Freedom251 › Workflow automation tools
Automate365
by Automate365
What Automate365 is
Automate365 is a web-based CRM for digital automation from Automate365, headquartered in Texas and founded in 2021. Its builder supports multi-step workflows, conditional branches, standard CRM actions, math operations, and webhook connections to external applications. The site describes insurance workflows, including pending-cancellation processes. Listed campaign workflows cover renewals, cancellations, service requests, holidays, and applications, with automated mass SMS and email. Native integrations are listed for social media, Google, and Outlook. Appointment booking synchronizes calendars with Google, Microsoft, and Apple for individual or team schedules. Standard costs $149 a month for 1–4 users; Professional costs $249 a month for 5–10 users; Premium costs $349 a month for unlimited users. All three include unlimited contacts, NowCerts integration, and automated mass SMS and email. Premium adds a customer success representative and custom workflow design. Cloud Hosting is a separate $29.99 a month plan. A 14-day trial is offered, but there is no free plan.
Who it suits
Automate365 suits insurance agencies and other teams building CRM workflows with branching logic, campaigns, calendar booking, and webhook connections. Its plans accommodate small user groups through unlimited users.
What it does well
- Multi-step workflows with conditional logic
- Webhook connections to external applications
- Automated SMS and email campaigns
- Calendar sync with Google, Microsoft, and Apple
- 14-day trial available
What to know first
- No free plan
- Only one native connector listed
- Paid CRM plans start at $149/mo
- Cloud Hosting costs $29.99/mo
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Standard | /Month · Unlimited Contacts · NowCerts Integration · Automated Mass SMS & Email · 1-4 Users · Basic Support (Tickets) | $149 a month |
| Professional | /Month · Unlimited Contacts · NowCerts Integration · Automated Mass SMS & Email · 5-10 Users · 2 Hours of Support / Month · Dedicated Support | $249 a month |
| Premium | /Month · Unlimited Contacts · NowCerts Integration · Automated Mass SMS & Email · Unlimited Users · 5 Hours of Support / Month · Dedicated Support · Customer Success Rep · Custom Workflow Design | $349 a month |
| Cloud Hosting | /Month · Cloud Hosting | $29.99 a month |
As automate365.net lists them, read 11 Oct 2026. The maker's own page has the final word.
Verdict
Automate365 combines CRM records, workflow automation, campaigns, and scheduling in a web product aimed at digital automation. Plan choice mainly changes user limits, support, and premium services while contacts remain unlimited on the three CRM plans.
Facts from Automate365's own pages
- Automation
- Its workflow builder supports standard CRM actions, branching logic, math operations, and connections to external applications through webhooks. · automate365.net, 11 Oct 2026
- Campaigns
- The pricing page lists renewal, cancellation, service request, holiday, and application workflows, plus automated mass SMS and email. · automate365.net, 11 Oct 2026
- Conditional logic
- Yes · automate365.net, 20 Sept 2026
- Free plan
- No · automate365.net, 20 Sept 2026
- Headquarters
- Texas, USA · automate365.net, 28 Sept 2026
- Integrations
- The maker says Automate365 has native integrations with social media, Google, and Outlook, and can connect external applications through webhooks. · automate365.net, 11 Oct 2026
- Maker
- The privacy policy names the company as NowCerts Automate LLC. · automate365.net, 11 Oct 2026
- Multi-step workflows
- Yes · automate365.net, 20 Sept 2026
- Native connectors
- 1 · automate365.net, 20 Sept 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. · automate365.net, 11 Oct 2026
- Product
- Automate365 describes itself as a CRM for digital automation. · automate365.net, 11 Oct 2026
- Scheduling
- The maker says its appointment booking syncs calendars with Google, Microsoft, and Apple and supports individual and team calendars. · automate365.net, 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. · automate365.net, 11 Oct 2026
- Paid from
- 149 · automate365.net, 20 Sept 2026
- Support
- The pricing page includes onboarding and webinar training in all three CRM plans, with plan-specific support amounts or ticket support. · automate365.net, 11 Oct 2026
- Target customers
- The site describes workflows for insurance agencies, including pending-cancellation workflows built for an insurance agency. · automate365.net, 11 Oct 2026
Where Automate365 stands on Freedom251
- Workflow automation tools#122 of 133