Nextora / Customer communication + CRM
For teams handling customer enquiries with sales context and a clear next owner.
The message is in one place. The customer record is in another. Ownership is still being worked out in internal chat. Bring the enquiry, CRM context and next piece of work into the same customer conversation.
The person answering has to ask the team for context the customer has already provided.
A shared queue needs a clear way to find enquiries that still need someone to take responsibility.
A useful conversation loses momentum when the next piece of work has no visible owner or task.
This customer workflow combines Conversations, CRM and Tasks. The scenes show imported demonstration history; sending requires a configured customer channel.
The person handling an enquiry needs the customer story as well as the latest message.
Keep the thread beside the CRM lead, conversation owner and linked follow-up task. Review what the customer is asking and the next step already recorded by the team.
The team can prepare a relevant reply from a shared starting point.
An unanswered enquiry needs a responsible person before it needs another internal handoff.
Use the Unassigned queue to review the request and its CRM context. The Assign control provides a clear next action for choosing who should handle the conversation.
The team can decide who takes it forward before replying.
Bring your customer channels, ownership rules and sales handoff to the conversation. Build the setup around Conversations, CRM and Tasks, with the connections your team needs to put it to work.
The sales conversation shown uses Conversations, CRM and Tasks. Customer-facing bots and their channel setup are separate extensions.
See the conversation setupGive the person handling the enquiry access to its business context. This setup includes CRM and Tasks alongside Conversations; customer bots are a separate extension.
Shape your Nextora setupSwitching tools to understand a customer
The thread and CRM lead in the same working view
Ownership decided through another conversation
An unassigned queue with a visible Assign action
A next step mentioned only in a message
A linked follow-up task beside the customer context
Review what the customer needs beside the CRM lead and decide who should own the next conversation.
Connect the mailbox your team uses, then manage customer threads, ownership and follow-up work in the shared workspace.
Add Customer bots with their own knowledge and channel setup when you need a bot-to-human handoff. Keep that extension connected to the customer workflow.
The tools behind the work
Connect the next part of the work
Keep people, companies and deals beside the conversation. CRM gives every interaction its business context and the team a clearer next step.
Discover Nextora CRM ↗Start with Inbox, CRM and Tasks for the customer workflow shown here. Add AI Chatbot when you want a customer-facing bot and a handoff to your team.
Contacts, companies and workspace access are part of every setup. CRM adds the sales layer.
The workflow shown uses CRM leads and deals, a shared inbox and follow-up tasks.
Shared inbox, connected email and customer channels.
Leads, deals, pipelines and customer history.
Task boards, owners, due dates and follow-ups.
Add a customer bot with its own knowledge, channels and human handoff.
Explore available conversation and customer reporting.
Additional modules and access are agreed separately.
Private alpha · We’ll confirm the modules, connections and pricing for your workflow.
No. Conversations is for customer enquiries and replies. Teamwork provides internal channels, direct messages and discussions attached to business records.
Yes. The setup shown combines Inbox, CRM and Tasks: lead and deal context comes from CRM, and follow-ups use Tasks. Contacts and companies belong to the shared platform. This page presents that connected workflow, rather than promising every feature through Inbox alone.
Nextora includes connections for Gmail, Outlook, Telegram, WhatsApp Business, Instagram, SMS and telephony. Each channel needs its own provider or account setup; review the channels you need during onboarding. Customer bot channels include the website widget and Telegram.
Connect AI Chatbot for its builder, knowledge sources and customer channels. Configure the flow and permitted actions, then use the playground, run traces and bot exam to review responses and human handoffs before publishing.
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