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. 

Quickly add or manage contact details directly from Nextiva CRM.  

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

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

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

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

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