AutomatePro.ai

What AutomatePro.ai does

AutomatePro.ai is a privately held SaaS company founded in 2023 that provides an all-in-one customer engagement and marketing automation platform for small and medium-sized local service businesses. The platform is built on the HighLevel (LeadConnectorHQ) infrastructure and bundles eight core product surfaces into a single subscription: a website builder, an automated online review request tool (Google Review Blast using Google's private API), a unified messaging inbox that consolidates SMS, email, Facebook Messenger, Instagram, Google My Business, and webchat, missed call text-back with voicemail transcription, a live webchat widget, text-to-pay invoicing processed through Stripe, calendar booking and rescheduling automation, and a CRM with unlimited contacts.

The company's commercial model is a three-tier monthly subscription priced at $197 (Starter), $297 (Professional), and $497 (Pro+AI). The Professional tier adds unlimited team logins, automated missed-call handling, calendar bookings, text-to-pay invoicing, and unlimited-contact CRM; the Pro+AI tier adds a 24/7 Smart AI Receptionist and AI Booking Bot that handles calls and books appointments on autopilot, plus a website membership section for courses and gated content. Pricing is positioned as all-inclusive within each plan with no long-term contracts.

AutomatePro.ai's go-to-market is a hybrid of sales-led conversion (Book a Demo / Book a Call CTAs) and self-serve signup at the Starter tier, supported by a content marketing program focused on Portland, Oregon local-business topics (review management, local SEO, click-through rate optimization), an active affiliate/reseller program, and direct distribution through the company website. The company targets SMBs generally but emphasizes vertical specialization in septic and portable toilet services and dog training, with tailored Google Ads and SEO services for those niches. The company has 1-10 employees, no disclosed external funding, operates under Washington state governing law, and serves a US-domestic market.

Name

AutomatePro.ai

Legal name

AutomatePro

Website

https://automatepro.ai

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

1–10 employees

Short description

AutomatePro.ai is a SaaS platform that bundles reviews, unified messaging, CRM, payments, scheduling, webchat, and an AI receptionist into a single subscription for SMBs, with vertical specialization in septic and dog-training businesses.

Ownership category

akta.pro rank

Product category

Marketing Automation SaaS

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Marketing Automation & Campaign Management CRM (HDAEAFAB)

Keywords

• Marketing automation software
• CRM platform
• Customer communication tools
• Review management software
• Online payment processing

Headquarters

HQ city

Portland

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. SaaS Subscription Plans: Three-tier monthly SaaS subscription model generating recurring revenue. Starter ($197/month) for individuals and smaller businesses; Professional ($297/month) adding unlimited team logins, advanced automation, calendar bookings, text 2 pay invoicing, CRM with unlimited contacts, and 24/7 support; Pro+AI ($497/month) adding AI receptionist, booking bot, website membership section, and additional SMS/email credits. No mention of usage-based overages or transaction fees on top of subscription.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

AutomatePro.ai is an all-in-one marketing and CRM automation SaaS platform built on HighLevel infrastructure for local and small-to-medium service businesses. The platform unifies website building, automated review requests, a multi-channel messaging inbox, missed-call text back, webchat, text-to-pay invoicing, calendar bookings, and a CRM with unlimited contacts, sold via monthly subscription tiers ranging from $197 to $497.

Product overview

AutomatePro.ai is an all-in-one customer experience and marketing automation platform designed for small to medium businesses. The core offering combines a unified CRM with multiple communication and revenue tools: Websites (professional website builder), Reviews (automated Google/Facebook review management), Messaging (unified inbox for SMS/email/social media), Webchat (live website chat), Missed Call Text Back (auto-responder), Payments (text-to-pay invoicing), Calendar Bookings (appointment scheduling), and Automated Workflows (lead management). The platform operates on a tiered subscription model: Starter ($197/month), Professional ($297/month), and Pro + AI ($497/month, includes AI receptionist and booking bot). Industries served include septic/portable toilet services and dog trainers. Integration ecosystem includes Stripe, QuickBooks, Xero, Clio, Google My Business, Facebook, Instagram, Zapier, and Open API.

Differentiator

Problem solved

Functional benefit

Products and services

• Websites Professional website development tool for local businesses that creates websites with home pages, about us, services/sessions, contact forms, calendar bookings, webchat, social media scheduling, and Facebook Ad Manager integration, designed to convert visitors into customers.
• Online Reviews (Google Review Blast) Automated review request tool that sends text requests to recent customers, manages reviews from a single inbox, monitors Google and Facebook ratings, and helps local businesses improve search rankings through review volume and response.
• Unified Messaging Inbox Single inbox aggregating SMS, email, Facebook Messenger, Instagram DMs, Google My Business messages, and webchat, with mobile and desktop apps for on-the-go communication.
• Missed Call Text Back Automated service that responds to missed calls with text messages and voicemail transcription delivered to a centralized inbox, including customizable voicemail greetings and mobile push notifications for incoming calls.
• Webchat Real-time live chat widget for websites that captures visitor contact details, continues text conversations with leads via business texting routing to mobile phones after visitors leave, and supports customization of chat icons, colors, and greetings.
• Text 2 Pay (Instant Text Payments) Text-based payment invoicing system that sends secure payment links via SMS within existing text conversations, supports credit, debit, bank transfers, Google Pay, Apple Pay, customizable invoices with line items, refunds, and PCI-compliant Stripe-backed processing.
• Automated Workflows (CRM) CRM with unlimited contact storage, lead source tracking, automated workflow setup, lead import/export, and side-by-side operation with existing CRM systems, with no tier-based contact limits.
• Calendar Bookings Embeddable appointment booking widget for websites with automated confirmations, reschedule follow-ups, and no-show follow-up automation, with bookings syncing directly into the sales calendar.
• Google Ads Management Targeted advertising service that creates and manages Google Ads campaigns with location-based targeting and monthly reports focused on leads and calls generated.
• Search Engine Optimization (SEO) Local SEO service including monthly SEO reports, keyword performance tracking, optimization for 'near me' searches, location-specific content creation, and management of local business listings across online directories.
• Business Consulting Business consulting services covering marketing strategy, monthly Google Ads performance reviews, and actionable recommendations for business growth.

