CRM
111 features
Customer Relationship Management
Account intelligence. Pipeline clarity. Lead-to-revenue control.
Unify accounts, leads, and opportunities with AI-assisted scoring, forecasting, and collaboration.
111
Capabilities
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Scoring
Why NexliOne
Engineered by ERP teams with 20+ years of enterprise delivery
Engineered by ERP teams with 20+ years of large-scale delivery across front-end, back-end, and business operations. NexliOne eliminates implementation and maintenance lock-in at scale.
Zero Implementation Cost
Free onboarding and configuration. No long consulting projects or surprise fees.
Minimal Maintenance
No extra hires required. Updates, security, and reliability are handled with you in mind.
All Advanced Features Included
Automation, analytics, and integrations are standard, not add-ons.
Start with One Module or All
Adopt exactly what you need now and scale to the full suite when you are ready.
111 Features Implemented
Search All Customer Relationship Management Capabilities
Every feature below is fully implemented and production-ready. Search or filter to find exactly what you need.
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Showing 111 features
Customer 360° View
Complete customer profiles consolidating all interactions, transactions, support cases, and relationship history in a single unified dashboard for comprehensive account visibility.
Account Health Scoring
Automated health scores (0-100) calculated from engagement levels, support interactions, payment history, and growth potential to identify at-risk and expansion-ready accounts.
Annual Recurring Revenue (ARR) Tracking
Real-time ARR tracking per account with historical trends, growth rates, and revenue projections for accurate customer value assessment.
Churn Risk Detection
AI-powered churn prediction identifying at-risk customers based on behavioral patterns, engagement decline, support escalations, and payment issues.
Expansion Score Analysis
Predictive scoring identifying upsell and cross-sell opportunities based on product usage, company growth signals, and buying behavior patterns.
Account Hierarchy Management
Multi-level parent-child account structures supporting complex enterprise relationships, subsidiaries, divisions, and regional offices.
Customer Segmentation
Dynamic account segmentation by industry, size, geography, purchase behavior, and custom attributes for targeted engagement strategies.
Account Timeline
Chronological activity stream displaying all touchpoints, stage changes, communications, and milestones in account history.
Contact Profiles
Comprehensive contact records with professional details, communication preferences, social profiles, and relationship history.
Buying Role Identification
Track decision-makers, influencers, champions, and blockers within each account to map complete buying centers.
Contact Personas
Define customer personas with behavioral attributes to guide personalized engagement and messaging strategies.
Duplicate Detection & Merge
Intelligent duplicate detection with guided merge workflows to maintain clean, accurate contact data.
Bulk Contact Operations
Mass import, update, and export capabilities for efficient contact database management and enrichment.
Lead Scoring Engine
Sophisticated multi-factor scoring (0-100) combining firmographic data, demographic attributes, commercial fit, and engagement signals.
Auto-Qualification
Configurable score thresholds (default 70+) for automatic lead qualification with routing to appropriate sales representatives.
Lead Conversion Wizard
Guided conversion workflow transforming qualified leads into opportunities, accounts, and contacts with data validation.
Web-to-Lead Forms
Embeddable web forms with custom fields, validation rules, and automatic lead creation with source tracking.
Lead Routing Rules
Intelligent lead distribution based on territory, industry, product interest, lead score, and round-robin assignment.
Duplicate Lead Detection
Real-time duplicate checking during lead creation with suggested matches and merge recommendations.
Lead Source Tracking
Complete attribution tracking from first touch through conversion with source campaign and channel identification.
Sales Stage Configuration
Customizable opportunity stages with associated probabilities, required fields, and automated actions at each transition.
Team Selling Support
Multi-person opportunity ownership with role assignments and revenue split configurations for collaborative deals.
Competitive Intelligence
Track competing vendors, their strengths and weaknesses, and win/loss patterns against specific competitors.
Deal Registration
Partner deal registration workflows with approval processes, conflict detection, and protection periods.
Win/Loss Analysis
Structured close process capturing win reasons, lost reasons, competitor information, and lessons learned.
Visual Kanban Board
Drag-and-drop pipeline visualization with customizable columns, card details, and quick-action capabilities.
