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The CRM with AI agents built in Every customer, in focus

One record for every customer. Eight AI agents answer, score, draft and book, and nothing goes out until you say yes.

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Going open source. Run it on your own server. Founding licences until December 31.
A narrated film of AutomateNexus CRM, about two minutes long. Most CRM software is a filing cabinet; this one works. The morning dashboard with the day, the pipeline and what needs you; every person, company and conversation on one record; the deal board; Karrie answering from the CRM and naming the record, leading eight AI agents that score leads, draft follow-ups and book meetings, with nothing reaching a customer until you say yes; email, calls, texts and the calendar on the customer's record; the AI notetaker writing up a meeting's summary, decisions and action items; a quote or a proposal signed online, turned into an invoice and paid; a workflow built once that runs every time; a website the AI builds from a few sentences about the business, changed when you ask, with every form feeding the CRM; Kuration AI finding the leads you describe, enriching them and adding them to the CRM; projects, a client portal and forecasts; white-label for agencies, with their own name, logo and colours and their own sign-in page for their clients; and the CRM on a phone. It ends on one CRM for the whole business from $49 a month, not per seat, and the 7-day free trial.
  • AutomateNexus CRM 2.0 - AI agents that follow up, score leads and wait for your yes | Product Hunt
  • Featured on Fazier
  • Featured on There's An AI For That
  • AutomateNexus CRM — Featured on BetaList
  • Published on Uneed
  • AutomateNexus CRM on LaunchScaler
  • 8AI agents, on every plan
  • Unlimitedcontacts and pipelines, on every plan
  • $49a month for the team to start. Not per seat.
  • 11languages, every screen of the app

A closer look

One screen at a time, one thing in focus.

The day, the pipeline, Karrie, the agents, what waits for your yes, and the money coming in. Pick a part, or let it run.

The dashboard: the greeting, what is next, the figures and today's schedule.
01 / 06

Your day on one screen: what is next, what needs you, and how the pipeline stands.

One CRM, the whole business

Everything a customer touches, in one frame.

Sales, service, marketing, scheduling and billing share one record of every customer, so nothing is retyped and nothing is lost between tools.

01

Pipeline and deals

Stages, a weighted total, and a probability and close date on every card.

The deal board with a deal in negotiation.
02

Karrie, your AI co-pilot

Ask in plain words. She answers from your CRM, names the record, and offers the next step.

Karrie's answer about the Zenith Data Migration deal.
03

People and companies

Every contact with its company, lifecycle and history.

The People list with companies, emails and lifecycle stages.
04

Booking

Booking pages and your calendar, in sync.

The schedule with the day's bookings.
05

Quotes and proposals

Price books and packages. Your client signs online.

Quotes with what is out with customers and accepted.
06

Invoices and payments

Invoices, retainers and recurring revenue, paid online through Stripe.

Invoices with outstanding, overdue and paid this month.
07

Workflows

Trigger, wait, branch, send. Built on a canvas.

A follow-up sequence on the canvas: a trigger, an email, a wait for the reply, then a task or the next email.
08

AI notetaker

Record a meeting from your microphone. The summary, decisions and action items are written up for you.

A meeting's notes: the summary, key points and decisions.
09

Projects

Delivery, budgets and health beside the deal that started them.

Projects with their health, owners and budgets.

Also in every plan

  • Meta adsFacebook and Instagram ad results beside the leads and money each ad brought in.
  • Email and SMS marketingCampaigns and sequences from the same records.
  • AI website builder and funnelsA site built by AI, with forms that feed the pipeline.
  • Calling and textingCalls, texts and call recording on your own Twilio.
  • White-label client portalYour brand, your domain, your clients.
  • Analytics and forecastingReports, a weighted pipeline and forecasts.
  • Team chatChannels for your team, with Karrie in the room.
  • Knowledge hubThe answers your team and your Support agent share.
  • Commerce and checkoutProducts, checkout and orders.
  • Forms and popupsForms that create contacts and credit the ad that brought each one.
  • Social schedulingPlan and publish posts to your social accounts from one queue.
  • API and webhooksA full API and signed webhooks for everything else.
New · Build, courses, memberships and communities

Ask for an academy. Run it from your CRM.

