An easy-to-use, cloud-based CRM

 

Nextbase CRM is 100% adjustable to boost your sales and business processes

Our Features

Everything You’ll Need

A comprehensive view of its clients.

Nextbase CRM gives you a 360 degree view of your customers and a review of all sales activities in one place.

For each client, you can track all the important information that you or your colleagues have recorded.

With all the basic information at hand, your staff can establish excellent business relationships with customers.

  • 360 degree view.
  • It is possible to view the financial statements of your ERP system.
  • View corporate locations on the map (integration with Google Maps).

Support for the sale.

 

Nextbase CRM helps you manage the sales process from the first contact with the customer to the final purchase and after sales support. At any time, you have a complete overview of all sales opportunities.

Your sales process can be partially automated: some process steps can be expected to be executed and executed automatically (creating follow-up activities).

  • Flexible sales process.
  • Automatic creation of sales activities.
  • Filtering opportunities through various criteria.

Organize the sales team using the calendar.

Nextbase Calendar allows you to control various activities for you and your colleagues. It offers much more than standard calendars: you can monitor different types of activities, which you can simply associate with your clients: meetings, calls, tasks, services, etc.

View the schedules of several employees at the same time, allowing you to effectively supervise your sales team and facilitate the search for common free periods.

  • Integration with iOS and Android mobile phones.
  • Potential integration with other calendars (Outlook, Google).
  • SMS messages and email reminders for important activities.

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Support marketing operations.

Nextbase CRM includes a built-in module to manage different types of marketing campaigns. Potential contacts can be filtered according to the desired standards. For selected contacts, you can create marketing campaigns (events, seminars, email, direct marketing, etc.).
  • Possibility of printing labels and envelopes.
  • Calculation of the gross margin of the campaign - general performance report.
  • Contact filtering by past campaigns.

Monitoring support, complaints, and services claims.

Nextbase CRM allows you to monitor customer complaints from the first contact (received or e-mailed) to the end of customer support.

There are also possibilities for capturing incoming email messages and automatically sorting them according to priorities, implementers, and support areas.

  • Potential integration with IP telephony.
  • Automatic capture of support claims.
  • Record a response from the support team.

Interactive panel with key performance indicators.

The Nextbase Dashboard can display many reports in one place. Provide an instant view of key performance indicators in your company.

The dashboard can be customized and edited to show only data that's important to you.

  • The interface is customizable.
  • Possibility of sending free SMS messages.
  • It is possible to create several different boards.

Providing You Reliable Uploads, Downloads, & Backups

We Give You the Stats You Need to Optimize User Experience

We Make Security & Privacy One of Our Top Priorities

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Integration with ERP systems

 

Nextbase is ​​compatible with several ERP information systems, such as Pantheon, SOAP, MS Navision, SAP, Largo, Basque, electronic invoicing, etc.

The standard integration includes bidirectional synchronization between companies and contacts, the reference of offers and orders in one direction and the transfer of financial data from the ERP system to Nextbase.

The integration with ERP is closely integrated into the sales process, which is identified in Nextbase.

  • Different forms of technical integration.
  • Connect to your internal systems (developed by your company).
  • The possibility of advanced custom integration.

Integration with bulk email and marketing automation software.

 

Nextbase supports several marketing programs for mass communication with your contacts and marketing automation.

Communication with mass email programs (MailChimp, Campaign Monitor) is bidirectional, so you can also follow the results of the statistics campaign in Nextbase.

Nextbase is also compatible with several marketing automation systems for more detailed monitoring of potential customers and marketing automation (Net Results, Sales Manago, Intercom, Slack, etc.).

  • Setup connection lists (fragmentation, filtering).
  • Integration with different systems.
  • Campaign statistics on the Contacts tab.

Integration with IP telephony.

 

The Nextbase CRM system is compatible with different IP systems: Avaya, Megatel, Centreks, Alstar, Asterisk, Cisco.

The link works for incoming and outgoing calls. When you receive a call, Nextbase automatically recognizes the contact, opens the customer’s card and provides the space to enter its content.

Incoming calls can be made simply by clicking on a phone number in Nextbase. This involves a call in the center and at the same time opens the form where you can write the content of the call.

  • Contact physical phones and software (digital phone).
  • Possibility to connect to different telephone systems.
  • Integration in support departments.

Nextbase CRM API

 

Nextbase CRM supports the interfaces of the application programming interface (API) for integration with other software solutions. With the help of the APIs, Nextbase can connect to any other application.

