NexaCRMEverything in one place
Features built for B2B sales teams
From the first IndiaMART enquiry to the final payment — leads, pipeline, quotations, follow-ups and reports in one CRM.
Lead management
Every enquiry in one list — never lost, never duplicated.
- Leads from IndiaMART, TradeIndia, Facebook, WhatsApp and web forms
- Automatic round-robin assignment
- Duplicate detection by mobile and e-mail
- Lead scoring, priority, source and requirement notes
- Import from Excel, export any list
Pipeline & deals
Know what is closing this month and what is stuck.
- Drag-and-drop kanban by stage
- Expected value, probability and weighted pipeline
- Deal products and expected close dates
- Won / lost reasons for every deal
Quotations, orders & payments
From price request to payment without leaving the CRM.
- Quotations with products, discounts and GST
- PDF and shareable link with viewed status
- Convert to orders, track dispatch and delivery
- Customer payments and outstanding ageing
Automation & follow-ups
Make sure every buyer gets a call on time.
- Tasks, reminders and overdue alerts
- Google Calendar two-way sync
- Automation rules and multi-step workflows
- E-mail and WhatsApp Business (official API)
Reports & insights
Decisions based on numbers, not guesses.
- Sales, salesperson, lead and conversion reports
- Funnel, response time and sales velocity
- Revenue by lead source, product and region
- Every report exportable to Excel
And much more
Built for teams that sell to businesses
Roles & permissions
Owner, admin, manager, salesperson, accountant and viewer — or your own roles.
Audit log
See who changed what and when, for every record.
Team visibility
Salespeople see their own records; managers see their team.
Export ready
Multi-currency quotations, shipments and export documents.
REST API
Connect your website, ERP or Tally integrations with secure tokens.
Import & export
Move in from Excel in minutes; take your data out any time.
Feature availability depends on the plan — see pricing.
Stop losing enquiries in WhatsApp chats and Excel sheets
Set up in a day. Import your existing leads from Excel and connect IndiaMART in minutes.