Say what you want in Build. The assistant plans it, builds it and tests it, and it goes live on your own domain: courses, a community and paid memberships, with every member a contact in your CRM.

An academy for our coaching clients: short courses, a community, points and a weekly email.

The academy Build made, in Build's preview: Northpeak Academy's home page, Learn it, use it, share the win, with Join free, See membership and the course Storytelling That Sells
Published · LiveOn your own domain · tested, 5 of 5 steps
Build's plan for the academy: its pages (home, courses, community, events, ranks, studio), its data, and what it uses from the CRM: new members land in People, tagged, and paid plans use your payment pages
A member's level card: Priya Shah, level 6, Expert, 422 points, 128 to level 7, a 9-day streak
The course tutor: asked how do I make my proof sound human, it answers from the course's own lessons
A paid plan in the academy: Part of Inner Circle, every course plus the inner circle, Join the Inner Circle at $49 a month
Build's check of the academy: tested signed in, 5 of 5 steps, from signing up as a new member to saying they are going to the live Q&A
Build

Apps, made by asking

  • The assistant plans, builds and tests it in a real browser
  • One click changes the look; try big changes on a draft
  • Published on your own domain
Learn more
The academy's courses: Storytelling That Sells, Pricing With Confidence and Your First 100 Customers
Courses

Lessons that teach back

  • Video lessons, quizzes and certificates
  • An AI tutor that answers from your own lessons
  • Each member's progress, saved on their contact
Learn more
A members-only session on the academy's calendar: Inner Circle, sales page teardowns, live teardowns of members' sales pages, for the Inner Circle
Memberships

Paid plans, your payments

  • Free and paid plans, with members-only spaces and sessions
  • Paid through your own payment pages
  • Everyone who joins is a contact in your CRM
Learn more
The academy's leaderboard: Priya Shah first with 93 points this week, Marcus Bell and Sofia Moreno beside her
Community

A place they come back to

  • Spaces for posts, questions and wins
  • Live sessions and group calls on the calendar
  • Points, levels, streaks and a leaderboard
Learn more
See the AI App BuilderSee Courses & Communities
New · Meta ads

Your Facebook and Instagram ads, every lead back to its ad.

No more jumping into Ads Manager. See what every ad spends next to the leads, deals and money it brought in, counted by your CRM beyond Meta's 7 days. On every plan.

Marketing, Meta ads: a roofing business's last 7 days of Facebook and Instagram ads: $142.60 spent of a $600 budget and on pace, 31 leads at $4.60 each, 371 clicks, $4,800 won in the CRM, an alert that one ad's cost per lead doubled, spend and leads by day, and the three ads ranked by cost per lead
Spend against the budget, leads and their cost, which ad is winning, and what the ads brought into the CRM.
  • Spend against the budget, leads and cost per lead, by day and by ad
  • Which ad is winning, ranked by cost per lead
  • The leads, deals and money each ad brought into your CRM
  • Alerts when an ad is rejected, a payment fails or a budget runs low
  • A Monday summary in your inbox
  • Pause an ad or change a budget, after a confirm step
See everything Meta ads does
New · Deal rooms

One page for every buyer. Signed in the room.

Send each buyer one page for the deal instead of another thread of attachments, and see who comes in. On every plan.

  • The plan, the proposal and the quote to sign, on one page per deal
  • An agent researches the buyer and drafts the room, with its sources
  • Six complete looks, built on a live canvas
  • A page for each person in the buying group
  • A warmth score for every room, and who is in it right now
See deal rooms
The buyer's deal room in the Stone look: a headline written for Jordan, Maya's welcome video, and the next step to review and sign the quote
The same room in the Midnight look, with Maya's welcome video and the next step to review and sign the quote
Jordan Lee is in the roomReading Your quote · 4 min
Warm: 863 people · 23 min read
Quote accepted and signedRe-roof, phase one · $184,500
Elena Marsh's card in the app: the QR code, every way to share it, opens, saves and details sent back over 30 days, and the people it brought in
The card as the person Elena met opens it on their phone: Save contact, Share your details, call, text, email and book
Daniel Hart sent his detailsAdded as your lead · Design Leaders Meetup
Follow-up drafted“Great to meet you at the meetup, Daniel…”
New · Digital business cards

Meet someone. Keep them as a lead.

