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The platform

Everything your team needs. Nothing it doesn't.

One AI-native system for the whole customer lifecycle: capture, qualify, close, deliver, and bill. Karrie and seven specialist agents handle the busywork so your team works the deals that matter.

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AutomateNexus CRM dashboard — total customers, active deals, pipeline value and win rate, with a deal activity chart, today's schedule and the Ask Karrie panel
Core capabilities

Fourteen products that act like one.

Every feature shares the same records, the same automations, and the same agents. No integrations to maintain between your own tools, because they were never separate to begin with.

  1. 01AI AgentsEight autonomous agents running your pipeline 24/7.Karrie, Sales, Support, Marketing, Ops, Scheduler, Research, and Analytics — each an autonomous agent that acts on your pipeline without being prompted.
  2. 02AI Website BuilderA website built by AI, edited in a visual builder, feeding your CRM.Tell the assistant about the business and it builds a complete multi-page website, then changes it as you ask. Edit by hand in a visual drag-and-drop builder with 29 block types, 21 templates and eight looks. Every form on the site creates a contact in your CRM, booking pages and your blog drop in as blocks, and the finished site is yours: published as static pages to your own GitHub repository and hosted on GitHub Pages, Netlify, Vercel or Cloudflare Pages.
  3. 03Client PortalA branded home for every client.Give clients a polished, white-label portal for approvals, documents, reports, and messaging — all under your brand and domain.
  4. 04E-CommerceSell directly from your CRM.Connect your store, build product catalogs, recover abandoned carts, and turn one-time buyers into repeat customers with automated journeys.
  5. 05AccountingQuotes, invoices, and books in one place.Create quotes, send invoices, take payments, and keep your books in sync with QuickBooks — right next to your deals.
  6. 06Project ManagementWin the deal, then deliver the work.Turn closed deals into projects with tasks, timelines, and client collaboration — so delivery never leaves the CRM.
  7. 07AI Appointment Setter & BookingMeetings on autopilot.Share booking links, sync calendars two ways, and let the Scheduler agent own your calendar — routing, reminders, and zero double-bookings.
  8. 08Live ChatOne inbox for every conversation.Unify website chat, WhatsApp, SMS, and email in a single inbox where Karrie drafts replies and flags what needs a human.
  9. 09AI SDR AgentAn always-on sales development rep that never drops a lead.The SDR agent qualifies every new lead against the rules you set, enrolls the good ones in your sequences, watches for replies, and hands hot conversations to a human with the context attached.
  10. 10Email Marketing & SequencesCampaigns and follow-up sequences, on the customer record.Send campaigns and multi-step sales sequences through your own email provider (Mailgun, Postmark, Google Workspace and more) or hosted sending as an add-on, with open and click tracking on your own domain and every reply landing back on the contact.
  11. 11Marketing AutomationVisual workflows that run your follow-up while you sell.The visual workflow builder inside the CRM: trigger on any record change, branch on conditions, add delays, send email or SMS, assign tasks, move stages, and hand steps to Karrie — with a run log for every execution.
  12. 12AI Note TakerA notetaker that writes it up, with no bot in the meeting.Record a meeting from your own microphone, in person or on any call, or connect Zoom and its cloud recordings arrive on their own. The notetaker transcribes, summarizes, and files action items on the meeting record. Nothing joins your call, and there is no minute cap on any plan: transcription runs on your own device at no cost, or in the cloud through your own OpenAI, Groq or Deepgram key.
  13. 13AI Phone ReceptionistAnswers your number, in your name, on your own Twilio account.An AI receptionist that answers the phone numbers on your own Twilio account. It greets callers in your business's name, answers questions from your instructions and Knowledge Hub, puts callers through to the people in your transfer directory, takes messages and voicemail, takes appointment requests, and can text a caller a link or an address during the call. It recognizes callers who are already customers or contacts, speaks eleven languages, and leaves a summary, a transcript and, if you choose, a recording on every call. AutomateNexus CRM adds no per-minute charge.
  14. 14Calls, SMS & WhatsAppEvery conversation on the customer record, whatever channel it came in on.Phone calls, text messages and WhatsApp conversations run through your own Twilio account and land in one inbox with your email and website chat. Buy numbers in the app, call from the softphone or power dialer, text customers and run SMS campaigns, and reply on WhatsApp with approved templates once the free-reply window closes. Every thread sits on the contact with their deals beside it, with saved replies, AI-drafted first replies, assignment and status.
In the app

The same records, on every screen.

Real screens from the product, not mock-ups. Each feature's page has more.

Priya Sharma's record with Call, Text and Email at the top, her company, owner and lifecycle, and the AI copilot's drafted follow-up
Call, text or email from the customer's own record.
Agent approvals: an email Karrie drafted to Priya Sharma about the Zenith Data Migration, held with the reason she proposed it and buttons to approve and send, edit or reject
A draft held for your yes, with why the agent proposed it. Nothing reaches a customer until you approve it.
The AI website builder after it built a dental practice's site: its steps checked off on the left, the finished home page on the right
Built from a few sentences about the business: the pages, the words, the look.
A client's portal under an agency's own brand: a greeting, three things waiting for them (a design to approve, an agreement to sign, an invoice to pay), news from the team, and their projects, messages, tickets and documents
Your client's own home, under your brand: what needs them, and their projects, messages and documents.
The crew

Eight agents.
You direct.

Each agent has one job and the tools to do it. You decide how much rope each one gets, and anything involving money always asks first.

Autonomy, set per agent

Every action waits for your approval.

All eight on every planSee how the agents work
Autonomous AI agents, working 24/7
8
Native integrations
60+
Karrie never clocks out
24/7
of plans include unlimited contacts
100%
Your turn

See the platform end to end.

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