Nextora / CRM & sales
A call is coming up. The customer details, the owner and the latest deal stage should be easy to find. Give your team a shared place to see where the relationship stands.
A promising enquiry can sit untouched when the team cannot tell who owns it.
Keep lead details and ownership together in CRM, so the person picking up the relationship has a clear starting point.
The next conversation starts from a shared record.
A total alone does not explain which opportunities are moving or where a deal needs attention.
Review opportunities by stage, with the value and individual deal cards in view. Use that picture to decide what the team should follow up next.
The discussion has specific deals to work on.
Sales loses context when every enquiry begins with only a name and an email address.
With Forms & Documents connected, shape the fields around your qualification questions and configure lead creation in CRM.
New interest can arrive with the details needed for a relevant follow-up.
An opportunity needs time with the customer as well as a place in the pipeline.
Connect Calendar to plan calls and meetings in the same workspace. The connected view also brings in deal dates from CRM and task dates from Tasks.
The team can plan the week around its commitments.
The tools behind the work
Your leads and pipeline live in CRM. Add capture, meetings or shared follow-ups as your process grows.
The calendar example brings together Calendar, CRM and Tasks.
Start with CRM and the shared Nextora platform. Add customer communication, delivery and automation around the way your team sells.
Contacts, companies and workspace access are part of every setup. CRM adds the sales layer.
Start with sales. Connect other tools when the process calls for them.
Leads, deals, pipelines and customer history.
Connect customer replies and lead capture to sales.
Carry won deals into delivery and follow-up work.
Add workflow automation, reporting or AI assistance to CRM.
Bring meetings and booking pages into the sales process.
Additional modules and access are agreed separately.
Private alpha · We’ll confirm the modules, connections and pricing for your workflow.
CSV import supports column mapping and duplicate handling. Start by reviewing a sample of your data with the team.
Configure stages, card fields and multiple pipelines. Use custom tables for records specific to your business.
CRM adds leads, deals, pipelines, lists and custom records to the shared contacts and companies directory. Forms, inbox, calendar, projects, analytics and AI are connected capabilities from their respective modules.
Nextora is in private alpha. Tell us about your sales process and the team you want to bring into the workspace.
Nextora