NexaOne CRM combines CRM, Mortgage, Insurance, Marketing, Finance and AI Voice Calling into one intelligent platform — built for NZ businesses that want to automate operations, improve customer relationships and scale faster.
$2.4M
Pipeline
100%
Compliance
38
AI Calls
Smith & Co
$18K
Jones Family
$24K
Chen Holdings
$42K
Patel Group
$67K
Wilson Trust
$85K
Nguyen Corp
$32K
One platform covering every workflow
AI Voice CallsNEW
Automated outbound calling for reminders, renewals and follow-ups — powered by Vapi, toggle on or off per organisation.
60%
Admin time saved
300%
Lead conversion lift
27%
Customer retention improvement
8→1
Tools replaced by one platform
Platform overview
Everything your business needs
From first lead to settled deal to renewal reminder — every module talks to every other module.
CRM Suite
Leads
Capture, track and nurture sales leads through your pipeline
Mortgage Suite
Loan Applications
Kanban-driven mortgage application tracking end to end
Insurance Suite
Insurance Quotes & Profiles
Quote generation tied to client risk profiles
Marketing & Communication
Email Campaigns
Design, send and track HTML email newsletters
Finance
Invoicing
Create, send and track invoices with approval workflows
Analytics & Automation
Reports
Pipeline, conversion and revenue reporting across all modules
Integrations
REST API Access
Full API access with API keys and webhook management
HR
Employees
Staff profiles, roles and employment details in one place
Design Studio
7 Design Types
Email, Newsletter, Promotion, Social Post, Story/Reel, Carousel or a fully custom size
Membership
Members
Every member's status, invoicing and payment history in one page — with a live summary of invoiced, paid and outstanding
Why pay for 8 different tools?
CRM, marketing, phone, invoicing and finance software — get everything inside NexaOne CRM.
| Traditional Business | NexaOne CRM |
|---|---|
| One platform | |
| One login | |
| One database | |
| One monthly payment | |
| Built-in modules | |
| One support team |
NZ compliance built-in
Built to help New Zealand businesses manage compliance
Designed with compliance-focused workflows, secure record keeping, and audit-ready processes. NexaOne CRM ships with it.
Financial Advice Compliance
Supports record keeping, disclosure management, adviser file retention, and audit history for Financial Advice Providers.
CCCFA 2021
Supports responsible lending workflows with affordability assessments, document management, and customer records.
AML/CFT
Manage Customer Due Diligence (CDD), document verification, risk assessments, and audit trails in one place.
Privacy Act 2020
Role-based access, consent management, audit logs, and secure document storage designed to support privacy obligations.
NexaOne CRM provides tools designed to support compliance workflows. Customers remain responsible for meeting their own legal and regulatory obligations.
Early feedback
What early users are saying
“Reduced admin time by 60%. Everything our team needs is in one place.”
Sarah M.
Mortgage Adviser · Wellington
“Finally one platform that handles CRM, insurance and NZ compliance.”
James T.
Insurance Broker · Auckland
“Our whole team adopted NexaOne in under a week. No training needed.”
Rachel K.
Operations Manager · Christchurch
How it works
Step 1
Capture
Leads flow in from web forms, referrals and manual entry straight into your pipeline.
Step 2
Work
Move deals through mortgage or insurance workflows with built-in compliance checks.
Step 3
Grow
Customer Care and AI Voice Calls keep clients warm for renewals, reviews and referrals.
Transparent pricing
Affordable pricing for every business
Pay only for what you need.
- Flexible monthly plans
- Choose only the modules you require
- Cloud hosting included
- Maintenance included
- Database included
- Mobile apps included
- Free setup available
- No hidden costs
FAQ
Common questions
What industries does NexaOne CRM support?+
Mortgage brokers, insurance advisers, real estate agencies, finance companies, recruitment agencies, construction businesses and small businesses across New Zealand.
Does NexaOne CRM support FSLAA, CCCFA and AML/CFT compliance requirements?+
Yes. NexaOne CRM includes features designed to help New Zealand financial advisers and organisations manage key compliance-related processes — including financial-advice record keeping, client information, responsible-lending workflows and AML/CFT due-diligence tracking. For example, NexaOne can support long-term financial-advice record retention, capture information used in lending assessments, maintain client due-diligence records, and provide audit trails and document management. NexaOne CRM is a software platform and is not itself a licensed Financial Advice Provider or regulatory certification service — using NexaOne does not by itself make an organisation compliant with FSLAA, the CCCFA or AML/CFT. Each organisation remains responsible for understanding and meeting the legal and regulatory obligations that apply to its business.
Does NexaOne integrate with Xero and MYOB?+
Xero and MYOB integrations are in development and will be available in the coming months. REST API access is available now on all paid plans for custom integrations.
Can I use only the modules I need?+
Yes. Start with the core CRM and add Mortgage, Insurance, Marketing, Finance, HR or Membership modules as your business grows. No locked bundles.
Is there a free trial?+
Yes. Our Free plan includes CRM leads and contacts for up to 2 users — no credit card required.
Where is our data hosted?+
Cloud hosted with enterprise-grade encryption. New Zealand data sovereignty options available for enterprise clients.
Do you offer setup and training?+
Yes. Our NZ-based team provides onboarding, data migration and training. Free setup available on current promotional pricing.
How does pricing work?+
Pay only for the modules your business needs. No per-user fees on module pricing. Subscription plans start from NZ$29/month including hosting, maintenance and mobile apps.
Get started today
Ready to transform your business?
Book a free 30-minute demo and we'll show you exactly how NexaOne CRM can be customised for your organisation.