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Sales CRM

A CRM that knows what you sell.

Capture every enquiry, see every deal by stage, and keep clients, suppliers and contacts in one place, with their quotes, jobs and orders on the same record.

Included in Starter, Growth and Custom · advanced reporting on Growth

Pipeline
This month
$84.2k open
Coastal Realty · polos ×60New enquiry · website formNew
Northside Rugby · $6,240Quoted · opened 3×Quiet 8 days
Kōwhai Dental · $2,980NegotiatingFollow-up due
Harbour FC · $4,380Won→ Job
What it does

Built for merch sales cycles.

Every enquiry captured

Website forms, quote-builder carts and your synced inbox all land on the right client record.

Pipeline by stage

Every deal, value and stage at a glance, so nobody asks “where is that one at?”.

One contact hub

Clients, suppliers and individuals, with multiple people per organisation and their full history.

Won deal to job in one click

The CRM that understands production. Accepted work moves straight into the job workflow.

Sources that pay

See win rates, deal size and which lead sources bring profitable work.

Bring your contacts

Import clients, contacts and leads from CSV in minutes.

Website Quote Builder

Enquiries that arrive already specified.

The website quote builder turns visitors into leads with the products, colours, sizes, quantities, dates and artwork already on the record.

Explore the quote builder →
How it runs

From first enquiry to repeat client.

  1. Capture

    The enquiry lands on the client record.

  2. Quote

    Options go out from the same record.

  3. Follow up

    Quiet deals get noticed and nudged.

  4. Win

    Accepted work becomes a job.

  5. Grow

    Reorders and portals keep them buying.

With Nexus

Relationships that don’t depend on memory.

Nexus notices quiet deals and clients due to reorder, briefs you on an account before a call, and drafts the message in your voice.

How Nexus works →
  • Follow-up Agent
  • Reorder Agent
  • Portal Agent

Put every deal in one place.

Import your contacts and start tracking your pipeline today.