Nextiva CRM

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

 

Helpful resources

 

Importing data
Import your existing data, such as contacts, accounts, leads, and opportunities. You can also integrate with QuickBooks. 

Contacts
Quickly add or manage contact details directly from Nextiva CRM.  

Accounts
Store and manage customer information in Nextiva CRM so you can easily view all interactions related to the account. 

Leads
Track potentials prospects in Nextiva CRM to accurately predict sales pipelines and manage leads with a start-to-finish view of the prospect journey.

Opportunities
Easily monitor each stage of the sales life cycle. Accurately track opportunities through the remaining stages of the sales life cycle.

Cases
Create cases to keep track of customer requests, issues, and interactions.

View all support articles

Nextiva CRM Case Inbox

Nextiva CRM Case workspace

Nextiva CRM Account workspace

NextOS Automations

Nextiva CRM Admin Guide

Nextiva CRM User Guide

Nextiva CRM Advanced Customization

Business automation

Leads & Opportunities

Data Management