CRM

What is Nexora CRM?

Manage your sales pipeline, customer follow-ups, invoices, tasks and team activity from one clean business dashboard.

Open the product page for screenshots, plans and pricing, or start the free trial and try it with your own data.

Getting started with Nexora CRM

1. 1

   Create your account

   Sign up and open your CRM workspace.

2. 2

   Add leads and customers

   Capture leads, move them through the pipeline and convert them into customer records.

3. 3

   Invoice and follow up

   Create invoices linked to customers, then plan follow-up tasks with reminders.

What you can do

• Leads

  Capture, assign and track leads from first contact to closed deal.

• Customers

  Keep customer profiles, history, notes and activity in one place.

• Pipeline

  Visualize sales stages and team movement across every opportunity.

• Invoices

  Create business invoices and keep sales connected to payments.

• Tasks

  Plan follow-ups, assign work and keep teams accountable.

• Team Management

  Control roles, visibility and daily performance across staff.

Lead & Pipeline Management

Every lead in Nexora CRM moves through the same five-stage pipeline — New Lead, Contacted, Qualified, Proposal, Negotiation — with AI-assisted scoring to help teams work the right leads first.

• Five-stage pipeline

  New Lead, Contacted, Qualified, Proposal, Negotiation — one shared pipeline for the whole team.

• Kanban pipeline board

  See every lead’s stage at a glance, with a breakdown and stage summary.

• AI lead scoring

  Score, priority and prediction built from reply speed, meetings and activity signals.

• Search & stage filters

  Find and filter leads by stage without leaving the list view.

CRM Customer Records

Once a lead converts, it becomes a customer record in Nexora CRM — with contact details, type, and a running wallet balance that updates automatically from sales.

• Full contact profile

  Name, email, phone, company and type on one customer record.

• Wallet balance

  Credit and due balances update automatically as sales happen.

• Status & history

  Every record carries a status and creation date for account tracking.

• Connected to sales

  Customer records link directly to invoices and sales activity.

CRM Invoices

Invoices in Nexora CRM connect directly to the customers and deals they belong to, with a status that reflects exactly where each one stands.

• Draft to Overdue status

  Track every invoice from Draft through Approved, Overdue or Cancelled.

• Tax-exclusive amounts

  Invoice amounts can be set tax-exclusive, with the grand total spelled out in words.

• Manual & recommended line items

  Add line items manually or use recommended items when creating an invoice.

• Multiple payment methods

  Record payment by cash, card, bank transfer, cheque or mobile wallet.

CRM Tasks & Follow-Ups

Once a lead or customer needs a follow-up, Nexora CRM turns it into a task on a shared board — with reminders that go out on their own, so nothing depends on someone remembering.

• Follow-up board

  See every open follow-up on one shared board.

• Agent workload view

  See how follow-up tasks are distributed across the team.

• Email reminders

  Automatic email reminders for upcoming and overdue follow-ups.

• WhatsApp reminders

  Reminder notifications also go out over WhatsApp.

Who it is for

Typical users: Real estate agencies, Service businesses, B2B sales teams, Consultants and field teams.

• Improve lead conversion speed

• Reduce missed follow-ups

• Connect sales and billing

• Give managers clear performance visibility