Capture, score, route, instantly
Every form submission is scored against your rules and routed to the right rep the moment it lands, so hot leads never sit in an inbox.
Automation-first CRM
The CRM that runs your revenue on autopilot
Nexus connects contacts, deals, quotes, billing and support in one place, then automates the busywork between them. Set the rules once and let the pipeline run itself, from first touch to paid invoice.
Automation first
When this happens, Nexus does that
Pick a trigger, add conditions, run actions, now or on a schedule. The handoffs between sales, billing and delivery just happen.
Deal won raise the invoice, start the project, notify the team
Invoice paid mark the contact a customer, kick off onboarding
Form submitted score the lead and route it to the right rep
Invoice overdue run the dunning reminder sequence
The problem
Sound familiar?
Most teams lose deals and hours in the cracks between their tools. This is where revenue quietly leaks.
Hot leads go cold
A lead fills in your form and waits in someone's inbox. By the time anyone replies, they have already booked a competitor.
Your tools do not talk
CRM here, invoices there, email somewhere else. The same customer lives in five places and nothing stays in sync.
You chase money by hand
Invoices slip past due and someone has to remember to follow up. Cash flow pays for the forgetting.
Reps update records, not deals
Half the day disappears into data entry and handoffs between tools, instead of actually selling.
Nexus closes every one of these gaps, automatically. Here is how.
What Nexus automates
Lead to cash, on autopilot
From the first form fill to the paid invoice and beyond, Nexus turns manual handoffs into workflows that run themselves.
Pipeline that moves itself
Stage changes trigger the next play, and stalled deals get an automatic follow-up task before they go cold.
Quote to invoice
A won deal turns its line items into a proposal and invoice automatically, no re-keying.
Get paid faster, hands-off
Take payment with Stripe or PayPal, then let automatic dunning chase overdue accounts with a polite reminder sequence so you do not have to.
Seamless onboarding handoff
When an invoice is paid, Nexus spins up the project and tasks so delivery starts on its own.
Email on autopilot
Templated sends from your own mailbox, with send rules and an approval gate keeping every message on-policy.
Support that respects SLAs
Ticket timers track every SLA and escalate before you breach, with health scores flagging churn risk.
Reports that send themselves
Save the reports you live by, then schedule them to land in the right inboxes, daily, weekly, or monthly, without lifting a finger.
A look inside
See Nexus in action
One clean workspace for your whole revenue motion, from first touch to paid and beyond.
Drag deals through your pipeline, every stage move can trigger the next step.
A 360° view of every contact, with a live activity timeline.
Revenue at a glance, with reports that send themselves.
One platform, lead to cash
A complete CRM, not a point tool
Sales, revenue, service and delivery in one system of record, so your customer data is never fragmented again.
Contacts
Companies
Deals
Pipeline
Lead scoring
Quotes & proposals
Products
Invoices
Subscriptions
Payments
Forms
Email
Tickets
Customer health
Projects
Tasks
Reports
Approvals
Automations
Teams & roles
Lifecycle
Dashboards
Built for the way you sell
From first deal to a full revenue team
Founders & agencies
Run sales, invoicing and delivery from one place, and let automation cover the work you do not have headcount for.
Sales teams
A visual pipeline with lead scoring, routing and automatic follow-ups, so reps spend time selling, not updating records.
Revenue & ops
Quotes, invoices, subscriptions, payments and dunning, with scheduled reports and approvals that keep everything on track.
Secure & governed
Your customer data, protected
Automation is powerful, so it has to be controlled. Nexus keeps every action permission-aware and auditable.
- Role & record-level visibilityPeople see own, team, or all records, exactly as their role allows.
- Encrypted form submissionsInbound data is captured securely, with spam and disposable-email defenses.
- Approval gatesPolicies hold sensitive actions and sends until they are approved.
- Full audit logEvery change is recorded, and one identity spans the xenzee suite.
Automation run, Deal #4821
Invoice INV-2043 created
From deal line items
Project provisioned
5 tasks, owner assigned
Discount > 20%
Held for manager approval
Logged
Actor, time & changes recorded
Answers
Frequently asked questions
What is Nexus?
Nexus is an automation-first CRM and revenue platform by xenzee. It runs the whole journey from lead to cash, contacts, companies, deals, quotes, invoices, payments and support, in one place, and uses event-driven workflows to do the busywork between every step automatically.
How does Nexus automate my workflow?
Nexus includes a no-code automation engine. You pick a trigger (like a deal being won, an invoice being paid, or a form being submitted), add conditions, and choose actions to run, now or on a schedule. For example, a won deal can raise the invoice, start the project, and notify the team, all on its own.
Does Nexus handle invoicing and payments?
Yes. Nexus creates invoices and subscriptions, takes online payments via Stripe or PayPal, and runs automatic dunning to chase overdue accounts, so getting paid is largely hands-off.
Can I capture and score leads automatically?
Yes. Build hosted forms with spam and disposable-email defenses, then let Nexus score each submission against your rules and route it to the right rep instantly, with drop-off tracking so you can improve conversion.
Is Nexus good for agencies and small teams?
Yes. Nexus suits founders, agencies and growing sales teams who want one system from first touch to paid invoice, with automation that removes manual handoffs, plus projects to deliver the work.
How does Nexus keep data secure?
Access is gated by role with record-level visibility (own, team or all), form submissions are encrypted, approval policies gate sensitive actions and sends, and every change is captured in an audit log.
Does Nexus connect to my email and other tools?
Yes. Connect your mailbox over OAuth to send and template email, use webhooks and forms to bring data in, and share one identity across the xenzee suite so work flows between CRM, HR, SEO and projects.
Start in minutes
Put your revenue on autopilot
Set up your pipeline, wire a few automations, and let Nexus run the busywork from lead to cash. Clients and guests are always free.