Automate365
The facts below are what the maker publishes about Automate365, checked and dated. Our editors have not written about it yet.
Plans and prices
From Automate365's own pricing page, checked 11 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Standard | $149 a month | Unlimited Contacts · NowCerts Integration · Automated Mass SMS & Email · 1-4 Users · Basic Support (Tickets) · /Month |
| Professional | $249 a month | Unlimited Contacts · NowCerts Integration · Automated Mass SMS & Email · 5-10 Users · 2 Hours of Support / Month · Dedicated Support · /Month |
| Premium | $349 a month | Unlimited Contacts · NowCerts Integration · Automated Mass SMS & Email · Unlimited Users · 5 Hours of Support / Month · Dedicated Support · Customer Success Rep · Custom Workflow Design · /Month |
| Cloud Hosting | $29.99 a month | Cloud Hosting · /Month |
The facts
Each one read from Automate365's own pages, with the date it was checked.
What it does
- Automation
- Its workflow builder supports standard CRM actions, branching logic, math operations, and connections to external applications through webhooks.checked 11 Oct 2026
- Campaigns
- The pricing page lists renewal, cancellation, service request, holiday, and application workflows, plus automated mass SMS and email.checked 11 Oct 2026
- Conditional logic
- Yeschecked 20 Sep 2026
- Integrations
- The maker says Automate365 has native integrations with social media, Google, and Outlook, and can connect external applications through webhooks.checked 11 Oct 2026
- Multi-step workflows
- Yeschecked 20 Sep 2026
- Native connectors
- 1checked 20 Sep 2026
- Paid from
- 149checked 20 Sep 2026
- Privacy and GDPR
- The privacy policy identifies NowCerts Automate LLC as a processor for client personal data under GDPR and UK GDPR and says it enters data processing agreements with clients.checked 11 Oct 2026
- Product
- Automate365 describes itself as a CRM for digital automation.checked 11 Oct 2026
- Scheduling
- The maker says its appointment booking syncs calendars with Google, Microsoft, and Apple and supports individual and team calendars.checked 11 Oct 2026
- Security
- The privacy policy says the company encrypts personal information in transit and limits access to personnel with a work-related need.checked 11 Oct 2026
- Support
- The pricing page includes onboarding and webinar training in all three CRM plans, with plan-specific support amounts or ticket support.checked 11 Oct 2026
- Target customers
- The site describes workflows for insurance agencies, including pending-cancellation workflows built for an insurance agency.checked 11 Oct 2026
Money
- Free plan
- Nochecked 20 Sep 2026
The company
- Headquarters
- Texas, USAchecked 28 Sep 2026
- Maker
- The privacy policy names the company as NowCerts Automate LLC.checked 11 Oct 2026
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