Automo.ai
The AI business operating system · CRM, helpdesk, marketing, design, finance and HR in one place

Other AI makes the file. Automo finishes the job.

Ask once. Mo designs it, prints it, sends it, gets it signed and updates your customers — because all of that is already inside Automo.

SOC 2 compliant · never trains on your data · nothing sends or spends without your yes

Everything in one platform

Pricing

Free — $0 forever. Main apps included (limits apply). Free for 1 user. No credit card required.

Business — $99/month flat for up to 20 members. Scale — $999/month flat for up to 100. Main apps included on every plan. Free for 1 user. Starter $19/month flat, Business $99/month for 20 members, Scale $999/month for 100. Credits are used when Automo does the work. Multi-currency support.

4.6★ from 100,000+ reviews for Desygner, part of Automo — App Store 4.6 (1.1K), Google Play 4.6 (101K), Capterra 4.4 (24), G2 4.6 (13)

Common questions, straight answers

How does Automo use Google Calendar, Gmail and Google Drive?

Automo is a business workspace that brings your CRM, tasks, calendar, email, files, support, marketing and team activity into one place. Google integrations are optional and are only requested when you choose to connect them in Automo. Google Calendar — When you connect Google Calendar, Automo uses your calendar access to display your schedule alongside your CRM, tasks and team activity. You can also create and update calendar events directly from Automo. Gmail — When you connect Gmail, Automo uses Gmail access only for the email features you enable. For send-only access, Automo lets you send emails from inside the platform. We do not read, delete, archive, label or modify your Gmail inbox unless you separately authorise inbox access. Google Drive — When you attach or share Google Drive files through Automo, we access only the files you choose to use with the app. We do not access files you have not selected. Your data is yours. You can disconnect any Google integration at any time from Settings → Integrations. Disconnecting revokes Automo’s access. We do not sell your Google user data or use it for advertising. View our Privacy Policy and Terms of Service.

How long does migration take?

How long a move takes depends on the tool and how much data you have. Some tools connect directly after you sign up; others take an export file such as a CSV or PDF. Each tool's page on automo.ai/migrate lists exactly what comes across and what doesn't.

Is my data secure?

Yes. Automo holds a SOC 2 Type II attestation for the Automo platform and is trusted by governments and enterprises. AES-256 encryption at rest, TLS 1.3 in transit, database-enforced access control, tamper-evident audit trails, self-serve GDPR data rights, and data residency across US/EU/AP regions on AWS — with private deployment on Enterprise plans. Full details at automo.ai/security.

What if I only need CRM?

Start with just CRM on the free plan. You can activate additional modules (Helpdesk, Marketing, ERP, etc.) anytime — they all share the same data layer, so there's zero duplication.

Do you have an API?

Yes. Automo has an API with webhooks and OAuth 2.0, plus an MCP server so Claude, ChatGPT and other AI assistants can work in your workspace. Build custom integrations or connect any tool in your stack.

What happens if I cancel?

You keep full access to your data. Export everything as CSV/JSON anytime. There are no lock-in contracts — cancel month-to-month with no penalties.

How does AI work across modules?

Our AI layer sits across every module — it scores leads in CRM, auto-resolves tickets in Helpdesk, optimizes campaigns in Marketing, and automates workflows. It learns from your data to get smarter over time.

Can I import from my current tools?

Yes. Some tools connect directly after you sign up; others take an export file such as a CSV or PDF. Each tool's page on automo.ai/migrate lists exactly what comes across and what doesn't. Don't see your tool? Contact us.

Is there really a free plan?

Yes. The free plan is for one person: the main apps (usage limits apply) and 1 GB of storage — forever. No credit card required to start. Upgrade when you want to add your team, get more Automo credits or lift the limits.

Are Automo eSignatures legally valid?

Yes. Automo e-signatures are simple electronic signatures, legally valid for most agreements under the US ESIGN Act and UETA and the EU eIDAS regulation. Each envelope keeps an audit trail of signer identity, IP address, timestamp and document hash. Use them for everyday contracts, NDAs, offer letters and vendor agreements.

Which countries does Payroll cover?

It depends on the country and on how you pay your people. The Payroll page lists the countries supported today. If yours isn't there, contact us.

Can Equity handle 409A valuations and option grants?

Yes. Issue ISO, NSO and RSU grants with custom vesting schedules, manage SAFEs and convertible notes, keep a history of the 409A valuations your independent valuation provider delivers, and give every stakeholder their own portal.

Which compliance frameworks do you support?

SOC 2 Type II, ISO 27001, HIPAA, GDPR, PCI DSS and CCPA come pre-mapped, with automated evidence collection, continuous monitoring and auditor-ready reports.