Platform / AI sales & marketing
AI sales & marketing
The growth layer on top of the CRM — and the first place in Nexus where an AI agent is allowed to send something without a human clicking approve first. That is a deliberate exception, not a loosening of the rule: outreach is reversible, low-blast-radius, and easy to bound, so it is where supervised autonomy earns its keep. The bounds are enforced at the server, not in the interface — an owner kill switch, contact opt-out, a suppression list, and a per-tenant daily rate limit sit between the agent and the outside world, and every autonomous send is written to an immutable audit trail.
Illustrative preview — not live data.
What it does
- AI Sales Copilot — lead and deal scoring computed deterministically (the numbers never come from the model), next-best-action, and drafts-only email composition with merge-field preview
- Read-only natural-language querying over your own CRM aggregates, plus signal-weighted forecast bands
- Multi-step email sequences with enrollment tracking and a suppression list enforced at both enroll and send
- Funnels and landing pages with per-step drop-off analytics, fed by real public capture — publishing stays a manual admin action
- Autonomous SDR bounded by an owner kill switch, opt-out, suppression, and a per-tenant daily rate limit, with an immutable audit record for every send — plus a signed inbound path that feeds prospect replies back into the thread without sending anything
- Advisory, fill-empty-only enrichment through a provider waterfall — it links a lead to an existing company but never invents one, and a human’s typed value always wins
- Campaign attribution that survives the lead-to-deal boundary, with every report stating what it could not attribute instead of quietly dropping it
Other modules
Helpdesk & tickets
Email-to-ticket, SLA tracking, and device-linked history — the PSA your team lives in every day, with AI triage and drafting on top.
Asset & device management
Track every laptop, desktop, and mobile device through check-out, check-in, lifecycle, and warranty.
Endpoint management & RMM (UEM)
A native outbound-only agent for Windows and Linux — signed remote jobs, patch deployment, and remote control — plus Jamf, Intune, NinjaOne, and Action1 in one console.
Run AI sales & marketing yourself.
This module is built and wired — it runs on sample data until you connect your own integration. Join the design-partner cohort for early access.