Everything from first enquiry to final payment
Nexus covers the work between a customer getting in touch and their invoice being paid.
Contacts and companies
One record for every person and business you deal with, and a clear history of what has happened.
- Notes, activities, a timeline and lifecycle stages on every record.
- Duplicate rules warn or block on save, and you can merge duplicates later.
- Tasks and appointments with reminders, each with one assignee.
- Export contacts and companies to CSV.
Pipelines and deals
See where every deal stands and what is likely to close.
- Multiple pipelines, each with stages you define.
- A deal board and a forecast.
- A products catalogue with price options.
- Deal items with tax and discounts, with totals worked out for you.
Quotes and invoices
Documents that look like your business and move from draft to paid.
- Quotes with line items, a PDF, and email delivery. Customers accept online.
- Invoices with a deposit and a balance.
- Credit notes and refunds when something changes.
- Quote and invoice layouts you can style.
Payments
Customers pay by card and the money goes to you.
- Card payments through Stripe Connect, paid into your own Stripe account.
- Payment links you can send to a customer.
- Receipts after payment.
- Reports on payments, based on your financial year.
Forms
Capture enquiries from your own website.
- Build a form in Nexus and embed it on your site.
- Submissions arrive in Nexus, ready for your team.
- A submitted form can start an automation.
Write to customers from the mailbox they already know.
- One-to-one email from Gmail, Microsoft 365 or SMTP.
- An email builder with a brand kit for consistent messages.
- Opt-outs and the suppression list are respected.
Automations
Rules that do the routine follow-up so nothing waits on someone remembering.
- Triggers and conditions decide when a rule runs.
- Branches handle different cases, and waits pause until the right moment.
- Assign an owner, alert the team or reply to the enquirer.
Your team and your data
Invite your team and keep each business apart.
- Separate workspaces, so each organisation's data stays in its own.
- Four built-in roles, with permissions per workspace.
- An audit log of changes and requests.
Start with your next enquiry.
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