Your Sales Team Can’t Follow Up With Everyone. Your AI Can.
Capture every opportunity, organize your sales pipeline, automate follow-ups, and help your team close more deals with NexCRM AI.
- 30-day free trial
- No credit card required
- Onboarding assistance included
- AI-powered sales tools
Automated follow-ups start on the Business plan. Try every feature free for 30 days.
SDSI, an infrastructure cabling company, runs its sales pipeline on NexCRM AI.
| Lead | Source | Owner | Status |
|---|
Product footage from the NexCRM demo workspace. Sample data.
Leads slip through the cracks. Deals go cold.
Inquiries arrive on Messenger, email, your website and phone. Without one system, nobody owns the follow-up and good opportunities quietly disappear.
From first inquiry to signed deal and beyond
Ten connected areas that cover the whole customer lifecycle. Pick one to see how it works.
Three levels of AI, always under your control
Start with an assistant that answers customers, give your team a copilot, then let AI agents run approved follow-up work across the CRM.
AI Customer Assistant
Helps respond to inquiries, capture information and qualify customers.
- Instant replies on Facebook Messenger
- Collects name, contact and needs
- Answers FAQs from your approved answers
- Hands qualified leads to your team
Works with: your customers
AI Sales Copilot
Supports employees with sales communication, recommendations, summaries and knowledge retrieval.
- Suggested replies and follow-up drafts
- Conversation and account summaries
- Next-best-action recommendations
- Answers from your CRM records
Works with: your sales team, who review before sending
AI Workflow Agents
Advanced automation for authorized actions, workflow execution, assignments and follow-up orchestration.
- Specialist agents: Follow-Up, Campaign, Proposal, Support, Project, Collection
- Actions wait in an Approval Queue by default
- Every agent action recorded in an Audit Timeline
- Admins choose the autonomy level
Works with: managers and admins who set permissions
Swipe to see all three levels →
How AI moves a customer forward
Follow one inquiry from first message to closed deal. Tap any step.
What is automated, what is AI, what stays human
NexCRM takes care of the routine steps so your people can focus on the conversations that close deals.
- 1
Customer inquiry
Messenger, Gmail, a capture link or your booking page.
Customer - 2
Lead captured
Saved with its source. Possible duplicates are flagged.
Automated - 3
AI qualification
AI collects needs and details. Your team confirms the lead.
AI-assisted - 4
Sales assignment
Routing rules assign an owner. Managers can reassign.
Automated - 5
Follow-up
Reminders on time, AI drafts the message, the rep sends it.
AI-assisted - 6
Quotation
The rep builds the proposal. Discounts go for approval.
Human action - 7
Deal won
The customer accepts in the portal and the deal closes.
Human action - 8
Customer handover
Convert to a project and share the portal with the customer.
Human action - 9
Retention
Campaigns and reminders bring customers back.
Automated
One CRM, configured for how you sell
The same NexCRM foundation, set up with the stages, fields and follow-ups your industry needs.
Swipe for more industries →
Industry setups use standard NexCRM features. Specialized modules or third-party integrations are scoped and quoted separately before work starts.
Connect the tools your team already uses
Customer messages and calendar events land on the right contact. Every integration is labelled with its real status.
AI that answers from your own information
NexAI works from your business information. It looks up the relevant information first, then writes its answer from what it found.
- It searches your workspaceLeads, contacts, companies, deals, proposals, notes and tasks.
- It answers in plain languageSummaries, next steps and drafts, based on the records it found.
- It stays currentUpdate a record or an approved FAQ answer and the AI uses the new version.
Your data stays yours
Practical protections that are built into NexCRM today.
Policies: Cancellation and refundsData after cancellationSecurity
Pick a plan by team size
Monthly prices in pesos, before 12% VAT. Every plan starts with the same 30-day free trial, no credit card required.
Swipe to compare the three plans →
| Feature | Lite | Business | Enterprise |
|---|
Add-ons and extras
- AI credit pack: 1,000 credits₱499
- AI credit pack: 5,000 credits₱1,999
- AI credit pack: 10,000 credits₱3,499
- Live, team or onsite trainingQuoted
- Data migration, customization and special integrationsQuoted
How AI credits work
- Each plan gets a monthly AI credit balance. Credits reset each billing cycle and do not roll over.
