Turn more leads into sales with an AI-assisted CRM
Organize every lead, conversation, and next step in one workspace. Work manually or use governed AI assistance to research, draft, prioritize, and follow up.
Meeting scheduled for next Tuesday at 2 PM.
Identified pain points in their legacy CRM.
The Engine Behind High-Performance Sales
NexaFlow combines a robust B2B CRM foundation with task execution and email workspace tools. Focus on building relationships while the system takes care of operations.
CRM & Customer Foundation
Core CRM ModuleFeatures & Capabilities:
- 360° contact profiles with custom fields & tags
- Parent-child company relationship hierarchy
- Buying roles (Decision Maker, Champion, Blocker)
- Shared notes & file attachments
- Bulk CSV import/export mapper
Governed Security & Strict Tenant Isolation
NexaFlow is designed with security and compliance boundaries at its core. Your database integrity, user roles, and compliance requirements are strictly enforced.
RBAC & Tenant Boundaries
Role-based access control (RBAC) ensures users see only their assigned deals, projects, and activities. Hard boundaries prevent data leaks between workspaces.
HttpOnly Cookie & bcrypt Security
Secure HttpOnly session cookie authorization shields accounts from XSS. All credentials are hashed using standard cryptographically secure bcrypt salts.
Consent & Quiet Hours
Strict compliance rules enforce opt-in consent records, suppression list updates, and quiet hours, ensuring AI outreach never dispatches during non-work hours.
AI Assistance with Total Human Control
Every workflow remains manually operable. AI assists with account research, drafting outreach, and prioritizing leads—while human users approve every external message before it is sent.
Outbox Stage Gate
All outbound emails stay in a draft state until approved by a real user.
Fully Modifiable Context
Change, regenerate, or discard any research and task list drafted by the agent.
Tenant Boundaries
Your sales prompts and customer CRM history are never used to train global AI models.
AI scans public registry, news, and LinkedIn to score the lead at 92/100 and identify pain points.
Human reviews the source details, edits lead score if necessary, and marks custom fields.
Transparent Pricing Built to Scale
Choose the right tier for your pipeline complexity. Switch billing frequency or add-ons at any time.
Essentials
Owner-operators & small teams
- Full User Seats:1
- AI Teammates:0
- CRM Contacts:1,000
- Active Pipelines:3
- Active Projects:10
- Companies & Contacts tracking
- Leads & visual pipelines
- Projects, tasks & milestones
- Standard analytics reporting
- Document uploads & notes
Growth
Small service & sales teams
- Full User Seats:3
- AI Teammates:1
- CRM Contacts:5,000
- Active Pipelines:Unlimited
- Active Projects:50
- Everything in Essentials
- Email composition & templates
- Shared team email inbox
- Embeddable inbound lead forms
- AI communication features (Beta)
- 5,000 AI credits/mo (released soon)
Scale
Growing agencies & sales orgs
- Full User Seats:5
- AI Teammates:3
- CRM Contacts:25,000
- Active Pipelines:Unlimited
- Active Projects:Unlimited
- Everything in Growth
- Multichannel email sequences
- Advanced custom workflows
- Client delivery portal
- API access & webhooks
- 20,000 AI credits/mo
Enterprise
Custom governance requirements
- Full User Seats:10
- AI Teammates:5
- CRM Contacts:Custom
- Active Pipelines:Unlimited
- Active Projects:Unlimited
- Everything in Scale
- Single Sign-On (SSO/SAML)
- Administrative audit histories
- Priority 24/7 support & SLA
- Dedicated account strategist
- Custom contacts & AI credits
Interactive Add-On Calculator
Scale your subscription by adding seats or AI slots. Calculates instantly against your selected tier.
Answers to Common Questions
Learn more about trial limits, data security, CSV porting, and how AI credits operate.
When you sign up for NexaFlow CRM, you get immediate access to all features inside your selected plan (Essentials, Growth, or Scale) for 14 days. We do not ask for a credit card upfront. If you choose not to subscribe at the end of the 14 days, your workspace will enter read-only mode, and no data will be deleted.
Absolutely. We enforce strict tenant boundaries, meaning your customer data is fully isolated in separate logical schemas. Our Governed AI Teammates function with 'human-in-the-loop' controls—the AI can research leads or draft outreach emails, but a human must review and manually approve any external message before it is sent. Furthermore, your data is never used to train global AI models.
NexaFlow features an intelligent, schema-mapping CSV importer. When you upload a CSV of companies or contacts, our tool detects header rows and matches them against custom fields, buying roles, and tags. You can review mappings, handle duplicates, and set automatic pipeline assignment rules before importing.
AI credits are metered based on execution type: 1 credit is consumed for detailed account research (scanning public records, news, and LinkedIn), and 1 credit is consumed for drafting custom outreach emails. Tiers include set monthly credits (e.g. 5,000 for Growth, 20,000 for Scale), and additional AI agent slots can be purchased to increase your monthly credit allocation.
Need deep technical documentation?
Explore our developer API reference, webhook guides, and deployment checklist.