Digital CRM Solution For Your Business

Nexgeno's cloud-based CRM helps you manage leads, automate marketing, track sales pipelines, and scale customer relationships — all from one powerful, easy-to-use platform.

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Lead Management
Marketing Automation
Team Collaboration

Nexgeno CRM is a CRM and Marketing Automation Software

that helps your business grow with:

Lead Management

Team Management

Marketing Automation

Trusted Across Industries

Nexgeno CRM serves businesses across diverse market verticals, providing tailored solutions for every industry's unique needs.

Education

Real Estate

Ecommerce

Finance

Manufacturing

Healthcare

Service

Insurance

500+

Active Clients

10M+

Leads Managed

98%

Satisfaction Rate

24/7

Support Available

Important Keywords for Nexgeno CRM

MAU

Stands for unique monthly targeted leads who are engaged by company services on a monthly basis.

Users

Refer to individuals who have access to the CRM system.

Campaign

Sending communication to leads through any of the medium like SMS, Email, Whatsapp, etc.

Audience

Leads or customers that a business wants to target and engage.

Powerful Features for Modern Businesses

Everything you need to manage customers, automate marketing, and grow your business in one comprehensive platform.

Contact Management

Store and manage all customer contact information in one central location with advanced organization tools.

Lead Management

Organize and track leads through the sales process with automated workflows and smart assignment.

Marketing Automation

Automate repetitive marketing tasks and personalize customer communications across all channels.

Reporting & Analytics

Generate comprehensive reports on sales performance, customer behavior, and business insights.

Team Management

Enable team collaboration and information sharing on customer interactions with role-based access.

Mobile Access

Access customer information and perform sales activities from anywhere using mobile devices.

Complete Contact Management

Store and manage all customer contact information in one central location with advanced organization tools.

Central Storage

Store information of leads at one place like Name, Email id, Phone number, Company Name, Requirement, etc.

Custom Forms

Create custom forms to capture specific lead information

API Integration

Seamlessly integrate with external systems and platforms

Lead Management

Organize and manage all your leads efficiently

Lead Management Dashboard

Recent Leads

John Doe
[email protected]
New
Jane Smith
[email protected]
Contacted
Mike Johnson
[email protected]
Qualified

Quick Stats

587
Total Leads
156
Active Leads
43
Converted

Advanced Lead Management

Organize and track leads through the sales process with automated workflows and smart assignment.

Lead Generation

Lead Capturing

Lead Tracking

Lead Assignment

Lead Closure

Follow-up

Nurture

Stage

Feedback

ReLead Reporting

Lead Pipeline

New Leads
45
Contacted
32
Qualified
28
Proposal Sent
15
Closed Won
8

Lead Actions

Generate New Leads
Assign Leads to Team
Track Lead Progress
Schedule Follow-ups
Generate Reports

Powerful Marketing Automation

Automate repetitive marketing tasks and personalize customer communications across all channels.

Template Creation

Welcome Email
Feb 2, 2023
Email
WhatsApp Business
Feb 2, 2023
WhatsApp
SMS Campaign
Feb 2, 2023
Campaign
Newsletter Template
Feb 2, 2023
Email

Email Statistics

33,829

Requested

95.93%

Delivered

79.21%

Opened

24.09%

Clicked

Bounces: 4.45%Spam: 0.0%

Campaign Management

Email Campaign

SMS Campaign

WhatsApp Campaign

Quick Actions

Send Instantly
Schedule Campaign

Reports Available

Campaign Report
Email Channel Report
SMS Channel Report
Asset Report
Form Report
Lead and Point Report

Comprehensive Reporting & Analytics

Generate comprehensive reports on sales performance, customer behavior, and business insights.

Team Reporting

Track team performance and productivity metrics

Lead Report

Comprehensive lead generation and conversion analysis

Sales Report

Detailed sales performance and revenue tracking

Graphical Analysis

Visual charts and graphs for data insights

Campaign Report

Marketing campaign performance and ROI analysis

Team Performance Dashboard

John Smith75%
Leads: 25Conversions: 18
Sarah Johnson85%
Leads: 32Conversions: 24
Mike Wilson65%
Leads: 18Conversions: 12
Emma Davis80%
Leads: 28Conversions: 22

Key Metrics Overview

Total Leads

Converted

58%

Conversion Rate

₹2.5L

Revenue

Manage Roles & Users

Enable team collaboration and information sharing on customer interactions with role-based access.

Team Management

Organize and manage your entire team structure

Permission Based Access

Control access levels and permissions for each role

Internal Leads Assignment

Automatically assign leads to team members

Team Performance & Productivity

Track and analyze team performance metrics

Team Directory

Code	Name	Role	Email
AT	Amit Thakur	SALES EXECUTIVES	[email protected]
PS	Priya Sharma	Product Consultant	[email protected]
RK	Rahul Kumar	SALES EXECUTIVES	[email protected]
SM	Sneha Mehta	Marketing Manager	[email protected]

Mobile Access

Access customer information and perform sales activities from anywhere using mobile devices.

Mobile Dashboard

Access key metrics and insights on mobile

Lead Management

Manage leads on the go

Task Management

Track and complete tasks anywhere

Real-time Analytics

View live performance data

Mobile Dashboard Overview

Invoices Awaiting Payment5/8
Converted Leads6/18
Active Subscriptions157/216
Tasks Not Finished577/4438

Quick Actions

Recent Leads

#588 Bni Sourabh Jain Toy On Rent
New
#587 Tech Solutions Pvt Ltd
Contacted
#586 Digital Marketing Agency
Qualified
#585 E-commerce Startup
Proposal Sent

Beautiful Product Catalogues

Create beautiful product and service catalogues that can be shared across multiple channels.

