Intelligent Business Operations

Every revenue team,
one workspace.

Pipeline, bookings, finance, marketing and HR — connected in a single intelligent platform built for how modern businesses actually work.

Access your dashboard Explore platform
9
Modules
7
Role tiers
360°
Business view
AI
Powered
app.nexacrm.io / dashboard
v2.4.1
NexaCRM
Overview
Sales
Pipeline
Contacts
Follow-Ups
Operations
Bookings
Projects
Finance
Invoices
Payments
Reports
Analytics
Good morning, Alex 👋
Sat, 13 Jun 2026
Revenue MTD
$84.2k
12.4% vs last mo.
Active Deals
34
5 new this week
Bookings
18
3 confirmed
Pending Invoices
$12.1k
3 overdue
Recent Bookings
Nairobi Marriott – Wedding Confirmed
Serena Hotel – Conference Tentative
Radisson – Corporate Gala Enquiry
Pipeline by Stage
Qualified$38k
Proposal$22k
Negotiation$14k
Closed Won$10k
Visual Sales Pipeline
Booking & Event Management
Invoice & Payment Suite
Contact & CRM Database
Project Tracking
AI Follow-Up Sequences
Property & Space Management
HR & Performance Targets
Cross-Module Analytics
OpenAI Integration
Flutterwave Payments
SMTP Email Outbox
Visual Sales Pipeline
Booking & Event Management
Invoice & Payment Suite
Contact & CRM Database
Project Tracking
AI Follow-Up Sequences
Property & Space Management
HR & Performance Targets
Cross-Module Analytics
OpenAI Integration
Flutterwave Payments
SMTP Email Outbox
Platform Modules

Everything your business runs on,
connected.

Nine purpose-built modules that share a single data layer — no copy-pasting, no silos, no duct tape.

Sales Pipeline
Visual Kanban with AI-powered email suggestions, deal scoring and revenue forecasting built in.
Qualified
Marriott Group$38k · 12 days
Radisson Corp$22k · 3 days
Proposal
Serena Hotels$14k · 7 days
Won ✓
Kempinski$10k · Closed
Bookings & Events
Full venue booking lifecycle — availability checks, space rentals, auto-invoicing and interactive calendar.
April 2025 18 bookings
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Finance Suite
Invoices, quotations, payments and multi-step approval workflows with PDF export and Flutterwave.
InvoicesApprovalsPDF
Contacts & CRM
Centralised database with AI similar-contact suggestions, import tools and full activity history.
AI similarImportHistory
Project Management
Track status, assign tasks, log notes and monitor team progress across every active engagement.
TasksNotesAJAX
Marketing & Follow-Ups
AI-suggested follow-up messages, targeted bulk SMS campaigns, and full communication history per contact. Never miss a touchpoint again.
AI suggestBulk SMSStatus trackingTemplates
HR & Performance
Set individual targets, record monthly ratings, and view team-level analytics to identify top contributors and coaching needs — per user, per period.
TargetsRatingsAnalyticsPer-user
How it works

From first contact to
closed revenue.

Every module hands off to the next. Nothing falls through the cracks.

1
Capture contacts & leads
Add contacts manually, import a spreadsheet, or let the AI surface similar contacts from your existing database.
2
Move deals through your pipeline
Drag deals across Kanban stages. Get AI-written email suggestions at each stage to keep the momentum going.
3
Book, invoice and get paid
Convert a deal into a booking with one click. Auto-generate invoices and accept payments via Flutterwave or bank transfer.
4
Track performance & close the loop
View cross-module reports, score team performance against targets, and run follow-up SMS campaigns to re-engage lapsed contacts.
AI-assisted at every step
Deal scoring, email suggestions, and similar-contact detection — all powered by OpenAI, built into the workflow.
Role-based, always
Every user sees only what their role permits. No accidental data leaks, no configuration headaches.
Connected ecosystem
Flutterwave, SMTP, SMS, Google Maps and OpenAI — pre-wired so your team can start on day one.
Access Control

Seven roles. Zero ambiguity.
Complete control.

Granular permissions baked into every module. Each person sees exactly what they need — no more, no less.

Super Admin (System Owner)
Full unrestricted access including multi-tenant company management and all modules.
All modulesCompaniesSettings
Admin (Tenant)
Company administrator with full access to their tenant — users, roles, settings and all operations.
Users & RolesPropertiesAll finance
Sales Manager
Manages the sales team, pipeline stages, contacts and deal lifecycle. Views reports and sets targets.
PipelineContactsReportsPerformance
Sales Representative
Creates and manages their own deals, contacts and follow-ups without admin access.
PipelineContactsFollow-ups
Finance Officer
Full access to invoices, payments, quotations and approval workflows. Cannot access pipeline or HR.
InvoicesPaymentsApprovals
Booking Manager
Owns the full booking lifecycle — venues, spaces, calendar and rental management.
BookingsCalendarRentalsSpaces
Marketing
Follow-up communications, contact engagement, and SMS campaign management.
Follow-upsContactsSMS
Access Matrix
SA
AD
SM
SR
FI
BM
MK
Pipeline
Contacts
Bookings
Calendar
Projects
Invoices
Payments
Approvals
Follow-Ups
SMS
Reports
HR / Perf.
Properties
Companies
Users/Roles
Full access
Limited
No access
SA · AD · SM · SR · FI · BM · MK
Integrations

Works with the tools
you already use.

Pre-wired integrations — no webhooks to configure, no middleware to maintain.

Flutterwave
Accept payments and bank transfers natively. Automatic reconciliation with invoices.
SMS Gateway
Send bulk SMS campaigns or individual follow-ups directly from the platform.
OpenAI
AI deal scoring, email drafting, and contact similarity powered by GPT models.
Google Maps
Pin venues and properties on an interactive map inside the bookings module.
SMTP Mail
Per-user SMTP credentials for personalised email outreach at scale.
PDF Export
Generate professional invoices, quotations and reports as download-ready PDFs.
Bank Transfer
Record and track offline bank transfer payments with approval workflows.
Role Auth
Granular permission system with 7 pre-configured role tiers out of the box.
Ready?

Your entire business.
One intelligent platform.

Sign in to your workspace and pick up exactly where you left off — every module, every insight, one click away.

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Role-based access control Data encrypted in transit Multi-tenant isolated Enterprise-grade infrastructure