THE NEXUS PRODUCT
The whole journey.
One connected system.
NEXUS connects the customer journey through six pillars, with Command Center, AI conversations, automation, bookings and CRM as complementary parts of the platform.
INSIDE THE PRODUCT
One system.
Explore the connected modules.
Explore Command Center, conversations, bookings, automations, reports and CRM. Demo figures illustrate the experience and are not business results.
NEXUS product screen with sample data. Select to enlarge.
See the whole customer journey.
The Command Center brings lead activity, qualification, bookings and pipeline visibility into a shared view.
- A central overview for the team
- Connected modules in one workspace
- Demonstration data clearly identified
NEXUS product screen with sample data. Select to enlarge.
Keep the conversation connected.
Explore the conversation inbox and the customer context that accompanies each enquiry.
- WhatsApp conversation view
- Qualification facts alongside messages
- Context for human follow-up
NEXUS product screen with sample data. Select to enlarge.
Move interest toward a meeting.
Review appointments and their status alongside the source and customer record.
- Appointment date and time
- Confirmed and pending status
- Customer and source context
NEXUS product screen with sample data. Select to enlarge.
Give each enquiry a next step.
The demo presents response, qualification, record updates and follow-up as one connected process.
- Lead response and qualification
- Follow-up and appointment confirmation
- Workflow activity and review points
NEXUS product screen with sample data. Select to enlarge.
Understand where progress happens.
Inspect the reporting experience for acquisition, qualification, bookings and pipeline stages.
- Source and stage breakdowns
- Time-based performance views
- Sample figures, not customer results
NEXUS product screen with sample data. Select to enlarge.
Connect acquisition to outcomes.
Explore the campaign reporting module with sample spend, lead and acquisition-cost figures.
- Campaign overview
- Lead volume and cost per lead
- Provider connection required for live data
NEXUS product screen with sample data. Select to enlarge.
Keep the whole relationship in view.
Move from a searchable lead list into a dedicated record with the details your team needs.
- Leads, contacts and companies
- Statuses, filters and custom fields
- Record editing and activity history
NEXUS product screen with sample data. Select to enlarge.
Know what is moving forward.
Track opportunities by stage and keep the commercial details alongside the customer relationship.
- Editable opportunity names and values
- Pipeline stages and expected close dates
- A shared view of sales progress
NEXUS product screen with sample data. Select to enlarge.
Make the next step explicit.
Connect a follow-up to the right client. Update the task, set its priority and keep track of completion.
- Tasks linked to client records
- Due dates, priorities and completion
- Quotes with editable items and PDF export
PRODUCT SCOPE
What works today.
Capabilities shown here are implemented in the CRM source. Account connections and AI services require configuration.
| Area | Current capability | Availability |
|---|---|---|
| Customer records | Leads, contacts, companies, dedicated record pages, filters, custom fields and edit/delete controls. | CRM MVP |
| Sales & follow-up | Opportunity pipelines, tasks, product catalog, editable quotes and PDF export. | CRM MVP |
| Workflow rules | Lead events and conditions can trigger tasks, status changes, scores or tags. | CRM MVP |
| Google Workspace | Gmail sending, Calendar meetings with Google Meet links and client documents in Drive. | Configure account |
| AI Drive Organizer | Selected-file analysis, client and category suggestions, summaries and reviewed imports. | Configure AI |
| Calling | Aircall integration and CloudTalk call actions, subject to provider setup. | Configure provider |
| Command Center demo | Conversations, bookings, Meta Ads, workflow previews and reports with sample data. | Interactive demo |
| Business platform | Closer integration of Command Center, conversational agents and CRM workflows. | Development direction |
| Self-service growth | Subscription billing, onboarding, deeper revenue intelligence and a wider integration catalog. | Roadmap |
TECHNOLOGY FOUNDATION
Built on Google Cloud.
Designed to keep evolving.
NEXUS uses a web application and backend APIs, with container-based deployment on Cloud Run. The CRM supports PostgreSQL for production data.
A practical AI workflow
The Drive Organizer integrates with Gemini through Vertex AI. It analyzes selected documents and provides structured suggestions that a user can review. Model availability, permissions and billing are configured in the cloud project.
Connections with clear permissions
Google services connect through OAuth. Workspace roles control access to CRM actions and the client document area. The CRM records administrative actions in its audit history.
Automation orchestration
CRM APIs and webhooks provide connection points for external workflows, including n8n. The target is to host the remaining automation components on Google Cloud. This consolidation is a migration step, not a completed deployment claim.
HOW THE PIECES FIT
Capture. Understand.
Act. Learn.
- 1
Capture the relationship
A lead becomes a searchable CRM record linked to a person and company.
- 2
Add useful context
Connect communication, document references, notes and opportunities.
- 3
Make the next move
Create a task, send a quote, schedule a meeting or apply a configured workflow rule.
- 4
Build better visibility
Use pipeline and activity information today, with deeper AI sales insights on the roadmap.
LET’S TALK ABOUT YOUR WORKFLOW
See where NEXUS fits
into your business.
Explore the NEXUS system, your customer journey and the workflows your team needs.
Tell us about your business through our contact form. Prefer email? info@nexus2r.digital