See everything your team did today — in one place.
Track each employee’s daily tasks, check-ins, follow-ups, calls, meetings, and updates in a single view for better transparency and performance monitoring.
360° View of Every Contact
Organize all customer data in one place. Access communication history, notes, files, and interactions for better relationships and faster service.
Capture. Nurture. Convert.
Efficiently manage and track your leads from first contact to conversion. Score leads, assign follow-ups, and turn prospects into loyal customers.
Smart Scheduling for Field Teams
Plan, track, and optimize daily routes and visits for your sales or service teams. Improve productivity and ensure accountability with real-time journey tracking.
Plan, assign, and track tasks with ease.
Stay productive with a simple task system that helps your team stay focused, meet deadlines, and get work done—on time, every time.
Resolve Issues Seamlessly
Handle customer queries and complaints efficiently with an easy-to-use ticketing system. Prioritize, assign, and resolve tickets to boost satisfaction.
Track Spending, Stay Profitable
Record and manage business expenses on the go. Monitor spending patterns, set limits, and keep your finances in check with real-time expense tracking.
Built for Your Region
NxGn CRM supports local languages, currencies, tax formats, and regional compliance standards — making it easy to serve your market your way.
Never Miss a Beat
Set smart reminders for follow-ups, meetings, renewals, and important tasks. Stay on schedule and improve responsiveness.
Track Field Activity with Precision
Enable your team to log check-in and check-out times with location data. Perfect for field staff, service teams, or sales reps — ensure accountability, monitor visit duration, and streamline daily reporting.
Flexible Access, Your Way
Control how users access the CRM — through the app, web, or both — based on your organization’s preferences and policies.
Real-Time Insights That Matter
Generate detailed reports on leads, sales, activities, and performance. Make informed decisions backed by accurate, actionable data.
Empower Your Team, Track Performance
Manage, view, and collaborate with your team in one place. Stay on top of tasks, progress, and performance to ensure everyone is aligned and working toward shared goals.
360° View of Every Contact
Manages customer inquiries and tracks requests to ensure prompt and effective resolutions.
Know exactly where your clients are
Automatically tag and track the location of every contact and client. With real-time geo-tagging, you can optimize routes, verify visits, and gain valuable location insights to enhance your customer service and field operations
