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One place for every lead, every meeting and every follow-up — with Nexshift AI calls built in.
Nexshift CRM gathers leads from your website, landing pages, imports and other systems, places them on a pipeline board, and passes them to a Nexshift AI workflow when you choose. Each AI call result returns to the lead automatically — you decide what happens next: a stage move, a task, a Do-Not-Call flag, or a retry.
Calls aren’t placed by accident. New AI connections start in dry-run mode — the CRM records requests without calling anyone, so you can verify stage triggers and payloads before anything goes live.
2-minute walkthrough
See it move a lead end-to-end
Capture a lead, drag it into a stage that triggers an AI call, watch the result flow back onto the card, and move the pipeline forward — all in one tool.
What’s inside
A CRM, a voice agent, a WhatsApp sender and a workflow runner — one tool.
Most CRMs are expensive spreadsheets. Nexshift CRM is wired to the same AI voice agents and WhatsApp Business stack we run for every other Nexshift customer — so a captured lead doesn’t sit around waiting for a human to notice it.
Pipeline board that runs the day
One column per stage, drag-and-drop, multiple pipelines. Each card shows the latest AI call result and the newest WhatsApp reply, so a sales lead can run standup from the board.
Nexshift AI calls built in
Trigger a voice workflow on stage entry, new lead, manually or from an external system. Every result — PTP, callback, DNC, not-interested — comes back onto the lead with the recording.
Workflows that decide what happens next
Each AI result can move a stage, open a task, flag Do-Not-Call, retry later, or trigger a WhatsApp follow-up. New AI connections start in dry-run mode — no one gets called by accident.
Capture leads from everywhere
Website forms, landing-page endpoints, Capture API, CSV import (up to 5,000 rows). Automatic de-duplication by phone or email with a unique Client ID per contact.
Calendar, tasks and meetings
Month / week / agenda views with reminders and clash warnings. Google Calendar and Zoom sync through each user’s own account. Unified task list with bulk actions.
Reports a sales lead actually asks for
Dashboard with daily work and period metrics. Performance charts, targets, leaderboards. Detailed reports by stage, source, temperature, owner, lost reason and AI outcome.
Auto-assign and routing rules
Round-robin, least-busy, or fixed owner — keyed on deal value, source, city, company or tag. Pipeline rules move leads between pipelines automatically.
WhatsApp that writes back
Send WhatsApp from the lead card over Nexshift’s official Meta connection. Replies come back onto the lead, and reply bots can keep the conversation moving without a human.
Audit log and admin controls
Every change, sign-in, failed sign-in and export is logged. Archive-and-restore for deleted leads. Hide-contact-details switch for screen sharing. Custom branding and roles.
How a lead moves
From capture to closed — the loop
- 01
Capture
The lead arrives via a website form, a landing-page endpoint, your Capture API, or a CSV import. Nexshift CRM de-duplicates by phone or email and assigns a unique Client ID.
- 02
Route
Auto-assign rules (round-robin, least-busy, or fixed owner) pick an owner based on deal value, source, city, company or tag — or the pipeline rule moves the lead onto a different board.
- 03
AI qualifies
Stage entry triggers a Nexshift voice workflow (or a WhatsApp bot). The AI qualifies, books, captures a promise-to-pay or lists objections — in the borrower’s language.
- 04
Result returns
The call result lands on the lead card: recording, notes, outcome. Workflow rules then decide what happens next — stage move, task, DNC flag, retry window.
- 05
Humans close
Qualified leads with a booked meeting or a hot temperature land on the owner’s dashboard. They work the shortlist, not the full inbound.
Built to run live
Already in production. Here’s what makes it different.
Nexshift CRM is live today at crm.nexshift.ai. These are the pieces that make it different from the generic CRMs you’ve outgrown.
- Dry-run mode on every new AI connection — nothing goes live until you flip it
- Pause controls per workflow and a global “pause all AI calls” kill-switch
- Multi-pipeline — run sales, re-engagement and recovery on separate boards
- Custom lead fields that Super Admins configure per organisation
- Capture API lets any external system drop a lead straight onto the board
- Admin and Sales roles (renameable — e.g. Manager / Counsellor) with granular access
Walkthrough on WhatsApp
Want it set up for your team?
Chat with us on WhatsApp — we’ll show you Nexshift CRM running on your own leads and workflows.