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The agentic CRM for growing businesses Every customer, in focus

AutomateNexus CRM keeps every customer on one record, and eight AI agents work it with you: they answer, score, draft and book, and nothing reaches a customer until you say yes.

Start your 7-day free trial See pricing

No credit card/Cancel anytime/From $49 a month, not per seat

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Watch the film2:12
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.

  • 8AI agents, on every plan
  • Unlimitedcontacts and pipelines, on every plan
  • $49a month for the team to start. Not per seat.
  • 7 daysfree, with no credit card

The film

The whole CRM, in two minutes.

Today’s app, start to finish. It plays without sound, with captions: turn the sound on for the narration.

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.

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

  • 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.
  • API and webhooksA full API and signed webhooks for everything else.

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

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

  • 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 accountsStripeQuickBooks
  • AutomationThrough webhooks and the APIZapierMaken8n
  • AI modelsBring your own key, or run one locallyOpenAIAnthropicGeminiOllama

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

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
    Client workspaces

    Each client's data 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 seats and storage; hosted email sending is an add-on. Unlimited contacts everywhere, and a 7-day free trial on Starter.

Starter

5 users
$49/mo

For founders and small teams getting started.

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

Growth

10 users
$149/mo

For growing teams that need more seats and space.

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

Business

25 users
$349/mo

For scaling teams with room to grow.

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

Agency

Unlimited users
$597/mo

For agencies and large teams — unlimited seats.

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

On every plan

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

From $97 once. AutomateNexus CRM, for life.

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

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, 10 on Growth, 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.

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