Paid Addon

Advanced CRM

Enhanced client relationship management with custom fields, lead scoring, pipeline management, and automated follow-ups.

Custom fields & lead scoring
Pipeline management
Automated follow-ups
Contact segmentation
Advanced CRM Screenshot

Complete CRM Management

Build stronger client relationships with intelligent tracking, scoring, and automation

Custom Fields & Tags

Create unlimited custom fields and tags to capture the data that matters most to your business.

Lead Scoring

Automatically score leads based on engagement, project value, and configurable criteria.

Pipeline Management

Visual drag-and-drop pipeline stages to track deals from enquiry to close.

Automated Follow-Ups

Schedule email sequences and reminders that trigger based on client actions or time delays.

Client Activity Timeline

Complete chronological view of every interaction, project, and communication with each client.

Deal Tracking

Monitor deal values, win rates, and forecasted revenue across your entire pipeline.

Custom Reports

Build bespoke reports on client metrics, pipeline performance, and team activity.

Contact Segmentation

Segment clients by industry, value, location, or any custom field for targeted outreach.

Email Integration

Sync emails directly into client records for a complete communication history.

Advanced CRM Addon

£29/month

ex. VAT

Add advanced client relationship management to your NexusRMS subscription

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