Keep every leadmoving.

NexCRM AI centralizes leads, conversations, follow-ups, quotations and campaigns — while controlled AI agents guide the team, perform approved actions and show managers exactly where revenue is being lost.

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From first inquiry to next action

Turn every new inquiry into a clear next step.

Lead intake

Start with clean customer context.

Create a lead, import a reviewed batch, or share a capture link. Qualify the inquiry, assign an owner, and keep the source attached to the record.

FORMWebsite inquirynew

FILEImported customer listreview

BOOKDiscovery requesttoday

ADDRep-created leaddraft

Nex Sales Copilot

Find the next action.

Search workspace records, prepare for meetings, and draft a follow-up from the context already in your CRM.

you

What leads should I prioritize today?

copilot

Acorn Health needs an owner today. Ridge Partners has a proposal with no recent activity — follow-up draft ready for review.

Visual pipeline

Move an opportunity through your configured stages and see where work is waiting. When a deal stalls, turn the signal into a follow-up task.

Quotations that close

Build a proposal, share it through the customer portal, and keep approval status visible before anything is sent.

Campaigns & automations

Group contacts into campaigns and use allowlisted automation for reminders, task creation, and other reviewable workflow steps.

The working loop

From new inquiry to a follow-up your team can trust.

Start with a lead or contact. Record the activity, move the opportunity, and turn overdue work into a visible task instead of a forgotten promise.

Leads›Needs attention·12 leads

FilterGroupSort

Lead / account	Context	Next step	Status	Stage
Acorn Health	New inquiry	Assign owner	Needs owner	Lead
Ridge Partners	Proposal	Follow up today	Stalled	Negotiation
Northwind	Meeting notes	Log activity	Open	Discovery
Willow Labs	Contact record	Book meeting	Qualified	Discovery
Hatchet	Closed opportunity	—	Won	Won

Follow-up task

Review Ridge Partners, log the last touch, and assign the next follow-up.

Activity timeline

Contact, meeting, note, task

one record

Search the record, log the activity, assign the owner, and keep the next step visible.

AI in the right place

Let AI surface the work. Keep the decision yours.

In context

NexAgent

Ask how your workspace works, find records, open the right screen, or start a draft without leaving the work in progress.

CRM

Who needs attention today?

Acorn Health needs an owner. Open Lead Capture?

✦

Searches CRM
Guides work
Opens drafts

Durable work

AI Workspace

Plan priorities, search CRM context, prepare for meetings, and keep related work together in a private AI thread.

>which deals need a follow-up?

Ridge Partners has been idle since the proposal. A follow-up draft is ready — review it before sending.

Priorities
Context
Drafts

Controlled actions

Operator runs

Let the operator prepare multi-step work, then review proposed CRM changes through the approval queue. Every run stays scoped and auditable.

Approval needed

Create a follow-up task for Ridge Partners? Review and approve before the CRM is changed.

Scoped
Reviewable
Auditable

Built on a modern stack

Next.jsReactTypeScriptTailwindSupabasePostgresVercelFramer MotionNext.jsReactTypeScriptTailwindSupabasePostgresVercelFramer Motion

SOC 2 Type II
GDPR
99.95% uptime
Daily backups
One-click export

Three tiers

Start with the CRM. Add agents when you're ready.

Final monthly packages for teams that need CRM, sales automation, follow-ups, reporting, and AI assistance as they grow.

NexCRM Lite

Core CRM

For small companies that need structured sales management.

₱2,999/ month

Up to 3 users

Leads & contacts
Sales pipeline
Tasks & follow-ups
Quotations / proposals
Basic AI sales assistant
Basic reports & analytics