AutomateNexus CRM | Roadmap

More of the tools you already use. Zapier and native webhooks to connect anything Deeper QuickBooks accounting sync Square, Authorize.Net, Telegram,...

Automate work across every module. Drag-and-drop builder for multi-step automations Triggers and actions across contacts, deals, tasks, email and SMS...

We are committed to developing a native mobile app using React Native to enhance user experience across devices.

Our upcoming app will support offline capabilities, allowing users to access essential features without internet connectivity.

We are optimizing workflows for mobile devices to ensure a seamless and efficient user experience on the go.

Build the reports you actually need. Drag-and-drop report and dashboard builder beyond the preset widgets Revenue analytics: MRR, churn, cohort and...

Calling, built into the CRM. Browser-based softphone (WebRTC) — click to call from any contact or deal Power and predictive dialing for outbound...

Turn any records view into a conversation. Ask a question about the records you're looking at and get an instant answer Run bulk actions in plain...

Introducing seamless native sync with Salesforce to streamline data management and enhance CRM efficiency.

Deep integration with Microsoft 365 to enhance productivity and collaboration across tools.

Integrate with Google Workspace for a unified experience across emails, calendars, and documents.

Efforts are underway to expand our range of localized payment methods, catering to regional preferences.

Run your business from your phone. A fast, responsive experience across the core CRM — pipeline, inbox, tasks and approvals Notifications for...

Karrie already drafts, summarizes and suggests. Next she acts and answers across your whole CRM. Native tool-calling — create and update records,...

Stay informed with real-time updates through push notifications, enhancing engagement and user interaction.

Enhance teamwork with dedicated spaces for your projects, allowing seamless communication and resource sharing among team members.

Collaborate more effectively with real-time document editing, enabling multiple users to make changes simultaneously without conflicts.

Improve feedback loops with an advanced comment system that supports threaded discussions and mentions for better context and clarity.

Enable bidirectional data synchronization with HubSpot for improved marketing and sales alignment.

Sync with QuickBooks Enterprise to automate financial data management and reporting.

Enhance automation with advanced trigger conditions, enabling more precise and dynamic workflow activations.

Implement multi-step approval processes to ensure thorough validation and compliance in automated workflows.

self-explanatory

I would be nice to have the ability to import workflows with a json file configuration and a workflow schema template to allow people to have their...

Enhance your enterprise features with seamless management of payment processors like Stripe and PayPal.

Centralize your integrations with popular platforms such as Zapier, Make, N8N, and Activepieces.

Streamline your API interactions and automate workflows with robust webhook support.

Offer personalized branding options through comprehensive white-label customization features.

Optimize your business model with advanced revenue sharing and subscription plan management tools.

Efficiently handle subscription details and lifecycle to improve customer retention and satisfaction.

Simplify user management across multiple organizations for enhanced control and flexibility.

Streamline communication with automated email templates, ensuring consistency and efficiency in outreach.