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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Our comprehensive workflow guides your contacts from initial lead to sale and even through renewals, providing you with clear insights into actions taken by your team, complete with thorough auditing capabilities. You can meticulously manage what your agents can access, safeguarding your data by granting sensitive permissions only to those who truly require it, utilizing our preset roles or customizable permissions. Arrange meetings with agents for both in-home and office visits! Effortlessly oversee callbacks and appointments using our user-friendly Calendar feature. You can also create events, invite clients, and monitor attendance, among other functionalities! This system isn't limited to just call centers; through our "My Business" section, agents can take charge of their own portfolio, managing leads, policies, callbacks, and appointments. If you have confidence in your team, empower them with autonomy! TLDialer seamlessly integrates with our Hosted VICIDial service, allowing agents to operate from a single interface where data updates automatically. Our VICI Servers ensure that your system remains current and efficient at all times, enhancing productivity across the board. Additionally, the streamlined approach fosters improved communication and collaboration among team members.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Claude Yes 
Gmail Yes 
Google Calendar Yes 
Make Yes 
Microsoft Outlook Yes 
Model Context Protocol (MCP) Yes 
OpenAI Yes 
QuickBooks Online Yes 
Slack Yes 
Stripe Yes 
Twilio Yes 
Zapier Yes 

Integrations

Claude No 
Gmail No 
Google Calendar No 
Make No 
Microsoft Outlook No 
Model Context Protocol (MCP) No 
OpenAI No 
QuickBooks Online No 
Slack No 
Stripe No 
Twilio No 
Zapier No 

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

$75 per user per month
Free Trial No 
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 No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

AutomateNexus CRM

Founded

2025

Country

United States

Website

automatenexuscrm.com

Vendor Details

Company Name

Esotech

Founded

2013

Country

United States

Website

info.tldcrm.com

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 Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

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