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Nex

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Real-time organizational context for AI agents

AI AgentsSalesMarketing AutomationWorkflow Automation
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Tracked since2026
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The Bottom Line

Entry price

Free plan available, paid tiers above

Biggest pro

Reduces manual GTM work by automating repetitive tasks with business context.

Biggest con

Primarily focused on GTM workflows; may not suit non-sales use cases.

TL;DR - Nex

  • Automates GTM workflows like CRM cleanup, lead scoring, and deal re-engagement using real organizational context.
  • Connects to existing tools (HubSpot, Gmail, Slack, etc.) to build a knowledge graph that agents query in real time.
  • Agents run autonomously with approval gates, and the platform is SOC 2 certified with enterprise-grade security.
Pricing: Free plan available
Best for: Growing teams

What is Nex?

Editorial review
Nex is an AI-native context engineering platform that provides real-time organizational context to AI agents. It connects to CRM, email, Slack, WhatsApp, and data warehouses, building a unified knowledge graph that agents use to understand customers, deals, and relationships at inference time. This reduces hallucination and enables full organizational awareness for any AI agent or LLM application. Nex automates go-to-market workflows such as CRM hygiene, closed-lost re-engagement, meeting preparation, deal monitoring, and lead scoring. Agents run autonomously with approval gates for actions, and they learn from your team's patterns over time. The platform is SOC 2 certified, supports multi-tenancy and RBAC, and integrates with over 1,400 apps via REST API.
how we evaluateSourcenex.ai ↗

Pros & Cons

Pros

  • Reduces manual GTM work by automating repetitive tasks with business context.
  • Approval gates ensure human oversight before any action is taken.
  • Backed by industry experts and SOC 2 certified for enterprise security.

Cons

  • Primarily focused on GTM workflows; may not suit non-sales use cases.
  • Pricing includes usage-based costs that can scale with agent activity.

Key Features

CRM hygiene automation: detects duplicates, missing fields, and stale records with approval-based updates.Closed-lost re-engagement: scans CRM for cold deals and drafts context-aware reconnection emails.Meeting preparation: generates concise, role-aware briefs from CRM, email, and Slack data.Deal going dark detection: monitors silence across email, Slack, and calendar for active deals.Lead scoring: scores inbound leads against closed-won patterns from your actual data.Connects to 1,400+ apps including HubSpot, Gmail, Outlook, Slack, and WhatsApp.REST API with streaming SSE, multi-tenancy, and granular RBAC.SOC 2 Type 1 certified with data isolation between tenants.

Pricing Plans

Free Trial

Pricing checked Sep 4, 2026

Free

  • $25 of AI usage included

Pro

$49 / seat/month

  • 7-day free trial
  • $100 of monthly AI usage
  • Unlimited data sources & queries
  • Unlimited workflows & projects
  • 1000+ app integrations
  • Email support

Team

Contact us

  • Everything in Pro
  • Unlimited team seats
  • Custom integrations & API access
  • Dedicated onboarding
  • Priority support
  • SOC 2 report on request
Calculate your costView full pricing

Is Nex worth the price?

65/100

The Free tier is generous with $25 of AI usage, but the Pro tier at $49/seat/month with only $100 of monthly AI usage may be restrictive for heavy users, as overage costs could escalate quickly.

The Team tier's custom pricing lacks transparency, which may deter small teams. This pricing is best for small to mid-sized teams with moderate AI usage needs.

Hidden Costs & Gotchas

Overage costs beyond $100 AI usage in Pro

How Nex's pricing compares

At $49/mo, Nex is mid-range of its 3 direct competitors ($19 to $59/mo across the set).

Relevance AI
$19
LangChain
$39
Nex
$49
Dify
$59

Entry paid plan, monthly. Pricing checked Sep 4, 2026.

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Still deciding?

Most buyers shortlist 2 or 3 tools before committing. Pull a side-by-side comparison or browse the full alternatives shortlist below.

All Nex alternatives7+ tools ranked, pricing + verdict per pickNex vs LangChainHead-to-head: features, pricing, who winsNex vs Relevance AIHead-to-head: features, pricing, who winsNex vs DifyHead-to-head: features, pricing, who wins

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Nex FAQ

How does Nex handle data from multiple CRM systems?

Nex can connect to multiple CRM systems simultaneously, such as HubSpot and Salesforce, and unify the data into a single knowledge graph. Agents then query this graph with permissioning to ensure data isolation between tenants and teams.

Can Nex work with any LLM provider?

Yes, Nex is provider-agnostic and works with any LLM via its REST API. It supports Claude, ChatGPT, Cursor, LangChain, LlamaIndex, CrewAI, Slack bots, and any HTTP-capable agent framework.

What is the difference between Nex and memory layers like Mem0?

Memory layers like Mem0 store session conversation history, while Nex provides live organizational context from business systems like CRM, email, and Slack. Nex is purpose-built for AI agents that need real-time, permissioned access to customer and deal data, not just past chat turns.

How does Nex ensure data security and compliance?

Nex is SOC 2 Type 1 certified and enforces multi-tenancy with logical data isolation between tenants. It also provides granular RBAC so administrators can restrict agent access by data source, role, or team. All data is transmitted over encrypted channels.

What types of workflows can Nex automate?

Nex automates GTM workflows including CRM hygiene (duplicate detection, field completion), closed-lost re-engagement, meeting preparation briefs, deal going dark alerts, and lead scoring. Users can also define custom workflows using natural language prompts.

Does Nex require approval for all actions?

By default, Nex agents propose changes and actions that require human approval before execution. This applies to CRM updates, email drafts, and other modifications. Users can configure approval policies per workflow.

How does Nex integrate with tools like HubSpot and Slack?

Nex connects directly to HubSpot, Gmail, Outlook, Slack, and other tools via OAuth or API keys. Setup takes about two minutes. Once connected, Nex maps your team's patterns and builds agents that use live data from these sources.

Can Nex be used with custom AI agents?

Yes, Nex exposes a REST API that any custom AI agent or LLM application can call to retrieve organizational context. It supports streaming SSE and works with any HTTP-capable agent framework, including custom-built agents.

Source: nex.ai

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