Everything your business needs
NexaOne CRM bundles every suite your business needs into one connected platform — no duplicate data entry, no swivel-chairing between tools.
CRM Suite
CRM Suite
Capture, track and convert every lead and contact
Leads
Capture, track and nurture sales leads through your pipeline
Contacts
Manage contacts, stakeholders and full interaction history
Activity Timeline
Log calls, emails, meetings and notes against any record
Opportunities Pipeline
Track every deal through custom stages you define, with deal value, win probability and a live Won/Lost conversion rate
Tasks & Reminders
Create tasks, set follow-up reminders and track completion
Calendar & Meetings
Book and track meetings against leads, contacts and opportunities in one shared calendar
Referrals & Partners
Track who referred a client to you (or who you referred out) through to a won or declined outcome, and manage the partner businesses you exchange referrals with
Audience
Every website Contact-Us and newsletter sign-up lands here automatically — promote anyone to a full Contact when you're ready to work with them
Mortgage Suite
Mortgage Suite
Purpose-built kanban and tools for loan advisers
Loan Applications
Kanban-driven mortgage application tracking end to end
9 Mortgage Calculators
Repayments, extra repayments, loan comparison, savings goals, offset accounts, serviceability, product matching, max LVR and usable equity — one suite of calculators
Customer Care
Fixed-rate expiry, pre-approval and annual-review reminders
Loan Admin
Configure the lenders, loan products, rates and LVR limits your calculators and applications run on
Insurance Suite
Insurance Suite
Quotes, applications and renewal care in one place
Insurance Quotes & Profiles
Quote generation tied to client risk profiles
Insurance Applications
Track applications from submission to issue
Renewal Care
Annual review and policy renewal reminder workflows
Policies
Once cover is in place, track the active policy and every claim made against it in one place
Claims
Register a claim straight from the policy, then track it through to paid — with documents attached along the way
Commissions
A running report of what you're owed for policies sold — paid, pending and any clawbacks
Quick Quote & Profiler
Two calculators for working out a premium before you create a formal quote — a fast single-person quote, or a full family risk-gap review
Marketing & Communication
Marketing & Communication
Every outbound channel, including AI voice
Email Campaigns
Design, send and track HTML email newsletters
Subscriber Lists
Manage email subscriber lists, segments and opt-in/out status
Email Templates
Pre-built drag-and-drop email template library
SMS Campaigns
Send SMS broadcasts and automated text messages via Twilio
AI Voice Calls
Outbound AI phone calls for reminders and outreach — toggle on or off per organisation
Segments
Build a saved, reusable audience from rules ('everyone in Auckland'), a hand-picked list, or both — reuse it across every campaign instead of rebuilding it each time
Campaign Performance
Open rate, click rate and bounce rate for every campaign you've sent, at a glance and per-campaign
Communication Log
Every email and text ever sent from the platform, in one searchable place, filterable by channel
Customer Care Reminders
Automatic renewal-reminder emails for mortgage fixed-rate expiries and insurance reviews, sent straight from a client's own record
Automations & Workflows
Rule-based reminders that fire with no one clicking a button, plus multi-step approval chains for records like large invoices
Finance
Finance
Invoicing and expenses without leaving the CRM
Invoicing
Create, send and track invoices with approval workflows
Expenses
Track business expenses against your organisation
Payments
Accept online payments via Stripe with automatic reconciliation
Financial Reports
P&L, cash flow and revenue reports with export
Accounting
Chart of Accounts, journal entries, budgets and bank reconciliation — real double-entry bookkeeping underneath the invoices and expenses, not a bolt-on
Analytics & Automation
Analytics & Automation
See what's working, automate what isn't
Reports
Pipeline, conversion and revenue reporting across all modules
Workflow Automation
Rule-based automated sequences — no code required
AI Assistant
AI-powered lead scoring, email writing and insights
Report Builder
Build your own custom report when the ready-made ones don't show exactly what you need — pick a source, choose columns, add filters, run it
Integrations
Integrations
Connect to tools your NZ business already uses
REST API Access
Full API access with API keys and webhook management
Interactive API Docs
A live, browsable API reference — every endpoint, request and response shape, ready to try
Website Webhooks
Connect your website's Contact Us and sign-up forms via a webhook URL — every submission lands automatically as an Audience entry, no manual entry
API Keys
Issue and revoke scoped API keys for your own integrations, from Settings
HR
HR
Employees, leave, payroll, recruitment and performance — everything you need to run a team, in the same platform
Employees
Staff profiles, roles and employment details in one place
Leave
Request and approve time off, tracked against each employee
Payroll
Run a pay cycle with draft payslips for every active employee, ready to review and approve
Recruitment
Track job openings and every applicant against them
Attendance
Clock in and out, with manager approval on daily records
Performance Reviews
Run structured staff reviews with ratings and comments
HR Cases
A private space for sensitive HR matters, visible only to the people involved and admins
Design Studio
Design Studio
A drag-and-drop design tool for emails, newsletters and social posts — build once, reuse everywhere
7 Design Types
Email, Newsletter, Promotion, Social Post, Story/Reel, Carousel or a fully custom size
Drag-and-Drop Builder
Headings, text, images, buttons, columns, your logo, social icons and video blocks — no design skills needed
Approval Workflow
Every design moves through Draft, In Review and Approved before it's used
Brand Kits & Assets
Your own image library and brand colours, ready to drop into any design
Membership
Membership
For clubs, associations and non-profits — track everyone who's joined, their tier, and when they're due to renew
Members
Every member's status, invoicing and payment history in one page — with a live summary of invoiced, paid and outstanding
Tiers
Optional membership plans with their own price — Standard, Corporate, or whatever fits your organisation
Renewals
See who's due within 30 days and who's overdue, with automatic reminder emails as their date approaches
Get started today
See every module in action
Book a free 30-minute demo and we'll walk through the suites that matter to your business.