AI-Infused CRM Software for B2B Sales Teams

AI infused CRM Software for B2B Sales Teams. Supercharge sales with easy-to-use pipeline management and marketing automation.
Communication +
Phone
  • Real-time transcription, summaries & action steps
Email
  • Automatic replies and follow ups
Text Messages
  • AI Triggered, Personalized
Meetings
  • Real-time transcription, summaries & action steps
Sales Pipeline +
  • AI Automated Goals and Sales Pipeline – Intelligent forecasting and deal progression
Customization +
  • AI Onboarding Wizard – Automatically generates fields, dashboards and campaigns tailored to your business
CRM software dashboard showing analytics, sales pipeline stages, and customer engagement metrics

Visual Sales Pipeline Management

Track every deal from first contact to closed-won with our intuitive drag-and-drop pipeline. AI-powered insights predict win probability, suggest next actions, and automate deal progression. Customize stages to match your sales process, set automated reminders, and never miss a follow-up. Get real-time visibility into your entire sales funnel with dashboards that update automatically as deals move through your pipeline.

Unlimited Contact Management

Store unlimited contacts without per-contact fees that drain your budget. Enrich contact records automatically with company data, social profiles, and engagement history. Segment contacts intelligently based on behavior, demographics, and sales stage. Track every interaction - emails, calls, meetings, and website visits - in one unified timeline. Our CRM software gives your team complete visibility into customer relationships and conversation history.

Complete overview of Nexi AI CRM features including automation, analytics, and AI tools

AI-Powered Sales Intelligence with Nexi

Meet Nexi, your proprietary AI assistant built directly into your CRM software. Get instant lead summaries, AI-generated email responses, and intelligent conversation suggestions. Nexi analyzes your sales data to predict deal outcomes, recommend next actions, and automate repetitive tasks. Unlike Big Tech AI solutions, your data stays private in your own walled garden - never shared with third parties or used to train external models.

Frequently Asked Questions About CRM Software

Get answers about choosing the right CRM software for your B2B sales team.

What makes SalesNexus CRM software different from other CRM platforms?

SalesNexus CRM software is built by salespeople for salespeople. Unlike complex enterprise platforms, our CRM is designed for immediate productivity with intuitive pipeline management, unlimited contacts at no extra cost, and built-in email marketing automation. We include Nexi, our proprietary AI assistant, that keeps your data private (never shared with third parties). Plus, you get real-time call transcription, automated follow-ups, and custom dashboards - all included without expensive add-ons.

How long does it take to set up CRM software for my sales team?

Our AI Onboarding Wizard can set up your CRM software in minutes, not weeks. It automatically creates custom fields, dashboards, and campaigns based on your business needs. Most teams are up and running within 24 hours. We also offer free implementation support and training to ensure your sales team adopts the CRM quickly. Unlike enterprise CRM platforms that require consultants and months of setup, SalesNexus is designed for fast deployment.

Can CRM software integrate with my existing sales tools?

Yes! Our CRM software integrates with popular tools including Gmail, Outlook, Zapier, Slack, and hundreds of other applications. Native integrations mean your sales team can work within familiar tools while all data syncs automatically to your CRM. We also offer API access for custom integrations and webhooks for real-time data exchange. Check our integrations page for the complete list of supported platforms.

CRM Software

All-in-one CRM software to manage customer relationships, automate marketing, and grow revenue — in one powerful CRM platform.

Sales dashboard with AI analytics and revenue forecasting in Nexi AI CRM

What is CRM Software and Why It Matters

Customer Relationship Management (CRM software) is the growth engine of your business. The right CRM platform centralizes contact data, tracks sales activities, automates follow-ups, and reveals the campaigns that drive ROI—so your team can focus on closing deals and serving customers.

  • Organize every contact & interaction in one place
  • Automate lead nurturing and drip campaigns
  • Forecast revenue with real-time pipeline visibility
  • Measure performance with customizable reporting

Centralize Customer Data

Bring emails, calls, meetings, notes, and purchase history into one place for a 360° customer view.

Streamline Sales Workflows

Automate lead assignment, follow-ups, and task reminders so no opportunity slips through the cracks.

Automate Your Marketing

Design drip campaigns, segment audiences, and nurture leads automatically with built-in automation.

Gain Actionable Insights

See what’s working with customizable dashboards, pipeline views, and advanced reporting.

Scale Without Limits

Unlimited contacts, flexible automation, and a platform that adapts as your business grows.

Built for Teams

Role-based permissions, collaboration, and shared insights keep sales and marketing aligned.

SalesNexus vs. Other CRM Software

With SalesNexus, you don’t pay more for the essentials. Everything you need to grow sales and marketing is included.

Complete overview of Nexi AI CRM features including automation, analytics, and AI tools
Feature SalesNexus CRM Software Typical CRM Tools
Unlimited Contacts ✅ Included ❌ Often capped
Built-In Email Marketing ✅ Full automation included ❌ Requires add-ons
Drip Campaigns ✅ Native, unlimited ⚠️ Limited or extra fee
Reporting & Forecasting ✅ Custom dashboards ⚠️ Basic reports only
Onboarding & Support ✅ Live support & training ❌ Self-service only

Who Is It For?

  • Sales Teams — Manage pipelines, track deals, and hit quotas faster.
  • Marketing Teams — Automate campaigns, generate leads, and measure ROI.
  • Business Leaders — Gain visibility into performance and growth metrics.

Professional Services

Manage client relationships, track renewals, and automate reminders to increase retention.

E-Commerce & Retail

Segment customers, personalize offers, and measure campaign ROI from click to purchase.

Real Estate

Follow up on leads automatically and stay top-of-mind with targeted drip campaigns.

Healthcare Providers

Track patient communications, referrals, and outreach programs with ease.

B2B Sales

Forecast revenue, shorten sales cycles, and prioritize high-impact opportunities.

Manufacturing & Distribution

Coordinate reps, partners, and accounts with unified data and automated follow-ups.

Trusted by Growing Businesses

★★★★★

“SalesNexus CRM transformed how we manage leads. Our team spends less time on admin and more time closing. We grew sales 40% in the first year.”

Customer Testimonial
★★★★★

“The built-in automation is a game-changer. We no longer need separate tools for email marketing and CRM—everything’s in one place.”

Marketing Director, B2B Company

Teams that choose SalesNexus

APS
Transformation Consulting
LCC
HyperReach Social

Start Growing with SalesNexus CRM Software

Your customers, sales, and marketing—together in one CRM platform. Save time with automation, grow revenue faster, and build stronger relationships.