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Solutions

The right CRM for how you actually work.

However you sell — running an agency, scaling a business, or putting AI at the center of revenue — there's a tailored path on the same AI-native platform.

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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
Intelligence

AI and automation.

AI-native from the core: agents that act on your pipeline, score leads against your ideal customer profile, and forecast revenue from your own history.

  1. 01Agentic AI CRMAgents that act, not suggest.Eight autonomous agents run your pipeline around the clock — qualifying, following up, and forecasting without being prompted.
  2. 02AI-Native CRMAI at the core, not bolted on.Every record, every deal, every workflow is AI-native from day one — not a chatbot stapled onto a legacy CRM.
  3. 03Sales Forecasting SoftwareForecast revenue with confidence.A weighted pipeline and revenue forecasts from your own history, with a confidence level.
  4. 04AI Lead Scoring & QualificationScore every new lead.The AI SDR agent scores new leads against your ideal customer and routes the best to an owner, so reps work the right deals first.
  5. 05AI Content GenerationCampaigns and copy, on demand.Generate emails, follow-ups, and campaign copy that match your voice in seconds.
Built for agencies

For agencies.

White-label the whole platform, run every client in one multi-tenant view, and automate onboarding and retention.

  1. 01Client Portal SoftwareA branded home for every client.Give clients a polished portal for approvals, reports, and messaging — under your brand.
  2. 02Agency CRMRun every client on one platform.Purpose-built for agencies — multi-tenant, white-label, and automation-first.
  3. 03Client Management SoftwareOnboard and retain on autopilot.Automate onboarding, check-ins, and renewals so no client slips through the cracks.
Run your business

For your business.

One system for the full customer lifecycle — sell, bill, deliver, and grow without bolting tools together.

  1. 01CRM Automation SoftwareRun your pipeline on autopilot.Trigger-based automations and AI agents keep your deals moving.
  2. 02CRM + Accounting SoftwarePipeline meets the books.Quotes, invoices, and payments live next to your deals — synced with QuickBooks.
  3. 03CRM for Small BusinessStart lean. Scale fast.Everything a growing business needs to capture, nurture, and close — from $49/month.
Your turn

Not sure which fits? Let's map it.

Start a free trial, or talk to our team about your setup and we will point you at the right path.

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