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The CRM is where NEXOS CORE tracks the companies and people you sell to and support. Each client gets a 360° account view — contacts, tickets, quotes, invoices, RMM agents, contracts, and compliance in one place — plus a customizable deal pipeline, an activity log of every touchpoint, email campaigns, and AI that turns a sales-call transcript into ready-to-save records.

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When to use it

  • Manage client and prospect records with full account context.
  • Track and forecast sales opportunities through a weighted pipeline.
  • Log and filter customer touchpoints (calls, meetings, follow-ups, QBRs).
  • Capture a new lead from a call transcript without manual data entry.

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Accounts and contacts

Open clients at /crm/clients and contacts at /crm/contacts. Client lists filter by search, lifecycle, industry, tag, and type; each client opens to a 360° dashboard. Contacts support types (primary, billing, technical, decision-maker, c-suite), channel preferences, and opt-outs.

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Deal pipeline

The pipeline (/crm/pipeline) groups deals by stage. Stages are yours to define — sort order, color, win-probability %, and won/lost flags. Each deal carries value, recurring value, owner, expected close date, source, and an optional linked quote. The board shows each stage’s total and a weighted value (deal value × win-probability). Moving a deal into a won or lost stage auto-stamps the close date.

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Activity log

Log calls, meetings, emails, follow-ups, and more (/crm/activities), with dynamic filtering and complete/follow-up tracking — so every client interaction is on the record.

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Email campaigns

Draft, schedule, and track campaigns to your contacts (/crm/campaigns) with open, click, and bounce stats.
Campaign send currently records the send and its stats; outbound email delivery integration is limited today — treat campaigns as planning and tracking until delivery is fully wired.

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AI lead capture

From a raw sales-call transcript, NEXOS CORE extracts ready-to-save records:
1

Paste or upload the transcript

Paste text or upload a .txt/.md file (up to 10 MB) — surfaced as “New lead from transcript” in the NexusIQ Sales Workspace.
2

AI extracts the details

Claude returns contact details, the interaction summary and outcome, key pain points, suggested next steps with a follow-up date, and sales opportunities.
3

Review, then save

Nothing is written until you confirm — on save it creates the contact, logs the activity, and optionally opens a deal.
Lead analysis is preview-only (nothing persists until you confirm) and needs your tenant’s Claude API key in Settings → Integrations. Only .txt/.md uploads are accepted.