A card for everyone on your team, shared by a scan, a tap or a link. The people you meet come back to your CRM. On every plan.

  • Shared by QR code, link, text, email signature, call background or NFC
  • Saved straight to their phone's contacts, no app
  • Whoever sends their details back becomes your lead, with where you met
  • A follow-up drafted for your yes, and your booking page one tap away
See business cards

Agentic, with you in command

Agents that act.
You approve.

Each agent has one job and the tools to do it. You decide how much it may do without asking. Money always waits for you, whatever the setting.

How much an agent may do alone

Every action waits for your approval.

Agent approvals: an email Karrie drafted to a customer, with why she proposed it, held until it is approved.
Held for approval. Nothing sent.
  1. 01KarrieAI co-pilot

    Answers from your CRM, drafts follow-ups, and flags what needs you. She runs the other seven.

  2. 02SalesCloser

    Watches pipeline health, scores leads, and drafts follow-ups.

  3. 03SupportResolver

    Works tickets, answers from your knowledge base, and escalates what needs a person.

  4. 04MarketingOperator

    Drafts email and text campaigns and enrols contacts in your workflows.

  5. 05OpsCoordinator

    Handles meetings, tasks, activities and workflows.

  6. 06SchedulerPlanner

    Books meetings, blocks time, and plans your week.

  7. 07ResearchAnalyst

    Researches prospects and companies when you ask.

  8. 08AnalyticsForecaster

    Answers questions about your numbers, from reports to forecasts.

One record, start to finish

From first hello to paid invoice.

A lead comes in once and stays one record: the conversation, the quote, the project and the payment all hang off it.

  1. 01Capture

    An ad, a form, your website, a booking page, an import or lead research brings the lead in.

  2. 02Qualify

    The Sales agent scores it against the customers you want.

  3. 03Follow up

    Karrie drafts the reply. You approve it, or let her send.

  4. 04Close

    Send a quote or a proposal. Your client signs it online.

  5. 05Get paid

    Invoice from the deal. Your customer pays online through Stripe.

Integrations

Works with what you already use.

Connect your ad account, your mail, your calendar, your phone numbers, your files, your books and the AI models you prefer. Everything else reaches the CRM through the API and webhooks.

  • AdsEvery lead back to its adMeta ads
  • Email and calendarMail and meetings on the customer's recordGmailOutlookGoogle Calendar
  • MeetingsA link on every bookingZoomGoogle MeetMicrosoft Teams
  • Calls and textsOn your own numbersTwilioWhatsApp
  • Lead researchNet-new leads, found and enrichedKuration
  • Payments and booksPaid online, kept in your accountsStripePayPalSquareQuickBooks
  • FilesPicked straight onto the recordGoogle DriveOneDrive
  • App backendsApps you build keep their data in your own projectSupabaseAppwrite
  • AutomationThrough webhooks and the APIZapierMaken8n
  • AI modelsBring your own key, or run one locallyOpenAIAnthropicGeminiOpenRouterOllama

Need something that is not here? See every integration or read the API and webhook docs.

In your language

Eleven languages. Every screen.

Each person on your team picks a language, and the whole CRM changes with it: every screen, button, label and date, not only the menus. Your booking pages and forms can greet your customers in theirs.

The AutomateNexus CRM dashboard in English: the greeting, Karrie's brief and the figures, all in English.
01 / 11

The dashboard in English.

  • 28,000+wordings in the app, translated into each language
  • Each personchooses their own language. Customer data stays as it was written.
  • Public pagesBooking pages and forms show in the language your workspace picks.

Control

Built to be trusted with your customers.

Your customer list is the business. The CRM is built so the right people see the right records, and so you can always tell who did what.

  1. 01
    Approval by default

    What an agent wants to send or change is held until you say yes. Money always waits.

