AI-native · Unified platform

The unified CRM that runs on AI

Capture every lead, route it to the right rep, and automate the follow-up across WhatsApp, SMS, Email & Push — with pipelines, journeys and AI built in. One CRM for your whole revenue team.

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Built for your industry

Real Estate CRMLending / DSA· soonInsurance· soonE-commerce· soon

Pipeline312 active · live

Aarav R.

2BHK · ₹85L budget

HOT

Priya K.

Home loan inquiry

WARM

Sana M.

Call back 4:00 PM

CALL

Dev V.

Closed · ₹1.2Cr

WON

WhatsApp delivered to 1,204 contacts

NexoGPT generated 8 follow-ups

Omnichannel

Reach customers on every channel — from one inbox

SMS

Push

RCS

Instagram

Web Chat

The platform

Everything your sales team needs to close more

From first touch to closed-won — leads, pipelines, routing, conversations and automation live in one CRM, sharing a single source of truth.

Leads & Pipeline

Multi-vertical lead capture with custom fields, a drag-and-drop kanban, full activity timeline and bulk CSV import with field mapping.

Lead Routing

Rule-based, priority assignment to agent pools with fallback chains — every lead reaches the right rep the moment it lands.

Journey Builder

A visual, node-based canvas for multi-step automations — triggers, delays, conditions and branching, with versioning and import/export.

NexoEngage Campaigns

Multi-channel campaigns with A/B testing, scheduling, frequency capping, budget control and built-in DND / TRAI compliance.

AI Chatbot

Always-on conversational bot across WhatsApp, Web and Instagram, backed by your knowledge base and OpenAI-powered replies.

Audience Segments

Rule-based dynamic segments with live audience-size estimation and real-time preview — target the exact right people, always fresh.

Nexo-Ads Manager

Run Meta & Google ads with an AI copilot, campaign health grading (A–F), audience suggestions and automation rules.

Events & Analytics

Track custom events with REST & stream ingestion, contact attributes and history, plus dashboards that update in real time.

Also built in

Contacts databaseSaved views & filtersNexoCall & dispositionsFollow-up tasksNexoDesk ticketsRole-based accessAudit logsCSV import / export

WhatsApp · NexoGPT

Hi, do you have 2BHK flats in Pune under ₹90L?

Hi! 👋 Yes — 3 ready-to-move 2BHKs in Wakad & Hinjewadi from ₹78L. May I have your name to share the details?

Aarav. Planning to buy in ~2 months.

Thanks Aarav! 🏡 Noted a 2-month timeline. I can book a call with our Pune advisor — does tomorrow 11 AM work?

intent: buybudget: ₹90Ltimeline: 2 mo

Lead captured · HOT · routed to Pune team

WhatsApp AI

Turn WhatsApp chats into qualified leads

Capture every chat

Each WhatsApp message becomes a contact and lead in your CRM — with source attribution and the full transcript attached.

Build context automatically

The bot reads your knowledge base (FAQs, docs, URLs) and conversation history to understand intent, budget and timeline.

Auto-reply 24/7

Instant, on-brand answers around the clock — qualifying questions, pricing, availability — no agent required.

Smart hand-off

When a human is needed, the qualified lead routes to the right rep with every detail already captured.

Channels in one inbox

Gateway for every AI model

Modules, fully unified

Multi-tenant & RBAC

Integrations

Plugs into the tools you already run on

Native connectors for ads, commerce, messaging and lead sources — data flows in and out automatically.

Meta & Instagram

WhatsApp Cloud

Google

Shopify

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See NexoCRM in action

Tell us a bit about your team and we'll set up a personalized walkthrough of your pipeline, journeys and automations.

A live demo tailored to your industry

Migration & onboarding guidance

No credit card · no obligation

Trusted by teams in Real Estate, Lending, Insurance & E-commerce.