A CRM Your Sales Team Will Use—With AI That Helps You Close More Deals
Move your existing CRM data into SalesNexus and immediately give your team a simpler way to sell, powerful automation they can actually use, and Nexi AI insights that keep every opportunity moving.
Rick Freistat
Rick Freistat
SalesNexus allows us to automate our funnel and consistently close big brands like Walmart, GM, Wells Fargo and more. Marketing messages and sales action work together seamlessly. We love it!
Joe Davis
Eldridge Ventilation
Other CRMs were hard to use. SalesNexus makes managing opportunities seamless for our sales team. They like to use it. Plus we love how SalesNexus partnered with us to customize our quoting process to work exactly the way we need it. It works fabulously!
Jordan Rzad
BBB Houston
With SalesNexus we can track every digital lead from source to close and measure ROI so that we can see what’s working and increase it! SalesNexus allowed us to prove a 700% ROI on digital marketing spend!
Switch in four simple steps
No weeks of spreadsheet mapping. No rebuilding your business from scratch. Upload your backup and let SalesNexus help do the heavy lifting.
Start Free
Open your no-limit 14-day trial without committing to a long implementation project.
Upload Your Backup
Export your existing CRM backup—usually a ZIP file—and securely upload it for review.
Nexi Builds the Plan
Nexi investigates the structure, identifies your records and determines where everything belongs.
Start Selling
Once your data is live, schedule a one-on-one walkthrough and begin using SalesNexus.
Your business history—not just a contact list
SalesNexus can organize the data available in your backup so your team can pick up where it left off.
The moment your data arrives, Nexi starts working
You do not have to wait months to build enough history. Nexi can begin identifying patterns and priorities in the data you already have.
Find stalled opportunities
Spot deals and prospects that have gone quiet before revenue slips away.
Prioritize follow-up
Help reps focus on the customers and prospects that need attention now.
Uncover hidden revenue
Surface neglected opportunities already sitting inside your database.
Draft better outreach
Create relevant follow-up emails and messages using existing customer context.
Automate the busy work
Build workflows that keep leads moving without forcing reps to remember every step.
See the whole pipeline
Give managers immediate visibility into activity, risk and next actions.
Migration without the usual headache
| What you need | Typical CRM migration | The SalesNexus approach |
|---|---|---|
| Get your data moved | Multiple exports and manual imports | Upload your existing CRM backup |
| Map records and fields | Spreadsheet mapping and consultants | Nexi investigates and helps create the plan |
| Preserve sales history | Often limited to contacts | Contacts, companies, deals, tasks, notes, documents and more |
| Train your team | Self-service videos | One-on-one walkthrough with the SalesNexus team |
| Get value from the data | Start collecting new activity | Nexi can analyze your migrated history immediately |
| Financial commitment | Contracts and implementation fees | Start with a free 14-day trial |
No financial risk. No blind leap.
See your own customers, opportunities and history inside SalesNexus before making a long-term decision.
Start My Free Trial →Give your team room to be more productive
SalesNexus combines CRM, marketing automation and Nexi AI in one sales-focused platform—with unlimited contacts, native automation and built-in email marketing options.
Before you upload your backup
What data can be migrated?
The migration can include contacts, companies, opportunities, tasks, notes, documents, activity history, custom fields, relationships and other information available in your CRM backup.
How long will it take?
Many straightforward migrations can be made available within hours. Larger or unusually complex databases may require additional review and time.
Do I need to map everything myself?
No. Nexi investigates the structure of your backup and helps create a plan for placing records and fields in the appropriate locations inside SalesNexus.
What happens after my data is live?
You can schedule a one-on-one walkthrough with the SalesNexus team to review your migrated data, learn the workflow and begin using the platform.
What if I decide not to switch?
The point of the free trial is to let you experience SalesNexus using your own data before you commit. You can evaluate the results and decide whether it is right for your team.
Your CRM. In SalesNexus. Without starting over.
Upload your backup, let Nexi investigate the data, and see how quickly your sales team can begin benefiting from a simpler CRM and smarter insights.
See My CRM in SalesNexus →