What's new in AutomateNexus CRM.

The whole app in your language

Choose a language and every screen follows. AutomateNexus CRM is now translated throughout in Spanish, French, German, Italian, Portuguese, Chinese, Japanese, Korean and Arabic: menus, buttons, forms, hints, messages and settings, and what the app tells you when something needs your attention. What you wrote yourself, such as names, notes, emails and your own forms, stays exactly as you wrote it.

• Pick a language from the globe at the top of any screen, or in Settings
• Date pickers use the language's own weekdays, months and first day of the week
• Dates and chart labels are written the way the language writes them
• The client portal has the same language picker

Lead research with Kuration

Connect your own Kuration account under Settings, Integrations, and find new leads without leaving AutomateNexus CRM. Lead research starts a list from your workspace's profile, from Kuration's People search or Company search, or brings in a list you have already built in Kuration, your Private Database included. Leads arrive as people and companies tagged with the list they came from, and a finished list can be checked again for rows added since. Research runs on your Kuration account and is billed by Kuration to you.

• Start from a profile, a People search or a Company search
• Bring in a list built in Kuration, or a view of your Private Database
• Check a finished list for new rows
• People and Companies can show one list's leads

Enrich people and companies with Kuration

People and companies already in your CRM can be filled in from Kuration. An owner or admin chooses which Kuration project enriches people and which enriches companies, and what comes back is written to the record's own fields. New leads can be enriched as they arrive, enriched records are refreshed on a schedule, and an enrichment can be undone, which puts back what it replaced.

• Enrich from a record's own page, or the records an import has just added
• A workflow step, Enrich with Kuration, and a trigger, Record Enriched
• An agent can enrich a record when the tool is switched on for it
• Each form can have its leads always enriched, or never

Company logos appear on their own

A company's logo is now found from its website or email domain more reliably, small businesses included, and it shows on the company, in lists and beside the people who work there. A new workspace gets its own logo from its domain as it is set up, and Settings, Organisation has one place to upload a logo, find one from your website, or remove it.

Emails read whole, in the right characters

Mail read from a connected mailbox now shows complete and in the characters it was written in, with the sender as a name and an address. Messages filed earlier are read again and put right in place.

Send Karrie's follow-ups from the daily brief

Each deal on Karrie's daily brief now comes with its follow-up: Karrie writes the email, you read it, change it if you like, and send it from there. A follow-up you asked for on a record you can edit is yours to send, without waiting for an admin. Once it has gone, the email is on the record's timeline, the contact counts as contacted, and the brief stops asking.

Karrie's brief is written for the workspace you have open

The daily brief is now written for each workspace on its own, so the priorities on a dashboard are that workspace's own and nothing from another. Someone who works in several workspaces sees each one's brief.

Owners and admins set up the organisation's connected accounts

The accounts an organisation shares, such as its team mailboxes and sending accounts, phone and messaging, payment processors and AI providers, are now set up and changed by its owners and admins. Everyone else sees what is connected and who to ask, on every screen that shows them, and a change that could not be saved says so.

Invoices are paid online through Stripe

The pay link on an invoice now always opens Stripe, and the payment is recorded on the invoice when the money arrives. Someone who has just paid is no longer offered the invoice to pay again while the payment settles.

AI usage figures that keep up

The AI usage page and Model calls on the AI reports page now add up every call by day, provider, model and tool, however many there are, and a day is a day where you are. Every call to a model is counted once.

Old mail arrives as history after a long gap

When a mailbox is synced after a long gap, messages more than two days old are filed as history: they reach the inbox and the record's timeline without setting off automations as though they had just arrived.

Invoices in yen charge what they say

An invoice in a currency with no smaller unit, such as Japanese yen, is charged at checkout for exactly the amount on the invoice, and recorded as that amount.

Models that think before they answer

Models that reason before they reply, including OpenAI's newer models, are now given room to do it, so Karrie, the agents and the phone receptionist get a full answer from them.

The AI email generator and the conversation summary

The AI Generator on the email page and in the compose form writes a subject and a body again, and the conversation summary works again.

Choose the AI model for each kind of work

Settings, Integrations has a new AI tab. Connect OpenRouter with one key for hundreds of models, or another provider from a searchable list; the key and the model are checked before they are saved, with a plain answer when something is wrong. Then choose which model does which kind of work, for the assistant, agents, writing, analysis, builders and conversations, and every AI feature honours the choice. A model that is being retired, or cannot do what a feature needs, is flagged wherever it is chosen.

• OpenRouter, OpenAI, Anthropic, Google, DeepSeek and more, or a model on your own computer
• Check connection says whether a key works, and what is wrong when it does not
• A model for each kind of work, with your other providers as the fallback
• An agent can run on a model of its own

Keep what the AI writes for 30 days

By default AutomateNexus CRM counts each piece the AI writes without keeping its text. An owner or admin can now switch a history on under Settings, Integrations, AI. From then on each request and the text written for it are kept for 30 days, for the person who asked and for owners and admins to read, and then removed. Switching the history off removes what was kept.

Keyword listening on X

Keyword listening in the social inbox is now available. Save a search and matching posts on X come in every hour through your connected X account, new ones only, so a quiet search uses nothing. Each organisation keeps a few searches running at a time within a monthly allowance of posts, and a search says so when it is waiting for the next month or the account needs to be reconnected.

