Automate365 is a reliable automation platform designed to simplify how businesses connect and grow. Although the interface seems basic for a few users, it effectively supports bulk SMS and email campaigns. It also offers lead nurturing and review management tools to help users drive engagement, boost conversions, and build lasting customer relationships.
Automate365 Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is Automate365?
Automate365 is built for growing businesses and agencies looking to streamline communication and workflows. It offers powerful features, including multi-channel messaging, contact management, and automation templates, all tailored for effective customer engagement. Its users benefit from its flexibility and ability to centralize tasks in one place, improving overall efficiency. Whether you are managing leads, scheduling follow-ups, or gathering customer reviews, Automate365 software helps simplify your operations, supporting your growth with accessible tools designed to keep your business running smoothly.
Automate365 Pricing
Automate365 cost consists of the following three plans:
- Standard: $149/month
- Professional: $249/month
- Premium: $349/month
Disclaimer: The pricing is subject to change.
Automate365 Integrations
Automate365 offers smooth integration with the following apps:
- NowCerts
- Google Calendar
- Microsoft Calendar
- Apple Calendar
- Google Sheets Software
- Zapier Software
Who Is Automate365 For?
Automate365 is built for small insurance businesses and agencies looking to simplify their daily tasks, automate workflows, and manage communication and scheduling through easy integrations with tools they already use.
Is Automate365 Right For You?
Automate365 is a good choice for small insurance businesses wanting to work more efficiently. It helps you manage client communication, automate routine workflows, and keep schedules in sync—all from one platform. Automate365 offers seamless integrations and industry-focused tools to take the hassle out of daily operations, letting you focus more on serving your clients in a stress-free way.
Are you still thinking whether Automate365 is a good option for your business? Contact us at (661) 384-7070 and let our support team help you know more about the platform.
Automate365 Features
This smart feature helps users generate leads by offering real-time quotes through an interactive form. It’s fast, customizable, mobile-friendly, and includes follow-up automation to boost conversions and make quoting easier for both users and potential clients.
See How It WorksThis reliable feature enables users to book appointments smoothly by syncing with Google, Apple, and Microsoft calendars. It prevents double-bookings, sends reminders, and allows booking links to be shared via email, websites, or embedded AI widgets.
See How It WorksThis robust feature empowers users to handle calls, voicemails, recordings, and SMS from one place. It supports call routing, caller masking, mobile access, and mass texting, making it perfect for smooth, secure team and customer communication.
See How It WorksThis intuitive feature allows users to easily create and send custom emails using drag-and-drop tools, templates, and AI content. It supports scheduling, organizing, and personalizing campaigns to boost engagement and simplify email marketing efforts.
See How It WorksThis feature helps users automate everyday tasks, such as reminders, follow-ups, and service updates. It reduces manual work through custom workflows, mathematical logic, and third-party integrations, ensuring timely and efficient customer communication.
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