Swft Connect — Digital business cards and lead capture
A digital business card platform for sharing contact details, capturing leads, managing teams, and offering a white-label card service.
Lifetime DealActiveDirectMarketing & SalesCRM
AutomateNexus CRM — AI-native CRM with autonomous agents
Tool Overview
Most CRMs just store your data and leave the follow-up, lead scoring, and forecasting to your team. AutomateNexus CRM flips that model: eight autonomous AI agents run the pipeline around the clock, scoring leads the moment they land, drafting follow-ups before a rep opens the tab, and generating a daily brief of what needs attention.
The platform covers the full revenue stack in one place, including contact and deal management, built-in telephony via Twilio, multi-channel outreach across email, SMS, WhatsApp, and voice, e-commerce, billing, project management, and white-label client portals. Every plan includes unlimited contacts and Karrie AI at no extra charge.
Date added September 30, 2026
Our Take on AutomateNexus CRM
AutomateNexus CRM is built around a genuinely different premise: the CRM does the admin work, not you. The Karrie AI co-pilot scores inbound leads, times and drafts follow-ups, enriches contact records, and delivers a morning pipeline brief without being prompted. That is a meaningful step beyond the AI features most CRMs bolt on as an upsell.
The flat-rate, no-per-seat pricing with unlimited contacts on every plan removes one of the biggest hidden costs in CRM adoption. White-label branding and client workspaces are included on every founding tier, and the Agency tier adds the right to resell the platform to your own clients.
The product is also moving quickly. Recent additions include 16 payment processors for paid bookings and store orders, shared and private file vaults in the client portal, digital business cards for each team member, and a Content Studio for designs and proposal decks.
The founding tiers are each paid once and differ only in users and reselling: $97 covers a team of up to 10 users, $497 removes the user limit, and $997 adds reseller rights. Through this deal, the unlimited-user tier is $197 and the Agency tier is $547, and you can move up later by paying the difference.
That said, this is an early-stage product. Independent third-party reviews are thin, and the product launched in 2025, so teams with mission-critical CRM requirements may want to trial carefully before committing.
At a Glance
What stands out
Eight autonomous AI agents (Karrie, Sales, Support, Marketing, Ops, Scheduler, Research, and Analytics) act on the pipeline without being prompted, rather than waiting for a user to trigger them.
Unlimited contacts are included on every plan tier, including the entry-level Starter at $49/month, so the bill does not grow simply because marketing is working.
Full white-label customization covers logo, brand colors, custom domain, email themes, and client portals, letting agencies present it as their own platform to clients.
Migration is described as white-glove with zero data loss, importing contacts, deals, and workflows with most teams going live within 48 hours.
Things to note
The product launched in 2025 and has a very small team (1-10 employees), so buyers should weigh the early-stage risk against the lifetime access price before committing.
Some running costs sit outside the one-time price: hosted email sending is $5 a month per 10,000 sends, and the AI agents run on your own AI provider key or on credits at $5 a month per 5 million tokens.
Independent user reviews from G2 or Capterra are not yet available in meaningful volume; the 4.9/5 rating cited on the homepage cannot currently be verified through third-party listings.
The full feature set (telephony, billing, e-commerce, project management, support) is broad for a team of under 10 people, so depth and reliability of each module is still an open question.
Tiers Comparison
| Feature | Unlimited | Agency |
|---|---|---|
| Price | $197 once | $547 once |
| Public price | $497 | $997 |
| Users | Unlimited | Unlimited |
| Contacts | Unlimited | Unlimited |
| Client workspaces | Unlimited | Unlimited |
| Karrie AI and all 8 agents | ✔️ | ✔️ |
| White-label branding | ✔️ | ✔️ |
| Reseller rights (your own brand, plans and prices) | ❌ | ✔️ |
| Client organizations with their own logins | ❌ | ✔️ |
| Storage | 15 GB | 15 GB, shared with client organizations |
| Places at this price | 150 | 50 |
| AutomateNexus Facebook community | ✔️ | ✔️ |
| 30-day money-back guarantee | ✔️ | ✔️ |
| Best For | Teams running their own business on it | Agencies reselling it to their own clients |
Deal Details
Deal TypeLifetime Deal
Current Price$197
Refund Policy30-day money-back guarantee for founding members. If it's not for you in the first 30 days, AutomateNexus refunds the full amount.
PlatformDirect
Founded2025
Team Size1-10 employees
HeadquartersSeattle, Washington, USA
FundingBootstrapped (no external funding disclosed)
What's Included in the deal
Core CRM and AI
Karrie AI co-pilot (lead scoring, follow-up drafting, daily briefs)
Eight autonomous AI agents running 24/7
Unlimited contacts on all plans
Visual pipeline with deal tracking and stage automation
AI revenue forecasting and predictive analytics
Two-way email sync with Gmail and Outlook
Platform and Agency Tools
White-label branding with custom domain and client portals
70+ native integrations including Stripe, Twilio, Zoom, QuickBooks, WhatsApp, Slack, Zapier, and n8n
Digital business cards for each person on your team
SSO (SAML 2.0/OIDC), role-based access control, and full audit trail
GDPR-ready Data Processing Agreements and encryption in transit and at rest
White-glove CRM migration with full data import in under 48 hours
Founder and Company Information
AutomateNexus CRM was founded by Erin Moore, a U.S. Army veteran with an Executive MBA, an MS in Data Science, and a Lean Six Sigma Black Belt. Moore also serves as a Fractional Chief AI Officer and is the author of The AI Automation Field Manual.
