SalesNexus Launches Beta of Its AI CRM & Marketing Automation Platform for B2B Sales Teams

Building on more than two decades of experience driving sales growth for small and mid-sized businesses, SalesNexus’ new AI platform weaves advanced intelligence directly into core CRM and marketing workflows. The result: a modern, proactive system that guides salespeople through their day, prioritizes opportunities, and automates meaningful customer engagement at scale.

A Complete AI System for B2B Sales Productivity

The beta release introduces a comprehensive set of AI-driven capabilities, including:

AI Nudges & Auto-Tasks

Real-time suggestions and automated task creation that keep reps focused on the right activities at the right time—follow-ups, reminders, and deal-saving actions appear automatically based on behavior, timing, and engagement patterns.

AI Email Summaries, Responses & Suggested Actions

AI instantly summarizes long email threads and drafts context-aware reply options, recommended next steps, and personalized follow-up messages.

AI Call Transcription

Accurate call transcription with actionable insights, enabling reps to understand customer intent, extract action items, and update CRM data without manual typing.

AI Opportunity & Pipeline Intelligence

SalesNexus AI analyzes activity, engagement, and timing to:

• Recommend new prospects

• Identify emerging opportunities

• Highlight deal risk

• Trigger pipeline automation sequences
  This gives sales managers unprecedented visibility—and helps reps prioritize high-value conversations.

AI-Powered Campaign & Content Creation

Complete email campaigns can be generated in seconds. Users can produce:

• Multi-step automated drip campaigns

• Email sequences for prospecting or nurturing

• On-brand emails optimized for engagement
  All powered by SalesNexus’ integrated AI writer.

AI Segment Creation

SalesNexus automatically builds dynamic segments based on behaviors, timing, firmographics, engagement history, and predicted likelihood of conversion—no manual filtering required.

AI Report Builder

Reps and managers can simply ask for the analytics they need. The AI creates dashboards, reports, and visualizations instantly, eliminating time-consuming spreadsheet work.

AI Sales Enablement

The system equips reps with real-time intelligence—including suggested messaging, objection-handling prompts, playbook steps, and recommended content—to help them win more deals, faster.

A Major Milestone in the Evolution of CRM for SMB and Mid-Market Sales Teams

“AI is reshaping the sales technology landscape, but most solutions are just old tech with a chatbot added in.” said Craig Klein, CEO of SalesNexus. “Our mission is to bring powerful AI directly into the B2B selling process for everyday B2B sales teams. This new platform doesn’t just save time—it helps salespeople become dramatically more productive and effective without changing how they prefer to work.”

The AI-powered system is engineered specifically for small and mid-sized businesses that want to accelerate growth without adding administrative overhead or costly data-science resources.

Beta Availability

The AI CRM software & Automation Suite is available today in limited beta. The company will expand availability over the coming months, with general release expected in January 2026.

Sales teams interested in participating in the beta can request access at https://salesnexus.com/free-trial/

About SalesNexus

SalesNexus is a CRM and marketing automation platform built for B2B sales teams that need powerful tools without enterprise complexity. Founded in 2003, SalesNexus helps businesses build predictable pipelines, engage prospects more effectively, and scale revenue through automation, AI, and hands-on customer support.

Media Contact:

Craig Klein
CEO, SalesNexus
713-405-1117
[email protected]
www.salesnexus.com