Elevate your customer relationships into the stratosphere!

Learn how to make the most of our new feature rich application.


Get a feel for what the new CRM is all about.

Need help getting started?

We have a team of trained CRM Consultants to help you import your Nexa database, and get your CRM up and running.

Data Importing

Let's get your data imported and ready for the new CRM. If you already have your data, or don't have any to import, then skip ahead to the next step.

Update Your Imported Data / Historical Deals (Opt in for CRM)

Once you have your data imported, we will need to opt your clients in for CRM.


Start setting up the email and sms messaging content for your campaigns.


Plug your Templates into your Campaigns to send to clients when a new application has been received, when the deal has been approved, or just to wish them a happy birthday.

Audience Lists

Create your audience lists to start sending your beautiful templates. Create a list of all contacts to start sending out monthly newsletters, or make a refined list for a more targeted audience (e.g. realtors or solicitors).

Set Up Direct Texting

In order to start sending out direct text messages, you will first need to set up your Twilio #.