Seamlessly Connects with the Tools You use

Used Cases for SMB's

Real Estate, Training & Coaching, Insurance, Health & Wellness, Travel & Tourism, Manufacturers, Education, Interiors & Construction.

Lead Capture & Integration:

Auto-fetch leads from Housing.com, 99acres, MagicBricks, and Facebook/Google Ads into NeXora CRM. Clients receive an automated WhatsApp link → book preferred date/time for property visit. Auto-reminders (WhatsApp + SMS + Email) 24 hrs before the site visit & 1 hr before. Sales agent notification + calendar sync.

WhatsApp Automation for Real Estate:

Auto-send property brochures, floor plans, price lists, and project videos. Automated FAQs: “Availability?”, “Possession date?”, “Loan options?” answered via AI chatbot.

Bulk Campaigns:

Run festive offers (Diwali, New Year discounts, limited-period schemes). Reach old leads with re-marketing campaigns.

Lead Capture & Automation

Collect leads from Facebook/Instagram ads, Google Ads, TripAdvisor, MakeMyTrip, Booking.com inquiries into NeXora CRM. Auto-send WhatsApp welcome message with brochures or tour packages.

Trip Booking & Scheduling

Clients can book consultation calls or package demos via calendar automation. Automated reminders for calls, meetings, and trip departures.

Payment & Invoice Automation

Collect advance & balance payments with auto-reminders. Auto-generate invoices & booking receipts.

Lead Capture & Admissions Automation

Auto-capture leads from Ads, Website Forms, Justdial, Shiksha, Collegedunia. Auto-send course brochures, curriculum PDFs & fee structure on WhatsApp/Email.

Demo Class & Counseling Booking

Students/parents can directly book trial classes or counseling calls via NeXora calendar. Auto-reminders ensure high attendance.

Community Building

Create private WhatsApp/Telegram groups for students. Share updates, resources, and engage parents for transparency.

Consultation & Site Visit Booking

Clients can book design consultations or site visits via NeXora calendar. Automated WhatsApp/SMS reminders reduce no-shows.

Lead Capture & Automation

Collect leads from Ads, Website Forms, Justdial, Houzz, IndiaMART. Auto-send WhatsApp message with design portfolio or service brochure.

Bulk Campaigns

Run festive campaigns: “Diwali Modular Kitchen Offer”, “Year-End Renovation Package.” Send promotions to old leads to revive interest.

Client Acquisition & Lead Nurturing

Build professional websites/landing pages for legal/consulting services. Use forms & chatbots to capture client inquiries 24/7. Automate follow-ups via WhatsApp, Email & SMS so no lead slips away.

Seamless Client Onboarding

Centralized CRM stores every client’s details, case notes, and communication history. Automated document request workflows (e.g., ID proof, agreements, contracts). Smart scheduling through Calendar Booking with reminders for consultations.

Case/Project Communication

Send updates directly through WhatsApp campaigns or Email newsletters. Share secure links for case progress, reports, or project updates. Segment clients by case type (Corporate, Family, Real Estate, Tax, HR disputes) for targeted engagemen

Lead Generation & Enrollment

Create professional landing pages for workshops, courses, or training programs. Use forms & chatbots to capture inquiries 24/7. Automate follow-ups via WhatsApp, Email & SMS to convert more inquiries into signups.

Course Delivery & Engagement

Use NeXora’s LMS to host modules, lessons, and resources. Run live sessions + automated reminders via WhatsApp/Email to reduce dropouts. Send progress nudges like “🎓 You’ve completed 40% of your course — keep going!”

Upselling & Community Building

Segment students by course type or progress for targeted upsell offers (advanced programs, certifications, coaching packages). Build communities through WhatsApp groups, newsletters, and drip campaigns. Collect feedback & testimonials automatically to build social proof.

Lead Generation Made Simple

Launch funnels, websites, or landing pages in minutes. Capture leads via forms, chat widgets, and WhatsApp opt-ins. Automate nurturing with email, SMS, and WhatsApp sequences.

Smart CRM & Sales Pipelines

Manage all inquiries in one CRM instead of multiple apps. Pipeline stages customized for startups/SMBs (Inquiry → Demo → Proposal → Payment). Team collaboration dashboards for tracking conversions.

Automated Follow-ups

Auto WhatsApp: “Thanks for reaching out! Here’s your meeting link No-show? → Automated reschedule prompt. Dormant leads? → “Haven’t heard from you, still interested?” sequence.

Lead & Inquiry Capture

Capture leads via website forms, WhatsApp QR codes, and trade show sign-ups. Auto-assign leads to sales reps or distributor managers. Tag inquiries by product line, region, or distributor type for better tracking.

Smart CRM for B2B Sales

Create custom pipelines for manufacturers (Inquiry → Quotation → Negotiation → Purchase Order → Dispatch → Payment). Manage both direct buyers and distributors/wholesalers in one system. Track bulk orders and repeat customers with ease.

Dealer/Distributor Engagement

Share price updates, offers, or policy changes via bulk WhatsApp/email. Create exclusive distributor portals (landing pages + forms) for partner onboarding. Automate distributor training with LMS modules inside NeXora.