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Nex is an AI-powered go-to-market automation platform that helps sales and revenue teams manage repetitive workflows using organizational context from their existing business tools. It supports tasks such as CRM cleanup, lead scoring, closed-lost deal re-engagement, meeting preparation, revenue recovery, and identifying deals that may be going dark.
Nex connects with tools including HubSpot, Gmail, Slack, and Calendar to bring customer, deal, communication, and activity data into a unified context layer. Its AI agents can analyze CRM records, past conversations, deal history, follow-up activity, and company changes to generate relevant insights, briefs, recommendations, and follow-up drafts. Common data quality issues, including duplicate records, missing fields, and outdated information, can also be identified for review.
The platform is designed for context-aware sales automation and customizable go-to-market workflows. Users can create agents from business requirements, apply organization-specific patterns and playbooks, and review proposed emails or data changes before they are sent or applied. Nex also supports browser-based automation through its companion Annex Browser, allowing agents to interact with web applications on a user’s behalf.
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