Feature
Calls, SMS & WhatsApp
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.
Every conversation on the customer record, whatever channel it came in on.
Meeting Notes
AI transcription, summaries & action items
Illustration
Everything in Calls, SMS & WhatsApp, in one place.
No add-ons, no upgrade walls. These come standard, sharing the same records, automations, and agents as the rest of your CRM.
- Numbers bought in the app
- Softphone and power dialer
- Two-way SMS and campaigns
- WhatsApp with approved templates
- One inbox with email and chat
- Threads on the customer record
The AI receptionist answers the same numbers when nobody can pick up, and the shared inbox is where every thread lands. Channel setup and the inbox views are in the Communication Hub guide.
Live in a day. Working for you on day one.
- Step 01
Connect in minutes
Turn it on from your workspace, sync the tools you already use, and your data lands clean and structured — no implementation project.
- Step 02
Let the agents work
Karrie and the specialist agents pick up the busywork: drafting, scheduling and lead scoring, with your approval where it matters and a full audit trail.
- Step 03
Ship outcomes faster
Your team focuses on the work only humans should do. Everything else runs on autopilot, with humans in the loop wherever it matters.
Calls, SMS & WhatsApp plugs into the tools you already run.
With 60+ native integrations (Gmail, Outlook, Stripe, Twilio, Slack, Zoom, QuickBooks, WhatsApp, Zapier and n8n), your data syncs two ways and stays in sync. No middleware, no custom code.
Browse all integrations- Gmail
- Stripe
- Slack
- Zoom
- Twilio
- n8n
- Outlook
- QuickBooks
- Zapier
Every action an agent takes inside Calls, SMS & WhatsApp is logged with a full audit trail, and sensitive steps wait for human approval, so you stay in control as automation scales.
Questions about Calls, SMS & WhatsApp
Yes. Calls, SMS and WhatsApp run on a Twilio account you connect under Settings → Integrations → Communications, so Twilio bills you at its rates and AutomateNexus CRM adds no per-message or per-minute fee.
Yes, once your WhatsApp number is connected under Communications. Inside WhatsApp's free-reply window you write freely; after it closes only approved templates can be sent, and the composer switches to them.
In the Communication Hub inbox, threaded on the contact with their deals beside it, alongside email and website chat. Views for All, Needs reply, Unread and Mine, channel filters and search keep it manageable.
Yes. Assign a conversation to a teammate or leave it unassigned, set it Open, Snoozed or Closed, add internal notes on website chats, and create a support ticket from any thread.
Yes. The Calls and Dialer sections hold the call center, a softphone and a power dialer, with call history kept beside every other channel.
Yes. SMS campaigns have their own page under Marketing in the Communication Hub and send from your Twilio numbers.
Pairs well with the rest of the platform.
- 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.
- 02Client 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.
- 03E-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.
Put Calls, SMS & WhatsApp to work.
Start your 7-day free trial. No credit card. Karrie is ready on day one.