Every client relationship, in one record
Nexa CRM is the relationship system for research, sales, coverage and banking teams. Coverage, the research each client reads, every email, call and meeting, deals and roadshows: one record per client, instead of spreadsheets, inboxes and calendars.
Know every client before you pick up the phone
Each contact and account brings together who covers them, how often you have been in touch, what they have read and what is in progress, so the next conversation starts from what they care about.
- Coverage that carries throughSet the coverage team on an account and every contact at the firm inherits it.
- Relationship strength at a glanceTouch points and a relationship score on every record.
- Research engagementWhat each client and firm read, in which format and over time, from Nexa Portal and from your emails.
- Every conversation, logged for youEmails to and from clients through Outlook, Teams calls with a summary of the client’s views, and meetings and calendar replies, all on the right record automatically. The Outlook add-in shows which recipients are clients as you write.
Research engagement for one account over twelve months, by format, straight from Nexa Portal.
Pipeline, forecast and credit, without the spreadsheet
Track mandates from first conversation to close, forecast them properly and show who earned what.
- Pipeline boardDrag deals between stages; each deal is visible only to the people with access to it.
- Probability-weighted forecastIn any reporting currency.
- Revenue league tablesSee who earned what, by deal team or relationship manager.
- Trades and commissionTrack trades and commission against targets.
Illustrative pipeline; every board is shaped to your stages and products.
Ask your CRM, then approve what it does
Type or speak your question in plain English, over your own live data and only the data you are allowed to see: “which deals are overdue?”, “summarise this contact”. Ask it to log a call, create a task or lay out your dashboard, and it shows the change on a card for you to approve.
- Log a meeting in one sentenceThe client’s views and the follow-up task are saved together.
- Nothing happens without youEvery change comes on a card first, and deleting always asks.
- Under your administrator’s rulesEach action can be allowed, set to always ask, or switched off, and every change is marked in the history.
Built for how banks, brokers and advisers work
A sales note from the news
Tick stories or company dates on the news desk and get a sales note in your own sections, with every point cited, or one written for a single contact’s companies.
Lists that keep themselves current
Static or rule-based, shared with your team, and used as the audience for research sent from Nexa Author.
Roadshows and corporate access
Venues and time zones, slots generated for every day, meetings with Teams or Zoom links, clash checks, and a dashboard with maps.
Company dates
Results, board meetings and investor calls on each account, with local times and dial-ins, plus a morning email of the day’s dates.
Calls and messages
Click-to-call, a browser phone and two-way SMS from your firm’s numbers, with calls transcribed and summarised.
Email, meetings and alerts
Tracked email from the CRM or your own Outlook; your Outlook meetings in the CRM calendar, and CRM meetings in Outlook; deal and contact events posted to Teams or Slack.
LinkedIn, captured
A browser extension brings LinkedIn profiles into the CRM and logs activity without leaving the page.
Your dashboard, your fields
Describe the dashboard you want and Ask lays it out for you, or show, hide and move blocks yourself, and add your own fields, with no developer needed.
Clean data, private data
Import from Excel or CSV, merge duplicates, send reports on a schedule, and erase or anonymise a contact on request.
The tools your teams already use
Nexa CRM, screen by screen
Click any screen to see it full size. Screens show illustrative content only.
See Nexa CRM with your clients in it
We set it up around your coverage model, deal stages and lists, and work with you to bring your client data across.