Search and Ask AI find every knowledge-base article

Every knowledge-base article is now indexed for search by meaning, and indexed again when its text changes, so Search and Ask AI on the Knowledge page find the right article from a question in your own words. Agents search their training the same way, an agent can be trained from a website, and the AI phone receptionist answers callers from your public articles.

An Integrations page that says what is connected

The Integrations overview now reads the same information as each card, so the two always agree and a change shows at once. A calendar, mailbox or video connection says whether it works: it is renewed quietly when it needs to be, and when you do have to sign in again the card says so. Payments settings say which processor does what, and a setting that could not be saved keeps what you typed.

Payments are recorded when the money arrives

A booking or an invoice paid through Stripe is now marked paid when Stripe confirms the money has arrived, which for a bank debit can be days after checkout, and a payment is recorded on its invoice once.

The power dialer moves on by itself

Once you log how a call ended, the power dialer rings the next number by itself. It remembers where a list got to between sessions, and a contact who asked not to be called is left out from then on.

Fixes for booking, lists, chat and deal history

A round of fixes: a booking confirmation email gives the time in the booker's own time zone and names the zone; an email list's sign-up form works, with new subscribers confirming their address; scheduling a meeting from a chat saves the meeting and sends one invitation; a deal's change of stage is written to its history, and logged calls, notes and emails keep their details; and the daily brief and the weekly AI report arrive by email.

Arrange deal cards by hand

The pipeline board has a new order, Custom order, and it is the default. Drop a deal card into any gap, in its own stage or another, and it stays there for everyone on the board. Arranging cards inside a stage is not an edit to the deal: it starts no automation and leaves the deal's time in the stage alone. A board nobody has arranged looks as it did, newest first, and the other orders (highest value, closing soonest, longest in stage) are still there. A deal that arrives in a stage another way, from an automation or its own page, sits by the date it was added until someone places it.

• Drop a card in any gap, and it stays
• A long column scrolls when you hold a card at its edge
• From the keyboard: Space, the arrow keys for the stage and the place, Space
• Undo returns a card to its stage and its place

AI credits, or your own AI key

Karrie and the agents now run on one of two things: an AI provider key of your own (OpenAI, Anthropic, Google, DeepSeek, or a model on your own computer), billed by that provider, or AI credits from us at $5 a month per 5 million tokens. AI usage is no longer included in a plan. Settings, Plans shows what your organisation has used this month, and an admin can add credits there in as many blocks as needed. With neither a key nor credits, Karrie and the agents are off, and the message says which to add.

• Your own key: nothing to buy from us
• AI credits: $5 a month per 5 million tokens, shared by an agency with the client organisations on its plan
• An agent's web search counts as 25,000 tokens, or runs on a Perplexity key of your own
• Dictation, text to speech and cloud meeting transcription use an OpenAI key of your own

Add hosted email sending from the plan screen

Hosted email sending is now added from Settings, Plans: $5 a month per 10,000 sends, in as many packs as you need, by an admin of the organisation that pays for the plan. An agency's sends are shared with its client organisations, and the card shows how many have gone out this month. It is an add-on on every plan, and no plan includes hosted sends. Email through a mailbox or email provider you connected needs no pack, and the mail inbox no longer depends on hosted sending.

Drag a deal from anywhere on its card

On the pipeline board the whole card is now the handle. Press anywhere on a deal and drag it with a mouse, press and hold on a touch screen (a swipe still scrolls), or lift it with Space and move it with the arrow keys. A whole stage is the target, its header and the empty space under its cards included, and the board shows where the card will land. The card moves the moment you let go, a message says where it went and offers Undo, and if the move can't be saved the card goes back and says so.

• A click opens the deal over the board
• Search, an order for the cards, and a filter by owner
• Move to, in a card's menu, for moving without dragging
• On a phone, a stage takes most of the screen

Add storage from the plan screen

Settings, Plans now shows what your organisation has stored against its allowance, and an admin can add storage right there, in 10 GB blocks at $5 a month each. A block counts as soon as it's paid for, you can take as many as you need, and it stops when you remove it under Billing.

One storage allowance for an agency and its clients

An agency and the client organisations on its plan now share one storage allowance, the way hosted email already works. The agency sees what each client organisation holds and adds storage for all of them in one place; a client sees how much of the shared allowance is in use and who to ask for more. A client organisation with a plan of its own keeps its own allowance.

The storage meter counts every file

Storage now counts every file your organisation keeps in AutomateNexus CRM, measured hourly: site and social media, email images, signed documents, portal and form uploads, as well as attachments, project documents, proofs and recordings. Nothing you have stored is ever removed. When an allowance is full, new uploads wait until there is room, and the message says who can add it.

Try again when an approval doesn't go through

If something you approved doesn't go through, AutomateNexus CRM now says why and offers Try again: in the message that appears, on the approval itself and in History. It stays marked as failed instead of coming back to Waiting and then disappearing.

Emails you approve go out

On workspaces using hosted email sending, an email from Karrie or an agent could stop at "Failed to send email" when you approved it, and so could review requests and the emails agents send on their own. They now go out, and a reply reaches the person the email was sent for instead of a no-reply address.

Deal updates approved in chat

Approving an agent's deal update from the chat could fail when the draft carried extra details. It now changes only the deal's own fields: title, stage, value, probability, currency, expected close date, description and close reason.

Your brand on every client organisation

White-label now carries from your agency to every client organisation. Set your app name, logo, browser tab icon, colours, assistant name and support address once on the agency, and each client organisation takes them field by field, while a client can still keep its own logo or name. Hide the platform's branding on the agency and it's hidden for every client. Invitations, password resets, notifications, reminders, reports, invoices and quotes carry your brand and link to your own domain when you have one, the sign-in page on your domain shows your brand, and booking pages, forms, shared projects and the website Messenger stop saying "Powered by".

