Keep every opportunity moving.
Capture website enquiries, manage flexible sales pipelines, and keep emails, quotes and next actions together. Nexus helps your team understand each deal and decide what to do next.
Sales CRM on Starter, Growth & Custom · Nexus features vary by plan
Your sales process.Different pipelines. Flexible stages.
A clear owner.Someone accountable for the next step.
Context when it counts.Deal summaries and follow-up drafts.
An enquiry should start a conversation.
Not a search through inboxes.
Capture the brief, send it to your chosen pipeline, and assign an owner. Your team can see what arrived and what needs a response.
- 01
Capture the request
Website lead forms collect contact details and the enquiry. Quote carts bring product selections too.
- 02
Bring it into the pipeline
Configure the destination pipeline for your lead form so the enquiry reaches the right sales flow.
- 03
Give it an owner
Assign enquiries to chosen team members, or let your team pick up unassigned leads.
- 04
Keep the next action visible
Set the follow-up and due date. See what is due today and what has slipped overdue.
Let buyers give you a better brief.
Add your product catalogue to your website. Buyers shortlist the products, colours and size runs they want, then send a quote request your sales team can work with.
Explore the quote builder →
One pipeline doesn’t fit every sales flow.
Start with Sales / Enquiries, Outbound / Prospecting or Re-engage / Nurture. Add, rename and reorder working stages to match the way your team sells.
- See opportunity value in each stage
- Use probability to weight your open forecast
- Track due and overdue follow-ups
- Move qualified prospects into your sales flow
Ready-made templates include the appropriate outcome stages. Sales tracks Won and Lost; prospecting and nurture return opportunities to Sales.
Turn a brief into a decision.
New enquiry → qualification → sourcing → proposal → negotiation → won or lost.
Value and next action at every stageBuild the relationship first.
Target → outreach → connected → discovery → qualified.
Qualified? Move the opportunity to Sales ↗Give good opportunities another chance.
Needs outreach → contacted → in discussion → re-engaged.
Ready again? Return the opportunity to Sales ↗Northside Rugby
One relationship. Each deal keeps its own brief, owner and progress.
Fictional exampleThe conversation belongs with the opportunity.
Connect your email and bring relevant messages alongside the brief, notes, calls and linked quotes. Reply or compose an email from inside the opportunity, with the context close at hand.
Managing a uniform programme and an event order for the same client? Keep separate opportunities under the same account, with different values, stages and owners.
Google Workspace and Microsoft 365 connections are supported. Link the right messages when the same contact is involved in several opportunities.
Pick up the deal.
Know how to move it forward.
Nexus can summarise the opportunity from its details, recent activity and emails, then suggest next steps. Prepare a follow-up draft with the conversation in view, ready for your team to review.
- Understand the brief and recent conversation
- Get a suggested next action
- Draft a relevant follow-up
- Review the work before you send
Nexus Copilot is available on Starter. Advanced agents and reporting are on Growth and Custom. Availability depends on workspace settings, permissions and connected data.
Training hoodies
The club is considering 120 embroidered navy hoodies. The quote has been sent. Alex’s latest email asks about adult and junior size splits ahead of the winter tournament.
Confirm the size breakdown and delivery deadline, then check the quote reflects both size ranges.
Hi Alex, we can work through adult and junior sizes together. Can you send the size breakdown and the date you need the hoodies? I’ll check the quote and delivery options against those details.
Winning the deal is the start of the job.
Keep the accepted quote and client details connected as the work moves toward production. Check artwork, quantities, billing and delivery before the handoff, with less context to recreate.
A sales workflow you can set up with people.
Guided onboarding and human chat support help you get started. Bring your pipeline, email setup and import needs to a demo so we can check the fit together.
Bring a real enquiry.
See how the whole deal connects.
We’ll walk through pipelines, email, quoting and Nexus with your team’s workflow in mind.
Have existing contacts and opportunities? CSV imports help you get started. Discuss additional migration needs with us.