Imagine a CRM Built
and Designed for Sales
Whether you're just getting started or looking to master advanced features, our resource center has everything you need. Explore guides, tips, videos, and FAQs designed to help you and your team work smarter, sell faster, and make the most of your CRM.
Manage Contacts & Companies
Easily organize and track all your business relationships in one place. Centralize contact details, company information, communication history, and notes to build a complete view of your customers. Streamline collaboration across teams and ensure every interaction is informed and personalized.
Schedule and Delegate Tasks PLUS retain history of all of them
Stay on top of your workflow by easily scheduling and assigning tasks across your team. Ensure accountability and seamless handoffs with clear ownership and deadlines. Every task—past and present—is automatically logged, giving you a complete historical record for full visibility, performance tracking, and smarter follow-ups.
Add Notes and Track Relationships
Capture key details and insights from every interaction by adding notes directly to contacts and companies. Build a clear timeline of communication and relationship history, so your team always has the context they need to engage meaningfully, nurture trust, and drive long-term customer value.
Sync all Tasks and Calendar with Outlook and Google
Keep your schedule unified and up to date by seamlessly syncing tasks and calendar events with Outlook and Google. Avoid double-booking, never miss a deadline, and manage your day effortlessly—whether you're in your CRM, inbox, or mobile device.
Manage sales pipeline, past orders, and sales performance
Gain complete visibility into your sales journey—from lead to close and beyond. Track every deal in your pipeline, review past orders for context and upsell opportunities, and monitor performance with real-time insights. Stay focused, hit targets, and make smarter, data-driven decisions to grow revenue.
Create leaderboards, Sales Activity Reports
Motivate your team and drive results with real-time leaderboards and detailed sales activity reports. Easily track calls, meetings, deals, and more to recognize top performers and identify coaching opportunities. Turn performance data into action and keep your sales team engaged and accountable.
Instant management visibility into all customer interactions
Empower managers with real-time access to every customer touchpoint across channels. Quickly monitor communication, track engagement, and identify opportunities or issues as they happen. Drive informed decisions, improve team performance, and deliver exceptional customer experiences with complete transparency.
Twenty Two Years of Marketing Excellence
Powerful sales automation, CRM & marketing tools, Designed to help your team crush sales goals. Turn more leads into sales, nurture relationships & automate follow-ups seamlessly with SalesNexus.
Automate Any Process for Your Entire Team
SalesNexus Automation lets you create complex processes that include emails, calls, task and can be delegated to anyone on your team. Every time customer status changes, any process can be automatically triggered.