Automate365

Automate365

Last Updated Jul 5, 2025

Overview

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.

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Starting Price
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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
A 14-day free trial option is also available, explore Automate365 pricing to see if it meets your business requirements.

Disclaimer: The pricing is subject to change.

Automate365 Integrations

Automate365 offers smooth integration with the following apps:

Let’s watch the Automate365 demo in detail for further integration details.

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.

Pros And Cons of Automate365

Pros

  • Supports bulk SMS and email campaigns for mass communication

  • Helps collect and filter customer reviews from multiple platforms

  • Combines chat, email, SMS, and more into one platform

Cons

  • The user interface appears outdated or too basic for some users

  • Analytics capabilities may be basic or not clearly explained

Frequently Asked Questions

Typical users of Automate365 include insurance agencies and small insurance businesses that want to streamline communication, automate daily workflows, and manage scheduling using familiar, easy-to-integrate tools through a centralized platform.

Automate365 price is offered through three plans, i.e., Standard plan for $149/month, Professional plan for $249/month, and Premium plan for $349/month, as well as a 14-day free trial. Connect with us for detailed pricing.

No, Automate365 does not have a mobile app.

Automate365 offers support through phone, online form, email, and FAQs.

Automate365 integrates with NowCerts, Zapier, Google Sheets, Google Calendar, Microsoft Calendar, and Apple Calendar.

Automate365 supports English, German, French, and Vietnamese languages.

Yes, Automate365 offers an API.