Everything your business needs
NexaOne CRM bundles seven suites that talk to each other — no duplicate data entry, no swivel-chairing between tools.
CRM Suite
CRM Suite
Capture, track and convert every lead and contact
Leads
Capture, track and nurture sales leads through your pipeline
Contacts
Manage contacts, stakeholders and full interaction history
Activity Timeline
Log calls, emails, meetings and notes against any record
Pipeline Manager
Unified Kanban pipeline across leads, loan and insurance applications
Tasks & Reminders
Create tasks, set follow-up reminders and track completion
Mortgage Suite
Mortgage Suite
Purpose-built kanban and tools for loan advisers
Loan Applications
Kanban-driven mortgage application tracking end to end
Loan Tools
Repayment, offset, savings and loan-comparison calculators
Customer Care
Fixed-rate expiry, pre-approval and annual-review reminders
Insurance Suite
Insurance Suite
Quotes, applications and renewal care in one place
Insurance Quotes & Profiles
Quote generation tied to client risk profiles
Insurance Applications
Track applications from submission to issue
Renewal Care
Annual review and policy renewal reminder workflows
Property Suite
Property Suite
For advisers who also manage rental portfolios
Properties & Tenants
Manage properties, tenancies and lease records
Leases
Create and manage lease agreements with automated renewal alerts
Maintenance
Log repair requests, assign priorities and track resolution workflow
Inspections
Schedule and record property inspections with photo attachments
Rent Collection
Track rent payments, issue receipts and manage arrears
Marketing & Communication
Marketing & Communication
Every outbound channel, including AI voice
Email Campaigns
Design, send and track HTML email newsletters
Subscriber Lists
Manage email subscriber lists, segments and opt-in/out status
Email Templates
Pre-built drag-and-drop email template library
SMS Campaigns
Send SMS broadcasts and automated text messages via Twilio
AI Voice Calls
Outbound AI phone calls for reminders and outreach — toggle on or off per organisation
Finance
Finance
Invoicing and expenses without leaving the CRM
Invoicing
Create, send and track invoices with approval workflows
Expenses
Track business expenses against your organisation
Payments
Accept online payments via Stripe with automatic reconciliation
Financial Reports
P&L, cash flow and revenue reports with export
Analytics & Automation
Analytics & Automation
See what's working, automate what isn't
Reports
Pipeline, conversion and revenue reporting across all modules
Workflow Automation
Rule-based automated sequences — no code required
AI Assistant
AI-powered lead scoring, email writing and insights
Integrations
Integrations
Connect to tools your NZ business already uses
REST API Access
Full API access with API keys and webhook management
Get started today
See every module in action
Book a free 30-minute demo and we'll walk through the suites that matter to your business.
