Lead pipeline
Current distribution by status
LIVE REVENUE OPERATIONS
Overview
Here is what your NEXUS system is doing right now.
Lead sources
Where contacts originate
Recent leads
Latest contacts entering your pipeline
Live activity
Latest NEXUS events
CONTACT MANAGEMENT
Leads
Search, qualify and move every opportunity forward.
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CUSTOMER RELATIONSHIPS
Contacts
Qualified people and customers connected to your business.
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| Contact | Company | Lifecycle | Source | Country | Added | Actions |
|---|
ACCOUNT INTELLIGENCE
Companies
Organizations connected to your contacts and opportunities.
SALES PIPELINES
Opportunities
Run multiple sales processes with clear stages and ownership.
UNIFIED TIMELINE
Activities
Emails, calls, notes and meetings across the whole workspace.
MEETINGS & FOLLOW UPS
Calendar
Schedule calls, meetings and reminders without losing context.
CRM events
SALES COMMUNICATION
Email Center
Reusable templates, personalization and Gmail delivery from one place.
NEXT ACTIONS
Tasks
Keep every promise and follow up on time.
PRODUCT CATALOG
Products & services
Standardize pricing for setup fees, retainers and recurring services.
SALES DOCUMENTS
Quotes
Create priced proposals, track their status and export professional PDFs.
| Quote | Customer | Status | Valid until | Total |
|---|
PROCESS AUTOMATION
Workflow rules
Trigger actions automatically when lead conditions are met.
REVENUE INTELLIGENCE
Reports
Track acquisition, conversion and pipeline performance.
Lead acquisition
New leads by month
Sources
Acquisition channels
Lead status
Current funnel
Pipeline value
Value by opportunity stage
DATA QUALITY
Duplicate control
Detect repeated emails and domains before they damage reporting or outreach.
ADMINISTRATION
Settings
Manage your organization, users, security and developer integrations.