--- title: "Automate365 Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Automate365 Software - reviews, pricing plans, popular comparisons to other Marketing Automation products and more." source_url: "https://www.capterra.com/p/247690/Automate365/" page_type: "product" language: "en" --- # Automate365 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) Automate365 ## What is Automate365? Sales CRM helps agencies streamline the processes managing their interactions with customers and prospects across all stages of the sales funnel and, thus: - builds and nurtures customer relationships while improving customer services, - increases sales & profitability, and - fosters business growth. ## What is Automate365 used for? [Marketing Automation](https://www.capterra.com/marketing-automation-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $149 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 Automate365?[Manage this product listing](https://www.g2.com/products/automate365/claim_requests/new?auto=true) ## 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. ### Automate365 0.0 VS. [4.6 (539)](https://www.capterra.com/p/156699/Klaviyo/reviews/) Starting Price $149 Per Month Starting Price $20 Usage Based, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.5 (2,129) Value For Money 0.0 (0) Value For Money 4.3 (2,025) Customer Service 0.0 (0) Customer Service 4.3 (2,073) ## Automate365 alternatives [4.3 (6,999)](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 [4.3 (716)](https://www.capterra.com/p/75130/Marketo-Lead-Management/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars Highest Rated [Systeme.io](https://www.capterra.com/p/198994/Systeme/) [4.8 (2,129)](https://www.capterra.com/p/198994/Systeme/reviews/) Starting price $17.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/198994/Systeme/) [Brevo Marketing Platform](https://www.capterra.com/p/132996/brevo/) [4.6 (3,521)](https://www.capterra.com/p/132996/brevo/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/132996/brevo/) ## FAQs about Automate365 Overview ### What company size and specific industries is Automate365 built for? Automate365 is designed for insurance professionals, including insurance agents, insurance agencies, independent P&C agents, and captive agents. The vendor description does not specify company size, but the product is clearly intended for businesses and professionals operating in the insurance sector. Features and Usability ### What are the key features of Automate365? Automate365 offers workflow management, marketing automation, and lead management for organizing sales and outreach processes. It also includes task management, pipeline management, and opportunity management, plus reporting & statistics, customizable reports, activity dashboard, alerts/notifications, calendar sync, email management, and third-party integrations. Integrations ### Which third-party tools and platforms does Automate365 integrate with? Automate365 integrates with Instagram, NowCerts, Stripe, Twilio, WhatsApp, and Zapier. It connects to social media, insurance software, payments, messaging, and automation tools, giving teams a small but focused set of native integrations for common workflow and communication tasks. Getting Started and Support ### What training and onboarding options does Automate365 offer? Automate365 provides in person training, live online sessions, webinars, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover group learning sessions, and videos give users a self-paced way to review product features and setup steps. Getting Started and Support ### What customer support options does Automate365 offer? Automate365 provides Email/Help Desk and 24/7 Live Rep support. No reviewer feedback is available about support experiences, so no claims can be made about response speed, helpfulness, or common frustrations. Users should expect these channels as listed in the catalog data. ## Features AI summary Based on 14,838 Marketing Automation reviews Capterra reviewers highlight the following as the CRM features buyers care about most: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Automate365 includes other CRM capabilities that reviewers also value, such as **Contact Database** (**47%**) and **Contact Management** (**44%**). Together, these features give teams a central place to store contact details, track interactions, and keep customer information organized, helping businesses manage relationships more efficiently and respond to day-to-day sales and service needs. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Calendar Management Track and manage schedules and meetings via an integrated calendar Calendar/Reminder System Notifications/alerts for upcoming events or tasks Automate365 31 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Basic $149.00 Per Month ## Integrations [ WhatsApp](https://www.capterra.com/p/180345/WhatsApp/)[ Instagram](https://www.capterra.com/p/210721/Instagram/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/)[ NowCerts](https://www.capterra.com/p/132779/NowCerts/) 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 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 ## 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.