The company grew out of a frustration with small businesses overpaying for automation platforms that locked them into monthly fees and delivered slow results. The CRM is one product within the broader AutomateNexus ecosystem, which also includes an AI automation agency and a voice AI service.
Interested in this deal? Check it out on the deal platform.
AutomateNexus CRM's Key Features
Karrie AI Co-Pilot — Scores every inbound lead the moment it lands, drafts and times follow-up messages, books meetings, enriches contact records, and sends a daily pipeline brief without being asked.
Eight Autonomous Agents — Dedicated agents for Sales, Support, Marketing, Ops, Scheduling, Research, and Analytics each own their job end to end, acting on the pipeline 24/7 without manual triggers.
Multi-Channel Outreach — Automated sequences run across email, SMS, WhatsApp, and voice from a single workspace, with Twilio-powered built-in telephony for calls and SMS directly inside the CRM.
16 Payment Processors — Paid bookings and store orders can run through 16 payment processors, including QuickBooks Payments, PayPal, Square and Wise, with Wise bank transfers matched to the right booking or order automatically.
White-Label Client Portals — Agencies can apply their own logo, brand colors, custom domain and portal design, and each client portal includes shared and private file vaults.
Content Studio — A built-in studio for creating designs and proposal decks inside the CRM.
AutomateNexus CRM's Use Cases
Small sales teams who are losing deals to slow follow-up, since Karrie drafts and times outreach automatically so no lead goes cold while the team is busy elsewhere.
Digital agencies that need to manage multiple client pipelines under their own brand, given the white-label portals and multi-tenant dashboard.
SaaS founders and startups that want AI-assisted lead scoring and revenue forecasting without paying HubSpot or Salesforce per-seat rates as the team grows.
Solo operators and very small teams who need CRM, scheduling, and follow-up automation in one place and cannot afford to hire an SDR.
Watch it in action
Similar Alternatives to AutomateNexus CRM
HubSpot CRM
The go-to mid-market CRM with strong marketing automation, but per-seat pricing and feature gating make it expensive as teams grow past the free tier.
Pipedrive
A clean, pipeline-focused CRM that is easy to learn but charges per seat and treats AI features as paid add-ons rather than including them in base plans.
GoHighLevel
An all-in-one marketing and CRM platform with strong white-label options for agencies, though it carries a steeper learning curve and a recurring monthly fee.
Close CRM
Built specifically for inside sales teams with excellent built-in calling and email sequencing, but contact and user limits scale up the price quickly.
User Reviews for AutomateNexus CRM
Marcus T.
★★★★★
The Karrie AI daily brief alone changed how I start my day. Instead of digging through the pipeline to figure out who to call, I open a summary that tells me exactly which deals moved overnight and which ones need a nudge. The unlimited contacts at a flat rate was the main reason I switched from HubSpot.
Priya S.
★★★★☆
White-labeling was straightforward and my clients genuinely think they are on a platform I built. Onboarding twelve clients in two weeks would not have been possible on my old setup. I knocked one star because the documentation for some of the agent configurations is still sparse, so there was some trial and error.
Here's what our community thinks about AutomateNexus CRM
Here's what people are asking about AutomateNexus CRM (FAQs)
What exactly does Karrie AI do?▼
Karrie is the platform's built-in AI co-pilot. She scores every inbound lead the moment it arrives, drafts and schedules follow-up messages, books meetings, enriches contact records with additional data, and sends a daily pipeline brief each morning. All of this happens proactively, without a user needing to trigger it.
Can I migrate my existing CRM data?▼
Yes. AutomateNexus describes its migration process as white-glove and built for zero data loss. You can import contacts, deals, and workflows while keeping your activity history intact. The company states most teams are fully live within 48 hours of starting the migration.
Is the platform secure and GDPR-compliant?▼
The platform includes SSO via SAML 2.0 and OIDC, role-based access control, encryption in transit and at rest, a full audit trail, and GDPR-ready Data Processing Agreements. These are available on the higher-tier and Agency plans.
Do both Ken Moo tiers include white-label features?▼
Yes. Both tiers include white-label branding, unlimited users and unlimited client workspaces. The only difference is reseller rights: the $547 Agency tier lets you run the platform for your own clients under your own brand, plans and prices. If you start on the $197 tier, you can move up later by paying the $350 difference.
What integrations are available?▼
AutomateNexus CRM supports 70+ native integrations including Gmail, Outlook, Stripe, Twilio, Zoom, HubSpot, QuickBooks, WhatsApp, Slack, Zapier, and n8n. The platform also exposes a full API and webhooks for custom connections beyond the native list.
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