Feature
Marketing Automation
NexusFlow is the visual automation 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.
Visual workflows that run your follow-up while you sell.
Agent Builder
8 runningEverything in Marketing Automation, 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.
Drag-and-drop workflow builder
Triggers on any CRM event
Branches, delays & conditions
Email, SMS, tasks & stage moves
Agent steps with human approval
Run history & error log
The builder is documented step by step in NexusFlow visual automation. For the pipeline side of automation, see CRM automation.
Live in a day. Working for you on day one.
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.
Let the agents work
Karrie and the specialist agents pick up the busywork automatically — drafting, routing, and scoring around the clock with a full audit trail.
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.
Marketing Automation plugs into the tools you already run.
With 80+ 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 integrationsEvery action an agent takes inside Marketing Automation is logged with a full audit trail, and sensitive steps wait for human approval — so you stay in control as automation scales.
Questions about Marketing Automation
NexusFlow is the visual automation 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.
Yes. Marketing Automation is part of the platform — it shares the same records, automations, and AI agents as the rest of your CRM, with no separate add-on or upgrade wall.
Minutes, not a migration project. Turn it on from your workspace, connect the tools you already use, and Karrie starts working on day one.
Yes — it connects to 80+ native integrations (Gmail, Outlook, Stripe, Twilio, Slack, Zoom, QuickBooks, WhatsApp, Zapier, n8n) with two-way sync and a full API.
Pairs well with the rest of the platform.
Put Marketing Automation to work.
Start your 7-day free trial. No credit card. Karrie starts scoring leads in minutes.