Client · Tasks · Workflow Intelligence
Nexus — AI CRM
A CRM that updates itself. Nexus listens to your business communication, extracts context, creates tasks, prioritizes work, and recommends next actions without manual data entry.
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The problem Nexus solves
Traditional CRMs become stale because humans avoid updating them. That creates missed follow-ups, lost context, and invisible risk.
Stale records
Data gets entered late or not at all.
Missed follow-ups
No reliable system for “next step” execution.
Unclear priorities
Teams see lists, not ranked actions.
Operational blindness
At-risk clients are identified too late.
What Nexus does
Auto-capture context
Extracts names, intent, budgets, timelines, and decisions from communication.
Auto-create tasks
Generates tasks and reminders based on the content of messages and meetings.
Prioritize work
Ranks actions by urgency, value, and risk signals.
Recommend next actions
Drafts follow-up messages and provides a “next best action” queue.
How it works
1. Systems Sync
Connect email, calendar, and work tools to establish the data flow.
2. Data Model
Define entities: contacts, deals, projects, tasks, and status logic.
3. Automation Rules
Configure triggers: follow-up windows, sentiment flags, client health scoring.
4. Action Dashboard
Deploy a “work queue” interface showing priorities instead of raw lists.
What we need from you
CRM export (optional)
If you already use a CRM, we import contacts + deal history.
Workflow logic
Your sales/operations stages and what “done” means internally.
Tool access
Email/calendar + work tools. Read-only where possible.
Team roles
Who owns what and where tasks should route.
Common integrations
We connect to your existing tools.
Google Workspace
Office 365
HubSpot
Salesforce
Asana
Jira
Slack
Notion
Frequently Asked Questions
It can replace them, or it can sit on top of them as an automation and intelligence layer.
Yes. We use private API workflows and isolated storage. Your data remains your asset.
A prioritized action queue: follow-ups, risk flags, task assignments, and drafted messages for approval.
Deploy a CRM that runs itself
We’ll map your stack, define workflow logic, and implement the Nexus action queue.