Pipeline Health Analytics
Real-time health scores measuring pipeline balance, velocity, coverage ratios, and conversion rates by stage.
Stagnation Detection
Automatic identification of deals stuck in stages beyond expected timeframes with alert notifications.
Pipeline Variance Alerts
Threshold-based notifications when pipeline value or deal count changes significantly from forecasts.
Pipeline Velocity Metrics
Track average deal cycle time, stage duration, and conversion rates to optimize sales processes.
Forecast Snapshots
Point-in-time forecast captures enabling historical comparison and accuracy tracking over time.
Forecast Categories
Commit, best case, upside, pipeline, and omitted categorization for accurate revenue projection.
Weighted Pipeline Calculations
Probability-weighted pipeline values with stage-based and override weighting options.
Forecast Rollups
Hierarchical forecast aggregation from rep to manager to executive with drill-down capabilities.
Seasonality Adjustments
Historical seasonality factors applied to forecasts for improved accuracy in cyclical businesses.
Approval Workflows
Multi-level forecast submission and approval process with change tracking and audit history.
Forecast Accuracy Tracking
Compare forecasts to actuals with accuracy metrics, trend analysis, and improvement recommendations.
Dynamic Pricing Engine
Flexible pricing with volume discounts, customer segment pricing, promotional codes, and contract pricing.
Multi-Currency Support
Create quotes in customer's preferred currency with automatic exchange rate handling and conversion.
Approval Workflows
Configurable approval chains based on discount levels, deal size, and custom criteria with escalation.
Quote Versioning
Full version control with comparison views, revision history, and customer-facing version management.
PDF Generation
Professional quote documents with customizable templates, branding, terms, and digital signature blocks.
E-Signature Integration
DocuSign integration for electronic signatures with status tracking, reminders, and completed document retrieval.
Payment Processing
Stripe integration for quote acceptance with payment collection, deposit handling, and confirmation workflows.
ATP/Inventory Checking
Real-time product availability verification from inventory systems during quote creation.
Multi-Channel Campaigns
Orchestrate campaigns across email, social, events, advertising, and direct mail with unified tracking.
Campaign Member Management
Add individuals and lists to campaigns with status tracking through invited, sent, responded, converted stages.
Campaign ROI Analysis
Calculate campaign return on investment with cost tracking, revenue attribution, and cost-per-lead metrics.
Attribution Modeling
First-touch, last-touch, linear, and custom attribution models for accurate marketing contribution analysis.
Campaign Cloning
Duplicate successful campaigns with all settings, content, and members for rapid campaign deployment.
A/B Testing Support
Test campaign variations with performance comparison and automatic winner selection.
Case Routing & Queues
Automatic case distribution based on product, priority, customer tier, and agent availability.
SLA Management
Define response and resolution targets by priority and customer tier with countdown tracking and breach alerts.
Multi-Level Escalation
Configurable escalation paths (L1→L2→L3) with automatic assignment, notifications, and manager alerts.
Case Timeline
Complete chronological history of all updates, communications, and status changes for each case.
Customer Satisfaction Tracking
CSAT and NPS surveys integrated into case resolution with score tracking and trend analysis.
Attachment Management
Secure file attachments with version control, preview capabilities, and customer-accessible sharing.
Article Management
Rich-text article creation with categories, tags, version control, and publishing workflows.
Public & Internal Content
Visibility controls for customer-facing articles versus internal agent-only documentation.
Search & Discovery
Full-text search across articles with category navigation, tag filtering, and related article suggestions.
Article Effectiveness
Track article views, helpful feedback, and case deflection rates to optimize content.
Publishing Workflow
Draft → review → publish workflow with scheduled publishing and automatic expiration.
Territory Definition
Geographic, industry, or custom territory structures with hierarchical organization.
Account Assignment
Rules-based account-to-territory mapping with bulk assignment and ownership propagation.
Territory Metrics
Pipeline value, coverage ratio, win rate, and activity metrics aggregated by territory.
What-If Planning
Simulate territory changes to see projected impact before committing to reorganization.
Territory Map Visualization
Geographic view of territories with account markers, density heat maps, and coverage analysis.
