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The Ultimate Sales & Service CRM

We didn’t invent CRM. We perfected it.

Name: Nextiva Service CRM
Brand: Nextiva

Turn prospects into customers and customers into fans.
All with one powerful workspace.

Get started Plans & pricing

After 8 years of being with Nextiva, their customer service still blows me away. Courtney Steele, Teres Nail Bar Proudly using Nextiva since 2012

Customer Service CRM pricing

Basic

As low as

$10

BASIC Monthly

BASIC 36 mo. agreement

PREPAY 12 mo. agreement

1-4 users

5-19 users

20-99 users

100+ users

$25/mo

$15/mo

$10/mo

/mo per user

Manage Prospects
Service Customers
Collaborate with Teams

Compare All Features

Unlimited Calling
Free Local Number
Free Toll Free Number
Voicemail to Email
Unlimited Virtual Faxing
Shared Call Appearance
HD Music on Hold
Voicemail to Text
($2.95 per line)
Barge In

Get started

Pro

As low as

$20

PRO Monthly

PRO 36 mo. agreement

PREPAY 12 mo. agreement

1-4 users

5-19 users

20-99 users

100+ users

$35/mo

$25/mo

$20/mo

/mo per user

Manage Prospects
Service Customers
Collaborate with Teams
Survey Customers

Compare All Features

Nextiva Mobile App
Team Presence
Text Messaging
Cloud PBX
Free Number Porting
Advanced Call Management
Unlimited Calling
Free Local Number
Free Toll Free Number
Voicemail to Email
Unlimited Virtual Faxing
Shared Call Appearance
HD Music on Hold
Voicemail to Text
($2.95 per line)
Barge In

Get started

Enterprise

As low as

$30

ENTERPRISE Monthly

ENTERPRISE 36 mo. agreement

PREPAY 12 mo. agreement

1-4 users

5-19 users

20-99 users

100+ users

$45/mo

$35/mo

$30/mo

/mo per user

Manage Prospects
Service Customers
Collaborate with Teams
Survey Customers
Analyze Your Business
Chat Live on Your Website

Compare All Features

Text Messaging
Call Me Now
Conference Bridge
Nextiva Mobile App
Team Presence
Cloud PBX
Free Number Porting
Advanced Call Management
Unlimited Calling
Free Local Number
Free Toll Free Number
Voicemail to Email
Unlimited Virtual Faxing
Shared Call Appearance
HD Music on Hold
Voicemail to Text
($2.95 per line)
Barge In

Get started

Compare our most popular features

Does not include Business Phone Service

Customer Relationship
Basic

Manage Prospects
- Contact management
- Account history
- Account contacts
- Account notes
- Link account relationships
Service Customers
- Omnichannel support: phone, email, chat, and messaging
- Case status management
- Automatically link cases to accounts
- Case & account priority management
- Standard Reports
- Account and case notes & alerts
- Same screen account & case history
- Search functionality
Analyze Your Business
- Standard Reports
- Central source for customer data

Customer Relationship
Pro

Manage Prospects
- Contact management
- Account history
- Account contacts
- Account notes
- Link account relationships
Service Customers
- Omnichannel support: phone, email, chat, and messaging
- Case status management
- Automatically link cases to accounts
- Case & account priority management
- Standard Reports
- Account and case notes & alerts
- Same screen account & case history
- Search functionality
- Smart case routing
- Integrated knowledge base
- SLA management
- SLA reminders
- Escalation for SLA violation
- Custom user filters and views
- Custom Reports
- Automatic email notifications
Analyze Your Business
- Standard Reports
- Central source for customer data
- Predefined Dashboard
- Custom Reports
- User and Team Performance
- Basic database tools
Survey Customers
- Dynamic design and question types
- Flexible survey design
- Survey templates
- Custom headers (add logo, etc)
- Automated survey distribution
- Survey link modification
- Favorite and archive surveys
- Email notifications
- Post-survey logic
- Survey analytics

