How do I add to Nextiva CRM?

⚠️ Nextiva CRM has been retired from the Nextiva product offerings and is currently not available to new users. 

Businesses can start tracking the entire customer journey by adding information to Nextiva CRM. With all the pertinent information quickly available in the CRM, Users can effectively interact with customers, pre and post-sale, to ensure an optimal and personal customer experience every time.

Add new Leads, Opportunities, or Product data to track sales pipelines easily as well as automate interactions. After the sale, use Accounts, Contacts, and Cases to continue tracing the customer journey and keep your finger on the pulse of your business. 

  1. Visit, and click Login to log in to NextOS.
  2. From the NextOS Home Page, select CRM.
  3. Click Plus (+) next to the tabs you have open and select what you want to add.

Add New

NOTE: If you do not have an option to add new, please see your Administrator for permissions. 

  1. Complete the form > Create



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