Create Product/Service Catalogue

Design beautiful product catalogs

Share Link, PDF

Multiple sharing options available

Share over SMS, Email, WhatsApp

Multi-channel distribution

Add on Website or Landing Page

Web integration ready

Sample Catalogue - Handicraft Junction

Product	Qty	Min Qty	Price
Handicraft Item 1	10	5	₹795
Handicraft Item 2	8	3	₹320
Handicraft Item 3	15	5	₹450
Handicraft Item 4	12	4	₹680

Catalogue Management

Sharing Options

Integration Features

Link to own domain of Client
Add on Website or landing page
Embed in marketing campaigns
Custom branding options

Catalogue Benefits

Professional product showcase
Multi-channel distribution
Real-time inventory updates
Customer engagement tracking

High-Converting Landing Pages

Create high-converting landing pages with our professional templates and advanced lead capture features.

Create Landing Page

Build professional landing pages with ease

40+ Available Templates

Choose among beautifully designed templates

Link to Own Domain

Connect to your custom domain seamlessly

Capture Leads on CRM

Automatically capture visitor information

Start Automation for Leads

Trigger automated workflows for new leads

Template Categories

Business Services
Professional service templates
12
E-commerce
Product showcase and sales pages
8
Real Estate
Property listing and agent pages
6
Healthcare
Medical and wellness templates
5
Education
Course and institution pages
7
Technology
Tech startup and software pages
4

Landing Page Benefits

Lead Generation

Capture visitor information automatically and add them to your CRM with customizable forms.

Marketing Automation

Trigger automated email sequences and follow-up campaigns based on visitor actions.

Analytics & Tracking

Monitor page performance, conversion rates, and visitor behavior with detailed analytics.

Professional Invoice & Quotation

Create professional invoices and quotations with automated calculations and smart reminder systems.

Add Company Details

Complete business information setup

Add Products/Services

Comprehensive item management

Auto Calculations

Tax and total calculations

Send & Track

Email delivery with tracking

Smart Reminders

SMS, Email & WhatsApp reminders

Multiple Formats

PDF, print-ready formats

Sample Invoice - PRO-000058

From

Nexgeno Technology Private Limited

Mumbai, Maharashtra

GSTIN: 27AABCN1234F1Z5

MS Enterprises

Andheri East, Mumbai

+91 98765 43210

ItemAmount

Website design
Static website design for ms enterprises
₹25,000.00
Domain & Hosting
Annual domain and hosting package
₹8,500.00
SEO Setup
Basic SEO configuration and setup
₹5,000.00

Sub Total₹38,500.00

SGST (9.00%)₹2,580.00

CGST (9.00%)₹2,580.00

Total₹43,660.00

In words: Forty Three thousand Six hundred Sixty Rupees Only

Invoice Management Features

Automated Features

Tax calculations (GST, VAT, etc.)
Sequential invoice numbering
Currency formatting
Amount to words conversion

Reminder System

SMS payment reminders
Email follow-up sequences
WhatsApp notifications
Automated follow-up sequences

Payment Tracking

Payment status tracking
Due date management
Overdue notifications
Payment history

Engaging Announcements

Create engaging website notifications and announcements to connect with visitors and share important information.

Bar Notification

Create top bar notifications for website visitors

“Scratch to win discount for your next order”

Pop-up Notification

Engaging pop-up forms and announcements

“Sign up form with special offers”

Website Visitor Connection

Create connection with website visitors

“Share important information and offers”

Announcement Examples

Bar Notification Example

🎉 Scratch to win discount for your next order! Limited time offer.

Pop-up Form Example

Join Our Newsletter!

Get exclusive offers and updates

Announcement Features

Website Integration

Easy embed on any website

Real-time Triggers

Show based on visitor behavior

Custom Messaging

Personalize notification content

Lead Capture

Convert visitors to leads

Use Cases

Promote special offers and discounts
Collect email subscriptions
Announce new products or services
Share company updates and news
Drive traffic to landing pages

URL Shortener & Asset Library

Organize your digital assets and create trackable short links for better campaign management and social sharing.

Asset Library

Organize and manage all your digital assets

URL Shortener

Create trackable short links instantly

Social Sharing

Share assets across multiple channels

Link Analytics

Track clicks and engagement metrics

Asset Library

Summer Campaign

Marketing banner assets

Date

Feb 15, 2023

Code

SC2023

Type

Image

Product Launch

Launch campaign materials

Date

Feb 10, 2023

Code

PL2023

Type

Campaign

Brand Guidelines

Company brand documentation

Date

Feb 5, 2023

Code

BG2023

Type

Document

Social Media Kit

Social sharing templates

Date

Jan 28, 2023

Code

SM2023

Type

Link

Project	Date	Code	Type
Summer Campaign Marketing banner assets	Feb 15, 2023	SC2023	Image
Product Launch Launch campaign materials	Feb 10, 2023	PL2023	Campaign
Brand Guidelines Company brand documentation	Feb 5, 2023	BG2023	Document
Social Media Kit Social sharing templates	Jan 28, 2023	SM2023	Link