Solutions: CRM and pipeline

If your pipeline is a spreadsheet, you are losing deals you cannot see.

A deal you cannot see is a deal you cannot close. NX CRM gives you a live visual pipeline: every contact, every deal, every conversation in one place. You know what to work on, who to follow up with, and exactly where money is slipping.

Sales teams with a structured pipeline close up to 40% more deals

No credit card · 14-day full access · Setup in 30 minutes

Sound familiar?

Deals die in the dark.

  • Your leads are scattered across email, DMs, a spreadsheet, and sticky notes, none of them connected.
  • A deal from three months ago resurfaces and you have no record of what was said.
  • Follow-up is inconsistent: some leads get five touches, some get zero.
  • You cannot tell which stage deals get stuck at, or why.
  • At month end you are guessing your revenue forecast instead of reading it.
  • You start the day without knowing which deal to work on first.
The fix

Your entire pipeline. One screen.

Connect your contacts once and every deal lands on a visual board you can read in five seconds. Drag a deal from prospect to qualified to proposal to closed, and your whole team sees the same picture in real time.

Get started free
  • Visual pipeline board Drag deals from prospect to qualified to proposal to closed. Your whole team reads the same board at a glance.
  • Full contact timeline Every email, call, appointment, and payment logs to one contact record, so the history is always there when a deal comes back.
  • Custom pipelines Build a separate pipeline for sales, onboarding, projects, or support. One tool tracks every process in the business.
  • Deal value and forecast See total revenue sitting in each stage and forecast the month from real numbers instead of a gut guess.
How it works

Set it up once. It runs every time.

01

Every lead lands in the CRM

Leads arrive automatically from forms, chat, and SMS, with no copy and paste between tools.

02

Move the deal in one click

Drag a deal through the stages and the whole team sees the update the moment it happens.

03

Automations handle follow-up

At each stage, automated messages keep the deal warm, so nothing sits idle and nothing goes cold.

Results

What a real pipeline changes

40% higher close rate with a structured pipeline
100% of every interaction logged on the contact record
60% less time spent in status meetings
Bonus math

And the stack you replace on the way

This page is one workflow inside NX CRM. The plan that runs it also replaces the rest of your subscriptions.

nxcrm.ai/receipt monthly · CAD
Your current stack, itemized
  • Email marketing (Mailchimp) $100
  • CRM (HubSpot) $200
  • Booking (Calendly) $20
  • SMS (Twilio) $50
  • Automation (Zapier) $50
Total, five subscriptions $420+/mo
NX CRM, all of the above included $149/mo
You keep, every month $271+
FAQ

Questions, answered

Can I build more than one pipeline?

Yes. Create a separate pipeline for sales, onboarding, projects, or support, each with its own stages. Most teams run three or four side by side.

Will my whole team see the same pipeline?

Yes. Every deal update shows up for the whole team in real time, so nobody works from a stale spreadsheet copy.

Can I forecast revenue from the pipeline?

Yes. Each stage shows the total deal value sitting inside it, so you can read the month ahead from real numbers instead of guessing.

Does the contact history really keep everything?

Yes. Every email, call, appointment, and payment logs to one contact record, so a deal that resurfaces after three months still has its full story attached.

How long does it take to get set up?

Most teams import their contacts and have a working pipeline the same day. Setup takes about 30 minutes, and existing deals are covered from day one.

Replace the spreadsheet with a real pipeline.

Get a visual pipeline, full contact history, and automated follow-up in one place. Free for 14 days, no credit card.

No credit card · 14-day full access · Cancel anytime · CAD pricing