Platform Features
Everything you need to manage, automate, and scale your customer relationships. Explore 120+ features across seventeen categories.
Looking for integrations? Browse all 80+ integrations →
See the Platform in Action
Everything you see here is a live screenshot from the actual platform.
8 AI agents, always on standby
Karrie, Sales, Support, Operations, Analytics, Scheduler, Marketing, and Research agents work autonomously across your pipeline — 24/7, zero manual input.
AI Agents
Eight specialized AI agents run autonomously across your CRM — qualifying leads, routing tasks, generating reports, scheduling meetings, and closing workflow gaps without manual input.
Karrie AI
Your always-on AI co-pilot for pipeline analysis, daily briefs, and natural-language CRM queries.
Sales Agent
Autonomously scores leads, prioritizes deals, and drafts follow-ups based on pipeline signals.
Support Agent
Routes tickets, drafts responses, and escalates issues based on SLA and sentiment.
Operations Agent
Monitors workflows, detects bottlenecks, and triggers corrective automations.
Analytics Agent
Surfaces trends, generates reports, and alerts teams to anomalies in real time.
Scheduler Agent
Books meetings, sends reminders, and manages calendar conflicts automatically.
Marketing Agent
Segments audiences, schedules campaigns, and tracks engagement across channels.
Research Agent
Enriches contact and company data from the web and internal records on demand.
Chat & Collaboration
Built-in Slack-like team messaging and native video conferencing — everything your team needs to communicate, without leaving the CRM.
Channels
Organize team conversations by project, client, or topic in dedicated channels.
Direct Messages
Private one-on-one and group messaging between team members.
Team Presence
Real-time online/offline status and activity indicators across the team.
Video Calls
Native video conferencing with screen sharing and recording — no third-party app needed.
AI Meeting Notes
AI automatically transcribes and summarizes video calls with action items.
Voice AI
Real-time voice analysis and coaching during live calls.
Call Analytics
Post-call analytics with sentiment, talk ratios, and keyword detection.
Meeting Summaries
Auto-generated summaries and follow-up tasks after every call.
CMS & AI Website Builder
Describe your business and the AI builds a full multi-page, SEO-optimized website in seconds. Edit visually with drag-and-drop, or let AI iterate. No code required.
AI Site Generation
Generate a complete, professionally designed website from a single text prompt.
Visual Drag-and-Drop Editor
Customize every section visually with a full drag-and-drop page builder.
Custom Domains
Publish to your own domain with SSL — or use a free subdomain instantly.
SEO + AIO Ready
Every generated site is structured for both search engines and AI-powered search.
Multi-Page Sites
AI generates full multi-page sites with navigation, landing, about, and contact pages.
Templates
Start from SaaS, Agency, Ecommerce, Portfolio, or Startup templates.
Site Dashboard
Manage multiple client sites from a single dashboard with live/draft status.
Instant Publishing
Push changes live instantly with one click — no build pipelines or deployments.
Analytics & Reporting
Make data-driven decisions with AI-powered reports, custom dashboards, sales forecasting, and machine learning predictions that surface actionable insights in real time.
Custom Reports
Build tailored reports with drag-and-drop fields, filters, and visualizations.
AI Reports
Generate automated insights and narrative summaries with agentic AI analysis.
Hierarchical Analytics
Roll up data across teams, departments, and organizational units.
Consolidated Reporting
Merge data from multiple sources into a single unified report view.
Sales Forecasting
Predict revenue, deal outcomes, and pipeline health with ML-driven forecasts.
Advanced Dashboards
Create real-time dashboards with charts, tables, and embedded filters.
KPI Tracking
Define and monitor key performance indicators with automated alerts.
ML Models
Train custom machine learning models on your CRM data for predictive scoring.
Data & Integration
Connect your entire stack with 80+ native integrations, a multi-source data warehouse, webhooks, and full API access for custom workflows.
Data Warehouse
Centralize all your customer data in a unified, queryable data warehouse.
Webhooks
Send and receive real-time event notifications to any external service.
API Keys
Generate scoped API keys for secure programmatic access to your data.
OAuth Applications
Build and register OAuth apps for third-party authorization flows.
Gmail Integration
Sync emails, track opens, and log conversations directly from Gmail.
Outlook Integration
Connect Outlook for bi-directional email sync and calendar integration.
Twilio Integration
Power calling and SMS with Twilio for automated outreach workflows.
Stripe Integration
Process payments, manage subscriptions, and sync invoices with Stripe.
Zoom Integration
Schedule and launch Zoom meetings directly from contact records.
HubSpot Integration
Two-way sync contacts, deals, and activities with HubSpot.