Customer Relationship
Enterprise

Manage Prospects
- Contact management
- Account history
- Account contacts
- Account notes
- Link account relationships
- Custom account and contact fields
- Account analytics
Service Customers
- Omnichannel support: phone, email, chat, and messaging
- Case status management
- Automatically link cases to accounts
- Case & account priority management
- Standard Reports
- Account and case notes & alerts
- Same screen account & case history
- Search functionality
- Smart case routing
- Integrated knowledge base
- SLA management
- SLA reminders
- Escalation for SLA violation
- Custom user filters and views
- Custom Reports
- Automatic email notifications
- Custom Dashboards
- Advanced roles and permissions
- Multiple SLA policies
Analyze Your Business
- Standard Reports
- Central source for customer data
- Predefined Dashboard
- Custom Reports
- User and Team Performance
- Advanced database tools
- Custom Dashboards
- Advanced Analytics
- Advanced, flexible database
- NextDB (database administration)
- Visual database builder
Survey Customers
- Dynamic design and question types
- Flexible survey design
- Survey templates
- Custom headers (add logo, etc)
- Automated survey distribution
- Survey link modification
- Favorite and archive surveys
- Email notifications
- Post-survey logic
- Survey analytics
- Question & page skip logic
- Survey scheduling
- Secure surveys
- Custom landing pages
- Redirect upon submit
- Allow/Restrict IPs
- Export survey results
Chat Live on Your Website
- Automatic case creation
- Proactive chat
- Scheduling
- Tab notification of unread customer message
- Unlimited departments
- Chat history
- Shortcuts
- Transfer chat
- Round-robin distribution
- Multiple administrators
- Offline chat
- Custom chat limits (per user, per department)
- Avatars
- Unlimited chat instances (queue creation)
- Queue limit
- Chat builder
- Chat customization

Sales & Service CRM

One screen for all your conversations

Communicate

Manage all your communication channels in one place. Phone, email, SMS, chat, and social media are united.

Manage Sales

The only sales management tool that directly connects you with all of your communication channels.

Manage Customers

Customer Service Management should live in the same place so you can deliver an amazing experience.

With Everything On One Screen You Can...

Understand your customers in real time.

Get tools and analytics that give your entire organization (from the frontline to the C-suite) a complete view of every customer.

By Understanding Your Customers You Can...

Automate (almost) anything.

Everything on one platform means you can streamline processes around your customer relationships. Customer service interactions become faster, more consistent, more strategic, and (bonus!) cheaper.

Get started

By Using Smartly Timed Automations You Can...

Engage with purpose.

Automated Surveys

Highly targeted surveys help you engage with your customers to understand them better than ever.

Campaign Management

Send out emails and reminders to customers at the right time with the right message.

With Effective Engagement & Great Feedback You Can…

Know where you stand.

A single, real time view of every customer’s experience visible to everyone in the organization

Customer Experience Score

One score, composed from every sales and service interaction in the customer journey.

Customer Sentiment

Know how the customer feels before you even read the message.

SmartTopics

SmartTopics are to regular case tags what FitBits are to bracelets. In other words - on a whole other level.

Doing All Of This In One Workspace You Can...

Collaborate seamlessly.

Internal Chat

Get help from colleagues without leaving your customer conversations.

Internal Wiki

Feed agents the relevant information they need to solve customer issues right on their screen.

Want to learn more about Nextiva's Sales & Service CRM?

Chat with an expert

See what else you can do better with Nextiva.

Nextiva Business Phone Service

Get reliable world-class business phone service.

Get more power, scalability, and customization than your standard business phone service. Join the future of communications.

Nextiva Business Analytics

Understand your entire business in real time.

Get valuable details about your business that allow you to make faster, better business decisions company-wide.

Nextiva App

Stay connected with your whole company on the go.

Take your company with you anywhere on the planet. Communicate, monitor, and optimize from any device.

Popular Features

A CRM for the future.