• Set it once on the agency and every client takes it
• Your brand and your domain in every email
• Name the AI assistant yourself

Reselling on the monthly Agency plan

Client organisations and reselling now come with the Agency plan whether you pay monthly or bought a lifetime Agency tier. Create a client organisation, invite its people and run it under your brand.

Projects and their tasks over MCP

Claude and other MCP clients can now list your projects, read a project's tasks, and create and complete them, alongside the tools for your CRM to-dos. Each tool says which list it works on, so an assistant puts a task in the right place.

Move up a founding tier and pay only the difference

Moving up from one lifetime tier to the next now costs only the difference between the two. The Plans page offers the next tier while places remain, checkout shows the exact amount before you pay, and your workspace moves up in place with everything in it. If an upgrade is refunded, the workspace goes back to the tier it had.

Form A/B tests use every variant

Every variant of a form now gets its share of visitors, the original takes the rest, and a returning visitor sees the same version as before. If the shares add up to more than 100%, the form builder says so and scales them down in proportion.

API keys do only what they're made for

A key created for MCP now works only with MCP, and a REST API key with read access can read and export but not change anything.

Form payments are confirmed by Stripe

A paid form submission is now marked paid as soon as Stripe confirms the payment, even if the buyer closes the tab before returning to the form. Submissions and the person's timeline show whether each one has been paid.

Paid bookings work on embedded booking pages

When your booking page is embedded on your website, a paid booking now opens checkout in a new tab, because payment pages can't open inside an embed. The widget builder also opens with your form's settings filled in, and the older native embed snippet now shows your booking page.

Agent, workflow and review emails send from your own inbox

AI agent emails, review requests, workflows and follow-up sequences now go out through your own account whenever your workspace isn't using hosted sending: the Gmail or Outlook of the person who approved or asked for the email, then your SMTP mailbox, then your sending provider. If one can't send, the next is tried, and if nothing is connected you're told exactly what to connect instead of seeing a vague error. Workspaces with hosted sending carry on as before.

• Your Gmail or Outlook first
• Then your SMTP mailbox, or SendGrid, Mailgun, Postmark or your own Resend
• Plain reasons when nothing is connected

Recently deleted: bring people and companies back for 30 days

Deleting a person or a company now says what goes with it before you confirm, offers Undo straight after, and keeps the record in Recently deleted for 30 days. Restoring puts it back as it was, with the notes, tasks and links that went with it.

• Undo right after a delete
• Restore within 30 days
• See what goes with a record before you delete it

In stage since, and a Lifecycle view

Every person now shows when they reached their lifecycle stage. The new Lifecycle panel on People counts who reached each stage in the last 30 or 90 days, how many new leads became customers and how long that typically took, and how long people have waited in the stage they're in now. Stage history starts on 29 September 2026 and HubSpot imports bring their own stage dates; older records stay blank rather than showing a date that isn't real.

• When each person reached their stage
• Lead-to-customer rate and typical days
• HubSpot stage dates come across on import

Import, merge and find duplicates on People and Companies

Import a CSV or spreadsheet straight from the People or Companies list. Columns are matched in the order your file has them, and the preview says what each row will do before anything is written. Merge two people or two companies into one, with what's attached following the record you keep, and a duplicates view finds the likely pairs for you.

• Import from the list itself
• A preview of what each row will do
• Merge, with notes and activity following
• Duplicates found for you

Lists with readable filters, rolling dates and layouts that stay put

The People and Companies lists have filter chips you can read at a glance, sorting by one field and then another, and views you can link to. Date filters can roll: in the last 30 days, more than 90 days ago, in the next 7 days. Each saved view keeps its own column order, widths and density, owner filters offer Me, and on the board a card opens with Enter and moves with Shift and the arrow keys.

• Filter chips and then-by sorting
• Rolling date filters
• Views that keep their columns
• Keyboard moves on the board

Record pages with the whole story

A person's or company's page now has one activity timeline, grouped by day, with every call, text, email, note, task and change, and calls, texts and emails land on the right record by themselves. Notes keep every word you write, files can only be removed by people allowed to delete, related lists show their counts, and each record has its own copilot. Karrie names the records she talks about instead of quoting their ids.

• Every source on one timeline
• Calls, texts and emails on the right record
• A copilot on every record

A company's whole group, and what it adds up to

A company's Group tab now shows every company under it, level by level, each with its people and open value, and totals for the whole group: companies, people, open deals and their value, and won value. Amounts in different currencies are never added together.

New contacts keep exactly what you entered

A background task used to fill in guesses on every new contact, such as a LinkedIn page and a website made up from the email domain. It no longer touches new contacts, so imported rows stay as they were imported.

Agent updates post once

With AutomateNexus CRM open in several tabs, an agent's update could be posted once for each tab. Every update now posts once, and the empty agent-activity channels created along the way have been tidied away.

Roles and permissions, down to the field

Give everyone exactly the access they need. Owner, admin, manager, member and viewer come built in, and you can make roles of your own. For people, companies and deals, a role can see, edit and delete all records, its team's, only its own or none, and each field can be editable, read-only or hidden. Exporting, importing, merging, bulk editing and building automations are permissions of their own, an invitation can give a custom role from the start, and Karrie and the agents only act within the role of the person they act for.

