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.
- 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
- New
John Doe
- Contacted
Jane Smith
- Qualified
Mike Johnson
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 Leads45
- Contacted32
- Qualified28
- Proposal Sent15
- Closed Won8
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
WhatsApp Business
Feb 2, 2023
- Campaign
SMS Campaign
Feb 2, 2023
Newsletter Template
Feb 2, 2023
Email Statistics
33,829
Requested
95.93%
Delivered
79.21%
Opened
24.09%
Clicked
Campaign Management
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
77
Total Leads
45
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 | Actions | |
|---|---|---|---|---|
| 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
- New
#588 Bni Sourabh Jain Toy On Rent
- Contacted
#587 Tech Solutions Pvt Ltd
- Qualified
#586 Digital Marketing Agency
- Proposal Sent
#585 E-commerce Startup
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
- 12
Business Services
Professional service templates
- 8
E-commerce
Product showcase and sales pages
- 6
Real Estate
Property listing and agent pages
- 5
Healthcare
Medical and wellness templates
- 7
Education
Course and institution pages
- 4
Technology
Tech startup and software pages
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 Pvt Ltd
Mumbai, Maharashtra
GSTIN: 27AABCN1234F1Z5
To
MS Enterprises
Andheri East, Mumbai
+91 98765 43210
- ₹25,000.00
Website design
Static website design for ms enterprises
- ₹8,500.00
Domain & Hosting
Annual domain and hosting package
- ₹5,000.00
SEO Setup
Basic SEO configuration and setup
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
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
SC2023Type
ImageProduct Launch
Launch campaign materials
Date
Feb 10, 2023
Code
PL2023Type
CampaignBrand Guidelines
Company brand documentation
Date
Feb 5, 2023
Code
BG2023Type
DocumentSocial Media Kit
Social sharing templates
Date
Jan 28, 2023
Code
SM2023Type
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 |
Asset Management
Share assets with your team and track usage analytics.
URL Shortener Features
Custom Short URLs
Branded link shortening
Click Tracking
Monitor link performance
QR Code Generation
Generate QR codes for links
Bulk Link Creation
Create multiple links at once
Short Link Benefits
- Track campaign performance
- Improve social media sharing
- Monitor click-through rates
- A/B test different URLs
- Geographic click analytics
Asset Library Benefits
- Centralized asset storage
- Easy team collaboration
- Version control for assets
- Quick asset retrieval
- Organized project folders
Flexible Pricing Plans
Choose the perfect plan for your business needs. All plans include core CRM features with varying levels of advanced functionality.
Starter
₹26,000 /year
Perfect for small businesses getting started
Value
₹52,000 /year
Best for growing teams and campaigns
Pro
₹98,000 /year
Advanced features for large organizations
Need a Custom Solution?
Contact our sales team for enterprise features, custom integrations, and volume discounts tailored to your organization.
30-Day Free Trial
Try all features risk-free before you commit
24/7 Support
Round-the-clock assistance when you need it
Easy Migration
Seamless data import from your existing systems
Brands that trust us.