QuickBooks Integration
Sync invoices, payments, and customer records with QuickBooks.
WhatsApp Integration
Send and receive WhatsApp messages from within your CRM.
Telephony & Conferencing
Built-in calling, conferencing, recording, and voice analytics. No third-party telephony software required.
Phone Management
Provision, assign, and manage phone numbers across teams and locations.
Call Queues
Route inbound calls with priority-based queuing and round-robin distribution.
Call Recording
Automatically record calls with configurable retention and playback controls.
Conference Calls
Host multi-party conference calls with dial-in numbers and moderator controls.
Breakout Rooms
Split conference participants into smaller breakout sessions for focused discussions.
Transcription
Transcribe calls in real time with speaker identification and keyword detection.
Screen Sharing
Share screens during calls and conferences for visual collaboration.
WebRTC
Browser-based calling with low-latency WebRTC for crystal-clear audio.
Predictive Dialing
Maximize agent productivity with AI-powered predictive dialer campaigns.
Voice Analytics
Analyze sentiment, talk-to-listen ratio, and keyword frequency across calls.
Security & Compliance
Enterprise-grade security with row-level access control, SSO, two-factor authentication, and comprehensive audit logging.
Row-Level Security
Restrict data visibility based on user roles, teams, or custom conditions.
Role-Based Access Control
Define granular permissions with custom roles and hierarchical access.
Field-Level Permissions
Control read, write, and visibility permissions on individual fields.
Two-Factor Authentication
Enforce 2FA with TOTP, SMS, or authenticator app for all users.
Single Sign-On (SSO)
Integrate with SAML 2.0 and OIDC identity providers for seamless SSO.
Audit Logging
Track every action with timestamped, searchable audit logs.
Admin Impersonation
Securely impersonate users for troubleshooting with full audit trails.
Customization & Branding
White-label everything. Custom branding, fields, roles, email themes, and portal designs to match your brand identity.
White-Label Branding
Replace all platform branding with your own logo, colors, and domain.
Custom Fields
Create unlimited custom fields with validation rules and conditional logic.
Custom Roles
Define custom permission roles tailored to your organization's structure.
Custom Email Themes
Design branded email templates with your own HTML and CSS styles.
Custom Form Themes
Style web forms with custom colors, fonts, and layout options.
Portal Branding
White-label customer portals with your brand identity and custom domains.
Platform Features
Built for global teams with 25+ languages, real-time WebSocket updates, approval workflows, notifications, and bulk operations.
Internationalization (i18n)
Support for 25+ languages with locale-aware formatting and RTL layouts.
Real-time WebSocket
Live data updates across all connected users with WebSocket pub/sub.
NPS Surveys
Send and track Net Promoter Score surveys with automated follow-ups.
Roadmap
Public-facing product roadmap with voting and status updates.
Approvals
Multi-step approval workflows with escalation rules and notifications.
Notifications
In-app, email, and push notifications with customizable preferences.
Bulk Operations
Update, delete, or reassign thousands of records in a single action.
Import / Export
Bulk import from CSV/Excel and export data in multiple formats.
Monetization & Billing
Built-in billing with Stripe subscriptions, one-time purchases, add-ons, free trials, and coupon management for SaaS monetization.
Stripe Subscriptions
Recurring billing with Stripe integration, plan management, and invoicing.
One-Time Purchases
Sell individual products or services with one-time payment processing.
Add-Ons
Offer optional add-ons that customers can attach to any subscription plan.
Free Trial
Configurable free trial periods with automatic conversion to paid plans.
Coupons & Discounts
Create percentage or fixed-amount coupons with expiration and usage limits.
E-Commerce & Storefront
Launch an online store directly from your CRM — product catalog, shopping cart, checkout, order management, and discount codes included.
Product Catalog
Manage products with variants, pricing, categories, and collections.
Shopping Cart & Checkout
Full cart experience with shipping, billing, tax calculation, and payment processing.
Order Management
Track orders through processing, shipping, delivery, and handle returns and refunds.
Discount Codes
Create percentage or fixed-amount discounts with expiration dates and usage limits.
Customer Profiles
Track purchase history, lifetime value, and engagement per customer.
E-Commerce Analytics
Revenue dashboards, conversion rates, top products, and sales trends.
Accounting & Finance
Full double-entry accounting suite built into your CRM — chart of accounts, journal entries, general ledger, financial statements, payroll, and invoicing.
Chart of Accounts
Create and manage your GL account hierarchy with assets, liabilities, equity, revenue, and expenses.
Journal Entries
Record double-entry journal entries with debit/credit balancing and audit trails.
General Ledger
View all account transactions organized by journal entry with running balances.
