes Management - Multi-Currency Pricing - Stock Management - Product Images - Vendor Management - Purchase Orders - Sales Orders - Invoices - Recurring Payments - Payment Tracking - Zonal and Regional Taxes - Multi-Currency support - Line items Tracking - REST API - Mobile Application Value for money 4.2 (5) 4.2 Based on 5 reviews ## Integrations [ WhatsApp](https://www.capterra.com/p/180345/WhatsApp/)[ Shopify](https://www.capterra.com/p/83891/Shopify/)[ WooCommerce](https://www.capterra.com/p/225601/WooCommerce/)[ MyOperator](https://www.capterra.com/p/159433/MyOperator/)[ SparkTG VCC](https://www.capterra.com/p/137672/IVR/)[ Chatbot](https://www.capterra.com/p/10003916/Chatbot/)[ Quickwork](https://www.capterra.com/p/213834/Quickwork/)[ Telecmi](https://www.capterra.com/p/191986/Telecmi/) 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. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.2 (5) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.2 (5) 4.2 Based on 5 reviews ## User reviews Overall rating 4.2 Based on 5 reviews Filter by rating 5(3) 4(1) 3(0) 2(1) 1(0) Mentioned topic Sorted by most recent Apurv P. Director Financial Services ### "Perfect Option for Sales Boost" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 8, 2024 Overall the CRM is very convenient to use with availability on both desktop as well as mobile browser and it's integration with other applications is very easy. Pros AutomateCRM has all the features available with their competitors at cheaper rates with a highly active support team. Cons The UI can be improved to make it more appealing Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor February 9, 2024 Thanks Apurv for the feedback. We are continuously working on improving the CRM. As a part of it, the UI updates are going to be released soon! SG Savitha G. Customer service Rep Environmental Services ### "User- Friendly" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 February 8, 2024 \- were able to customize the CRM as per the specific needs of Dailydump. - have been providing prompt service and resolutions. - tool has saved hundreds of hours with the automation capabilities. - helped in effectively streamline sales process from lead management to order generation. - Shopify integration was implemented which helped in centralizing orders. - with project management Dailydump was able to improve delivery and execution. Pros The option of opening multiple windows as in "Contacts" in one and "sales order" in another simultaneously Cons When something does not work as per expectation, it is time consuming to find out what needs to be altered and what went wrong. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor February 23, 2024 Thanks for the review Savitha! BM Basavaraj M. Executive Digital Marketing Machinery ### "Essae Teraoka Private Limited Review on Automate CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 29, 2024 1\. AutomateCRM dedicated support team has helped a lot from beginning to till now. 2. We were able to simplify the sales process because to the automation features. 3. The CRM was customized to suit our business specific needs. 4. The mobile application has been very helpful. because our most of the users on field so they can use anywhere. 5. We have been effectively able to execute email marketing campaigns to generate the business. Overall we are happy with AutomateCRM team services Pros Automate CRM smb is a powerful tool with a robust set of features that helps us manage our sales pipeline (leads) and manage our contacts, and quote. Cons There is no least points about AutomateCRM, because any if we give any task/challenges they came back with solutions. Reasons for choosing AutomateCRM We wanted customized users roles and responsibilities, this teams has full filled our expectations. also it was ease of use for all our 150 users(We have taken the feedback from all users). Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor April 25, 2024 Thanks for such a detailed review! We are always working towards providing the best possible solution to our customers. It is a pleasure to work with such a high performing Organization. VP Vinayak P. CEO Information Technology and Services ### "Fantastic CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 18, 2024 Pros The Automate CRM is very easy to use and we have able to adopt very fast. Cons No specific Cons we can think about , more features can added fast Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor January 25, 2024 Thanks for the kind words! We are actively listening to our customers and are continuously introducing new features, integrations every week. MS Mrs S. R. Director Electrical/Electronic Manufacturing ### "They have many hidden charges after you do payment . SAVE YOURSELF from them" 2.0 Overall Rating 2.0 2.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 October 4, 2021 Felt Cheated Pros Automation only ,They have many hidden charges after you do payment . SAVE YOURSELF from them Cons Cheap Tricks to earn more money when you get stuck with them. First they will convince you with all the featured loaded product, why it is so expensive and then when you make payment they will start taking hidden charges from you and very huge amounts for getting these features. Switched from [Solid Performers CRM](https://www.capterra.com/p/205585/Solid-Performers-CRM/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor March 10, 2022 Hi, we are really sorry that you felt cheated. Please do let us know what were the hidden charges that were charged, which were not as per the commercials and package details shared. If found true, we gurantee 1 year of no charge service and refund of the hidden charges. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)