SalesNexus CRM Review

"SalesNexus is CRM and Marketing Automation all in one easy to use solution, designed by salespeople, for salespeople. Empower Your Salesforce"

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Updated : 11th December 2021
  • Product Features
  • API
  • Customizable Contact Screens, Dashboards, Reports
  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Lead Scoring
  • Marketing Automation
  • Quotes/Proposals
  • Segmentation
  • SMS/Text Marketing
  • Social Media Integration
  • Website Integration
  • Voip Integration
  • Zapier Integration

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Free Subscription

Premium Subscription

Amount of users



Online Support

Mobile Access

  • Screenshots
  • Expert Review

SalesNexus – All in 1 Sales CRM and Marketing Automation

SalesNexus is a powerful tool that helps maximize the efficiency of your sales and marketing efforts by bringing together the benefits of different technology tools. It has all the capabilities of evolved solutions such as CRM, Sales Force Automation and Email Campaign management.

SalesNexus customers choose SalesNexus in order to:

  • Get Organized
  • Provide Visibility to all Users
  • Reach New Customers
  • Shorten Sales Cycles
  • Close More Deals

What does SalesNexus offer?

Sales CRM

Every contact, whether it is a customer or a business associate, has to be kept updated and in most cases made available to different members of your team. Having a historic record of interactions across each contact helps as a background for any of your team members. The contact management feature in SalesNexus allows sharing of not just contacts, but also calendars,notes and documents at the click of your mouse.

Our sales team now does not have to spend time looking for information on a particular contact. It is all accessible with just a single mouse click on SalesNexus.

Sales Force Automation

Sales force automation feature helps our frontline sales team as well as managers with the power of real-time information. It enables the sales team to record their activity and managers to see aggregated reports showing the larger picture.

  • Activity Reports: This feature allows each member of our sales team to log in the status of every customer or prospect attended. For example, they may label each prospect as ‘Hot’, ‘Warm’ or ‘Cold’ depending on the level of interest.

Reports can be generated at a click with amazing speeds. This is possible because the system has all the data within it and does not require any synchronizing time with other systems. At the end of the day, the sales person as well as the manager has a heads-up on the status of leads for the person as well as for the territory. Reports are also chronologically archived and can be easily retrieved whenever needed.

  • Workflow Design: It was really simple for us to incorporate our standard operating procedures and business rules for our sales team in SalesNexus. One of the features, for instance, is where for every lead entered and assigned, there can be automated reminders or triggers set to ensure that no lead goes unattended.

Using such useful features, we were able to standardize and implement the entire process of acquiring and processing leads with a lot of ease.

  • Mobile / Multi-Device Integration: Our sales representatives now do not have to wait to get to the office PC and key in a complete report for the whole day. With mobile and handheld integration, they can now update their reports through a mobile device enabled with a basic internet connection. SalesNexus supports various mobile platforms including Windows Mobile, Palm OS and Blackberry.
  • New Mobile Features (2021)  SalesNexus released updated versions of it’s mobile apps for both iPhone and Android.s released updated versions of it’s mobile apps for both iPhone and Android. This gives you the ability to add new contacts on mobile. To do this, simply go to your contact list, click on the “Add contact” icon on the upper right hand corner of your screen, and fill out the form with details for your new contact.
  • Outlook Sync: Features like calendar, contacts and tasks can be easily synchronized with Microsoft Outlook, without the hassles of forwards or export.

Marketing Automation

  • Email Campaign: SalesNexus has helped us segment our contacts and send out customized email campaigns. We can now manage engaging campaigns like e-newsletters through the system with much ease. SalesNexus enables us to personalize our communication through mail-merge fields.
  • Text Marketing: SalesNexus automatically sends text messages to customers at exactly the right time. Create on-going sequences of emails, texts and calls.
  • Automation: Trigger campaigns and sequences of emails, texts and calls automatically. Ensure every customer is getting exactly the right message and the right attention, at the right time, completely automatically.
  • Email Integration: Email interaction with any contact can be archived automatically within SalesNexus and mapped with the respective contact, straight from our office emailing system. There is no need for manual transfer or painful copy-pastes.
  • Lead Capture: SalesNexus directly hooks up to our landing page lead database of our website and directly fetches the leads into the system. The tedious task of manual entry into the system is now history.
  • Lead and Conversion Reports: Through this feature we can generate historic reports to find campaign responses and easily trace the effectiveness of each of our campaigns. Leads can be traced until its final conversion to give us an overall conversion ratio.

Why use SalesNexus?

  • Built by salespeople, for salespeople – SalesNexus is the sales CRM that your sales people will love.
  • All in 1 – with robust CRM and Marketing Automation capabilities all in one easy to setup and use platform, you get more power to manage and automate your business without the need to manage multiple tools.
  • Customizable – SalesNexus was built to be easily tailored to each unique business’ needs. No need for programmers or long trainings. Easily layout the screen so that everything you need to know about customers is in one place. It’s simple, easy and fast for customer facing team members to take great care of customers.

Compare SalesNexus To Other CRM Applications:


SalesNexus offers three packages – Professional, Enterprise and Automatic.

  • Professional is great for small businesses and solopreneurs.
  • Enterprise is great for sales teams relatively new to marketing automation.
  • Automatic is for teams that need to automate every step of their sales funnel.

Compare SalesNexus Pricing Plans


SalesNexus CRM has the advantages of being feature-rich and at the same time a hosted solution that comes at a phenomenal cost benefit. An area of concern however may be that your data is hosted on a third party server. However, with proper non-disclosure agreements and network security arrangements ensured, the SalesNexus software can give your organization a leading edge in sales. We know you’ll be happy with their level of service too. Even AFTER you’ve purchased. This from feedback from their customers.