NEWNexCRM AI by Nexvision Innovations Inc.

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.

Open pipeline₱1,240,000
Weighted forecast₱612,000
Won this month₱186,000
Interactive demo with sample data, modelled on the real NexCRM screens.
Everything in one CRM

From first inquiry to signed deal and beyond

Ten connected areas that cover the whole customer lifecycle. Pick one to see how it works.

AI capabilities

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.

LEVEL 1
Live

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

LEVEL 2
Live

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

LEVEL 3
Live

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

How AI moves a customer forward

Follow one inquiry from first message to closed deal. Tap any step.

Approval-gated by defaultYou see the intended change before anything runs.
Approval QueuePending AI actions wait for sign-off.
Audit TimelineA record of what each agent did and when.
Autonomy levelsAdmins can allow more autonomy only for allowlisted, low-risk actions.
Agents:Follow-UpCampaignProposalSupportProjectCollectionVoice agent: coming soon
The customer journey

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.

AutomatedAI-assistedHuman action
  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
AutomatedCapture, assignment, reminders, escalations and nurture campaigns run on rules you set.
AI-assistedAI answers, qualifies, summarizes and drafts. Actions that change records wait for approval.
Human actionYour team decides on pricing, sends the messages that matter and closes the deal.
Industry solutions

One CRM, configured for how you sell

The same NexCRM foundation, set up with the stages, fields and follow-ups your industry needs.

Industry setups use standard NexCRM features. Specialized modules or third-party integrations are scoped and quoted separately before work starts.

Integrations

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.

LiveBuilt into NexCRM and available now.
CustomConnected through the NexCRM API as a project, quoted before work starts.
Coming soonIn development. Not available yet.
Not yet availableNot supported today. Ask us about your use case.
AI knowledge

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.

  1. It searches your workspaceLeads, contacts, companies, deals, proposals, notes and tasks.
  2. It answers in plain languageSummaries, next steps and drafts, based on the records it found.
  3. It stays currentUpdate a record or an approved FAQ answer and the AI uses the new version.
What did we promise Summit Equipment, and what is the next step?
Company profile✓
Proposal · Viewed✓
Call notes✓
Open tasks✓
NEXAI
Company documents:Product catalogsSales scriptsPolicies & SOPsManualsComing soon
Security and trust

Your data stays yours

Practical protections that are built into NexCRM today.

Workspace isolationEvery record belongs to one workspace. The database only returns rows to members of that workspace.
Role-based permissionsOwner, Admin, Sales manager, Salesperson, Ops and Viewer control who can see and edit what.
Audit logSee who changed workspace records, plus an Audit Timeline for every AI agent action.
Secure accessSign in with Google or your work email. The app is served over HTTPS.
AI with approvalsAI actions that change records wait in an Approval Queue by default.
Data exportImport from Excel or CSV, and request an export of your data. No exit fee.
Backups and retentionAfter cancellation, data is kept for 30 days so you can renew or export, then deleted. Encrypted backups expire within 90 days.
Cancel monthlyCancel any time. Access continues until the end of the paid month.

Policies: Cancellation and refundsData after cancellationSecurity

Pricing

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.

Save 20% with annual billing
No implementation feeStandard setup is free. Customization, data migration, integrations and custom reports are quoted before work starts.
Onboarding includedAccount activation, guided setup, tutorials and product documentation.
Free trial, no card30 days of Enterprise features with 500 AI credits. When it ends, you choose whether to continue.
Cancel monthlyCancel any time. The current month is not refunded and access continues until it ends.
Compare plans
FeatureLiteBusinessEnterprise

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.

Questions before you start

NexCRM AI FAQ

Trial, pricing, AI credits, integrations, security and policies.

20 questions

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.

Start today

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