Leads & contacts
Capture leads, maintain contact and company records, and keep the history of your relationships organized.
Explore customer records →NexCRM brings leads, deals, tasks, teams and workflows into one customizable workspace—with an interactive 3D view of how your company fits together.
Built for teams that want more visibility and flexibility—not another disconnected tool. Product visuals below are captured from the real NexCRM interface; sample records are used for demonstration.
Manage your customer relationships, coordinate work and tailor the system to the way your company operates.
Capture leads, maintain contact and company records, and keep the history of your relationships organized.
Explore customer records →Track opportunities through your sales stages, follow next steps, and understand what needs attention.
See the pipeline →Connect triggers, conditions, scheduled actions, approvals and webhooks to reduce repetitive work.
Explore automation →Use configurable AI agents to summarize authorized CRM data and help users prepare practical next actions.
Meet AI agents →Adapt modules, fields, relationships, tags and saved views to fit the records your business works with.
Explore custom records →Understand pipeline activity, tasks and team workload, backed by role-based access and audit history.
View reporting →Explore genuine NexCRM screens: lead management, the sales pipeline, custom modules, and reporting. Use the walkthrough controls to move between real product screenshots.
Real screenshots from a NexCRM development workspace. Records shown are sample/test data; this gallery is not a live customer session.
Turn your departments into a navigable company overview. Select a workspace to focus on the team, related CRM activity and the information your permissions allow you to see.
Get an architectural overview of configured departments in one place.
Move from the overview to Sales, Marketing, Executive or another configured room.
Use department panels as shortcuts into real CRM records and activity.
This is a real screenshot from NexCRM. The live 3D experience runs inside the application; this landing-page preview uses a captured frame.
Illustrative workflow animation. Actual execution depends on how the workflow is configured in your NexCRM instance.
Build operational rules around your team's process—from new lead handling to approvals and scheduled follow-ups. Keep the logic visible and the next action clear.
NexCRM's AI agent framework is designed to work with authorized business data and supported CRM tools, with a human involved where approval is required.
AI actions require a configured provider and valid credentials. Availability and costs depend on the selected provider.
See plans and options →Start with the CRM basics, then shape the workspace around the records, teams and workflows you need.
Keep prospects, opportunities, activities and next steps connected from first contact to closed deal.
Organize client relationships, custom project records, tasks and recurring internal processes.
Customize record types, coordinate approvals and get clearer visibility into operational work.
Start with core customer management. Add customization and advanced workflows as your requirements grow.
Review the details before choosing.
| Feature | Starter | Growth | Pro |
|---|---|---|---|
| Leads, Contacts & Companies | ✓ | ✓ | ✓ |
| Deals & pipelines | ✓ | ✓ | ✓ |
| Tasks, Calls & Meetings | ✓ | ✓ | ✓ |
| Dashboards & standard reports | ✓ | ✓ | ✓ |
| Tags and saved views | ✓ | ✓ | ✓ |
| Roles and organization separation | ✓ | ✓ | ✓ |
| Custom modules & fields | — | ✓ | ✓ |
| Workflow automation & approvals | — | ✓ | ✓ |
| Interactive 3D company workspace | Core | ✓ | ✓ |
| AI agent framework | — | Usage limits | Usage limits |
| Advanced integration support | — | Selected | By agreement |
| Onboarding & deployment help | Guides | Standard | Extended |
*Some advanced capabilities may require setup, additional integration work, or third-party services. Before accepting payment, verify the final entitlement matrix and ensure that each plan reflects the deployed product and the actual costs of hosting, support and AI usage. If NexCRM is offered self-hosted, show that as a separate deployment option rather than implying hosting is included.
Understand how NexCRM fits into your setup, what the current product includes, and what is needed for connected services.
See the actual NexCRM workspace, explore workflows and discuss the right setup for your team.
Tell us a little about your team and we will be in touch to arrange a demo.