Nexora

A CRM interface concept for customer records, sales opportunities and team tracking.

What is Nexora?

For sales teams that want to move customer tracking out of Excel and notebooks.

Nexora is a CRM that keeps customer records, sales opportunities and team activities in one place. Each customer record shows calls, quotes and notes in date order.

A sales rep starts the day with their assigned calls and follow-up tasks, and after each call enters the outcome and the next step. At the end of the week, the sales manager reviews opportunities by stage and the activity counts of each rep.

What it offers.

Click a topic for details.

Customer management

Company and contact records are kept with contact details, tags and past conversations. Contacts from the same company are grouped under one company record.

Sales pipeline

Opportunities move as cards through stages such as first meeting, quote, negotiation and close. The value and expected close date of each opportunity are visible.

Team tracking

Tasks and reminders are assigned to reps, and completed calls and meetings are logged. Managers see activity and won opportunities per person.