AutomateNexus CRM

What it is

AutomateNexus CRM: the homepage

AutomateNexus CRM is an AI-native platform that unifies sales, service, marketing, scheduling and billing around one customer record. Eight autonomous AI agents—Karrie, Sales Closer, Support Resolver, Marketing Operator, Ops Coordinator, Scheduler Planner, Research Analyst and Analytics Forecaster—handle lead scoring, follow-up drafting, meeting booking, ticket resolution and revenue forecasting. The system keeps humans in control through approval workflows: agents propose actions and users decide whether to approve before anything reaches a customer, with financial transactions always requiring approval.

The platform includes a visual pipeline, email and SMS marketing, AI-powered booking and scheduling, meeting notetaker with unlimited minutes, invoicing and payments through Stripe, QuickBooks integration, white-label client portals, and an AI website builder. Users can bring their own AI model keys (OpenAI, Anthropic, Google, DeepSeek, or local Ollama models) or purchase AI credits. All eight agents and core features are included on every plan, with differences only in seats and storage.

Quick answers

1. What is an agentic CRM?

   An agentic CRM uses AI to do the work instead of only reporting on it. AutomateNexus CRM includes eight agents that score leads, draft follow-ups, book meetings and answer questions from your records. You control how much each agent can do without asking—from supervised (everything waits for approval) to autonomous (agents act freely for internal work, with financial transactions always waiting).

2. Is there a free trial?

   Yes, the Starter plan includes a seven-day free trial with no credit card required. You can import your pipeline and use Karrie and all eight agents immediately. Growth, Business and Agency plans start as paid; book a demo to evaluate those on your own data.

3. Can I bring my data from another CRM?

   Yes. You can import your people, companies and deals with their history from HubSpot, GoHighLevel, Pipedrive, Salesforce or a spreadsheet. If an import is not right, you can undo it.

4. Which AI models does AutomateNexus CRM use?

   You choose the AI model. Bring your own API key for OpenAI, Anthropic, Google Gemini, DeepSeek and other providers, run a model locally on your own computer using Ollama, or purchase AI credits from AutomateNexus at $5 per month per 5 million tokens.

5. Do the agents act without me?

   Only as far as you allow. Supervised holds every action for your approval. Semi lets internal work run on its own: tasks, notes and CRM updates. Autonomous also lets outgoing messages go. Anything financial always waits for you.