Customer Relationship Management.

NexliOne CRM is native to the same data as Sales, Inventory, and Financials — quotes call the same ATP service that fulfills orders, accounts see real invoice and order history, and service tickets surface against the customer's actual order trail. No middleware sync to break.

Yes. Custom stages with weighted probability drive the forecast, with deal collaboration, win-loss capture, and quote generation in the same record. The forecast is a single number — not three numbers from three systems that diverge by Friday.

Yes. Multi-channel intake (email, web, phone, portal) routes to a unified ticket queue with SLA management, escalation rules, and a knowledge base. CSAT and NPS feed back into the account record.

CRM is the front-of-funnel layer — accounts, pipeline, deals, service. Sales Management is the order-to-cash layer — CPQ, ATP-aware fulfillment, returns. They share account and contact records and CRM quotes promote into Sales orders without re-keying.

Yes. Email and call sync flow into the account activity timeline alongside orders, invoices, and service tickets. The 360° view is the actual relationship history — not just the marketing-team subset of it.