- When credits run out, normal CRM features keep working. You can add a credit pack in the app.
- Usage-based charges may apply for telephone, email delivery, premium AI models and third-party paid services.
More than 25 users or need a custom setup? Talk to our sales team. All prices exclude 12% VAT, which is added to the final billing amount.
NexCRM AI FAQ
Trial, pricing, AI credits, integrations, security and policies.
NexCRM AI is a sales CRM built by Nexvision Innovations Inc. for Philippine businesses. It keeps leads, contacts, companies, deals, quotations, tasks and follow-ups in one workspace, with AI that answers customer inquiries, assists your sales team and runs approved follow-up work.
Growing Philippine businesses with a sales or service team of 3 to 25 people that need to track inquiries, follow-ups and proposals. Common users include clinics and academies, real estate, travel agencies, equipment and service companies, B2B sales teams and retailers.
Sign up with your work email or Google account. Your workspace gets Enterprise features for 30 days, including 500 AI credits, and there is no charge while the trial is running. The trial starts as soon as your workspace is created.
No. A credit card is not required for the trial or to register a subscription.
Editing stops when the trial ends. Choose a plan and complete payment to reactivate the workspace.
Yes. Standard onboarding is included: account activation, guided setup, tutorials and product documentation. Personalized live training, team training and onsite training can be purchased separately.
No. There is no implementation fee for the standard NexCRM setup. Customization, data migration, special integrations and additional development are assessed and quoted separately before work starts.
Contact our team when you want to change plans. We will confirm how the change affects your billing before your plan is switched.
Per user per month, before VAT: Lite ₱899, Business ₱799, Enterprise ₱649. That is about 10% below each plan’s per-user rate. Contact sales to add users.
Each workspace has a monthly AI credit allowance based on its plan: Lite 1,000, Business 5,000, Enterprise 15,000. Unused credits reset each billing cycle and do not roll over. The free trial includes 500 credits in total.
Normal CRM features keep working when the balance runs out. You can buy additional credit packs in the app: 1,000 credits for ₱499, 5,000 for ₱1,999 or 10,000 for ₱3,499.
Facebook Messenger, Facebook Page, Gmail, Google Calendar, the NexCRM MCP connector, website capture links, a booking page and Excel or CSV import are available now. API access is included on Enterprise and limited on Business. Voice calling and payments are coming soon.
Yes, through the NexCRM API on the Enterprise plan (limited on Business). Integrations with your ERP, accounting system, NexHRIS or NexLogistics are scoped and quoted separately. For tools without a direct connection, you can import data from Excel or CSV.
Yes, on the Enterprise plan you can reorder pipeline stages and edit their win probabilities. The free trial includes Enterprise features.
Every CRM record belongs to one workspace, and the database only returns rows to members of that workspace (row-level security). Access is controlled by roles, changes are recorded in an audit log, AI actions are approval-gated by default, and the app is served over HTTPS.
After the paid subscription ends, the workspace is locked and your data is retained for 30 days. During that period you can renew or request an export. After 30 days, data is deleted from active production systems. Encrypted backups may remain for up to 90 additional days before being overwritten, and billing and tax records may be retained for at least five years when required by law.
Yes. Your data is yours. You can request an export of your workspace data, including during the 30 days after a subscription ends, with no exit fee.
Monthly subscriptions can be cancelled anytime. Payments already made for the current billing month are non-refundable, and access continues until the end of the paid period. Annual subscriptions paid with the regular 20% discount can also be cancelled: used months are recalculated at the regular monthly rate, and any eligible unused balance is refunded after applicable adjustments.
No. All displayed prices exclude 12% VAT. VAT is added to the final billing amount.
All plans include onboarding, guided tutorials and product documentation. Business and Enterprise include priority live chat from 9:00 AM to 9:00 PM Philippine Time, Monday to Saturday. Complex technical issues may be converted into support tickets.
Follow up with every lead, starting this week
Create your workspace in minutes and try every Enterprise feature free for 30 days. Or book a live demo and we will walk you through NexCRM with your own sales process in mind.
- No credit card required
- Onboarding assistance included
- Cancel monthly
Prefer a phone call? Request a call back or call +63 2 8538 4937
Nexvision Innovations Inc. · Level 24, PSE Tower, BGC, Taguig