Simple guides, no jargon
Practical, plain-English articles on getting the most out of NexaOne CRM — written for business owners, not developers.
16
Articles
9
Topics
2026
Latest
HR
Keeping Staff Details, Leave and Payroll in One Place
Staff records in a spreadsheet, leave requests over email, payday worked out separately again — here's what it looks like when your team's HR lives next to the rest of your business.
Compliance
Keeping FSLAA, CCCFA and AML Records Without a Spreadsheet
Financial advice compliance means real record-keeping, not just good intentions. Here's what's already built into your client records — no separate spreadsheet required.
Insurance Suite
Know What You're Owed: Tracking Insurance Commissions
Working out what an insurer actually paid you, across dozens of policies, shouldn't need a personal spreadsheet. Here's the built-in report that does the adding up for you.
Mortgage Suite
Setting Up Your Lenders So the Mortgage Calculators Actually Work
If Product Finder or Max LVR come back empty, that's not a fault — it just means your lenders haven't been added yet. Here's the five-minute setup behind the calculators.
CRM Suite
Already Have a Client List in a Spreadsheet? Bring It All In at Once
Retyping years of clients one by one into a new system is nobody's idea of a good afternoon. Here's the two-minute way to bring your whole list across instead.
CRM Suite
Simple To-Dos and a Shared Calendar, Built Right Into Your CRM
Sticky notes and a personal diary work fine until your team grows past one person. Here's how a shared task list and calendar keep everyone on the same page — literally.
Analytics & Automation
Stop Forgetting to Follow Up: Reminders That Send Themselves
The renewal you meant to chase, the client you meant to check in with three months after settlement — these are the calls that build long-term relationships, and the easiest ones to forget.
Analytics & Automation
Know Your Numbers, Without Needing to Be an Accountant
Most business owners want a straight answer to "how are we doing?" without opening a spreadsheet. Here's how to get one in a few clicks, and build your own report when you need more.
Finance
Getting Paid Without the Chase: Simple Invoicing and Expenses
Late payments and lost receipts eat into a small business's time as much as its cash. Here's a straightforward way to send invoices, track who's paid, and keep expenses tidy.
Marketing & Communication
Sending the Right Email to the Right People, Without the Manual Work
Newsletters, renewal reminders, and the odd personal email — most businesses send all three, but rarely from one place. Here's a simple way to keep every message organised.
Insurance Suite
When a Client Needs to Claim: Keeping Insurance Claims and Renewals on Track
Claims are the moment a client finds out whether their cover was worth it. Here's how to record one properly, follow it through, and stay ahead of renewals at the same time.
Insurance Suite
From a First Quote to a Real Policy: Keeping the Insurance Journey Straight
A quote, then an application, then a real policy — each step for a client needs to be tracked separately. Here's a simple way to see exactly where every client sits.
Mortgage Suite
Tracking a Loan From Application to Settlement (Without Losing the Paper Trail)
A home loan touches a lot of people and a lot of documents before it settles. Here's how to keep the whole application — and every file attached to it — in one visible place.
Mortgage Suite
Nine Calculators Every Mortgage Broker Actually Needs — In One Place
Repayments, borrowing power, offset savings, loan comparisons — most brokers juggle several different tools for these. Here's what it looks like when they're all under one roof.
Pipeline & Leads
From First Enquiry to Signed Client: A Simple Way to Track Every Deal
Enquiries come in by phone, email, referral and your website — and it's easy to lose one along the way. Here's how a simple visual board keeps every deal moving.
CRM Suite
Never Lose Track of a Client (or a Referral) Again
If your client list lives in a spreadsheet, a notebook, and your memory all at once, here's how one shared Contacts list fixes that — plus how to keep track of who referred who.
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