The Nextbase API is correctly configured according to different operations.

  • Flexible API interface.
  • Connectability with several programs.
  • Simple use (documentation).

Multilingual use

 

Nextbase can be used in different languages. In addition to its original English language, has already been translated into Chinese, German, French, Spanish and Turkish. We can easily translate it into any other language as well.

  • It can be translated to any language.
  • Multiple languages ​​can be used simultaneously.
  • Personalized publications (offers, contracts) in any language.

What we do

Total security of data

 

Reliable operation of the system

To enable your work to run smoothly: we take care of the servers and all the necessary infrastructure so you can focus on your business.

Secure 128-bit SSL connection

All data between the Nextbase CRM system and the user is encrypted using the SSL protocol (the security socket layer).

100% security of your data

Strict security standards: security room, backups in another location, database copying for each client, and the possibility of restricting access to IP addresses.

Rights of users and registration of activities.

Ability to restrict the access rights to individual parts of the system for users or groups of users who have a record of activity in the system.

F.A.Q.

Frequently Asked Questions

How and when can I start using Nextbase?

You can use Nexbase anytime and anywhere. You only need a web browser and an internet connection to access the application. You need no extra devices or programs. Simply fill in the form on the webpage and you will get access to your own application immediately.

What happens after the 30-day free trial?

A few days before your trial expires, you will be contacted by one of our consultants to discuss any questions & suggestions and to help you find the most appropriate package for your needs. All data you have entered will be saved. If you decide to not continue, after the expiry of 30 days from the initial log in, the application will lock and your data will be deleted.

How much do the additional adjustments cost?

Additional adjustments are calculated by the actual time spent. Our consultants consider your wishes in detail, offering an assessment of the required time and after your confirmation the adjustments are made.

We use an ERP system. Is there a way to connect our existing accounting program with Intrix?

Yes, Nextbase CRM can be conneceted to existing systems in your company. Before you decide to connect, you have to precisely define the the contents which you want your synchronization procedure to include. In the majority of cases, we synchronize contact information first then handle the transfer of other data from your ERP system to Nextbase. The clients, financial and content data can automatically transfer between different systems. Users save a lot of energy by not having to enter data several times.

We have no time to introduce changes and a new way of working but we are aware that we need IT tools. How much time do we need for an introduction?

Before your introduction to Nextbase, our experts will want to become familiar with your business processes in detail. They will advise you on how to best improve your work process with Nextbase. In cooperation with you, our advisors optimally adapt the application so it can be seamlessly included into your existing work habits with few fundamental changes to your work methods. Your employees will only spend one to two hours in the Beginners Instruction.

Can the number of active users change monthly?

Yes it can. You can define the number of active users every month, and by that optimise the monthly costs. Inactive users are temporarily blocked. That means they cannot access Nextbase, but their data (information) remains in the database. We can re-active users at anytime.

How can I stop using Nextbase?

You can discontinue using it at any time without any further obligations. In case of termination, you should inform us one month in advance. Upon termination, we export your data into an appropriate format then within one month, your application is deleted. A few days before, you will be contacted by a consultant to discuss any questions and/or suggestions, to agree on any following steps and select the most appropriate package. All data you have already entered will be saved. If you decided to not continue, after 30 days from the initial log on, the application will lock and the data will be deleted.

What happens with the data when the lease of Nextbase is terminated?

Upon termination of Nextbase all data is transferred to the user in standard CSV format. In 30 days the data in the base is deleted.

Who are the Nextbase end users?

Nextbase CRM applications are especially adjusted for small and mid-sized companies but they are also appropriate for big business systems. Considering the different needs of each market, we have prepared many different application models which are adjusted to individual niches (marketing agencies, building and project offices, translation agencies, radio stations, B2B and B2C companies, civil service, etc.)

Our business processes have not been defined yet. Are later adjustments to the application possible?

Of course! That’s what makes Nextbase so special. Our advisors can help you define your business processes. You can also make adjustments later, when the project is finished and you have already started using Nextbase CRM.

How much time does it take for you to adapt Nextbase to our needs?

Relatively simple changes in the application can be made in less than one hour after you send us the order, or even during a telephone conversation. Since this is a web application, visiting subscribers is usually not necessary since we can do all necessary adjustments via remote access.

How can I contact you if I have questions regarding use?

If you have any additional questions, you can always contact our support team. Our e-mail address is [email protected], our telephone number is (352) 306-3382. Support is free of charge.

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