A configurable business workspace
Give your customer work a connected home.
Nexo brings leads, contacts, activities, deals and revenue operations into a configurable CRM. Adapt objects, fields, views, workflows and approvals around the way your team works.
The operating model
Your process, with a connected view.
Customer work stretches across leads, follow-ups, deals and revenue operations. Nexo makes that work configurable: fields, layouts, views and approvals can reflect your business instead of forcing every team into the same process.
Illustrative workflow
- 01Capture a lead
- 02Coordinate the follow-up
- 03Progress the opportunity
- 04Review revenue records
A visual explanation of the process. No live agent or external action runs here.
What it brings together
Useful capabilities.
A clear scope.
Sales and operations teams that need configurable customer records, workflows and quote-to-cash visibility.
- Lead, contact and deal management
- Activities and service cases
- Configurable fields, layouts and views
- Workflows and approvals
- Quotes, orders, invoices and payment records
Availability and important boundaries
- Implementation and release scope are confirmed during evaluation.
- Payment records are a ledger, not a payment processor.
- AI assistant availability is confirmed separately.
Built around your business
Explore Nexo CRM around your workflow.
Start with the records, roles and approvals your team uses. We'll review the current product scope and the configuration your business needs.