• Built-in and custom roles
• All, team, own or none, per record type
• Fields editable, read-only or hidden
• Karrie and the agents stay within your role

Single sign-on and directory provisioning

Sign in with SAML single sign-on from your identity provider on your verified domain, and require it for everyone in your organisation, stored files included. Okta and Microsoft Entra ID can add, update and remove people for you, and the groups you map set their roles.

• SAML single sign-on on your verified domain
• Require single sign-on for everyone
• Okta and Entra ID provisioning

Move in from HubSpot, GoHighLevel, Pipedrive, Salesforce or a spreadsheet

A migration wizard brings your companies, people, deals, notes, tasks and activities across. Connect HubSpot, GoHighLevel or Pipedrive with a key, or upload a Salesforce export or a CSV or Excel file. Run a test of 25 records first, undo it if you like, then bring the rest. Records you already have are matched by email or domain instead of duplicated, and a long migration keeps going after you close the page.

• A test run of 25, then the rest
• Undo a run
• Matches what's already here
• Keeps going with the page closed

Type, lifecycle, source and tags for people and companies

People now have a type (prospect, client, partner, vendor, team or test), a lifecycle stage from subscriber to customer, and the source that first brought them in. Companies have a type too, and it follows their people as they become clients or partners. Tags are yours to create, colour and merge, with has and has-not filters and tagging in bulk from the list.

• Type, lifecycle and first-touch source
• Your own tags, in colour
• Filter and tag in bulk

See who changed what

Every change to a person, account, company or deal is now recorded field by field, with who made it and when, and shown on the record's timeline to anyone who can see the record. Exports check the exporter's role, leave hidden fields out, and are written to the audit log.

Buying a plan asks which workspace it's for

Choosing a plan from a pricing link while you're signed in now opens a confirm step: the workspaces you own or run, with the open one chosen, and what will happen when you go ahead. Nothing starts until you press the button, and the plans page afterwards shows the workspace you chose.

Social analytics, listening and scheduled AI reports run on their own

Post analytics, saved listening searches and the AI reports you schedule in the app now run by themselves: analytics every six hours, listening and reports every hour.

Approvals: an inbox, a focus mode, and decisions wherever you are

Drafts from Karrie and the agents now wait in an approvals inbox that shows why each one was drafted and what it's about. Edit a draft before it goes, work through them one at a time in focus mode with keyboard shortcuts, and undo a decision in the seconds after. You can also decide in the chat, on a deal card, from a card on the dashboard or with ⌘K, and approvers are notified when drafts arrive on their own.

• Focus mode with keyboard shortcuts
• Edit before sending, with undo
• Decide in chat, on deals, on the dashboard or in ⌘K
• Notified when drafts arrive

A Wait for approval step in workflows

A workflow can now stop and ask. The step says what needs approving and how long to wait: approved carries on down one path, and rejected or unanswered by the deadline takes the other. The request is decided like any other approval, and the approver sees the workflow, the record and the steps that will run if they say yes.

Connections that say what went wrong

When connecting an app fails, you now see why in plain words on the screen that asked, including which credential is wrong, and a key pasted incorrectly is caught before it's saved.

Company logos only where there is one

Logos now come from a verified source and appear only where a company really has one; everyone else shows their initials instead of a broken or guessed image.

Close dates show the day you picked

A deal's close date could show the day before for anyone west of Greenwich. Dates now read as the calendar day you chose, on the pipeline, the forecast, the dashboard and contacts.

The receptionist alerts your team, and each number gets its own greeting

When the phone receptionist takes a message, a voicemail or a booking request, it can now text up to ten of your numbers from its own line and send a push notification to the people who run it. Each phone number can have its own business name, greeting, instructions, language and voice, set with Customise in the receptionist's settings.

• Texts to up to ten numbers
• Push notifications
• A greeting and voice for each number

Take payments in forms

The form builder now offers the Payment field, under Advanced, so a form can take a payment as it's submitted.

Sign-in says why it came back

If a Google, Microsoft or LinkedIn sign-in doesn't go through, the sign-in page now says why in plain words, with the provider's own message underneath.

Organisation details you can edit

Admins can now edit the organisation's name, website, email, phone and postal address in Settings, and members see them read-only. The address is what your marketing emails print in their footer.

Activities show who logged them

The activity list showed the person who logged each activity as a long id; it now shows their name.

Call screening, voicemail and a text from the receptionist

The phone receptionist can ask a caller whose number failed the carriers' verification to press 1 before it answers, so robocalls never use a minute, and it turns away withheld and blocked numbers with one line. A caller it cannot make out twice is offered voicemail, and the message lands in Messages with its recording. When a caller asks, it texts them a booking or website link during the call. Holidays and one-off closures now sit alongside your opening hours.

• Press 1 for unverified callers
• Voicemail lands in Messages with the recording
• One text to the caller, on request
• Closed dates beside opening hours

Choose the models your receptionist runs on

A new AI models section in the receptionist's settings picks how callers are heard, what writes the replies and what speaks them: Deepgram, Google or Twilio for listening; the included model or any AI provider you hold a key for; ElevenLabs, OpenAI or Twilio's own voice for speaking. Nothing changes until you choose, and Listen now plays the voice your calls really use.

