---
description: Review of Automate365 Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Automate365 | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [CRM Software](/directory/4153/crm/software) > [Automate365](/software/344182/automate365)

# Automate365

Canonical: https://www.softwareadvice.co.nz/software/344182/automate365

> Automate 365 is an insurance platform that helps businesses manage automated marketing, sales, service and other operations. It includes features like reputation management, mass email and SMS, pipelines, sites, calendars, conversations, contact manager, integrations with NowCerts and more. 

Automate 365 predesigned insurance-specific templates and lets users automate various manual and repetitive tasks. It also includes prebuilt yet customizable funnels, customisable calendar view, communication with customers through messaging platforms, a contact manager with filtering options, reputation management and more. 

The built-in mass email and SMS functionality allows users to engage with multiple customers and send bulk messages.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: NowCerts
- **Location**: Salt Lake City, US
- **Founded**: 2009

## Commercial Context

- **Starting Price**: US$149.00
- **Pricing model**:  (Free Trial)
- **Pricing Details**: Standard $149/month/1-4 users
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Contact Database
- Contact Management
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Data Import/Export
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Lead Capture
- Lead Generation
- Lead Management

## Integrations (6 total)

- Instagram
- NowCerts
- Stripe
- Twilio
- WhatsApp
- Zapier

## Support Options

- Email/Help Desk
- 24/7 (Live rep)

## Category

- [CRM Software](https://www.softwareadvice.co.nz/directory/4153/crm/software)

## Alternatives

1. [HubSpot CRM](https://www.softwareadvice.co.nz/software/1854/hubspot) — 4.5/5 (4481 reviews)
2. [Salesforce Sales Cloud](https://www.softwareadvice.co.nz/software/2764/salesforce-sales-cloud) — 4.4/5 (18803 reviews)
3. [Zoho CRM](https://www.softwareadvice.co.nz/software/392464/zoho-crm) — 4.3/5 (6993 reviews)
4. [Kylas Sales CRM](https://www.softwareadvice.co.nz/software/216694/kylas) — 4.8/5 (620 reviews)
5. [Bigin by Zoho CRM](https://www.softwareadvice.co.nz/software/392397/bigin-by-zoho-crm) — 4.7/5 (742 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/344182/automate365)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/crm/automate365-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/344182/automate365> |
| en-GB | <https://www.softwareadvice.co.uk/software/344182/automate365> |
| en-IE | <https://www.softwareadvice.ie/software/344182/automate365> |
| en-NZ | <https://www.softwareadvice.co.nz/software/344182/automate365> |

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