Nexo Unified
Enterprise-Grade CRM Platform

One Platform.Every Role. All Operations.

Nexo Unified brings together lead management, service ticketing, field operations, billing, and team collaboration — purpose-built for growing businesses.

1,200+

Active Users

98%

Uptime SLA

300%

Avg. Productivity Boost

4.9/5

Customer Rating

Platform Features

Everything Your Business Needs

From first contact to final invoice — every workflow you need is built in.

Lead Management

Capture, qualify, and convert leads faster with intelligent tracking and automated follow-ups.

Service Ticketing

End-to-end service request lifecycle from creation to resolution with real-time status tracking.

Analytics & Reports

Data-driven dashboards that give every role the insights they need to perform at their best.

Multi-Role Access

Tailored experiences for field executives, telecallers, technicians, and clients — all in one platform.

Quotes & Invoices

Generate professional quotes, convert them to invoices, and accept payments with GST calculations.

Enterprise Security

Row-level security, role-based access control, and audit logs ensure your data stays protected.

Full Feature Set

Lead Management & Tracking
Service Ticket System
Field Executive Tools
Telecaller Call Queue
Technician Scheduling
Client Self-Service Portal
Real-Time Reporting
Mobile-Optimized Design
Automated Workflows
GST-Enabled Billing
Team Collaboration
GPS Location Capture
Multi-Org Support
Role-Based Access
Subscription Management

Built For Every Team Member

One Login. Your View.

Every role gets a tailored dashboard — no irrelevant clutter, just what matters.

A

Admin

Full control center — manage team, leads, tickets, revenue, and settings from one place.

F

Field Executive

Capture leads on-the-go with GPS, manage pipeline, create quotes, and track conversions.

T

Telecaller

Work through call queues, log every interaction, and hit daily targets with live progress bars.

T

Technician

See assigned tickets, get directions, mark progress, and collect payments in the field.

C

Client

Submit service requests, track ticket status, and download invoices from a clean portal.

Customer Stories

Trusted by Teams Across India

"Nexo Unified completely transformed our service operations. Our response time dropped by 60% in the first month."

R

Rajesh Kumar

Business Owner, Chennai

"The multi-role system is exactly what we needed. Every team member has exactly the tools they need — nothing more, nothing less."

P

Priya Sharma

Operations Manager, Hyderabad

"Quotes, invoices, GST calculations — all automated. What used to take hours now takes minutes."

A

Arun Patel

Service Director, Bangalore

Live Platform Preview

See Every Feature in Action

Click any screen below to explore how each role uses Nexo Unified in their daily work.

Ready to try it live?

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nexounifiedcrm.com / dashboard
LIVE

Control Center

Admin View

142

Leads

38

Tickets

₹4.2L

Revenue

12

Team

Recent Activity

Ravi Kumar

Closed lead — Hyderabad HVAC

2m ago

Sneha Rao

Ticket #1048 marked complete

12m ago

Amit Singh

Invoice ₹28,500 sent via WhatsApp

1h ago

Pipeline

New
Qualified
Won

Quick Actions

New Quote
Create Invoice
Add User

Ready to Scale Your Business?

Join hundreds of businesses using Nexo Unified to streamline operations, manage their teams, and boost revenue.

No credit card required. Free plan available.