Nextora
Read the person, not just the message.
The shared inbox shows the customer thread beside the CRM lead, its owner and the linked next step.
Explore Communication →Qualified4
Proposal3
Won2
Globex — IT modernization$148K
ARQualified
The pipeline · one glanceSee the opportunity.
See the opportunity.
Move it forward.
- One shared directory. Leads and deals live beside the contacts and companies every team already uses — one record of the relationship.
- Clear ownership. Every lead and deal carries an owner, a stage and a value, so the follow-up that needs attention never slips between people.
- Your process, your stages. Configure pipelines, stages and card fields; custom tables hold the records specific to your business.
- Bring your records. CSV import with column mapping and duplicate handling — and export any time.
The working views · real screensFrom the first enquiry
From the first enquiry
to a clear pipeline.
The screens your sales team lives in — the leads, the pipeline, the way in and the week ahead.
01
Actual CRM lead list · demonstration workspace
Meet the leads
Every relationship. The whole picture.
Give every lead an owner. Keep customer details, source and the next conversation in view, so your team knows where to pick up.
02
Actual deal pipeline · demonstration workspace
Read the pipeline
See what needs to move next.
Read the pipeline at a glance: where each opportunity stands, what it is worth and which stage needs attention — on a board or in a table.
03
Actual form builder · connected example · CRM + Forms & Documents
Capture the next lead
Give the next opportunity a way in.
Build the form that starts a customer conversation — choose the fields, shape the questions and collect the qualification details your team needs.
04
Actual calendar · connected example · Calendar + Tasks + CRM
Plan the follow-up
A clear view of the week ahead.
Customer calls, team meetings and scheduled work in the same calendar, beside the dates on your deals.
Beyond the pipelineThe deal closes.
The deal closes.
The context stays.
CRM runs on the shared workspace directory. Connect the modules that carry the relationship forward — each one optional.
Bring the pipeline to the meeting.
Ask for revenue, win rate and the funnel in plain words — the saved sales board keeps the team on the same numbers.
Explore Analytics →AutomationA new enquiry can open a review task, wait a day and queue the follow-up — drafted from plain words, reviewed before it runs.
ProjectsWon deals carry their context into delivery: a brief, milestones and a shared view of progress for the next team.
Good to knowA few things
A few things
to know.
For plans and billing see the pricing questions; everything else is in the main FAQ.
Can we bring our existing records?
CSV import supports column mapping and duplicate handling. Start by reviewing a sample of your data with the team.
Can we shape the pipeline around our process?
Configure stages, card fields and multiple pipelines. Use custom tables for records specific to your business.
What comes with this CRM setup?
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.
How do we get started?
Start a 14-day free trial and choose Sales as one of your hubs: it includes CRM and the shared inbox. If you would like to see it first, ask us for a demo of your sales process.
Start with salesGive your next deal
Give your next deal
a better home.
Start with CRM and the shared Nextora platform. Add customer communication, delivery and automation around the way your team sells.