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A CRM module that captures leads and updates accounts automatically.
Never drop a lead again. Your agent captures buyer intent, logs qualification notes, and seamlessly routes high-value prospects to your sales team.
Automated data entry
Lead scoring
Sales handoffs
Profile enrichment
Nexaflow Agent
Online
System Record
Lead Records
Search CRM
Real world use cases
How businesses use the CRM module.
Lead Generation
Zero-Friction Qualification
A visitor asks a pricing question. The agent provides the answer while seamlessly asking for their company size. If they qualify, the agent creates a new Lead record in Salesforce instantly.
Account Management
Self-Serve Profile Updates
An existing client emails support requesting a change to their billing address. The agent reads the email, verifies authorization, and updates the contact record in HubSpot without human intervention.
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