Your whole company in a single workspace
NexCRM brings customer records, tasks, appointments, documents, offers and invoices together in one platform. Multi-organization, with granular permissions and an AI assistant that works on your own data.
Access by invitation · Interface in Italian, English and German
A complete platform, without scattered tools
Every piece of information — customers, tasks, documents and figures — lives in the same place and is linked to the rest.
Companies and people
Complete records with addresses, contact details, VAT number and notes. Every person is linked to their company.
Tasks and kanban
Tasks with status, due date and assignee, in a filterable list or on drag-and-drop kanban boards.
Appointments
Shared calendar with Google Calendar sync and reminders for upcoming deadlines.
Documents and search
Document archive with semantic search: find the right content even without remembering the file name.
Offers, invoices and expenses
From quote to invoice through to cost control, with import of your existing invoices.
Meetings and notes
Transcribed recordings with speaker recognition, quick notes and a history you can always consult.
Customers and contacts always up to date
Companies, people and the relationships between them in a single database shared by the team, with a full change history.
- Search and filters by city, country and related company
- Contact import from Excel or CSV files with preview and duplicate checking
- History of every change: who, when and what changed
Your team's work, visible at a glance
Tasks, jobs and appointments linked to customers: you always know where things stand and who is working on them.
- Kanban boards with custom statuses and drag-and-drop cards
- Automatic notifications when a task is assigned to you
- Summary widgets with today's appointments and upcoming deadlines
An assistant that knows your data
Ask questions in natural language and get answers based on your organization's documents and information.
- Semantic search across uploaded documents, not just by keyword
- Conversational assistant with access to customers, tasks and deadlines
- Meeting transcription and writing support for offers
Multiple organizations, permissions down to the detail
Each organization has its own data, isolated from the others. Administrators decide who sees what, feature by feature.
- Three permission levels per module: no access, read only, read and write
- Email invitations with guided registration for new users
- Separate panels for platform admins, organization admins and users
Every module included
Turn on only what you need: navigation adapts to each user's permissions.
Ready to start?
Sign in with your organization's credentials. Received an invitation? The link in the email guides you through registration.
Sign in to NexCRM