• Listening, thinking and speaking chosen separately
• Any AI provider you hold a key for
• Listen plays the voice calls use

Notetaker models: Parakeet on your device, Groq and Deepgram in the cloud

Recording a meeting now offers a model under each choice. On your device, Whisper or NVIDIA's Parakeet, which is more accurate, punctuates, and covers 25 languages; in the cloud, OpenAI Whisper, Groq's Whisper Large v3 Turbo or Deepgram Nova-3 on your own key. Deepgram tells the speakers apart and takes recordings of any length. The notetaker is included for every organisation, with no minute cap on any plan.

• Parakeet: punctuation and 25 languages, on your device
• Deepgram names the speakers
• No minute cap on any plan

Meeting notes that know who you met

The Record dialog asks which calendar meeting this is, or who it was with, and the notes go on that meeting and on the customer's timeline. Every meeting gets a proper title from its summary instead of the same stock line, the list refreshes on its own while a recording is processed, and a recording whose transcription fails is kept so you can try again on your device or send it to the cloud. Open a meeting to ask it questions on the new Ask tab, download the notes as Markdown, or email them from your own mail app.

• Linked to the meeting and the customer
• Ask tab answers from the transcript
• Notes as Markdown or by email
• Nothing lost when a transcription fails

Calls the receptionist takes are recorded, recognised and on the timeline

Record calls now records: outbound calls from the start and inbound calls from pickup, with playback in the CRM. A caller who is a contact in your pipeline is recognised as well as a customer, and the receptionist is told who they are, their company and their open deals. Once a call is over it is written to the customer's or contact's timeline with its summary and length, and the Calls tab opens with the last thirty days: answered, placed, transferred, messages, bookings and talk time.

• Recordings that play back
• Contacts recognised, not just customers
• Every call on the timeline
• Thirty-day figures on the Calls tab

One place for automation

The workflow builder is now the whole automation story: triggers on records, deals, forms, email and texts, steps that wait for a reply and branch on what happened, and run history on the same page. The separate NexusFlow view has been retired; its links open the builder.

No approval notice on invoices that need none

An ordinary invoice opened under a red notice about an approval it never needed. The notice now appears only while an approval is pending, approved or rejected, in plain words.

Your website's own contact form can post straight to the CRM

Keep the form you already have. Point its action at the CRM's form address and a plain browser post arrives as a submission: fields are matched by name or label, name, email, phone and message are recognised on their own, and anything unmatched is kept rather than dropped. The same checks, contact matching and automations run as for a form built in the CRM.

• Works with a plain HTML form or Contact Form 7
• Same validation, matching and automations

Quotes and document tracking on one page

Quotes gains a Tracking tab with opens, unique viewers, average time and last viewed for every document, and a filter for quotes, proposals or both. The separate Proposals page is retired, and its addresses lead to Quotes.

A sidebar arranged around your day

Your work sits at the top and setup at the bottom. Insights holds every report in one place, AI has its own group, Content is folded into Marketing, and new Scheduling, Docs and Team groups gather the calendar, booking pages and meeting notes; the document library, knowledge hub and wiki; and employees, hours and pay. ABM, Territories, Reputation and Custom objects gain a place in the menu, and every page in the app now has a way in.

• Work at the top, setup at the bottom
• Insights, AI, Scheduling, Docs and Team groups
• Every page reachable from the menu

Fourteen days to sort out a failed payment, and Pay now

When a card payment fails, the workspace keeps working for fourteen days while the payment is retried, owners and admins are told once, and a Pay now button opens the invoice. A client workspace running on its provider's plan sees a heads-up in the last three days before a pause, naming the provider only. Plan changes check the seats in use before they are offered, and a paused workspace stops sending email.

• Fourteen-day grace on failed payments
• Pay now opens the invoice
• Seat checks before a plan change

Deleting a user keeps their work

Removing someone's account no longer takes their records with it: the contacts, deals, tasks and projects they owned are reassigned, everything they wrote stays, and the last owner of a workspace with other members cannot be removed by accident.

Employee invitations work like every other invitation

Inviting an employee sends a normal invitation with your message. Accepting it links their login to their employee record and starts onboarding, and an employee who already has a login is linked straight away.

Time off requests filed where you look for them

Time off requested from an employee's profile now appears under your organisation's Time Tracking, instead of nowhere you could see it.

A Messenger for your website

Put a chat launcher on your own website. Visitors see your team and when you usually reply, start a conversation or pick up an earlier one, and read your help articles without leaving the page. AI answers from your public help articles and hands the conversation to a person when it should; when nobody is around, it takes an email address and your reply goes out by email. Visitors can also reach you on WhatsApp, by text, phone or email from the same launcher, and rate the conversation when it closes. Chats arrive in the shared inbox with notes, saved replies, AI drafts and assignment, and any chat can become a ticket.

• AI answers from your help articles, with handoff to a person
• Replies by email when you're away
• Every channel from one launcher
• Chats in the shared inbox

WhatsApp from any contact, with attachments

Start a WhatsApp conversation from a contact or customer record, or from New conversation in the inbox, where you can also start a text or an email. Within 24 hours of someone's last message you can write freely; after that, WhatsApp asks for an approved template and the person's opt-in, which you can record as you send. Photos and documents go both ways, and files people send are kept privately with the conversation.

• WhatsApp, text or email from New conversation
• Templates and opt-in handled as you send
• Photos and documents, kept privately

QuickBooks: estimates, credit memos and refunds

Sent quotes now reach QuickBooks as estimates, and their status follows when a client accepts or declines; the invoice raised from a quote is linked to its estimate. Credit notes go across as credit memos applied to their invoice, and refunds as refund receipts from the account you choose. When someone edits, voids or deletes an invoice in QuickBooks after it was sent from AutomateNexus CRM, the invoice is flagged with what changed and your admins are told, so you can send your version again or keep theirs.

