Organizational context across tools
Nex connects CRM, email, meetings, notes, and other tools into a shared context layer so agents can use live business signals instead of isolated prompts.
Nex
Nex is an AI GTM agent platform connecting CRM, email, meetings, and more to automate sales workflows with shared business context and reviewable automation.
AI GTM agents with shared business context
Nex is an AI GTM agent platform that uses organizational context to help sales and revenue teams automate repeatable go-to-market workflows. The product connects data from systems such as CRM, email, meetings, notes, Slack, and calendar so agents can work from a broader view of each account or lead.
The site positions Nex around reviewable automation rather than fully opaque execution. Example workflows include CRM hygiene, closed-lost re-engagement, meeting preparation, lead scoring, account research, and follow-up drafting. Many of the demonstrated actions require approval before changes are sent or applied.
Core features
Template-based GTM agents
The product includes ready-made agent templates for common GTM jobs such as CRM cleanup, lead qualification, meeting prep, account research, and outbound follow-up.
Reviewable workflow outputs
Several examples on the home and templates pages show agents drafting emails, preparing briefs, updating records, and surfacing follow-up actions while keeping approval in the loop.
Business-pattern detection
Nex maps patterns from your team’s processes, including deal stages, follow-up cadence, and escalation triggers, so agents can align to how the business already works.
Browser automation support
The site describes a browser automation component called Annex Browser, which gives agents a browser they can control on the user’s behalf for supported workflows.
Team and implementation support
Pricing and support pages indicate team-oriented features such as unlimited workflows and projects on Pro, custom integrations and API access on Team, and email-based support.
Practical use cases
Re-engage cold opportunities
Use Nex to scan closed-lost deals and dormant contacts, pull together prior conversations and deal history, and draft a context-aware re-engagement email for approval before sending.
Clean up CRM data
Use the CRM hygiene workflow to audit contacts and companies for duplicates, missing fields, and stale records, then review the proposed updates before they are applied.
Prepare for meetings
Use the meeting-prep workflow to generate a concise, sourceable brief that reflects the account and role context before a sales or customer meeting.
Track at-risk deals
Use Nex to monitor deal silence across email, Slack, and calendar, flag accounts that are going dark, and create follow-up drafts grounded in recent activity.
Qualify and prioritize leads
Use the lead-scoring and list-building templates to qualify inbound or sourced leads against your own patterns and prepare personalized outreach based on the connected context.
Pros and Cons
Pros
- Connects multiple business tools into one context layer for agents.
- Provides concrete templates for common GTM workflows instead of only a blank-agent builder.
- Shows review and approval steps for actions that affect CRM records or external messages.
- Offers a Team plan with custom integrations, API access, and dedicated onboarding.
- Has browser automation support through Annex Browser for supported tasks.
Cons
- Public pages do not fully enumerate every integration, so readers may need to confirm fit for specific tools.
- The available information is lighter on security, permissions, and technical limits than on workflow examples.
FAQ
How does support work for Nex?
Nex provides a support form and email-based support. The support page says requests are handled by email, with a first response SLA during business hours and replies within 24 business hours.
Does Nex have a free trial or paid plans?
The pricing page shows a free trial option and a paid Pro plan. It also lists a Team plan with custom pricing and contact-sales onboarding.
What data sources does Nex use?
Nex is built to work with connected business data such as CRM, email, meetings, notes, Slack, and calendar. The home page also highlights HubSpot, Gmail, Slack, and Calendar as examples of connected tools.
What kinds of GTM workflows can Nex automate?
Nex’s templates page shows agents for workflows such as CRM cleanup, lead qualification, account research, meeting prep, and outbound personalization. These templates are designed to be reviewed before action is taken, as shown in examples where approvals are required before sending or applying changes.
Quick Facts
- Category
- AI GTM automation
- Primary users
- GTM, sales, and revenue teams
- Core sources
- CRM, email, meetings, notes, Slack, calendar
- Plans
- Free trial, Pro, Team (custom pricing)
- Support
- Email support
- Domain
- nex.ai
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