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Run the CRM
Nexus, the AI that runs your CRM
Nexus is the operations assistant built into LeadLock. Ask it in plain words to find a customer, check today's schedule, or create a follow-up. It watches calls, bookings, and jobs as they happen and suggests the next step. Anything that sends a message or touches money waits for your approval.
What it does
- • Search leads and pull a full customer history in one question
- • See upcoming appointments and what is running late
- • Create tasks and follow-ups from a sentence
- • Live activity feed of what Ava, dispatch, and your team just did
What you get
- • You choose how much it does on its own: off, suggest, assist, or auto
- • Approval cards for anything that writes, texts, or charges
- • Every action is permission-checked and written to the audit log
- • Credit controls warn you before you run out
How it works
Step 1
Ask
Type or speak a request from anywhere in the CRM.
Step 2
Review
Nexus shows what it found or what it wants to do, with the evidence.
Step 3
Approve
Read-only answers come back right away; changes run after you approve.
Common use cases
- • Owners who want answers without clicking through ten screens
- • Dispatchers juggling many jobs at once
- • Teams that want AI help without giving up control
Integrations
- • Leads and customer 360
- • Calendar and appointments
- • Tasks
- • Audit log
Let Nexus do the clicking
Turn Nexus on, pick how much it may do on its own, and approve the rest from one card.