Platform / CRM & sales
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.
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
- An AI growth layer on top — deterministic scoring, sequences, funnels, and a governed autonomous SDR (see AI sales & marketing)
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.
Run CRM & sales yourself.
This module is live in our own MSP practice today. Join the design-partner cohort to run it in yours.