NEXUS APPLICATIONS
Nexus Sales / CRM
Lead creation, qualification, assignment, follow-ups, appointments and field activity — for real estate, B2B and field sales.
01 / NATURAL RECORD CREATION
Bring the customer conversation into the business.
“New lead: Ramesh is looking for a 3BHK in Kokapet around ₹1.2 crore.”
NEXUS UNDERSTANDS
- LEAD
- Ramesh
- INTEREST
- 3BHK
- LOCATION
- Kokapet
- BUDGET
- ₹1.2 crore
- PHONE
- Required / missing
“What’s Ramesh’s phone number?”
- Create lead
- Assign salesperson
- Create follow-up task
02 / NATURAL RETRIEVAL
Know who needs attention before the opportunity goes cold.
“Which leads haven’t been followed up in three days?”
“Which leads match the new 3BHK opportunity?”
Five have had no follow-up for three days. Three match a new opportunity.
“Send them the new information and assign follow-ups today.”
Information sharing and assignment follow the configured business process.
Illustrative business example. Actions follow configured rules and permissions.
03 / BUSINESS MEANINGS
Define what makes a priority lead.
“Which new enquiries are priority leads?”
ILLUSTRATIVE QUALIFICATION RULE
Budget ≥ ₹1 crore
+ interest in selected premium locations
→ Priority Lead
A B2B or field-sales business can configure qualification around its own meanings and criteria.
04 / PROCESS RULES
Make follow-up part of the process.
“Create the lead and assign the follow-up.”
- Check the required lead information
- Apply the configured qualification and assignment rules
- Create the follow-up task
The salesperson works naturally. The business decides how qualification, assignment and follow-up should happen.
05 / SECURITY & VISIBILITY
The right opportunities for the right person.
“Which leads need attention today?”
- Salesperson
- permitted leads + field activity
- Manager
- permitted team / business view
- Contact details
- field visibility applies
- Assignment changes
- process permissions apply
06 / EMPLOYEE EASE OF USE
Stay with the customer. Keep the business up to date.
“Record today’s site visit. The customer wants a follow-up tomorrow.”
Describe the visit and the next step in the language of the job. Nexus uses the configured activity and follow-up process.
The setting can be a property, a B2B customer or another field-sales visit.
Illustrative business example. Actions follow configured rules and permissions.
THE TECHNOLOGY BEHIND NEXUS
Natural conversation on the outside.
Predictable business execution underneath.
- AI & Language Understanding
- Understands how people naturally ask questions and describe work.
- Business Understanding
- Connects those words to the business’s records, meanings and context.
- Configurable Process Engine
- Executes configured processes, conditions, approvals and rules.
- Governed Data & Security
- Controls what each person can see and what actions they are allowed to perform.
AI helps understand the conversation.
Nexus makes sure the business follows the rules.