Nex Lead Agent
Greets new inquiries, gathers buying context, suggests relevant offers, books meetings, updates fields, and hands off complex threads.
AI sales control for teams protecting revenue.
NexCRM AI centralizes leads, conversations, follow-ups, quotations, campaigns, and customer records while AI agents guide the sales team, perform approved actions, and show management where revenue is being lost.
Unified inboxControlled AI agentsRevenue leak detection
AI command layer
Unified customer context, governed actions
Approval gate
Inputs
Messenger
WhatsApp
Email
MVAI brief
Mara Velasco
PhiBrows client - VIP - renewal due
Intent
Renewal
Risk
No next step
Owner
Sana
Revenue risk detected
Rescheduled consult never rebooked. Create follow-up task and draft reminder, but hold incentive language for approval.
Agent plan
Recover consult
Missed VIP follow-up.
Draft reminder
SMS with booking link.
Create task
Owner due by 4:00 PM.
Hold discount
Manager approval first.
Manager approval queue
Human approves price-sensitive language; CRM logs the action before the agent sends.
Built for the moments after first contact
Turn scattered sales activity into a guided operating rhythm.
Unify every sales signal
Pull chat, social, email, calls, notes, and forms into one timeline so teams stop rebuilding context from scattered tools.
Surface the quiet leaks
Spot late replies, stalled deals, forgotten quotes, and ownerless next steps before they turn into lost revenue.
Give AI a clear lane
Let agents brief, draft, route, and queue work while approvals, permissions, and logs keep sensitive actions under control.
From first inquiry to handoff, every step has an owner.
NexCRM keeps the sales team focused on response speed, proposal follow-through, manager visibility, and the operational handoffs that usually disappear between tools.
New inquiries enter from campaigns, social DMs, website forms, referrals, imports, and connected tools without losing source context.
Each customer profile keeps the owner, conversation history, deal stage, value, tasks, files, and AI brief in the same place.
Routing, reminders, acknowledgments, and escalation rules keep work moving while managers see when follow-up slips.
Approved proposals can become active work, with completion, renewal, support, and upsell signals returning to the sales record.
Pipeline
4 deals - ₱32.6K
New Lead0
Attempting Contact0
Contacted1
Liora Market
₱2.4KStalled
Qualified1
Northline Freight
₱28.6KStalled
Needs attention
Today - 3 high priority
Live queue
- high
Mara Velasco — touch-up due
8-week PhiBrows reminder due today after rescheduled consult.
- high
Northline Freight deal stalled
Contract-pricing upsell sitting in Qualified for 19 days.
- high
Liora Market onboarding incomplete
Vendor signed up 11 days ago — no catalog upload or payout setup.
- medium
Overdue vendor onboarding nudge
Follow-up task for Sana Okonkwo passed due 2 days ago.
Core CRM features that make sales work visible and actionable.
This is not a prettier address book. It is a working layer for response, follow-up, proposals, decisions, handoffs, and the next action that moves revenue forward.
Pipeline stages that know the conversation
Deals combine value, owner, timing, objections, and recent messages, making it easier to see when an opportunity is stuck or sitting in the wrong stage.
Pipeline
4 deals - ₱32.6K
New Lead0
Attempting Contact0
Contacted1
Liora Market
₱2.4KStalled
Qualified1
Northline Freight
₱28.6KStalled
Automation that protects the next step
Assignments, reminders, re-engagement, overdue alerts, and high-value escalations run in the background so sales rhythm is not dependent on memory.
Tasks & follow-ups
Due today and overdue
Priority sort
- high
Send Mara Velasco 8-week PhiBrows touch-up reminder
Due tomorrow
- high
Review Northline volume increase for contract upsell
Due in 2d
- Overdue
Nudge Liora Market to finish vendor catalog setup
1d overdue
- medium
Confirm Elena annual package start date
Due in 6d
One customer record for the whole team
Contacts, company details, appointments, tasks, proposals, files, purchases, summaries, and recommended actions stay attached to the account.
Mara Velasco
PhiBrows client - VIP
Renewal due
Recovery call completed
Rescheduled touch-up for next week. Mara confirmed travel conflict caused the miss.
