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features
design
support

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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

CRMSix is a versatile cloud-based customer relationship management system that integrates sales and customer support processes within a single platform. It equips support teams with tools to oversee cases, engage in live chat, manage customer interactions, and curate knowledge-base materials, while enabling sales teams to monitor contacts, leads, pipeline progress, quotes, invoices, and sales forecasts. By unifying customer records, it merges service histories with sales activities, and offers customizable workflows to streamline routine tasks and follow-ups. The platform is enhanced with AI-powered assistants, analytical reporting features, role-specific access controls, and comprehensive audit logs. Designed for organizations with customer-facing teams, it facilitates a collaborative environment for addressing inquiries, pursuing sales opportunities, and nurturing customer relationships. Additionally, administrators can leverage the documented API and Model Context Protocol (MCP) support to seamlessly integrate workflows with external tools, enhancing the platform's adaptability and functionality for various business needs. This ensures that teams can efficiently work together to deliver an improved customer experience.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Claude Yes 
Google Calendar Yes 
Model Context Protocol (MCP) Yes 
Stripe Yes 
Gmail Yes 
Google Tasks No 
Make Yes 
Microsoft Entra ID No 
Microsoft Outlook Yes 
Okta No 
OpenAI Yes 
QuickBooks Online Yes 
Razorpay No 
Slack Yes 
Twilio Yes 
Zapier Yes 

Integrations

Claude Yes 
Google Calendar Yes 
Model Context Protocol (MCP) Yes 
Stripe Yes 
Gmail No 
Google Tasks Yes 
Make No 
Microsoft Entra ID Yes 
Microsoft Outlook No 
Okta Yes 
OpenAI No 
QuickBooks Online No 
Razorpay Yes 
Slack 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

$12/user/month
Starter costs $12 per user per month, billed annually. Growth costs $20 per user per month, billed annually. A 14-day free trial is 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) Yes 
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 Yes 
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

CRMSix

Founded

2018

Country

India

Website

crmsix.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 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 

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