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Features

Everything you need, nothing that distracts

Nexivo is built around how an SME really works: a contact becomes a deal, a deal needs follow-up, and your team has to keep up. Every module builds on the previous one.

Contacts & companies

Every person in context

Link contacts to companies, give them a stage (lead, prospect, customer) and an owner. Custom fields and tags make it your CRM.

  • Full history per contact and per company
  • Fast search by name, email, phone or company
  • Marketing consent per contact (GDPR)
Contact detail in Nexivo CRM

Deals & pipeline

See what is coming in, before it comes in

Multiple pipelines with their own stages. Drag deals, link them to a contact and company and track the value per stage.

  • Kanban board and list view
  • Expected close date and deal value
  • Lost reasons to learn from
Deals pipeline in Nexivo CRM

Activities & tasks

The next step is always ready

Schedule calls, meetings and tasks on a contact or deal. Your overview for today shows what needs attention.

  • Types: call, email, meeting, task
  • Assign to a colleague
  • Tick off and plan the next one right away
Activities overview in Nexivo CRM

Notes & documents

Quotes and agreements with the customer, not in your inbox

Write notes on contacts and deals and keep quotes, contracts and attachments in one place. Stored securely in the EU.

  • Notes with author and timestamp
  • Upload files to a contact, company or deal
  • Storage at Scaleway Object Storage (EU)
Notes and documents on a deal in Nexivo CRM

Roles & permissions

Everyone sees what they should see

System roles such as Owner, Admin, Sales and Read-only are ready to go. Create your own roles and decide per module what is allowed.

  • Permissions per module and per action
  • Own records versus all records
  • Email invitations with a role
Role editor in Nexivo CRM

Import & export

Start in minutes, leave whenever you want

Import contacts and companies from CSV with column mapping and a preview first. Export everything at any time.

  • CSV import with column mapping
  • Duplicate detection by email
  • Export of contacts, companies and deals
Import wizard in Nexivo CRM

API & integrations

Connect Nexivo to the rest of your tools

A REST API with OAuth2 and scopes per integration. Create a dedicated client per connection with exactly the permissions it needs.

  • OAuth2 client credentials
  • Scopes per module (read/write)
  • Keys hashed and shown only once
Managing API clients in Nexivo CRM

Multilingual

Dutch, French and English

Every user picks their own language. Your French-speaking colleague and your Dutch-speaking customer work in the same CRM, each in their language.

  • Language per user
  • Dates and amounts in local format
  • New languages can be added
Language selection in the profile settings of Nexivo CRM

Security

Built on trust

Row Level Security in PostgreSQL, two-factor authentication, rate limiting, audit log and EU hosting. Security is in the foundation, not in an add-on.

  • Row Level Security per company
  • 2FA with authenticator app and recovery codes
  • Audit log of every change
Security settings in Nexivo CRM

Want to try it?

Try Nexivo with your own contacts

Register, import your CSV and see within fifteen minutes what your pipeline looks like.

Start for freeSee pricing