CRM & sales

The front of the business, wired to the back. Nexus carries a full CRM — leads, companies, contacts, deals, and campaigns — on a kanban pipeline with staleness bars and a weighted forecast. The part point-tool CRMs can’t do: when a deal is marked won, Nexus turns it into an onboarding project, a contract, and a provisioned tenant automatically — because the CRM and the platform that delivers the work are the same system.

app.nexusrmm.ai

Riverside District

Proposal

Northgate Clinic

Qualified

Summit Dental

Won → onboarding

Acme Legal

New lead

Illustrative preview — not live data.

What it does

Leads, companies, contacts, deals, and campaigns in one tenant-isolated CRM
Kanban pipeline with staleness indicators and a best/worst weighted forecast
Won-deal conversion straight into an onboarding project, a contract, and tenant provisioning
Templated outreach email that sends for real and honors opt-out
Lead intake from the marketing site and campaign ROI reporting

Other modules

Helpdesk & tickets

Email-to-ticket, SLA tracking, and device-linked history — the PSA your team lives in every day, with AI triage and drafting on top.

Asset & device management

Track every laptop, desktop, and mobile device through check-out, check-in, lifecycle, and warranty.

Endpoint management & RMM (UEM)

A native outbound-only agent for Windows and Linux — signed remote jobs, patch deployment, and remote control — plus Jamf, Intune, NinjaOne, and Action1 in one console.

View all modules

Run CRM & sales yourself.

This module is live in our own MSP practice today. Join the design-partner cohort to run it in yours.