# 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

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# 

 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.

[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/)

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...

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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.

[4.5 (4,451)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

Starting Price

$5

Per User, Per Month

Starting Price

$20

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.0 (5)

Ease Of Use

4.4 (4,352)

Value For Money

4.2 (5)

Value For Money

4.3 (3,488)

Customer Service

4.2 (5)

Customer Service

4.4 (3,496)

## AutomateCRM alternatives

[4.4 (18,766)](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

[4.3 (6,964)](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

Highest Rated

[4.7 (722)](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

[4.5 (820)](https://www.capterra.com/p/152769/eWay-CRM/reviews/)

Starting price

$20.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

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.

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[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

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