Four steps#
Most teams are up and running within an hour.
- Connect your email, so replies land on the right person. Outlook and Microsoft 365 connect with a Microsoft sign-in; Gmail, Yahoo and iCloud use an app password; any other mailbox connects with its IMAP and SMTP details. See Email integration setup.
- Add your AI key, so Karrie and the AI agents switch on. See AI provider configuration.
- Bring in your contacts from HubSpot, GoHighLevel, Pipedrive, Salesforce or a spreadsheet. Every import can be undone.
- Invite your team, up to the users (seats) on your tier.
Calls, texts and WhatsApp#
Connect a phone number through Twilio under Administration → Integrations → Communications. See Communication integrations.
More#
The full walkthrough is in Welcome to AutomateNexus CRM. Questions? Use Chat with support in the app, or email support@automatenexuscrm.com.