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SalesNexus September 2025 Release

This release focuses on enhancing API integrations, improving authentication processes, reducing delays in automation workflows, fixing critical bugs in calling and 2FA features, and streamlining user interface elements for better efficiency in the SalesNexus CRM. Key themes include better third-party integrations (e.g., Pushlap, Chargebee, BeeFree/BeeEditor), performance optimizations, and bug resolutions to address user-reported issues on […]

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SalesNexus CRM Software - Create Lookup Screenshot

SalesNexus July 2025 Release

This update for SalesNexus CRM addresses multiple bugs related to date handling, data import/export, UI interactions, and field formatting, while introducing a new feature for admins to manage and distribute lookups across users. Additionally, an internal tool for support engineers has been enhanced to reflect updated client email server assignments. The changes improve system reliability, […]

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SalesNexus CRM Software - Analytics Screenshot

SalesNexus June 2025 Release

The reported issues in SalesNexus CRM focus on enhancing user experience, improving system functionality, and resolving critical bugs that impact usability and customer interactions. The updates address navigation, user interface responsiveness, email functionality, data integrity, and user-specific settings visibility. These changes aim to streamline workflows, improve accessibility, and ensure reliable communication features for users, particularly […]

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Building a Sales Organization with Craig Klein

Building a Sales Organization with Craig Klein

Get to know SalesNexus founder and CEO Craig Klein as he shares his journey in the sales and marketing world with Alex Guz on the Revenue Engine Podcast. Craig details how he ventured into the world of sales, the mistakes he made early on as an entrepreneur, and the lessons he learned the hard way […]

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Strategizing your Marketing and Sales Process

Strategizing your Marketing and Sales Process

Surprising Marketing Sales. Craig Klein is the CEO of SalesNexus. Craig began SalesNexus 17 years ago to help businesses reach new customers. In short, to manage customer relationships and grow scales. Therefore, SalesNexus implemented all elements of sales and marketing in one platform. In addition, SalesNexus also works with marketing automation and generate leads for companies. […]

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Aligning Sales & Marketing - Integrate & Ignite Podcast

Aligning Sales & Marketing – Integrate & Ignite Podcast

Recently, Lori Jones of the Integrate & Ignite Podcast interviewed Craig Klein, CEO of SalesNexus to discuss the topic of How to Align Sales & Marketing through CRM & Marketing Automation. Listen in on his conversation with host Lori Jones as they discuss email marketing, lead generation, and finding your perfect customer. If you have […]

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How to Get Started Sending Text Messages through SalesNexus

How to Get Started Sending Text Messages through SalesNexus

We’ve created some resources for those that want to set up RingCentral with SalesNexus to schedule and send automated text messages easily through our system. This post will be your go to resource, so make sure to bookmark it if you’re looking to implement text messaging with SalesNexus! Please review the following help materials to get […]

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Schedule Texts Through Your CRM - Automatically!

Schedule Texts Through Your CRM – Automatically!

Instead of stopping what you’re doing to pick up your mobile phone, use your CRM to schedule automated text messages. When a customer replies to your automated text, to say, confirm your 3pm meeting tomorrow, you instantly get the text to your phone, and can see the chat history in your CRM. Let SalesNexus do […]

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How to Integrate Calendly and SalesNexus

How to Integrate Calendly and SalesNexus

Today we’ll be showing you how easy it is to integrate SalesNexus and Calendly, a Calendar and Scheduling Management App that helps you schedule meetings without all the back-and-forth emails. Calendly is a scheduling tool that allows your clients and customers to schedule meetings with you by choosing from the available time slots on your […]

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