Nexus CRM
A lite CRM that runs with your AI.
Keep track of contacts, tasks, and notes in one place, so your team always knows what happened last and what comes next. Included with our Pro and Premium plans.
What Nexus does today
Contacts
Every customer and lead in one list, so nobody on your team is searching spreadsheets or inboxes.
Tasks
Follow-ups with due dates, assigned to the right person, so nothing slips after the first conversation.
Notes
Notes on each contact, so anyone on your team can pick up exactly where the last conversation left off.
History
See the notes and activity behind every contact before you reach out.
Leads in automatically
Website and chat leads land in Nexus as new contacts, and your team gets an alert.
Email blasts
Send an update to a list of your contacts from the same place you track them. Not live yet.
Questions
Is Nexus a full CRM?
Nexus is a lite CRM for small teams. It covers the basics: contacts, tasks, notes, and history. If you need deep sales pipelines or custom reporting, tell us on the call and we will be straight with you about fit.
How do we get started?
We set Nexus up for your team as part of the Pro and Premium plans, then show your team how to use it in plain language.
Does our AI work inside Nexus?
Yes. Your AI works right inside Nexus, so your team can ask it about contacts, tasks, and notes instead of digging through them.
See Nexus working for your team.
Book a free 30-minute call. We will show you how Nexus fits your team and what it would take to set up.
Book a free 30-minute call