• Quotes as QuickBooks estimates
• Credit memos and refund receipts
• Changes made in QuickBooks, flagged on the invoice

One ticket list, and alerts for every channel

Tickets from the client portal, your AI agents, website chats and the app now live in one list, numbered per organisation. Your team and the client reply on the same ticket, and a ticket close to its deadline raises a warning. Support Performance reports your organisation's own figures. You're notified of new conversations, handoffs to a person and replies in threads assigned to you, including new WhatsApp and text messages, and a customer who writes into a closed or snoozed conversation reopens it.

• One ticket list, numbered per organisation
• The team and the client on the same ticket
• Alerts for new conversations and messages
• Closed conversations reopen when the customer writes

Credit notes that settle invoices

Credit notes now come off the balance due everywhere it appears: on the invoice, the pay link, the PDF, reminders, receipts, the client portal and retainer autopay. When you issue one, choose whether it is account credit or a refund. Credit that covers an invoice marks it paid, and a credit note can be voided.

• The balance due counts credit notes
• Account credit or a refund
• Void a credit note

Keep your trial days when you choose a plan

Choose a plan while your free trial is running and the rest of the trial carries over: your card is saved at checkout and first charged when the trial would have ended. The Plans page now offers to keep the plan you are trialling, and shows the date your plan starts.

• Remaining trial days carry over
• Keep the plan you are trialling

Trial reminders, set-up links and account requests

We now email a reminder two days before a free trial ends and again when it has ended, and the plans page says what happened if you arrive there after one. The link to set up a workspace you have paid for no longer expires. Requests to delete an account from Settings now go through to us for review.

• A reminder before a free trial ends
• Paid set-up links don't expire
• Account deletion requests go through

Client review links and GitHub publishing for websites

Send a client a review link of their own: it can carry a password and an expiry date, and you can revoke it. Clients need no account. They move through the site as it is built, pin comments on the page, and approve it or ask for changes, and you answer from the editor's Feedback panel. Publishing to GitHub now belongs to the website, so any teammate can publish. On hosted sites, forms deliver and the Booking and Form blocks open in a new tab.

• Review links with comments and sign-off
• GitHub publishing for the whole team
• Forms and booking on hosted sites

A dependable AI phone receptionist

The receptionist transfers calls only to the people in your own directory, tells a caller an appointment is booked only when it really is, and ends the call when you press End call. Messages it takes now reach the people who run it, and your team can mark them handled from the inbox.

• Transfers only to your own directory
• Messages reach your team
• End call hangs up

Founding membership in tiers

Founding membership now comes in three lifetime tiers, each with client workspaces: up to 10 users, unlimited users, or Agency, which adds reselling to your own clients. A founding member can move up a tier from the Plans page, and a lifetime purchase made while signed out lands on the workspace the buyer already runs.

• Three lifetime tiers, client workspaces on each
• Move up a tier from Plans
• Purchases land on your existing workspace

Karrie plans your day

Karrie writes you a brief at the time you choose, in your own time zone: up to nine priorities ranked by what they are worth and how urgent they are, with the month's forecast. Read it on the dashboard, in your notifications or by email. Every lead is scored the moment it arrives and rescored as they engage, with the reasons on the contact's Insights tab. When a lead turns hot, its owner is told and Karrie drafts a first note for approval, and brief items that need a reply come with a draft. Karrie's alerts now skip closed deals and follow the frequency you set.

• A daily brief at your time
• Live lead scores, with the reasons
• Follow-up drafts for approval

Straight to checkout

Choosing a plan now goes straight to checkout, with nothing to fill in first. You name your workspace in the setup wizard afterwards, and every new account sets up through that same wizard. A purchase is fulfilled as soon as its payment settles.

• Nothing to fill in before checkout
• One setup wizard for every account

AI agents, rebuilt

Agents have their own console, with run history and analytics beside each agent's setup. They work through real tool calls within a set budget and ground their answers in your knowledge base. Try a change in a dry run before it touches anything, keep every version, and undo what an agent did. Agents can hand work to each other, learn from your feedback, and start from triggers, webhooks, or an inbound email or text.

• Dry runs, version history, and undo
• Triggers, webhooks, and inbound email or SMS
• Web search, page reading, and calendar booking
• Analytics for every agent

Revenue on every record, and autopay for retainers

People, customers, companies, and deals now have Quotes, Retainers, and Invoices tabs, and you can start a quote or an invoice from any of them. Anything that needs chasing shows on the dashboard and in the Today card, and Karrie knows about it too. Retainers can charge a saved card when each period is invoiced: clients manage their card in the portal, a declined card is kept apart from an unpaid invoice, and customers are reminded before a card expires.

• Quotes, retainers, and invoices on every record
• What needs chasing, on the dashboard
• Card on file and retainer autopay
• Reminders before a saved card expires

Sign-up confirmation, two-factor sign-in, portal invitations

New accounts confirm their email address before a workspace is created; teammates who join from an invitation skip that step. Organisations can require two-factor sign-in with an authenticator app. Contracts, recordings, and shared documents open through secure links that expire. Client portal invitations now start from the person's record in People, and each client joins from their own invitation link.

