Every enquiry, in one place.
Website forms, email and leads created in your CRM arrive as one consistent record, matched to what already exists. When a match is unclear, Nexaio asks instead of guessing.
Product
An operating layer, not another CRM.
Nexaio connects to the systems you already use and runs the follow-through around them. Everything it does shows up in one live view, and anything that needs judgment goes to a person.
The layer
What stays yours, and what Nexaio adds.
Stays yours
- Your CRM, as the system of record
- Your pipeline and stage names
- Your customer data and accounts
- Your team, and who does what
Nexaio adds
- Capture and routing of every enquiry
- Follow-up on your schedule and wording
- Coordination of handoffs between people
- A live view of what needs attention
- A monthly report you can check
Capabilities
Each one visible in the product.
Follow-ups that stop when they should.
Sequences run on your schedule and approved wording, and stop when a customer replies, opts out or a person takes over.
Judgment calls go to a person.
Pricing, insurance, complaints and anything unclear land with the right person, with the conversation attached.
Your pipeline, your names.
Nexaio reads your pipeline stages and records what each one means. Nothing in your CRM is renamed or replaced.
You stay in control
Automation where it helps. People where it matters.
- Rules you approve
Wording, timing and channels are agreed during setup. Anything outside them waits for a person.
- People make the judgment calls
Sensitive, complex or high-value conversations go to your team with the context attached.
- Every action on the record
Follow-ups, handoffs and changes are recorded with their history, and marked verified or unconfirmed.
- Only the access it needs
We ask for the access each connection requires, nothing more. Your data and accounts stay yours.
Works with your systems
Honest about what connects.
Usually straightforward
- Website and landing-page forms
- Email on Google Workspace or Microsoft 365
- Leads created in your CRM
- Referrals and manual entries
- Importing an existing lead list
Confirmed during scoping
Depends on your plan, add-ons and the access each system allows.
- Your CRM's two-way sync
- Phone systems and call tracking
- Facebook and Google lead forms
- Text messaging, after carrier registration
Not something we do
- Replace your CRM
- Estimating or scheduling crews
- Answer your phone calls
- Promise results we can't measure
How it works
From first call to a running layer.
Timing depends on your systems and how quickly access is granted, so you get a plan after scoping rather than a date on the first call.
- 01Walkthrough
See the product and look at how work moves through your business today.
- 02Scope
We map your systems, lead sources and rules, check what each system allows, and agree exactly what gets set up.
- 03Setup and testing
We connect your systems, configure routing, follow-up and escalation, and test with sample data before anything reaches a customer.
- 04Go live and keep improving
After you sign off it goes live. We keep running and refining it with you. It's an ongoing service, not a one-time build.
Questions
Straight answers.
Do I have to replace my CRM?
No. Your CRM stays your system of record. Nexaio works alongside it and the other tools you use, and we don't recommend replacing anything that already works.
Which systems does Nexaio work with?
Website forms, email and leads created in your CRM are usually straightforward. CRMs, phone systems, call tracking and ad lead forms depend on your plan, add-ons and the access each system allows, so we confirm them during scoping. If a system can't be connected, we'll tell you.
Is Nexaio an answering service?
No. Nexaio doesn't answer phone calls. It works on the enquiries, follow-ups and handoffs that already exist in your systems.
Will it text my customers?
Text messaging needs carrier registration first, and that approval can take days to weeks outside our control. Until then, follow-up runs on email.
What does it cost?
Pricing depends on scope. We walk through it on the call once we understand your setup. There's no self-serve plan.
See how Nexaio would fit your stack.
Book a walkthrough and we'll look at your systems, your lead sources and where work slips today.