A fully customizable, AI-assisted CRM built around your business. Custom pages, custom workflows, granular permissions, and a built-in client portal — at a fraction of Salesforce pricing.
Yes — 7 days free. Try every feature.
No. Unlimited contacts on every plan. We charge per active user (team member), not per record stored.
Yes. Your end clients accessing the portal don't count toward your seat count. You only pay for your internal team members.
That's literally what we're built for. Our Implementation Services start at $2,500 and include custom workflows, dashboards, data migration, and integration work. Most projects ship within 2-6 weeks.
We offer white-glove migration as part of onboarding for paying customers. Send us your export from Salesforce, HubSpot, Zoho, Excel, or anywhere else — we'll handle the import, structure, and configuration.
Standard enterprise-grade security: encryption in transit (HTTPS) and at rest, role-based permissions, audit logs, and daily backups. Each customer gets their own isolated PostgreSQL database — your data is never mixed with others'.
Not yet — SOC 2 Type 1 certification is planned for 2027. If your business requires SOC 2 today, we're not the right fit and we'll happily refer you to someone who is.
Yes. No long-term contracts. Cancel from your account page, no questions asked. You keep access until the end of your current billing period and your data is exportable.
We have a Reseller Partner program with 25% recurring revenue share for partners who close and maintain accounts. Email business@automate.help to learn more.