  2. 02
    Roles and permissions

    Decide who can see, edit, export and delete, down to their own records or their team's.

  3. 03
    Sign-in you already trust

    Google and Microsoft sign-in, with a code by email at sign-in.

  4. 04
    An audit log

    Every change, who made it and when.

  5. 05
    Workspaces

    Each team, brand or client in a workspace of its own.

  6. 06
    Your keys, your models

    Bring your own AI key. It is stored encrypted and never shown again.

Pricing

All eight agents,
on every plan.

Plans differ in users, storage, how many businesses you run, and reselling on Agency; hosted email sending is an add-on. Unlimited contacts everywhere, and a 7-day free trial on Starter.

Starter

5 users
$26.95/mo

was $49

For founders and small teams getting started.

Start free trial
  • One-to-one email via your Gmail or Outlook
  • 25 GB storage
  • Unlimited contacts
Most popular

Business

25 users
$81.95/mo

was $149

For a growing company with several teams.

Get started
  • One-to-one email via your Gmail or Outlook
  • 100 GB storage
  • Unlimited contacts

Agency

Unlimited users
$218.35/mo

was $397

For agencies: unlimited users, as many businesses as you like, and reselling.

Get started
  • One-to-one email via your Gmail or Outlook
  • 250 GB storage
  • Unlimited contacts

Code SAVE45 takes 45% off every plan, every month, for as long as you stay. Enter it at checkout by December 3 at 11:59 pm PT.

On every plan

  • Karrie AI + all 8 agents
  • Unlimited contacts & pipelines
  • AI reports, forecasting & Meta ad results
  • AI website builder & visual page builder
  • Calling, texting & call recording on your Twilio
  • 70+ integrations + full API & webhooks
  • White-label branding & custom domain
  • Google & Microsoft sign-in, 2FA, roles & audit logs
  • AI lead scoring (AI SDR agent)
  • Workspaces, as many as you need
  • Bring your own API key (BYOK)
  • All future features included
Founding member

From $53.35 once with SAVE45. AutomateNexus CRM, for life.

Limited to 100 members. Ends Dec 31.
Claim your spot

New · open source · AGPL-3.0

AutomateNexus CRM is going open source.

Run the CRM on your own servers and keep every byte of your data. The Community edition is free; founding self-hosted licences add every paid feature for one payment, from $697. The code is public by December 31.

See the self-hosted licencesAbout the Community edition

Coming from another CRM? Bring it with you.

Import your people, companies and deals, with their history. If an import is not right, undo it.

HubSpotGoHighLevelPipedriveSalesforceA spreadsheet
Questions

Asked before signing up.

A CRM whose AI does the work instead of only reporting on it. In AutomateNexus CRM eight agents score leads, draft follow-ups, book meetings and answer questions from your records, and you set how much each one may do without asking.

Only as far as you allow. Supervised holds every action for your approval. Semi lets internal work run on its own: tasks, notes and CRM updates. Autonomous also lets outgoing messages go. Anything financial always waits for you.

No. A plan is one flat price that includes its users: 5 on Starter, 25 on Business and unlimited on Agency. Contacts are unlimited on every plan.

The ones you choose. Bring your own key for OpenAI, Anthropic, Google Gemini and others, run a model on your own computer with Ollama, or buy usage from us.

Eleven: English, Spanish, French, German, Italian, Portuguese (Brazil), Romanian, Chinese (Simplified), Japanese, Korean and Arabic. Each person picks their own and the whole app changes with it, and your workspace chooses the language of its booking pages and forms.

Yes. Marketing → Meta ads shows each ad's spend, leads and cost per lead next to the leads, deals and money it brought into your CRM, with alerts when something needs you and a Monday summary by email. Pause an ad or change a budget from the CRM, after a confirm step.

Yes. Import from HubSpot, GoHighLevel, Pipedrive, Salesforce or a spreadsheet, and undo an import if it is not right.

Yes: seven days, with no credit card, and you can cancel at any time.

Your turn

Put every customer in focus.

Start free, bring your customers in, and put all eight agents to work.

Start your 7-day trialTalk to sales