Productivity Tools

Complete customer history at your fingertips
Relevant Wiki articles display automatically
Macros automate work on repetitive requests

Case Management

Rules Engine lets you automate workflow
Automated smart routing & prioritization
SmartTopics to apply rules by issue

Multi-Channel Service

Email, phone service, chat, social, & SMS
Use the same screen for all channels
Seamless interaction and happy customers

Flexible for Any Business

Simple database for small businesses
Enterprise database for complete flexibility
Form Builder lets you collect the data you need

Easy Setup

Easy data migration tool
Zero integration required
User-friendly, intuitive system

Artificial Intelligence

Keyword Analysis tool
Customer Sentiment identification
Proactive Next Issue Resolution (NIR)

We've got your back.

We don’t call it “Amazing Service” for nothing. Our award-winning, friendly, support HUMANS are all based in-house and ready to help you and your growing business.

Cameron J. | with Nextiva since 2018

Call Us

(800) 444-8464

Kelly B. | with Nextiva since 2017

Email Us

Fill out a short form

Sarah N. | with Nextiva since 2017

Live Chat

Chat now

We're committed to your growth and empowering you to run a successful business. We promise to back you up and be there when you need us. No pressure to purchase anything.

Hate filling out forms?
Just talk to a real human.

Chat now Call (800) 444-8464

We'd like to know you better so we can serve you better.

We'll give you an intro to the perfect solution that fits your business. Get started on your journey to fearless growth.

Comments

Leadership

Nextiva Cares

Contact Us

Grow Your Business | Blog & Webinars

Nextiva Blog

Partners Program

Events

Careers

Everything We Do

Business Phone Service

Sales & Service CRM

Platform Features

Small Business VoIP

VoIP Phones

Support Center

Guides & Release Notes

News & Media

International Calling Rates

Speed Test

System Status

We didn’t invent CRM. We perfected it.

Customer Service CRM pricing

Basic

$10

Pro

$20

Enterprise

$30

Compare our most popular features

Customer Relationship Basic

Customer Relationship Pro

Customer Relationship Enterprise

Sales & Service CRM

One screen for all your conversations

Communicate

Manage Sales

Manage Customers

With Everything On One Screen You Can...

Understand your customers in real time.

Automate (almost) anything.

By Using Smartly Timed Automations You Can...

Engage with purpose.

Automated Surveys

Campaign Management

With Effective Engagement & Great Feedback You Can…

Know where you stand.

Customer Experience Score

Customer Sentiment

SmartTopics

Doing All Of This In One Workspace You Can...

Collaborate seamlessly.

Internal Chat

Internal Wiki

Want to learn more about Nextiva's Sales & Service CRM?

See what else you can do better with Nextiva.

Nextiva Business Phone Service

Nextiva Business Analytics

Nextiva App

Popular Features

A CRM for the future.

Productivity Tools

Case Management

Multi-Channel Service

Flexible for Any Business

Easy Setup

Artificial Intelligence

We've got your back.

Call Us

Email Us

Live Chat

See how Nextiva will transform the way you communicate.

See how Nextiva will transform the way you communicate.

See how Nextiva will transform the way you communicate.

See how Nextiva will transform the way you communicate.

See how Nextiva will transform the way you communicate.

See how Nextiva will transform the way you communicate.

See how Nextiva will transform the way you communicate.

See how Nextiva will transform the way you communicate.

See how Nextiva will transform the way you communicate.

See how Nextiva will transform the way you communicate.

Customer Relationship
Basic

Customer Relationship
Pro

Customer Relationship
Enterprise

See how Nextiva will transform
the way you communicate.

See how Nextiva will transform
the way you communicate.

See how Nextiva will transform
the way you communicate.

See how Nextiva will transform
the way you communicate.

See how Nextiva will transform
the way you communicate.

See how Nextiva will transform
the way you communicate.

See how Nextiva will transform
the way you communicate.

See how Nextiva will transform
the way you communicate.

See how Nextiva will transform
the way you communicate.

See how Nextiva will transform
the way you communicate.

See how Nextiva will transform
the way you communicate.

See how Nextiva will transform
the way you communicate.