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About

AutomateNexus CRM is a cloud-based customer relationship management platform for agencies, founders, and small teams. It manages contacts, deals, tasks, projects, quotes, invoices, appointments, marketing campaigns, and support conversations in one workspace. Karrie, its AI co-pilot, answers questions from CRM records, scores leads, and drafts follow-ups; specialist agents handle sales, support, marketing, operations, scheduling, research, and analytics. Teams can automate workflows, review agent actions, and approve customer-facing steps. Features also include reporting, agency workspaces, white-label branding, and a client portal for documents and messages. The platform connects with email, calendar, payment, messaging, automation, and AI services, and offers a REST API and webhooks for custom connections. Use the browser-based app on phones and computers, or install desktop apps for Windows and macOS.

About

PlanProphet is a customer relationship management and marketing automation engine tailored for the printing and graphics industry. Powered by Salesforce, it integrates seamlessly with your print estimating platform to provide lead management, data analytics, and comprehensive customer relationship management. PlanProphet automates customer-facing communications, such as quote follow-ups and post-sale check-ins, to boost productivity and enhance the customer experience. Its system optimizes the approval process by allowing users to send proofs to clients, monitor them live, and automatically send reminders. The platform also offers a mobile app, enabling users to access customer data, view and send quotes, and manage prospects in real time. PlanProphet's project management module, powered by Asana, helps track projects, streamline communication, and boost productivity effortlessly.

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Agencies, solopreneurs and small to mid-size teams that want an AI-powered CRM with unlimited contacts and white-label client workspaces, including teams moving off GoHighLevel, HubSpot, Pipedrive or Salesforce.

Audience

Companies interested in a solution to enhance customer relationships, automate marketing efforts, and streamline business operations

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$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 Version Not Supported
Free Trial Supported

Pricing

$50 per month
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Company Information

AutomateNexus CRM
Founded: 2025
United States
automatenexuscrm.com

Company Information

PlanProphet
Founded: 2018
United States
www.planprophet.com

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Categories

AI CRM Supported
CRM Supported

Categories

CRM Supported

Integrations

Asana Not Supported
Claude Supported
Gmail Supported
Google Calendar Supported
Make Supported
Microsoft Outlook Supported
Model Context Protocol (MCP) Supported
OpenAI Supported
QuickBooks Online Supported
Salesforce Not Supported
Slack Supported
Stripe Supported
Twilio Supported
Zapier Supported

Integrations

Asana Supported
Claude Not Supported
Gmail Not Supported
Google Calendar Not Supported
Make Not Supported
Microsoft Outlook Not Supported
Model Context Protocol (MCP) Not Supported
OpenAI Not Supported
QuickBooks Online Not Supported
Salesforce Supported
Slack Not Supported
Stripe Not Supported
Twilio Not Supported
Zapier Not Supported
Claim AutomateNexus CRM and update features and information
Claim AutomateNexus CRM and update features and information
Claim PlanProphet and update features and information
Claim PlanProphet and update features and information