Smart customer management — from lead to loyal
Track every customer journey, sales pipeline, and interaction history on a single screen. Automatically score leads and trigger follow-up reminders at the right moment.
- Drag-and-drop pipeline — track every sales opportunity on one visual screen
- 360° customer profiles — unified communication history, contracts, tickets, and KPIs
- Universal Contact ID — every service in the platform shares the same contact identity
Challenges you're facing
Leads are scattered across multiple tools, forcing reps to spend hours manually consolidating data
Centralized lead management with configurable weighted scoring — prioritize the right opportunities automatically, never miss a hot lead
Sales pipeline is invisible — leadership can't see which opportunities are at which stage
Drag-and-drop Kanban pipeline updated in real time — every won and lost deal is captured and analyzed
Customer data is fragmented: contacts in CRM, orders in Sales, tickets in support — no single source of truth
Universal Contact Identity links every module's history through a single contact_id, eliminating duplicate and disconnected records
Key features
Built for modern businesses — no complex setup, ready to use immediately.
Pipeline & Lead Management
Drag-and-Drop Pipeline
Manage sales opportunities by stage using an intuitive Kanban board. Drag cards to update status instantly.
Lead Scoring
Manual scoring with flexible configurable weights — identify high-potential leads to prioritize follow-up and accelerate conversion.
Deals & Opportunities
Capture complete deal information, track win/loss probability, and analyze reasons for lost deals to continuously improve your process.
Segments & Campaigns
Create dynamic customer segments based on any condition, then trigger automated Marketing campaigns when customers meet the criteria.
Profiles & Relationships
360° Contact Profile
Every interaction, contract, order, ticket, and survey — all displayed in one unified contact timeline.
Custom Fields
Add custom fields for Leads, Contacts, and Tasks — fully flexible to match your team's unique business workflows.
Universal Contact ID
Every NextX service shares the same contact_id — no duplicate records, no broken data links across modules.
Tasks & Contracts
Tasks & Dependencies
Create tasks with dependencies, assign to team members, track progress, and receive automatic deadline reminders.
PDF Quotes
Generate professional quotes, export branded PDFs, and send directly to customers — all within the platform.
6-Step Contract Wizard
A guided 6-step wizard for drafting and signing contracts — covering terms, internal approvals, and digital signature.
Appointments & Tickets
Schedule appointments with customers and create support tickets from calls — everything linked back to the contact profile.
Surveys & Reporting
CSAT / NPS Surveys
6 question types, auto-triggered by events (after a call, after an order). Continuously measure customer satisfaction.
KPI Dashboard
Sales KPI dashboards by team and individual — track conversion rates, revenue, and team performance in real time.
Advanced Reporting
Export large datasets asynchronously in Excel/CSV format — no waiting, receive the file when it's ready.
Awards & Recognition
2024
Sao Khue Award 2024
2023
Make in Vietnam Digital Technology Product
2023
Vietnam Representative at Asia Tech x Singapore 2023
Trusted by 10,000+ businesses
From SMEs to large enterprises — NextX supports every step of your digital transformation
Get started in 3 steps
Capture & Score Leads
Leads from all sources (web forms, call center, manual entry) flow into CRM automatically. Weighted scoring helps reps prioritize the best opportunities from day one.
Nurture Through the Pipeline
Drag deals through pipeline stages, assign tasks, create quotes, and sign contracts — every action is captured in the customer's 360° profile.
Analyze & Optimize
KPI dashboards and conversion reports help leadership spot bottlenecks in the pipeline, adjust strategy, and launch remarketing campaigns at the perfect moment.
NextX CRM works best with:
Data shared in real time between modules — no manual import/export needed.
Automatically create tickets and log call history to CRM contact profiles
Trigger email/SMS campaigns automatically when leads match a segment condition
Convert quotes into orders and track actual revenue against each deal
Sign contracts digitally within the 6-step workflow without switching apps
“Before NextX CRM, our pipeline lived inside each rep's head. Now I can see every opportunity on one screen and know exactly where to step in.”
Nguyễn Minh Tuấn
Sales Director · ABC Solutions Co., Ltd.
Enterprise Software+34%
Lead conversion rate
-40%
Deal processing time
100%
Unified customer data
Frequently asked questions
NextX CRM works best alongside:
Data shared in real time between modules — no manual import/export needed.
The NextX team
Get started with NextX CRM — free for 14 days
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