Quantifiable outcome

• 3X Higher Conversion via text vs email for review requests
• +3 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration13 records

AI capability4 records

Feature11 records

Partnerships

Seven partnerships are on record, tiered core and supporting.

• StripecoreTechnology or IntegrationStripe is integrated as the payment processor for the Text 2 Pay invoicing feature. Payments collected through text invoices are deposited directly into the customer's Stripe account. Stripe enables acceptance of credit, debit, bank transfers, Google Pay, and Apple Pay. This is a foundational payment infrastructure partnership supporting a core revenue-generating feature of the platform.
• QuickbookssupportingTechnology or IntegrationQuickbooks is referenced as a third-party accounting software that integrates with the AutomatePro.ai platform. Transaction data obtained from Quickbooks and similar applications is collected in conjunction with the service for invoicing purposes. The platform supports data export in integration-friendly formats for accounting software compatibility.
• XerosupportingTechnology or IntegrationXero is listed as an example of third-party accounting application that integrates with the AutomatePro.ai platform for invoicing and transaction data collection. Supports compatibility with accounting software workflows.
• CliosupportingTechnology or IntegrationClio (legal practice management software) is listed alongside Quickbooks and Xero as an example of a third-party application from which the platform collects transaction data for invoicing purposes. Suggests the platform serves legal industry clients as well.
• ZapiercoreTechnology or IntegrationZapier is explicitly listed in the integrations footer section alongside Webhooks and Open API. Zapier enables AutomatePro.ai to connect with thousands of third-party applications, extending the platform's interoperability without custom development. Available to Professional and Pro+AI tier subscribers.
• Google (Google Business Profile / Google My Business)coreTechnology or IntegrationPlatform integrates directly with Google Business Profile for review management and messaging. Google Review Blast leverages Google's private API for direct review collection. The platform also integrates with Google My Business messaging. This integration is a core feature enabling the company's flagship review automation product.
• Facebook (Facebook Messenger / Instagram / Facebook Business)coreTechnology or IntegrationPlatform integrates with Facebook Messenger and Instagram Direct Messages, routing them into the unified messaging inbox. Facebook Business Profile optimization is a listed service feature. The platform includes a Facebook Ad Manager integration for campaign management. These social integrations support the multi-channel communication hub proposition.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Mailchimp: Mailchimp is an established email and marketing automation platform for SMBs. AutomatePro.ai explicitly calls out Mailchimp's contact-based pricing as a competitive weakness, making Mailchimp a directly named incumbent competitor in its CRM and email automation segments.
• Constant Contact: Constant Contact is an established email marketing, CRM, and social media platform targeting SMBs and small businesses. It competes for the same email marketing and customer communication wallet share that AutomatePro.ai targets with its messaging and campaigns features.
• HubSpot: HubSpot is a broad incumbent offering CRM, marketing automation, messaging, payments, and a website builder — directly overlapping AutomatePro.ai's product suite but at much greater scale and across multiple tiers including free. It anchors the SMB marketing automation category.

Direct peers

• Thryv: Thryv is an SMB software platform combining marketing automation, CRM, online reputation, and payments for small businesses. It targets the same general local SMB customer as AutomatePro.ai with a comparable all-in-one value proposition.
• Birdeye: Birdeye is a reviews, messaging, and customer experience platform for local businesses and multi-location SMBs. Its review automation, unified inbox, and messaging features closely mirror AutomatePro.ai's Reviews and Messaging products.
• GoHighLevel: GoHighLevel is the underlying platform on which AutomatePro.ai is built and the most direct competitor — both sell an all-in-one marketing, CRM, messaging, reviews, and payments SaaS suite to SMBs and local service businesses at similar price points. AutomatePro.ai is effectively a white-label reseller competing against its own infrastructure provider.
• ActiveCampaign: ActiveCampaign is a marketing automation, email, and CRM platform for SMBs. It overlaps with AutomatePro.ai's messaging, CRM, and workflow automation features and competes for the same customer budget.
• Keap (Infusionsoft): Keap offers CRM, marketing automation, payments, and appointment scheduling for SMBs and solopreneurs. It overlaps heavily with AutomatePro.ai's Professional and Pro+AI tiers, particularly around CRM workflow automation and payment collection.
• Podium: Podium offers a unified messaging inbox, review automation, webchat, and text-to-pay payments specifically for local service businesses — almost feature-for-feature overlap with AutomatePro.ai. It targets the same SMB customer base (e.g., home services, local businesses) with a comparable consolidation pitch.
• Vendasta: Vendasta provides a white-label all-in-one marketing, CRM, reviews, and payments platform sold through agency and reseller partners to SMBs. It shares AutomatePro.ai's affiliate/reseller-led GTM motion and overlapping product surface.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/AutomatePro_AI
• Facebookfacebook.com/AutomateProAI
• LinkedInlinkedin.com/company/automatepro-ai

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about AutomatePro.ai