Trial Balance
Verify debit/credit equality across all accounts at any point in time.
Financial Statements
Generate income statements, balance sheets, and cash flow reports.
Payroll
Manage employee payroll with pay schedules, deductions, and tax calculations.
Multi-Currency
Handle international transactions with automatic currency conversion.
Invoicing & Quotes
Create, send, and track invoices and quotes with recurring billing support.
Client Portal
White-label client portal with 30+ features — project tracking, billing, documents, messaging, onboarding, health scoring, and more.
Client Dashboard
Branded overview with KPIs, recent activity, and quick actions for each client.
Project Collaboration
Clients view project progress, milestones, and deliverables in real time.
Document Sharing
Share documents and collect files from clients with version tracking.
Billing & Invoices
Clients view and pay invoices directly from their portal.
Messaging
Direct messaging between your team and clients with notification preferences.
Onboarding Workflows
Guided onboarding checklists that walk clients through setup steps.
Health Scoring
Monitor client health with engagement, satisfaction, and usage metrics.
Wiki & Knowledge Base
Self-service knowledge base clients can browse for answers and documentation.
Project Management
Kanban boards, Gantt charts, time tracking, retainers, task delegation, templates, and wikis — all connected to your client data.
Kanban Boards
Drag-and-drop task boards organized by status, priority, or custom columns.
Gantt Charts
Visual timeline view with dependencies, milestones, and resource allocation.
Time Tracking
Built-in timer and manual time entry with billable/non-billable tracking.
Retainer Management
Track retainer hours, budgets, and utilization per client.
Project Templates
Save and reuse project structures with predefined tasks and milestones.
Calendar View
See all tasks and deadlines on a calendar with drag-to-reschedule.
Portfolio View
High-level overview of all projects with status, budget, and progress.
Project Wikis
Per-project knowledge base with rich text, images, and file attachments.
Booking & Scheduling
Calendly alternative built into your CRM — booking calendar, payment integration, routing forms, AI scheduling, and automated reminders.
Booking Calendar
Availability-based scheduling with customizable time slots and buffer times.
Payment Integration
Collect payments at booking via Stripe, PayPal, or Square.
Routing Forms
Qualify and route leads to the right team member based on form responses.
Calendly Migration
Import your Calendly settings, availability, and booking types in one click.
AI Scheduling
AI suggests optimal meeting times based on participant preferences and history.
Automated Reminders
Email and SMS reminders with customizable timing and templates.
Marketing & Funnels
Social media scheduling, funnel building, email/SMS campaigns, NPS surveys, document tracking, and e-signatures — all in one marketing toolkit.
Social Scheduler
Schedule and publish to Facebook, Twitter, Instagram, LinkedIn, and TikTok with AI-generated content.
Funnel Builder
Build lead magnet, webinar, sales, and product launch funnels with stage-by-stage analytics.
Email Campaigns
Design and send email campaigns with templates, segmentation, and A/B testing.
SMS Marketing
Send targeted SMS campaigns with opt-in management and delivery tracking.
NPS Surveys
Measure customer satisfaction with automated NPS surveys and follow-up workflows.
Document Tracking
Track when recipients open, view, and engage with shared documents and proposals.
E-Signatures
Collect legally binding electronic signatures with multi-signer support and status tracking.
Campaign Analytics
Track opens, clicks, conversions, and revenue attribution across all channels.
Feature Questions
How many integrations does AutomateNexus CRM support?+
AutomateNexus CRM supports 80+ native integrations including Gmail, Outlook, Stripe, Twilio, Zoom, HubSpot, QuickBooks, WhatsApp, Slack, Zapier, n8n, and more. We also provide webhooks, API keys, and OAuth for building custom integrations with any service.
Can I use the built-in telephony without a third-party provider?+
Yes. AutomateNexus CRM includes a fully built-in telephony system with WebRTC-powered browser calling, call recording, conference rooms, predictive dialing, and voice analytics. No external telephony software is required.
What security certifications does AutomateNexus CRM comply with?+
AutomateNexus CRM is built with enterprise-grade security controls: row-level data isolation, RBAC, field-level permissions, SSO (SAML 2.0/OIDC), two-factor authentication, and immutable audit logs that record every user action, login event, and data change.
Can I white-label the entire platform for my clients?+
Absolutely. AutomateNexus CRM supports complete white-label customization including your logo, brand colors, custom domain, email themes, form themes, and customer portal branding. Your clients will only see your brand.
Does AutomateNexus CRM support multiple languages?+
Yes, AutomateNexus CRM supports 25+ languages with full internationalization (i18n) including locale-aware number and date formatting, right-to-left (RTL) layouts, and translated UI elements.
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