NexcubatorFeatures · nex-crm
CRM software that keeps the whole customer story on one record
nex-crm is the CRM software in Nexcubator: leads, deals, quotes and renewals on the same records as the work you deliver. An enquiry becomes a quote, the quote becomes the job, the job produces bills and support tickets, and a year later somebody decides whether to renew. Normally those live in four different apps. Here they are all the same customer.
Being built nex-crm is being built now, and early-access customers are shaping it. Join to get it first.
What nex-crm CRM software covers
Most CRM software stops at the signed deal. After that, the story moves into a project tool, a billing system and a support desk, each with its own copy of the customer. nex-crm is built the other way round: the customer is written down once, and every part of Nexcubator adds to that same record.
- Leads and enquiries recorded once, with what the customer asked for.
- A deals pipeline from enquiry to quote to won work.
- Quotes that become the job, with the same scope and the same numbers.
- One customer record and timeline: every quote, job, bill, ticket and conversation.
- Account management with delivered work and anything outstanding in view.
- Renewals prepared with how the work went and what it earned.
A leads and deals pipeline that turns into the work
In nex-crm an enquiry is recorded once, with what the customer asked for, and moves forward as a deal. If the next step is a call, the customer can pick a time on a booking page in nex-cal, and the booking lands on their record rather than in one person’s diary.
Quotes built on rates that exist once
A quote sets out scope, hours and price. The rates it uses are the same rates the rest of the business uses, so when a consultant’s hourly rate moves from €62 to €68, the open quotes are right the moment somebody saves the change. The AI assistant can draft a quote for a person to check and send.
The quote becomes the job
When the deal is won, nobody retypes the scope into a project tool, so the job you deliver is the one you priced. If it changes, the change is on the record and on the bill. Extra work agreed on a call is added to the job when it is agreed, so it is not forgotten at invoice time.
A customer record and timeline built from delivered work
Ask “how is this customer doing?” in most businesses and you ask three people and open four apps. In nex-crm every quote, job, bill, problem and conversation sits against that customer, in order, whoever handled it. The history is the delivered work itself, not notes typed up afterwards: tasks from nex-orbit, hours and invoices from nex-track, and tickets with their replies and SLAs from nex-help.
Who sees what
Access is configured once, in nex-org, like every other rule. Letting an account manager see how a job went does not mean showing them anyone’s pay, and the cost rate behind a job’s labour cost is never displayed or exported.
Renewals and account management, knowing how the work went
In most businesses nobody remembers how the job went when renewal comes round, and the conversation happens on impressions. With nex-crm, delivery, problems and profit are on the renewal before you pick up the phone: what was delivered, what is still outstanding and what the work earned, taken from the same records as the jobs and invoices.
The assistant watches renewals too. It brings how the job went, and anything outstanding, to the renewal date, warns about customers who might not renew, and chases the renewal nobody has looked at.
Account management that survives a handover
Because the history builds up on one record, a new account manager inherits the whole relationship, not a set of notes.
Configured to how you sell, and your data brought in as it is
In Nexcubator, business users define the fields on a lead or a customer, the approvals a quote needs and who can see what, in the app or by typing it in plain English. Changes are live, with no re-import, no redeployment and no developer. Existing customer data comes in through nex-calibrate in whatever format you have it, with no fixed import template.
nex-crm compared with standalone CRM software
A standalone CRM can run a pipeline well. It rarely sees the work after the deal.
| What you need | A standalone tool | Nexcubator |
|---|---|---|
| Turning a quote into a job | Scope retyped into a project tool | The quote becomes the job, unchanged |
| Customer history | Sales notes, with delivery in other apps | Quotes, jobs, bills and tickets on one timeline |
| Support tickets | In a separate help desk, synced if at all | On the same customer record in nex-help |
| Rate changes | Updated app by app | Changed once; open quotes are right on save |
| Preparing a renewal | Asking around, working from impressions | Delivery, problems and profit already on the renewal |
| Your own fields and approvals | The vendor’s shape, or a developer | Configured in the app, or in plain English |
How nex-crm works with the other nex apps
A deal won in nex-crm flows through the rest of Nexcubator with nobody re-typing anything. See how it works and What Is Nexcubator? for the full journey.
nex-help: tickets on the customer
Once a deal is won, the customer’s requests land in nex-help, on the same record, with SLAs and replies.
nex-cal: bookings that become work
A booked call or visit sits on the customer’s record next to everything else they have done.
nex-track: hours, bills and margin
Approved hours become the invoice, and what the work earned is on the renewal.
nex-orbit: the quote becomes the job
A won quote becomes the project, with the same scope and numbers.
nex-meet: agreed in the room
Extra work agreed in a meeting becomes a task and a line on the bill.
nex-genie: the AI assistant
It drafts quotes, watches renewals and waits for a person before anything goes out.
CRM software FAQs
What is nex-crm CRM software?
nex-crm is the CRM app in Nexcubator. It holds leads, deals, quotes and renewals on the same records as the work you deliver, so one customer record carries the whole story from first enquiry through quote, job, invoices and support tickets to renewal.
Who is nex-crm for?
It is designed for organisations that sell work and then deliver it, and for the chief executives, sales and account leaders who want every renewal conversation to start from how the work actually went rather than from impressions and a quick ring round.
How is it different from standalone CRM software?
A standalone CRM keeps its own copy of the customer and usually loses sight of them after the deal is signed. nex-crm reads the same records as projects, time, billing and the support desk, so the delivered work is already on the customer, with no integrations to build or keep in step.
Can we bring in our existing customer data?
Yes. nex-calibrate brings in existing customers, contacts and history in whatever format you have them, with no fixed import template. Fields, pipeline rules and approvals are then configured in the app or in plain English, with no re-import and no developer.
Does the AI assistant contact customers on its own?
No. It drafts quotes and prepares renewals, and it can flag a customer who might not renew. Anything that sends something out, spends money or touches personal details waits for a person to say yes, and everything it does is recorded in the same history as the rest.
Is nex-crm available now, and where is our data kept?
nex-crm is being built, and early-access customers are shaping it now. You can start with a nex app that is ready and add nex-crm as it arrives. Nexcubator is hosted in the EU by default, or in the region you prefer. See pricing and security for details.
Walk into every renewal already knowing
Tell us how a customer gets from enquiry to renewal today, and we will show you where nex-crm fits.
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