The AI CRM Built for Digital Agencies
AutomateNexus CRM is the CRM designed for digital agencies with multi-client management, Karrie AI, white-label branding, project tracking, and agency-specific workflows.
Generic CRMs Were Not Designed for Agency Workflows
Digital agencies have unique needs that generic CRM platforms do not address. You manage multiple clients simultaneously, need white-label capabilities, track projects alongside sales, and require flexible billing for retainers and project work. Forcing an enterprise CRM into agency workflows creates friction at every step.
Every Feature Designed with Agencies in Mind
AutomateNexus CRM was built for the way agencies actually work. Multi-client management with isolated workspaces, complete white-label branding so clients see your brand, project pipelines alongside sales pipelines, retainer tracking, and agency-specific reporting. It is not a generic CRM with agency features bolted on. It is an agency CRM from the ground up.
Built Beyond the Limitations of Generic Platforms
Many agencies outgrow all-in-one marketing platforms that were not designed around CRM and client management. AutomateNexus CRM is purpose-built for agency workflows.
Steep learning curves
Bloated interfaces packed with features your agency does not use slow down onboarding and frustrate your team.
AutomateNexus CRM solves this
AutomateNexus CRM is scoped to what agencies actually need — clean, fast, and ready in hours, not weeks.
AI that does not understand agencies
Generic AI assistants lack context on multi-client management, retainer tracking, and agency-specific KPIs.
AutomateNexus CRM solves this
Karrie AI is trained for agency workflows — pipeline briefings, retainer alerts, and client prep built in.
Pricing that penalizes growth
Per-contact or per-client pricing models get expensive as your agency grows and your client base expands.
AutomateNexus CRM solves this
AutomateNexus CRM Agency plan is flat-rate — unlimited clients, unlimited contacts, one predictable monthly fee.
An AI Co-Pilot for Every Client Account
Karrie is the AI assistant built into AutomateNexus CRM. She understands your multi-client environment and works across every account — surfacing insights, flagging risks, and drafting the next right action.
Client Pipeline Briefings
Karrie delivers a daily summary of each client's open deals, overdue tasks, and pipeline changes — so you are never caught off guard on a client call.
Follow-Up Drafting
Karrie drafts personalized follow-up emails and messages for client leads using CRM history, deal context, and your agency's voice.
Retainer Utilization Alerts
When a client retainer is nearing its hour limit, Karrie flags the account and suggests a conversation before it becomes an issue.
Meeting Prep
Before every client meeting, Karrie pulls the contact history, recent activity, open tasks, and key talking points in a single briefing.
Key Features
Multi-Client Workspaces
Each client gets a fully isolated workspace with separate contacts, pipelines, users, and billing — all managed from one agency dashboard.
White-Label Branding
Apply your logo, colors, and custom domain. Every client-facing page, email, and login screen reflects your brand — zero AutomateNexus CRM branding.
Project + Sales Pipelines
Manage new business opportunities and active project delivery in one platform, with pipeline views tailored for both sales and delivery teams.
Retainer Management
Track monthly retainer hours, deliverable completion, and renewal dates. Automated alerts notify your team when hours are nearly exhausted.
Branded Client Reporting
Generate white-labeled performance reports for client presentations with one click. Scheduled delivery keeps clients informed automatically.
Agency Analytics
Cross-client reporting shows revenue per client, team utilization, pipeline health, and profitability — so you always know which accounts need attention.
What Agency Owners Are Saying
"We were on GoHighLevel for two years. The automation was powerful but the CRM side was always clunky — contacts scattered, pipelines confusing, reporting a nightmare. AutomateNexus CRM gave us a proper CRM with automation that actually makes sense for an agency. Karrie's daily briefings alone save us 30 minutes every morning."
Emily Watson
Founder, Clearfield Digital
"The multi-client workspaces are exactly what we needed. Each client is fully isolated — their contacts, pipelines, and reports stay separate — but I can pull a cross-client view in seconds from the agency dashboard. We have added five new clients in three months without adding headcount, because the platform handles what used to be manual work."
James Kim
CEO, Orbit Agency Group
Built for Agencies. Priced to Scale.
Agency Plan
$597/month
Everything your agency needs, no per-client fees.
- Unlimited client workspaces
- Unlimited contacts
- Full Karrie AI on every account
- White-label branding + custom domain
- Agency analytics dashboard
- Priority support + onboarding
Founding Member
$597 once
Lifetime Agency access — pay once, never again.
- Everything in Agency — forever
- Lock in today's price for life
- Every future feature included
- Founding member badge + community
- Limited to 100 members total
Tools to Help Your Agency Move Faster
Agency Onboarding Workflow
A 4-phase, 27-step client onboarding system you can use inside AutomateNexus CRM or import into your own workflow tool.
Get Free TemplateCRM Migration Checklist
Everything you need to audit, export, clean, and import your contact data when switching CRM platforms. Includes a common-mistake guide.
Download ChecklistAI CRM Comparison Report
Side-by-side feature comparison of the top AI CRM platforms for agencies, including scoring on key agency-specific capabilities.
Read the ReportFrequently Asked Questions
What size agencies is AutomateNexus CRM designed for?+
AutomateNexus CRM serves agencies from solo consultants to teams of 100+. The platform scales with your agency, and pricing adapts to your team size.
Can I manage both sales and project delivery?+
Yes. AutomateNexus CRM supports both sales pipelines for new business and project pipelines for active engagements in the same workspace.
Does AutomateNexus CRM replace project management tools?+
AutomateNexus CRM handles CRM, client management, and basic project tracking. For complex project management, it integrates with tools like Asana, Notion, and Linear.
How does pricing work for agencies?+
Agencies typically use the Agency plan which includes unlimited client workspaces, white-label branding, and priority support at a flat monthly rate.
How does AutomateNexus CRM compare to GoHighLevel for agencies?+
AutomateNexus CRM focuses on AI-driven workflows and a simpler, cleaner CRM experience specifically designed for agency client management. Where GoHighLevel offers a broad marketing platform, AutomateNexus CRM delivers deeper AI automation through Karrie, more flexible multi-client architecture, and a modern interface designed for sales and delivery teams.
Can I migrate from GoHighLevel to AutomateNexus CRM?+
Yes. Our team provides hands-on migration support for agencies moving from GoHighLevel. We import your contacts, pipeline data, and workflow configurations and provide dedicated onboarding to get you running quickly.
Does AutomateNexus CRM have a reseller or partner program?+
Yes. The Agency plan includes white-label branding and multi-tenant client workspaces. Agencies can resell AutomateNexus CRM as their own CRM product to clients, setting their own pricing and keeping the margin.
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