https://nexaonecrm.com/blog Plain-language guides to running your business with NexaOne CRM. en-nz https://nexaonecrm.com/blog/keep-staff-details-leave-and-payroll-together https://nexaonecrm.com/blog/keep-staff-details-leave-and-payroll-together Staff records in a spreadsheet, leave requests over email, payday worked out separately again — here's what it looks like when your team's HR lives next to the rest of your business. HR Thu, 20 Aug 2026 00:00:00 GMT https://nexaonecrm.com/blog/keeping-fslaa-cccfa-and-aml-records-without-a-spreadsheet https://nexaonecrm.com/blog/keeping-fslaa-cccfa-and-aml-records-without-a-spreadsheet Financial advice compliance means real record-keeping, not just good intentions. Here's what's already built into your client records — no separate spreadsheet required. Compliance Thu, 20 Aug 2026 00:00:00 GMT https://nexaonecrm.com/blog/know-what-youre-owed-insurance-commissions https://nexaonecrm.com/blog/know-what-youre-owed-insurance-commissions Working out what an insurer actually paid you, across dozens of policies, shouldn't need a personal spreadsheet. Here's the built-in report that does the adding up for you. Insurance Suite Wed, 19 Aug 2026 00:00:00 GMT https://nexaonecrm.com/blog/set-up-your-lenders-so-calculators-work https://nexaonecrm.com/blog/set-up-your-lenders-so-calculators-work If Product Finder or Max LVR come back empty, that's not a fault — it just means your lenders haven't been added yet. Here's the five-minute setup behind the calculators. Mortgage Suite Thu, 13 Aug 2026 00:00:00 GMT https://nexaonecrm.com/blog/bring-in-your-existing-client-list-at-once https://nexaonecrm.com/blog/bring-in-your-existing-client-list-at-once Retyping years of clients one by one into a new system is nobody's idea of a good afternoon. Here's the two-minute way to bring your whole list across instead. CRM Suite Thu, 06 Aug 2026 00:00:00 GMT https://nexaonecrm.com/blog/keep-your-team-on-schedule-tasks-and-calendar https://nexaonecrm.com/blog/keep-your-team-on-schedule-tasks-and-calendar Sticky notes and a personal diary work fine until your team grows past one person. Here's how a shared task list and calendar keep everyone on the same page — literally. CRM Suite Thu, 30 Jul 2026 00:00:00 GMT https://nexaonecrm.com/blog/stop-forgetting-to-follow-up https://nexaonecrm.com/blog/stop-forgetting-to-follow-up The renewal you meant to chase, the client you meant to check in with three months after settlement — these are the calls that build long-term relationships, and the easiest ones to forget. Analytics & Automation Thu, 23 Jul 2026 00:00:00 GMT https://nexaonecrm.com/blog/know-your-numbers-without-being-an-accountant https://nexaonecrm.com/blog/know-your-numbers-without-being-an-accountant Most business owners want a straight answer to "how are we doing?" without opening a spreadsheet. Here's how to get one in a few clicks, and build your own report when you need more. Analytics & Automation Thu, 02 Jul 2026 00:00:00 GMT https://nexaonecrm.com/blog/get-paid-without-the-chase https://nexaonecrm.com/blog/get-paid-without-the-chase Late payments and lost receipts eat into a small business's time as much as its cash. Here's a straightforward way to send invoices, track who's paid, and keep expenses tidy. Finance Thu, 11 Jun 2026 00:00:00 GMT https://nexaonecrm.com/blog/send-the-right-email-to-the-right-people https://nexaonecrm.com/blog/send-the-right-email-to-the-right-people Newsletters, renewal reminders, and the odd personal email — most businesses send all three, but rarely from one place. Here's a simple way to keep every message organised. Marketing & Communication Thu, 21 May 2026 00:00:00 GMT https://nexaonecrm.com/blog/handling-insurance-claims-and-renewals https://nexaonecrm.com/blog/handling-insurance-claims-and-renewals Claims are the moment a client finds out whether their cover was worth it. Here's how to record one properly, follow it through, and stay ahead of renewals at the same time. Insurance Suite Thu, 30 Apr 2026 00:00:00 GMT https://nexaonecrm.com/blog/from-insurance-quote-to-policy https://nexaonecrm.com/blog/from-insurance-quote-to-policy A quote, then an application, then a real policy — each step for a client needs to be tracked separately. Here's a simple way to see exactly where every client sits. Insurance Suite Thu, 09 Apr 2026 00:00:00 GMT https://nexaonecrm.com/blog/track-a-loan-from-application-to-settlement https://nexaonecrm.com/blog/track-a-loan-from-application-to-settlement A home loan touches a lot of people and a lot of documents before it settles. Here's how to keep the whole application — and every file attached to it — in one visible place. Mortgage Suite Thu, 19 Mar 2026 00:00:00 GMT https://nexaonecrm.com/blog/nine-mortgage-calculators-in-one-place https://nexaonecrm.com/blog/nine-mortgage-calculators-in-one-place Repayments, borrowing power, offset savings, loan comparisons — most brokers juggle several different tools for these. Here's what it looks like when they're all under one roof. Mortgage Suite Thu, 26 Feb 2026 00:00:00 GMT https://nexaonecrm.com/blog/from-first-enquiry-to-signed-client https://nexaonecrm.com/blog/from-first-enquiry-to-signed-client Enquiries come in by phone, email, referral and your website — and it's easy to lose one along the way. Here's how a simple visual board keeps every deal moving. Pipeline & Leads Thu, 05 Feb 2026 00:00:00 GMT https://nexaonecrm.com/blog/keep-every-client-and-referral-in-one-place https://nexaonecrm.com/blog/keep-every-client-and-referral-in-one-place If your client list lives in a spreadsheet, a notebook, and your memory all at once, here's how one shared Contacts list fixes that — plus how to keep track of who referred who. CRM Suite Wed, 14 Jan 2026 00:00:00 GMT