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Maximize your ROI with Professional Services

Our Professional Services team brings deep product knowledge, along with sales and service operation expertise, to ensure your business gets the most value from your Nextiva products. We'll walk you through each and every step to get you set up for success. You'll get amazing service for life and experts to help you out anytime.

Professional Services will maximize your ROI

Partner with a dedicated team to take your business to the next level.

How do we make sure you're set up for success?

Dedicated one-on-one attention. We'll work with you to understand what your goals are as a business and then use that information to ensure you get the most out of our partnership.

set for success

Not sure which service package you need?

Don't worry about having all the details nailed down — we'll help you with every step. You'll get every single question answered and continued support for life.

custom solution
Service Packages
  • Quick Start
  • Sales Plus
  • Sales Advanced
  • Service Plus
  • Service Advanced
  • Business Suite Plus
  • Business Suite Advanced

Nextiva Quick Start

Get your CRM up and running quickly and easily with basic Accounts and Contacts, plus Call Pop*
Package includes
  • One-on-one consultation
  • Assistance setting up Accounts, Contacts, and Call Pop* modules
  • Up to three hours of consulting
  • Video recording of the NextOS Overview

Nextiva Sales Plus

Get your CRM up and running quickly to improve sales results
Package includes
  • One-on-one consultation
  • Assistance setting up Accounts, Contacts, Call Pop*, Sales, and Product modules
  • Custom fields
  • Basic fields
  • Training video
  • Data import up to 10k records
  • Up to 10 hours of consulting

Nextiva Sales Advanced

Get your CRM up and running quickly, with simple yet sophisticated tools to improve sales results
Package includes
  • Best practices advisement
  • Assistance setting up Accounts, Contacts, Call Pop*, Sales, and Product modules
  • Custom fields
  • Complex workflows
  • Complex data migration
  • Training video
  • Data import up to 50k records
  • Up to 20 hours of consulting

Nextiva Service Plus

Get your CRM up and running quickly to improve the customer experience and loyalty
Package includes
  • Best practices advisement
  • Assistance setting up Accounts, Contacts, Call Pop*, and Case Management modules
  • Custom fields
  • Basic workflows
  • Training video
  • Data import up to 10k records
  • Up to 10 hours of consulting

Nextiva Service Advanced

Get your CRM up and running quickly, with simple yet sophisticated tools to the improve customer experience and loyalty
Package includes
  • One-on-one consultation
  • Assistance setting up Accounts, Contacts, Call Pop*, and Case Management modules
  • Custom fields
  • Basic fields
  • Training video
  • Data import up to 50k records
  • Up to 20 hours of consulting

Nextiva Business Suite Plus

Get your CRM up and running quickly, with simple yet sophisticated tools to improve sales and the customer experience
Package includes
  • Best practices advisement
  • Assistance setting up Accounts, Contacts, Call Pop*, Sales, Product, Case Management, and Survey modules
  • Custom fields
  • Basic workflows
  • Training video
  • Data import up to 50k records
  • Up to 20 hours of consulting

Nextiva Business Suite Advanced

Get your CRM up and running quickly, with simple yet sophisticated tools to improve sales and the customer experience
Package includes
  • Best practices advisement
  • Assistance setting up Accounts, Contacts, Call Pop*, Sales, Product, Case Management, Survey, and Chat modules
  • Custom fields
  • Complex workflows
  • Complex data migration
  • Custom fields
  • Training video
  • Data import up to 100k records
  • Up to 30 hours of consulting

5 Ways Nextiva Professional Services Delivers Value

1

Optimized system setup means improved user adoption

2

Quicker time-to-benefit for your business

3

Best practices drive maximum ROI from your Nextiva investment

4

You get a trusted advisor you can turn to again and again

5

Discover unexpected ways to get more business value from your Nextiva solution

Built for any business at any stage.

Trusted by business of all sizes.

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Jump-start your onboarding with Nextiva Professional Services.

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"We love Nextiva's reliability and features like auto attendant, IVR and call routing. It gives us the appearance of a bigger more polished business."

Eric Siu, CEO
Single Grain
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By providing information in this form, you agree to Nextiva's Privacy Policy