• Email confirmation for new accounts
• Required two-factor sign-in, per organisation
• Expiring links for shared files
• Portal invitations from People

Reliable update notices, and fixes

The app now tells you reliably when a new version is ready, and a card confirms when you're on the latest one. Fixes this week stop a crash on a person's record page, keep text visible while you type on the sign-in page, and make Join open the meeting instead of the calendar entry.

• Reliable update notices
• Record page and sign-in fixes
• Join opens the meeting

Quotes and proposals, rebuilt

Quotes are now a full sales document. Build them from your catalogue with sections, optional and pick-one items, recurring pricing, price books with quantity breaks, and packages, with a minimum-margin rule to protect the deal. Wrap the pricing in a proposal with a cover, rich text, images, and case studies, and send it with the PDF attached. Clients accept with an e-signature and a deposit invoice is raised on the spot, or decline and tell you why. Approvals, versions, automatic follow-ups, and quote reporting are built in.

• Proposals with a section library and read tracking
• Price books, packages, and margin guardrails
• E-signature acceptance with a deposit invoice
• Win rate, time to decision, and decline reasons

Retainers, recurring invoices, and MRR

Recurring lines on an accepted quote become retainers, and each period is invoiced automatically, including last period's extra hours on hours-based retainers. Renewals are drafted before a term ends, and automatic invoicing pauses after repeated unpaid invoices. Invoices are now a complete document with the PDF attached to the email, reminder schedules, late fees, automatic receipts, and recurring invoices that send themselves. A recurring revenue report tracks MRR by month, churn, lifetime value, and retention cohorts, and clients see their quotes and retainers in the portal.

• Automatic retainer invoicing and renewals
• Invoice PDFs, reminders, late fees, and receipts
• MRR, churn, lifetime value, and cohorts
• Quotes and retainers in the client portal

Guided setup, and settings in one place

Every new sign-up gets a workspace and a guided setup that reads your website, applies a starter kit, and puts the essentials in place before you reach the dashboard. Notifications, approvals, the audit log, and notetaker seats moved into the settings hub, plans and billing share one page, and agencies manage the organisations under them from the access hub. You can also pick any model your AI provider offers, or run models locally through Ollama.

• Guided workspace setup
• One settings hub
• Agencies manage their client organisations
• Any provider model, or a local one

Workflows that wait, and SMS consent built in

Workflow runs are durable: waits really wait, quiet hours hold, and you can see who is enrolled at each step. Email and SMS steps live on the same canvas as everything else, and every workflow keeps versions and a test mode. SMS campaigns only reach people who have given consent, your team can record consent it collects, opt-out replies are honoured automatically, and each message and campaign shows what the carrier did with it. You can also connect Twilio numbers you already own.

• Durable waits and quiet hours
• Email and SMS on the workflow canvas
• Consent and opt-outs handled for SMS
• Carrier delivery status and your own Twilio numbers

Website builder: templates, design controls, version history

The website builder gained industry templates, a design panel, columns that hold any block, scroll animations, saved sections, and version history. Add CRM blocks, announcement bars, pop-ups, and cookie consent, drop in custom code, and see your traffic. Before you publish, a health check covers the mobile layout, contrast, and performance; AI can rework a single section; and you can see who else is editing.

• Industry templates and saved sections
• Design panel and scroll animations
• Version history
• Health checks before publishing

Meeting notetaker on your own microphone

Record any meeting from your microphone, with no bot joining the call, and transcribe it on your device or in the cloud. The Mac desktop app now tells you when an update is ready.

• No meeting bot
• On-device transcription
• Update alerts in the Mac app

People and companies, connected

Company logos come from the company's website, contacts can have photos, and people and companies link to each other in both directions. Every record opens as a full page you can link to, with call, text, and email one click away.

• Logos from company websites
• People and companies linked both ways
• Full-page records with direct links

A new look, and Mail rebuilt

Every page moved onto one design system, with a readable light mode, calmer cards, and loading states that keep their layout. The dashboard opens on a masthead with the date, a greeting, and the weather. Mail is now a proper three-pane client with clean previews, the social composer was rebuilt with a live post preview, and the client portal follows the same design.

• One design system across the app
• Dashboard masthead
• Three-pane Mail
• Rebuilt social composer

Security hardening across the platform

A full pass over the database and every server-side function. Organisation-scoped functions verify membership before they read or write, and access policies were consolidated so they evaluate faster and audit cleaner.

• Membership checks on every org-scoped function
• Consolidated, faster access policies

Audit fixes: invoices, portal, finance, commerce

A module-by-module pass that made every visible control do what it says. Public invoice payment completes end to end, the client portal's broken states are fixed, and finance, accounting, payroll, commerce orders, discount codes, and the communications assistant are wired to real data everywhere.

• Public invoice pay flow works end to end
• Client portal fixes
• Orders and discount codes
• Invitations now expire after 30 days

Booking, hardened

Available slots are generated on the server in your organisation's time zone, rescheduling is atomic so a slot can't be double-booked mid-change, every booking fires automation events, payment settings are encrypted at rest, and manage links use unguessable tokens.

• Server-side slots in your time zone
• Atomic reschedule
• Booking events trigger automations
• Encrypted payment configuration

Client credential vault, proofing and approvals

Two things agencies kept asking for. The vault keeps each client's logins and API keys in one place, encrypted at rest with every access logged. Proofing shares versioned deliverables to the client portal and collects approvals or change requests in place, so sign-off stops living in email threads.

