What is AutomateNexus CRM?

AutomateNexus CRM is an AI-native customer relationship management platform built around eight autonomous agents. Karrie, the AI co-pilot, answers questions from your CRM data, drafts follow-ups, and flags what needs attention, while specialist agents handle sales, support, marketing, ops, scheduling, research, and analytics. It combines pipeline management, forecasting, email sequences, live chat, e-commerce, accounting, and project management in one system with human-in-the-loop approvals.

How to use AutomateNexus CRM?

Start a 7-day free trial (no credit card required) and connect the tools you already use so your data syncs in clean and structured. Set each agent's autonomy level (supervised, semi-autonomous, or autonomous) and start from templates for sales, support, marketing, ops, scheduling, research, and analytics. Agents then draft, schedule, and score leads while anything reaching a customer waits for your approval. Plans start at $49/mo with unlimited contacts.

Core features of AutomateNexus CRM

Eight autonomous AI agents (Karrie co-pilot, Sales, Support, Marketing, Ops, Scheduler, Research, Analytics)
Pipeline management with six stages, weighted totals, probability and close dates
Revenue forecasting with confidence levels from your closed history
AI SDR agent that qualifies leads and enrolls them in sequences
Email marketing and multi-step sequences with open/click tracking
Visual marketing automation workflow builder with run logs
AI Phone Receptionist answering your own Twilio numbers in eleven languages
AI Note Taker that transcribes and summarizes meetings without a bot joining
Client portal, e-commerce, accounting, and project management in one platform
60+ native integrations (Gmail, Outlook, Stripe, Twilio, Slack, Zoom, QuickBooks, WhatsApp, Zapier, n8n)