---
description: Learn more about Automate365 pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Automate365 Pricing, Reviews & Features - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [CRM Software](/directory/2/customer-relationship-management/software) > [Automate365](/software/1026311/automate365)

# Automate365

Canonical: https://www.capterra.ca/software/1026311/automate365

> Automate365 is a CRM designed and fully integrated by NowCerts
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Who Uses Automate365?

Insurance Agents. Insurance Agencies. Insurance Agency. Independent P\&C Agents. Captive Agents.

## 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

- Activity Dashboard
- Contact Management Software
- Data Import/Export
- Email Management Software
- Lead Management Software
- Mobile Access
- Task Management Software
- Workflow Management Software

## Integrations (6 total)

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

## Support Options

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

## Category

- [CRM Software](https://www.capterra.ca/directory/2/customer-relationship-management/software)

## Alternatives

1. [HubSpot CRM](https://www.capterra.ca/software/152373/hubspot-crm) — 4.5/5 (4451 reviews)
2. [Salesforce Sales Cloud](https://www.capterra.ca/software/61368/salesforce) — 4.4/5 (18768 reviews)
3. [Zoho CRM](https://www.capterra.ca/software/155928/zoho-crm) — 4.3/5 (6964 reviews)
4. [Bigin by Zoho CRM](https://www.capterra.ca/software/204998/bigin-by-zoho-crm) — 4.7/5 (724 reviews)
5. [Kylas Sales CRM](https://www.capterra.ca/software/210630/kylas) — 4.8/5 (573 reviews)

## Links

- [View on Capterra](https://www.capterra.ca/software/1026311/automate365)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/247690/Automate365/> |
| en-AE | <https://www.capterra.ae/software/1026311/automate365> |
| en-AU | <https://www.capterra.com.au/software/1026311/automate365> |
| en-CA | <https://www.capterra.ca/software/1026311/automate365> |
| en-GB | <https://www.capterra.co.uk/software/1026311/automate365> |
| en-IE | <https://www.capterra.ie/software/1026311/automate365> |
| en-IL | <https://www.capterra.co.il/software/1026311/automate365> |
| en-IN | <https://www.capterra.in/software/1026311/automate365> |
| en-NZ | <https://www.capterra.co.nz/software/1026311/automate365> |
| en-SG | <https://www.capterra.com.sg/software/1026311/automate365> |
| en-ZA | <https://www.capterra.co.za/software/1026311/automate365> |
| fr | <https://www.capterra.fr/software/1026311/automate365> |
| fr-BE | <https://fr.capterra.be/software/1026311/automate365> |
| fr-CA | <https://fr.capterra.ca/software/1026311/automate365> |
| fr-LU | <https://www.capterra.lu/software/1026311/automate365> |

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