• Per-client vault, encrypted and access-logged
• Versioned proofs shared to the portal
• Approve or request changes in one click

Service storefront, capacity board and SLA tracking

Sell productized services from a storefront whose paid orders become projects automatically. The capacity board shows who is over- or under-allocated, client profitability compares logged time to revenue, and SLA tracking stamps every ticket with its response and resolution targets.

• Storefront orders become projects
• Capacity and client profitability
• SLA targets on every ticket

Agents in chat channels, and a mobile pass

Add an agent to any team chat channel and it works there like a teammate, answering questions with citations from your CRM records and drafting or creating records on request. The same release tightened the mobile layout and the installable web app.

• Agents as channel members
• Installable web app improvements
• Mobile layout fixes

The AI SDR agent

An always-on sales development rep. It qualifies every new lead against the rules you set, enrols the good ones in your sequences, watches replies and intent, and hands hot conversations to a human with the context attached. Unsubscribes are honoured automatically and every decision is logged.

• Qualifies every inbound lead
• Enrols fits into your sequences
• Hands hot leads to your team

Karrie streams, and the softphone docks

Karrie's chat now streams answers as she works, so you watch the reasoning and citations arrive instead of waiting on a spinner. The softphone moved into a side dock so the call, your notes, and the record you're on share one screen.

• Streaming replies with citations
• Side-dock softphone

Outbound webhooks and a hardened public API

Subscribe to contact, deal, customer, company, task and form events, including a deal changing stage, with signed deliveries, automatic retries, and a per-endpoint delivery log. The public API gained scoped keys, rate limits, and one consistent response envelope. First- and last-touch attribution now lands on every deal.

• HMAC-signed webhook deliveries with retries
• Rate-limited, scoped API keys
• Deal attribution

Visual automation builder and report builder v2

Build automations on a canvas with triggers, conditions, branches, delays, and actions instead of a long form. The custom report builder was rebuilt around saved views, grouping, and export.

• Canvas automation builder
• Custom reports with grouping and export

Ask AI on any table, click-to-call, CRM-wide retrieval

Every list view has an Ask AI box that answers questions about the rows in front of you. Karrie now retrieves across the whole CRM, from contacts, companies and deals to meetings, tasks, tickets and your knowledge base, and chains tool calls to finish multi-step requests. Click any phone number to call from the browser softphone.

• Ask AI on every table
• Retrieval across your CRM records
• Click-to-call from any number

Forms rebuilt, the Today card, and CMS export

A new form builder with a three-pane editor, conditional logic, and public forms that post straight into the CRM. The dashboard now opens on a Today card and a needs-attention list. CMS sites can be server-rendered and exported as static files to your own hosting.

• Three-pane form builder with logic
• Today card and needs-attention list
• Static export for CMS sites

Workspace isolation and per-agent autonomy controls

Workspaces are isolated at the database layer, so a record can never leak between them no matter which client asks. Each agent gets its own autonomy setting, from draft-only to approve-first to autonomous within limits, and the client portal can be personalised per client.

• Database-level workspace isolation
• Per-agent autonomy: draft, approve, or run
• Portal personalisation per client

Unified inbox, telephony, team chat, projects

The biggest release since launch. A unified inbox for email, SMS, WhatsApp, and chat; a browser softphone with AI phone calling and AI replies to inbound texts; team chat rebuilt with mentions, guest channels, calls, and meeting scheduling; a full projects module; and a rebuilt client portal. Contacts and customers now share one People list with companies auto-linked from email domains.

• Unified inbox across channels
• Browser softphone and AI calling
• Team chat with guest channels and calls
• Projects: kanban, dependencies, recurring tasks, budgets, client share
• One People list with company auto-link

Social scheduler, calendar sync, CMS block builder

Schedule and publish to Facebook, Instagram, LinkedIn, X, TikTok, and Google Business Profile from one queue, with a Social agent that drafts the posts. Calendar sync is now two-way. The CMS gained a custom block builder and AI site generation, annual billing arrived, productized services create their own projects, and integration secrets are encrypted at rest.

• Social queue with a drafting agent
• Two-way calendar sync
• CMS block builder and AI site generation
• Annual billing
• Secrets encrypted at rest

Knowledge workspace, rebuilt

A Notion-style knowledge workspace: rich pages, Ask AI with citations back to the source, share to the client portal, usage insights, and import and export, including import from Notion.

• Rich page editor
• Ask AI with citations
• Share to portal
• Import from Notion, export any time

Karrie drafts your follow-ups

Karrie now drafts follow-up emails from the deal, the contact and your meeting notes. Anything she sends waits for approval unless you allow otherwise.

• Drafts from what's on the record
• Sending waits for approval by default

Meet the 8th agent: Analytics

The Analytics agent joins the team: ask it about revenue, pipeline health, activity and trends in plain English, including what's likely to close before month-end.

• Plain-English answers about your numbers
• Pipeline health and trends
• Forecast questions answered from your data

Native WhatsApp

Reach customers where they already are. WhatsApp is now a first-class channel in the unified inbox, with the Support agent drafting replies inline.

White-label custom domains

Ship the CRM under your own domain in minutes. Bring a custom domain, your logo, and colors, and your clients will never see ours.

n8n + Activepieces integrations

Build automations on your own infrastructure. Native connectors for n8n and Activepieces join Zapier, bringing the integration count past 80.

Record access, enforced in the database

Access to your records is now enforced in the database itself, on every plan, alongside role-based permissions.

Pipeline calculator launched

A new interactive calculator that shows the revenue impact of faster follow-ups and higher close rates — so you can size the upside before you switch.