CRM that works with
your accounting
Deals, leads, and contacts — all synced with nsxia Finance. Convert a deal to an invoice in one click. No copy-pasting, no duplicate contacts.
No credit card required · Cancel anytime
360°
Contact view
∞
Pipeline stages
1×
Data entry
0
Integrations needed
Features
Built for real work
Every feature is production-ready. No add-ons, no extra configuration — it all works on day one.
Visual deal pipelines
Drag-and-drop Kanban boards. Create unlimited pipelines with custom stages, colours, and win probabilities. See your entire funnel at a glance.
Lead scoring & management
Capture leads from web forms, CSV, or API. Automatic scoring based on completeness, source, and engagement. Convert to contact + deal in one click.
Shared contact database
The same contacts and companies that exist in nsxia Finance. Quote a deal? It pulls from your existing customer list. No duplicate entry, ever.
Activity timeline
Log calls, emails, meetings, and notes on any deal or contact. Set follow-up tasks with due dates. See the full history at a glance.
Email sequences
Build multi-step email nurture sequences. Enroll contacts automatically or manually. Track opens, clicks, and replies per contact.
Pipeline reports
Win rate, close rate, pipeline velocity, and forecast accuracy — broken down by owner, stage, or time period.
Duplicate detection
Automatically detect contacts sharing the same email. Review and merge duplicate records with one click — keep the primary, archive the rest.
Deals & quotes
Create quotes directly from a deal. Convert accepted quotes to Finance invoices without re-entering line items, amounts, or customer details.
Deal approvals
Set approval workflows for high-value deals. Notify managers, record approval decisions, and keep an audit trail on every deal record.
Get started
Up and running in minutes
No IT required. Import your data or start fresh.
Import your contacts
Upload a CSV or connect your existing tool. nsxia deduplicates and merges with your Finance contacts automatically.
Set up your pipeline
Create stages that match your actual sales process. Name them, colour them, set win probability per stage.
Close deals & invoice
When a deal is won, convert it to a Finance invoice with one click. Time from deal to invoice: under 30 seconds.
Comparison
nsxia CRM vs. standalone CRMs
Social proof
Loved by teams worldwide
"We removed HubSpot and Xero on the same day. nsxia CRM + Finance does everything they did — and the contacts are finally in one place."
James Osei
Co-founder, Luminary Design
"Lead scoring means my team focuses on the right contacts. Win rate went up 18% in the first quarter."
Anika Srinivasan
Sales Director, Proton Labs
"The one-click deal-to-invoice feature alone was worth switching. We used to spend 20 minutes per deal doing data entry."
Lars Becker
Head of Sales, Helio B2B
Works with
Connected to your entire workflow
nsxia CRM integrates natively with other nsxia modules — no middleware, no API keys to manage.
nsxia Finance
Shared contacts, one-click invoicing, deal-to-payment pipeline
nsxia Desk
Link support tickets to CRM contacts and companies
nsxia Projects
Create a project directly from a won deal
nsxia Analytics
Cross-module pipeline velocity and revenue reports
nsxia HR
Assign sales reps to deals — linked to your team directory
Webhooks & API
Push deal events to Slack, Zapier, or any custom endpoint
FAQ
Common questions
Is there a free plan for nsxia CRM?
Yes. The free plan includes unlimited contacts, companies, and one pipeline with up to 100 active deals. No credit card required to start.
Can I import contacts from HubSpot or Salesforce?
Yes. Export your contacts as CSV from any CRM and import them into nsxia. The system deduplicates against your existing Finance contacts automatically.
How does the Finance sync work?
nsxia CRM and Finance share the same contact database. A contact created in CRM is immediately visible in Finance for invoicing, and vice versa. Deal amounts can be converted to invoice line items in one click.
Can I customise deal stages and pipeline fields?
Yes. Create unlimited pipeline stages with custom names, colours, and win probabilities. Custom fields can be added to deals, contacts, and companies.
Does nsxia CRM support multiple pipelines?
Yes. You can create separate pipelines for different products, regions, or teams. Each pipeline has independent stages and reports.
Pricing
Simple, transparent pricing
Start free, upgrade when your team grows. Cancel anytime.
Professional
Up to 5 users included
- 5 users
- 2,500 contacts
- 5 pipelines
- Email sequences
- Web forms
- Pipeline reports