New Updates as of Jan 12, 2026
Marketing Pipelines - Run powerful, automated marketing campaigns by moving groups of contacts through customizable pipeline stages. Trigger actions and communications at every step to maximize engagement.
Group-based marketing pipelines: add, move, and track groups
Email personalization and AI-generated email signatures
Multiple signatures per email address
Seamless Contact Management - Effortlessly organize, search, and update your contacts. Instantly call or email right from your contact list.
Integrated Calling & Communication - Make calls directly from the app using your favorite phone system, and keep track of every conversation.
Smart Task & Opportunity Tracking - Stay on top of your to-dos and sales opportunities with AI-powered recommendations and easy navigation.
Easy Email Integration - Connect your Gmail or Outlook account, manage multiple signatures, and send emails with just a click.
Create Forms or Connect to Existing Forms - Easily build new forms or link your existing web forms to capture leads and contacts directly into Sales Nexus.
AI-Powered Dashboard - Get actionable insights and recommendations from your personalized, AI-driven dashboard—helping you focus on what matters most.
Coming in January 2026
Supercharged Search - Find any contact or information in seconds with lightning-fast, flexible search tools.
Smarter Data Import - Easily bring in your data from spreadsheets or other CRMs, with automatic duplicate detection and intelligent field mapping.
Interactive API Documentation - Developers will soon have access to easy-to-use, interactive documentation for integrating with Sales Nexus.
Migration from Legacy SalesNexus - easily upgrade from current SalesNexus to the new AI powered version with a smooth guided process.
CRM Migration Tool - new clients can easily upload complete CRM backups into SalesNexus, powered by Nexi.
Integrations
Easily integrate with Zapier, Make and others
Use an AI coder to connect any app via API
Find New Opportunities with Nexi AI
Nexi will suggest new customers and specific opportunities automatically by finding prospective customers similar to existing customers and opportunities using their geographic location, information on the public web and social media and relationships to existing customers and partners.
AI Driven Sales Coach
Nexi will suggest training content individualized to each sales person based upon their pipeline activity and lead flow.
Easily embed your custom sales playbooks and training content to tailor the experience to your business.
Campaign Optimization
Track and measure marketing ROI from the top of the funnel through to closed customers. Nexi will suggest improvements in email messages, text messages, calling scripts and optimizations of ad messages.
Quoting
SalesNexus will enable B2B teams to create quotes and proposals and send e-sign documents to customers aided by Nexi AI and integrated with your inventory and accounting systems.
Documents
Account level documents
Contact level documents
System level documents
AI informed recommendations and messaging
Q2 2026
Phone Integration Improvements
Automatically show call logged even when not initiated in app
Compare phone call log with contacts
Match on all phone type fields or allow user to select fields to match on or matching on Phone and Mobile Phone.
Voice Commands for Sales Reps
POST CALL/MEETING FOLLOW UP
Allow user to speak commands for common post customer contact actions (auto prompt based on summary)
Schedule Call/Task - user speaks type, date, time, regarding and contact
Send Email - user can speak single email campaign names to send.
Add to Campaign - user can speak campaign names to apply.
Send Calendar Invite - user can speak contact, date, time, subject, description, and meeting link to include.
