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CRM Features

Measure, analyze, & customize the customer journey in real-time.






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Sales & Service
CRM Features

Make real customer connections & keep them.

Integrated Business Analytics

Turn data into actionable information to gain a competitive advantage.

Instantly access historical data to make informed and objective business decisions. You can predict future business outcomes based on prior performance and get a snapshot of your business at any time.

Get ready to transform your business and customer experiences for the better with the Integrated Business Analytics feature.

Customer Experience Score

Customer Journey Mapping

Standard Reports

Custom Reports

Trend Analysis

Customized Wallboards

Team Performance & Sentiment Analysis

Predefined Dashboard

Manage Your Status

Account Contacts

Customizable Database

Account Note

Custom Case Status and Priority

Watching Entities

Export Data to CSV Files

Link Account Relationships


Managing Automation and Rules

Call History

Call Pop

Click To Dial

Task Management

Customize Pages & Forms

Real-Time Data

Chat Directory

Multicast Chat

Chat Notifications

Sharing Files


Schedule Calendar Events

Event Association Calendar

Experience powerful CRM features.
Turbocharge your entire business.

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Dave | with Nextiva since 2008

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Chris Brencans, CMO

"Nextiva puts all my customer data in one place. I can view account history, notes and documents from one screen. Nextiva takes the guesswork out of customer relationships."

Chris Brencans, CMO
On The Map Marketing
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