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Average Ratings 0 Ratings
Description
AutomateNexus CRM is a versatile cloud-driven platform designed specifically for agencies, entrepreneurs, and small teams to enhance their customer relationship management. It consolidates various functions such as managing contacts, deals, tasks, projects, quotes, invoices, appointments, marketing initiatives, and support discussions all within a single workspace. The AI co-pilot, Karrie, efficiently responds to inquiries from CRM data, evaluates leads, and prepares follow-up communications, while specialized agents take charge of sales, customer support, marketing, operations, scheduling, research, and analytics. Teams have the capability to streamline workflows, monitor agent activities, and authorize interactions with clients. Additional features encompass comprehensive reporting, customizable agency workspaces, white-label branding options, and a dedicated client portal for sharing documents and messages. The platform also integrates seamlessly with email, calendars, payment systems, messaging apps, automation tools, and AI services, providing a REST API and webhooks for tailored integrations. Users can access the browser-based application on both mobile devices and computers, or opt for dedicated desktop applications compatible with Windows and macOS. Overall, AutomateNexus CRM stands out as an all-inclusive solution for improving efficiency and communication within small teams and agencies.
Description
Experience the benefits of a fast and intuitive customer relationship management system with a 30-day free trial! Any new interactions, such as phone calls, messages, or meetings related to a contact or company, can be effortlessly recorded, and you can plan future engagements through integrated task management. Additionally, setting up and overseeing new customers is straightforward, while existing customers can be effortlessly imported from previous CRM systems or Microsoft Excel. You can view all scheduled activities in the 'Calendar' as well as in the 'Actions' list, ensuring you stay organized. A simple click in the ‘Action’ window allows you to access the corresponding customer profile, providing you with all the pertinent information you may need. Moreover, the convenience of synchronizing the ‘Calendar’ with other platforms, like Google Calendar, Outlook Calendar, and iCalendar, streamlines your workflow. This system also makes it easy to manage multiple sales interactions with the same customer, and from the project window, you can quickly create tasks and delegate them to yourself or other team members. Embrace this innovative solution to enhance your business operations and customer engagement.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Microsoft Outlook
Yes
Amazon Web Services (AWS)
No
Cardinity
No
Claude
Yes
DPD
No
Gmail
Yes
Google Calendar
Yes
Google Cloud Platform
No
Google Drive
No
IDnow
No
Integrations
Microsoft Outlook
Yes
Amazon Web Services (AWS)
Yes
Cardinity
Yes
Claude
No
DPD
Yes
Gmail
No
Google Calendar
No
Google Cloud Platform
Yes
Google Drive
Yes
IDnow
Yes
Pricing Details
$49/month
A limited Founding Member offer starts at $97 once for up to 10 users; higher one-time tiers are $497 for unlimited users and $997 for Agency reseller rights. Standard Starter pricing is $49/month for 5 users, with annual billing advertised at 20% savings. Starter includes a 7-day free trial with no credit card required. Offer availability may change.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
AutomateNexus CRM
Founded
2025
Country
United States
Website
automatenexuscrm.com
Vendor Details
Company Name
Sonaro
Country
Lithuania
Website
www.sonaro.lt/crm-programa-en
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No