Activity Types
Track calls, emails, meetings, tasks, notes, and integration events with standard and custom types.
Quick Call Logging
Rapid call entry with subject, outcome, duration, next steps, and follow-up scheduling.
Calendar Integration
Two-way sync with Google Calendar and Outlook for meeting activities and availability checking.
Activity Reminders
Configurable reminders via email, in-app, or push notifications with snooze and escalation.
Activity Analytics
Volume metrics, engagement trends, top accounts, and win rate correlation by activity type.
Unified Timeline
Chronological view of all activities across accounts, opportunities, leads, and contacts.
No-Code Workflow Builder
Visual workflow designer for creating automated processes without programming knowledge.
Multiple Trigger Types
Fire workflows on field changes, time schedules, manual execution, integrations, or webhooks.
Workflow Actions
Update fields, assign owners, create tasks, send emails, and call external systems.
Execution Logging
Complete audit trail of workflow runs with step-by-step results, timing, and error details.
Retry & Error Handling
Configurable retry policies with exponential backoff for failed workflow executions.
Multi-Step Sequences
Define automated outreach cadences with emails, tasks, and delays between steps.
Enrollment Management
Bulk enroll leads and contacts with status tracking through completion or unsubscribe.
Step Analytics
Track progression rates, open/click metrics, and reply detection for sequence optimization.
Automatic Pausing
Sequences automatically pause when recipients reply or take conversion actions.
Multi-Level Approvals
Sequential approval chains with role-based routing and parallel approval support.
Dynamic Chain Building
Automatically generate approval chains based on deal attributes like amount and discount.
SLA Tracking
Due dates per approval step with overdue detection and automatic escalation.
Approval Audit Trail
Complete history of submissions, decisions, comments, and escalations for compliance.
Standard Report Library
Pre-built reports for pipeline, win rates, forecasts, activities, leads, and campaigns.
Custom Report Builder
Drag-and-drop report creation with field selection, filters, grouping, and calculated fields.
Dashboard Widgets
Configurable dashboard with KPI cards, charts, tables, and pipeline visualizations.
Anomaly Detection
Statistical analysis identifying unusual patterns in pipeline, activities, or cases for investigation.
Scheduled Reports
Automatic report generation and distribution on daily, weekly, or monthly schedules.
Click-to-Call
One-click calling from any phone number field with automatic activity logging.
Call Recording
Optional call recording with consent handling and secure storage with playback access.
Call Status Tracking
Real-time status updates through queued, ringing, in-progress, and completed states.
Open Tracking
Pixel-based email open detection with timestamp, device, and location data.
Click Tracking
Link click tracking with URL, timestamp, and click count analytics.
Engagement Scoring
Composite email engagement metrics contributing to lead and contact scoring.
Send for Signature
Route quotes, contracts, and orders to recipients for electronic signature via DocuSign.
Multiple Signers
Sequential signing order support for deals requiring multiple stakeholder signatures.
Status Tracking
Real-time envelope status updates with completion notifications and document retrieval.
Supply Chain Visibility
Real-time inventory availability and delivery estimates from warehouse management systems.
Manufacturing Signals
Production capacity status, lead times, and backlog impact from manufacturing systems.
Financial Integration
Customer AR balance, credit status, and payment history from financial systems.
Order Visibility
Track order status from quote acceptance through fulfillment from order management.
Offline Data Access
Progressive caching of accounts, opportunities, and activities for offline mobile access.
Automatic Sync
Seamless data synchronization when connectivity is restored with conflict resolution.
Mobile-Optimized Views
Touch-friendly interfaces optimized for smartphone and tablet field sales use.
Role-Based Access Control
Granular permissions by entity type and action (read, write, admin) with role inheritance.
Multi-Tenant Data Isolation
Row-level security ensuring complete data separation between organizational tenants.
Audit Logging
Complete audit trail of data changes, access, and system events for compliance.
Configurable Settings
Centralized administration of scoring weights, pipeline stages, pricing, routing, and integrations.
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Turn pipeline into predictable revenue.
Equip sales teams with insight-rich CRM workflows built for complex enterprise cycles.