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🏢 Business (B2B)

B2B sales: from lead to contract on one AI platform

  • Every lead in one place, AI scores and routes it to the right rep
  • AI summarises every call and flags deals going cold
  • Quotes and e-contracts right inside the deal

Free 14-day trial

NextX AI · Business (B2B) · todaylive
  • 3 new leads from the websiteAI scores 88 · 72 · 41·
  • Route leads to ownersBy region and industry·
  • Summary of call with Phu An Co.Needs a 50-user quote by Thursday·
  • Draft quote & e-contractAwaiting manager approval·
  • Follow-up on 4 cooling dealsNo contact for 7+ days·

Challenges you're facing

❌

Leads scattered across web forms, Excel and trade-show business cards; nobody knows which are hot

✅

All leads land in one place; AI scores them and routes each to the right rep instantly

❌

Long sales cycles with many decision makers; reps forget to follow up

✅

Stage-based pipeline; AI flags deals going cold and summarises every call and meeting into the deal

❌

Quotes and contracts made by hand and emailed back and forth

✅

Quotes and e-contracts created inside the deal, digitally signed and stored in one place

Workflow

An AI-powered workflow

White steps are done by your team, green steps run on AI — nobody has to remember.

STEP 01
Leads from web, ads, trade showsIntegrations
STEP 02 · ✦ AI
AI scores and routes to the right repAI CRM
STEP 03 · ✦ AI
Sales call, AI summary, follow-up remindersAI Call
STEP 04
Quote, e-contract, delivery tasksAI Office

Key features for Business (B2B)

🎯

Lead scoring by your rules

Rank leads by intent and size, auto-route to the right rep by region or industry

📋

Multi-stage pipeline

Prospect → discovery → proposal → negotiation → signed, with value and decision makers per deal

📞

AI call summaries

100% call recording; AI transcribes and extracts needs, budget and next steps into the deal

⏰

Cold-deal alerts

Warns about deals with no contact for too long and suggests the next step

✍️

Quotes & e-contracts

Create quotes from templates, convert to contracts, sign digitally inside the deal

🗂

Post-sale delivery

Signed contracts become NextX AI Office tasks for the delivery team with owners and deadlines

What NextX looks like for Business (B2B)

Screenshots taken straight from the live product; the figures shown are illustrative.

B2B deal pipeline in NextX AI CRM

Deal pipeline by stage

Deal count, expected value and conversion of every stage — click through for details.

360° business customer profile

360° business customer profile

Contacts, call history, quotes and contracts of one account on a single screen.

Sales call performance in NextX AI Call

Sales team call performance

Call volume, answer rate and missed calls for the sales team — live.

Frequently asked questions

Yes. Multi-stage pipeline, multiple contacts per account, stage-based follow-ups and AI summaries of every call in the deal.

Yes. Web forms, Facebook Lead Ads, Google Ads and Zalo connect straight into NextX AI CRM, keeping the source for channel reporting.

Yes. NextX Contract creates quotes and contracts from templates, signs them digitally and stores them inside the deal.

AES-256 encryption, servers in Vietnam, role-based access and an audit log of every data export.

Put your B2B sales team on one AI platform

Free 14-day trial

0902.243.822