Contacts
Every customer and lead in one list, so nobody on your team is digging through spreadsheets or inboxes.
Client Portal
Nexus CRM
Keep every customer, task, and note in one place.
Nexus is a lite CRM for small teams. See every contact and the history behind it, track follow-ups, and get new website and chat leads to your team as they come in.
New to AedifyHQ? See the Nexus CRM page
What Nexus does today
Your team's customer work, in one place.
Nexus covers the basics your team uses every day. Everything listed here is live today.
Tasks
Follow-ups with due dates, so nothing slips after the first conversation.
Notes
Notes on each contact, so anyone on your team can pick up where the last conversation left off.
Customer history
See the history behind each contact before you reach out.
Website and chat leads
New website and chat leads land in Nexus as contacts, and your team gets an alert.
Email blasts
Send an update to a list of your contacts from the same place you track them. Not live yet.
Questions
Common questions
Is Nexus a full CRM?
Nexus is a lite CRM for small teams. It covers contacts, tasks, notes, and customer history. If you need deep sales pipelines or custom reporting, tell us on the call and we will be straight with you about fit.
Where do website and chat leads go?
They land in Nexus as new contacts, and your team gets an alert.
How do we get started?
Book a free 30-minute call. We will talk through how your team works today and what it would take to set up Nexus.
See Nexus working for your team.
Book a free 30-minute call. We will show you how Nexus fits your team and what it would take to set up.
Book a free 30-minute call