Respond and route
Every enquiry lands in one place, matched to the right record, with an owner and a next step.
The AI operating layer
Your CRM keeps the record. Nexaio keeps the work moving.
Nexaio sets up AI workflows around the tools you already use. They follow up, coordinate the handoffs and show your team what needs them.
- Enquiry receivedWebsite form
- Matched to an existing customerVerified
- Owner assigned: DanaRouting rule
- Acknowledgement sentEmail · approved wording
- Needs your teamPricing question
Product view · sample data
Works with what you have
Keep your stack. Add the layer that runs on top of it.
Your CRM stays your system of record and your pipeline stays yours. Nexaio maps what each stage means and works around it.
Your systems
CRMstays yours
Website formsstays yours
Emailstays yours
Nexaio- Capture and route
- Follow up on schedule
- Coordinate the handoffs
- Surface what needs a person
Your team
Owner
Office
Sales
The product
What Nexaio does, in three moves.
Follow through
Follow-ups go out on the schedule and wording you approved, and stop when a customer replies.
Hand off and report
When a person is needed, the work lands with them, context attached. Each month, a report shows what was done.
Product view · sample dataEverything Nexaio does
What changes
The work between your systems gets an owner.
- Who has this enquiry?Every enquiry has an owner and a next step.
- Did anyone follow up?Follow-ups run on schedule, and stop when the customer replies.
- What needs me today?One view of what is waiting on your team, and why.
- Did it actually happen?Every action shows whether it was verified.
Industries
Built around how each industry works.
Roofing is Nexaio's first industry. New industries are added when Nexaio serves them.
Roofing
Storm spikes, estimates that go quiet, insurance timelines. Nexaio for roofing companies.
See it working
Look through the product first, or talk to us.
Walk through the product
Five short chapters following one enquiry, recreated from the product with sample data.
- 01A new enquiry arrives
- 02Everyone can see who owns what
- 03An estimate goes quiet
- 04The homeowner needs a person
- 05What the owner sees each month
How getting started works
- 01Walkthrough
A call to see the product and look at how work moves through your business today.
- 02Scope and setup
We map your systems and rules, connect what they allow, and test with sample data before anything reaches a customer.
- 03Nexaio runs with your team
It goes live after you sign off. We keep running and refining it with you.
See Nexaio on your own workflow.
Book a walkthrough, or look through the product first.