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SDR Agent Pack

Build pipeline with an AI SDR team that stays local, draft-only, and accountable.

Nexum turns outbound into a coordinated pack of agents for ICP targeting, prospect discovery, enrichment, messaging, sequencing, inbox triage, booking, CRM hygiene, compliance, and performance optimization through the client's preferred messaging channel.

10specialized SDR agents in one pack
Draftoutbound, replies, and CRM updates require approval
Teampipeline views for owners, reps, and managers

Most outbound tools either find lists, send sequences, or report activity. Your team still has to stitch the work together.

The SDR pack is designed around the actual pipeline motion: find the right companies, verify context, draft relevant outreach, watch replies, book meetings, and keep the CRM clean without giving an agent permission to go rogue.

Research drag

Teams spend hours turning broad lists into usable account context and contact hypotheses.

Generic outreach

Sequence volume rises while personalization quality and buyer relevance fall.

Pipeline fog

Replies, hot accounts, overdue tasks, and CRM state drift across inboxes and spreadsheets.

One local workflow from ICP to booked meeting.

Each stage produces structured outputs for the next agent, so the pack behaves like a coordinated SDR pod rather than a bag of prompts.

1

Define

Capture ICP, territory, exclusions, intent, personas, and offer angles.

2

Discover

Find public-fit companies and candidate contacts with source evidence.

3

Enrich

Research company, persona, trigger, and LinkedIn-assisted verification signals.

4

Engage

Draft emails, LinkedIn touches, sequences, reply responses, and meeting asks.

5

Improve

Sync draft CRM state, protect guardrails, and optimize based on outcomes.

Ten agents, each with a bounded job.

The pack covers the same high-level capabilities as full AI SDR platforms while keeping external actions reviewable and team state visible.

TargetingProspect Discovery

Builds account and contact candidates from ICP, territory, public data, and source notes.

ResearchEnrichment & Research

Adds company context, trigger events, persona hypotheses, and evidence-backed fit scores.

VerificationLinkedIn Assist

Guides human-in-the-loop profile verification and keeps scraped automation out of bounds.

CopyMessaging

Creates email and social drafts aligned to persona, offer, proof, tone, and compliance.

CadenceSequencing

Plans multi-touch outbound paths with pauses, exits, and channel-specific drafts.

InboxInbox & Reply

Classifies replies, drafts next responses, and flags objections, interest, and do-not-contact requests.

CalendarMeeting Booking

Drafts booking responses, proposes slots, and prepares handoff context for approved scheduling.

OpsCRM Hygiene

Keeps local pipeline items, owners, stages, notes, and tasks synchronized as drafts.

RiskCompliance Guardrails

Checks consent, suppression, claims, tone, regulated language, and external action boundaries.

LearningPerformance Optimization

Summarizes outcomes, stalled accounts, message performance, and recommended experiments.

Run the SDR workflow in plain English from the chat surface your team already checks.

Owners can ask for rollups, reps can queue prospects, and managers can review hot accounts in natural language without logging into another dashboard. Every outbound send and CRM write remains draft-only until approved.

ProspectingFind fintech operations leaders in the US at 50-300 employee companies.
ResearchResearch today's prospects and include LinkedIn-assisted verification.
Manager viewShow me stuck accounts and hot prospects for the team.
WorkflowPrepare the pilot sequence for prospects I already approved.
Nexum SDR BotDraft mode
SDR show me my hot prospects this week
17 hot prospects
6 replied positively, 4 opened pricing content, 3 requested timing follow-up, 4 have enriched buying triggers. No messages sent. Draft next actions are ready for review.
show stuck accounts
8 stuck accounts
Most common blocker: missing persona verification. Recommended action: run LinkedIn-assisted verification, then regenerate first-touch drafts for finance and revenue leaders.
prepare booking replies
Prepared 4 booking drafts
Calendar slots, meeting objective, account notes, and handoff context are queued for approval.

See the SDR pack respond inside a live messaging channel.

Click through natural-language requests across prospecting, manager rollups, and reply handling. The demo mirrors the pack boundary: Nexum drafts, summarizes, and queues next actions, while sends and CRM writes stay approval-gated.

Choose View
SDR
SDR Outbound Pod
Draft mode online
Hi. I am the Nexum SDR pack. Ask in plain English and I will route the work to discovery, enrichment, messaging, sequencing, reply handling, booking, CRM hygiene, or performance optimization.

Built to cover AI SDR functionality without giving up control.

Nexum is not trying to be another database, dialer, or black-box sender. It is a local-first agent pack that can sit alongside the tools a team already uses and create reviewable work products.

Capability Database-first tools Sequencing tools AI content tools Autonomous SDR tools Nexum SDR Pack
Prospect discovery Strong lists, limited workflow ownership. Usually imported from another source. Not the core system of record. Often included, usually cloud-managed. Yes. ICP-driven discovery with source notes and local review.
Research and enrichment Good firmographic fields, variable context depth. Useful for merge fields, less for evidence. Can summarize, but needs structured inputs. Usually bundled into the outbound flow. Yes. Evidence-backed research, trigger notes, and confidence scoring.
Messaging and sequencing Often handled through integrations. Strong cadence execution. Strong draft generation. Strong automation, variable control. Draft-first. Personalized emails, LinkedIn touches, and sequences queued for approval.
Replies and booking Usually partial or external. Often supported through inbox workflows. Can draft responses with context. Often included in higher-autonomy workflows. Reviewable. Reply classification, booking drafts, and handoff summaries.
CRM and team visibility Strong data sync, less action guidance. Activity-focused reporting. Limited native CRM hygiene. Can update pipeline if connected. Local-first. Team pipeline, owners, tasks, rollups, and draft-only CRM sync.
Control boundary Data access and licensing drive the model. Send controls depend on cadence settings. Human review is usually manual by design. Higher autonomy can create governance risk. Explicit. No sends, bookings, or CRM writes without approval by default.

The pack is designed around core AI SDR capabilities: discovery, enrichment, messaging, sequencing, replies, booking, CRM hygiene, compliance, and performance optimization, with stronger approval boundaries.

Affordable SDR automation with a built-in local CRM.

Start solo with all 16 Personal agents included, then expand into a small team operating layer with shared ICPs, pipeline ownership, task management, manager rollups, and approval-gated outbound workflows.

SDR Solo

$199/mo

For founders, consultants, and solo operators who want an AI SDR copilot, included local CRM, and all 16 Personal agents without buying a separate CRM.

  • $99 one-time setup
  • 1 user and 1 active ICP
  • Included local CRM for prospects, accounts, contacts, stages, tasks, notes, replies, and booking status
  • Discovery, enrichment, messaging drafts, sequencing, reply triage, and booking drafts
  • Messaging-channel workflow guide and weekly performance summary
  • Includes all 16 Personal agents for daily-life automation

Separate costs

Paid data providers, email sending infrastructure, domain or mailbox setup, deliverability tools, paid enrichment APIs, external CRM integrations, custom data connectors, and done-for-you outbound operations are separate or pass-through costs. The Nexum local CRM is included; external CRM licenses are optional only if a client wants a sync.

Give outbound a system of record before it becomes another pile of tabs.

The SDR pack is ready for pilot validation in local Hermes, then export into Nexum client deployments when the workflow is approved.