AutomateNexus CRM is an AI-native CRM for small businesses and agencies: contacts, companies and a weighted deal pipeline, quotes and invoicing, projects and a client portal, booking pages, email, SMS and WhatsApp — with the AI built in rather than bolted on.
Karrie, the built-in assistant, answers questions from your own CRM data and shows where the answer came from. An AI phone receptionist answers your number, transfers to the right person, takes messages and voicemail, books appointments and texts callers back. The AI notetaker records meetings, transcribes on your device or in the cloud, and turns them into summaries and action items you can ask questions of. AI agents work your CRM on a schedule or on events, with approvals and spend limits, and a visual workflow builder runs the follow-up while you sell.
Everything runs on your own keys — OpenAI, Anthropic, Google, Groq, DeepSeek, Mistral, OpenRouter or a local model — so there is no per-seat AI surcharge and the notetaker is unlimited. Starter is $49/month with a 7-day free trial, no card required. Lifetime deal available for a limited time.
Features
- Contacts, companies and deals on a weighted pipeline board, with probability and close date on every card
- Karrie, the built-in AI assistant: answers from your CRM data, drafts follow-ups, shows its sources
- AI phone receptionist on your Twilio number: answers, transfers, takes messages and voicemail, books appointments, texts the caller; business hours, holidays and spam screening
- AI meeting notetaker: record in the browser or desktop app, transcribe on-device (Whisper, Parakeet) or in the cloud (OpenAI, Groq, Deepgram), get summaries, action items and "ask this meeting" — unlimited
- AI agents for sales, support, marketing, operations and research, each with its own tools, approvals and monthly spend limit
- Visual workflow builder: triggers on records, deals, forms, email and SMS; steps that wait for a reply and branch on what happened
- Quotes & CPQ, invoices with credit notes, and QuickBooks sync
- Booking pages with availability, round-robin and reminders; Google and Outlook calendar sync
- Email campaigns and sequences, SMS marketing with consent and opt-out handling, WhatsApp through your own Twilio
- Client portal: projects, approvals, proofs, messages, meetings, documents and billing under your name
- Projects, tasks, time tracking and team chat
- Website builder, forms that post straight into the CRM, and a social media scheduler
- REST API, signed webhooks with retries, an MCP server, and Zapier, Make, n8n and Pabbly connectors
- Bring your own AI keys: OpenAI, Anthropic, Google, Groq, DeepSeek, Mistral, OpenRouter or a local model — no per-seat AI fee
Use Cases
- A small business that misses calls: the receptionist answers on your number, books the appointment, takes the message and texts the details back
- A sales team that wants one screen: pipeline, Karrie for answers, and follow-up sequences that stop the moment the contact replies
- An agency running client work: projects, proofs and approvals, invoicing and a branded client portal — with client workspaces and reseller rights on the Agency tier
- Consultants and coaches: booking pages, meeting notes with action items, quotes that become invoices
- Service businesses: quotes, jobs, payments and QuickBooks in one place, with SMS reminders that respect opt-outs
- Founders who refuse per-seat AI bills: plug in your own model keys and pay the provider directly
Fazier Deal
Comments
Hi, I'm Erin — I built AutomateNexus CRM after years of running an automation agency and watching small teams pay for a CRM, then pay again for every AI feature bolted onto it, per seat, per month. So this one works the other way round. The AI is built in — Karrie answers questions from your own pipeline, a phone receptionist answers your number and books the appointment, the notetaker turns meetings into action items, agents work the CRM on a schedule — and all of it runs on your own model keys. OpenAI, Anthropic, Google, Groq, DeepSeek, Mistral, OpenRouter or a local model on your machine. You pay the provider directly and we don't mark it up, which is also why the notetaker is unlimited. Underneath that it's a full CRM: pipeline, quotes and invoicing, projects and a client portal, booking, email, SMS and WhatsApp, a visual workflow builder, a REST API and webhooks. Starter is $49 a month with a 7-day trial and no card. For the launch there's also a founding membership: lifetime access for a one-time $97, limited seats, while they last. I read every comment here — ask me anything, and tell me what's missing.
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Comments
Hi, I'm Erin — I built AutomateNexus CRM after years of running an automation agency and watching small teams pay for a CRM, then pay again for every AI feature bolted onto it, per seat, per month. So this one works the other way round. The AI is built in — Karrie answers questions from your own pipeline, a phone receptionist answers your number and books the appointment, the notetaker turns meetings into action items, agents work the CRM on a schedule — and all of it runs on your own model keys. OpenAI, Anthropic, Google, Groq, DeepSeek, Mistral, OpenRouter or a local model on your machine. You pay the provider directly and we don't mark it up, which is also why the notetaker is unlimited. Underneath that it's a full CRM: pipeline, quotes and invoicing, projects and a client portal, booking, email, SMS and WhatsApp, a visual workflow builder, a REST API and webhooks. Starter is $49 a month with a 7-day trial and no card. For the launch there's also a founding membership: lifetime access for a one-time $97, limited seats, while they last. I read every comment here — ask me anything, and tell me what's missing.
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