Contact & Account Management
Complete customer and prospect records — contacts, accounts, relationships, interaction history, and documents. Linked directly to AR, billing, and the GL.
CRM & Billing
Nexus CRM
A CRM built for finance-led businesses — where the pipeline connects directly to revenue recognition, billing, and the general ledger. No more spreadsheet handoffs between sales and finance.
Pipeline to revenue in one connected system
Key Capabilities
What Nexus CRM does
Opportunity Pipeline
Visual pipeline with stage-based probability weighting. Revenue forecasting from committed and weighted pipeline. Alerts when deals stall or go dark.
Gmail & Outlook Integration
Emails, meetings, and calls logged automatically. No manual CRM entry. Full communication history on every account without asking your sales team to do admin.
Customer Health Scoring
Combines product usage, payment history, support tickets, and engagement data into a customer health score. At-risk accounts flagged before they churn.
Activity Tracking & Follow-Ups
Task management for sales and account management teams. Automated follow-up reminders. Activity completion rates tracked by rep.
Direct GL Integration
When a deal closes, the billing and revenue recognition schedule is created automatically. No handoff, no data entry, no disconnection between CRM and finance.
How It Works
- 1
Capture Leads
Leads enter via web form, import, or manual entry. Assigned and followed up automatically.
- 2
Close Deals
Opportunity moves through pipeline stages. On close-won, contract and billing schedule created automatically in Nexus Billing.
- 3
Manage & Retain
Customer health monitored continuously. Renewal opportunities surfaced. Finance and sales work from the same data.
Compliance & Standards
ASC 606 / IFRS 15 (via integration with Billing module)GDPR / CCPA (customer data handling)
Available for:All
Key Outcomes
Zero data
entry duplication between sales and finance
Pipeline-to-revenue reconciliation
always accurate
Customer churn
reduced through early health scoring