No-show flagged
Mara missed the consult. Recovery task created and SMS reminder sent.
Touch-up consult scheduled
Mara booked an 8-week PhiBrows touch-up consult for next Tuesday at 2:30 PM.
Management views with an explanation layer
Leaders can review response speed, pipeline health, team activity, revenue outlook, lost reasons, and campaign performance with clear prompts for what needs attention.
Reports
July 2026
Closing trend
Pipeline velocity
18d
-3%
Stage conversion
34%
+4%
Closed revenue
₱47,200
+12%
New
Contacted
Qualified
Proposal
Negotiation
Won
Closed ₱47.2K this month
AI agents for the jobs sales teams already do every day.
The agent layer works from live CRM context, then recommends, drafts, routes, and queues actions with the right checks before anything sensitive happens.
Nex Sales Copilot
Prepares customer briefs, drafts follow-ups, finds time-sensitive proposals, queues reminders, and points reps toward neglected deals.
Nex Manager Agent
Turns daily activity into manager-ready briefings across response speed, pipeline risk, team output, forecast, and campaign movement.
Agentic AI with boundaries your team can trust.
Agents operate through approved tools, permission checks, action logs, and escalation paths, so speed does not come at the cost of control.
Loading plans...
Safe automatic actions
Customer summaries, intent signals, missing-field prompts, internal notes, suggested next steps, and low-risk reminders can happen quietly.
Configurable automation
Follow-ups, assignments, task creation, booking flows, approved answers, content sends, and dormant-lead nudges follow your rules.
Human approval required
Pricing, discounts, contracts, refunds, mass sends, major status changes, and restricted records stay behind explicit approval.
A shared CRM core that adapts to how each team sells.
Configure fields, stages, automations, knowledge, and agent behavior around the workflow, without fragmenting the product into separate systems.
Logistics teams can manage fleet requests, service details, proposal status, renewals, operations handoff, and client visibility.
Construction sales can move from inquiry to site visit, estimate, proposal, approval, project kickoff, updates, and change requests.
Clinics and beauty teams can qualify inquiries, book appointments, recommend services, follow up, sell packages, and drive rebooking.
B2B teams can track accounts, decision makers, proposal approvals, long sales cycles, contracts, renewals, and forecast movement.
Choose the operating layer that matches your sales maturity.
Start with structured sales management, expand into unified conversations and AI visibility, then add controlled agents, integrations, branches, and governance when the organization needs them.
Core CRM
NexCRM Lite
For small companies that need structured sales management.
Contacts and lead management
Customer records, lead source, owner, and activity basics.
Sales pipeline and tasks
Structured stages, follow-up dates, notes, and ownership.
Basic automation and reports
Simple routing, reminders, dashboard views, and summaries.
Unified inbox
Centralized social, chat, SMS, and email conversations.
Sales Copilot and Manager Agent
AI prioritization, briefs, next-step prompts, and revenue-risk alerts.
Recommended
Business AI
NexCRM Business
For growing sales teams that need commercial operations and manager visibility.
Everything in Lite
The contact, pipeline, task, and reporting essentials stay included.
Unified inbox and campaigns
Conversation channels, nurture campaigns, and response tracking.
Quotations and customer portal
Proposal workflow, approval status, secure links, and portal visibility.
Sales Copilot and Manager Agent
Next-action guidance, customer summaries, daily briefs, and risk alerts.
Customer-facing AI agents
Lead Agent and advanced tool execution for larger governance needs.
Enterprise Agents
NexCRM Enterprise
For larger organizations that need controlled agents, integrations, and governance.
Everything in Business
Commercial operations, unified inbox, portal, and management intelligence.
Customer-facing AI agents
Lead Agent, advanced tools, human handoff, and escalation rules.
Permissions and auditability
Custom permissions, approval queues, audit trail, and restricted actions.
Operations and finance integrations
Connect downstream work, external systems, private knowledge, and custom workflows.
Voice AI options
Inbound call handling after the text-based agent system is stable.
Implementation path
Teams typically begin by cleaning up contacts, pipeline, tasks, and reporting. From there, they layer in conversation channels, automation, proposals, connected operations, knowledge, copilots, controlled agents, and advanced AI when the workflow is ready.