Now on Google Play · iPhone coming soon

Close sales on the go.
Close more with your numbers.

Be fast: scan the visiting card, send the quotation from the car and never miss a follow-up. Be analytical: Nexus reads your own data and shows what is working, what is slipping and what to do next. The sales CRM built for CAs and tax professionals.

iPhone app
coming soon

Prefer a big screen? Nexus also works on the website with the same login. Start your free trial

Nexus CRM app: Today screen with leads, money to collect and follow-ups due

📇

Visiting card scannedLead saved on the spot

💬

Quotation sent on WhatsAppFrom the car, 11:05 am

⏰

Follow-up at 4 pmReminder on your phone

📇 Scan a cardLead saved on the spot

📄 Quote then and therePDF on WhatsApp or email

📊 Weekly scorecardWon, collected, new leads

🧭 What to do nextSWOT with suggestions

Two halves of every sale

Speed wins the client in front of you.
Numbers win you the next ten.

Most CRMs only store your data. Nexus helps you act on it: quickly when you are with a client, and wisely when you look back at your week.

Be fast

Close sales on the go

The sale happens at the client's office, a seminar or a networking meet. Do the work right there, while they still remember you.

Scan a visiting card and the lead is saved
Send a quotation or proposal PDF from the car
Follow-ups and meetings remind you on your phone
GST invoice, payment reminder and UPI QR in a tap

See a day with Nexus →

Be analytical

Close more, every week

Nexus studies your leads, meetings, invoices and payments, and tells you plainly where the next sale is hiding and what to do about it.

Weekly scorecard and a monthly sales target
SWOT of your sales, with "We suggest" steps
Leads going cold, services clients do not take, work not billed
Which sources bring paying clients, and how fast they pay

See how Nexus coaches you →

Be fast + be analytical = better sales, month after month.

Be fast · A day with Nexus

The sale happens where you meet people.
Now your CRM is there too.

At a client's office, at a seminar, at a networking meet. Do the work right there, while the person still remembers you.

🤝

10:30 am · At the meeting

Capture the lead on the spot

Scan their visiting card. Name, phone and email fill in by themselves. Or pick them from your phone book. Note what they need and where the lead came from.

✉️

10:35 am · Before you say goodbye

Send a welcome email and your digital card

Your own welcome email goes out from your phone in a tap. Share your digital visiting card, contact file or profile page on WhatsApp.

🚗

11:00 am · In the car, on the way back

Send the quotation or proposal

Pick the services, set the price and discount. GST is worked out for you. Send a neat PDF on WhatsApp before you reach the office. The client sees you are serious.

📅

Anytime · Wherever you are

Track meetings and follow-ups

Add the next meeting or follow-up in a tap. Your phone reminds you on time. The Today screen shows who to call, what is late and what is due.

💰

Work done · Get paid

Issue the invoice and collect

Turn the quotation into a GST invoice, send the PDF, record the payment, and send a polite payment reminder on WhatsApp, with your UPI QR code on the invoice.

Download the free app

Why on the go matters

The lead goes cold while you wait to reach your desk.

Without the app

Visiting cards pile up in your pocket and get lost
Quotation goes out the next day, or the day after
Follow-ups live in your head, WhatsApp and a diary
You have to sit at the laptop to do any of it
The client has already called someone else

With Nexus CRM in your hand

Card scanned and lead saved before the meeting ends
Quotation sent from the car within the hour
Every follow-up and meeting reminds you on time
Leads, clients, invoices and payments, all on your phone
You look quick, organised and professional

Be analytical

Your numbers already know where the next sale is.
Nexus reads them for you.

No spreadsheets, no reports to build. Nexus looks at what you add every day and turns it into simple advice, so you get a little better at sales every week.

Nexus spots it

It watches your leads, quotations, meetings, invoices and payments.

"Very few leads via referrals."

Tells you what to do

Every point comes with plain suggestions, not just a chart.

"Ask personally after good service delivery. Timing matters."

You act in one tap

The list of people is right there: call, WhatsApp, add a follow-up.

See the clients → send the message

📊

Weekly scorecard

This week against the last two: deals won, money collected, new leads, and a work score that counts follow-ups and reminders, not app opens.

Am I doing better than last week?

🎯

Monthly target

Set a sales target for the month and watch the work you have won fill it up.

How far am I from this month's goal?

🧭

SWOT of your sales

Strengths, weaknesses, opportunities and threats worked out from your own data, each with suggested steps and the list of people to act on.

What should I fix first?

💡

My numbers

Money received in the last 12 months, which sources bring paying clients, how many days clients take to pay, and how much rests on your top 5 clients.

Where do my best clients come from?

🧊

Going cold

Leads and quotations nobody has followed up lately, before the client goes to someone else.

Which deals am I about to lose?

➕

Services not taken

Clients who take one of your services but not the others. Your easiest next sale.

Who can I offer more to?

🧾

Not billed yet and collect today

Work that was won or done but never invoiced, and the money due today, with a ready reminder.

What money am I leaving on the table?

📈

Reports

Closure rate, response time, open leads ageing, invoice ageing, inactive clients, growth by month and data by tag.

How good is my follow-up, really?

Nexus CRM SWOT report: strengths, weaknesses, opportunities and threats from your own data

A sales coach that looks at your week

"Less than 10 leads in the last 30 days." "Some clients have no leads yet." "Some tasks are overdue." Nexus says it plainly, shows you the people behind each point and suggests what to try.

Every Saturday a short email lists your leads, tasks and meetings for the coming week, and daily WhatsApp reminders keep the plan in front of you.

See your own numbers free

Everything in one place

Your whole sales desk, on your phone

Simple to use, made for Indian tax practices. No training needed.

📇

Capture leads on the go

Scan a visiting card or pick a contact from your phone. Add a lead with source and expected value.

📄

Quotations and proposals

Make a quotation in a minute, with your proposal terms, and send the PDF on WhatsApp or email.

🧾

GST invoices

CGST and SGST, or IGST, worked out from the GSTIN. Turn a quotation into an invoice in a tap.

💳

Collect payments

Record payments, see what is still due, and remind clients on WhatsApp. UPI QR code on invoices.

🪪

Share your card and profile

Your digital visiting card, contact file, firm profile PDF and public profile page, ready to share.

📅

Meetings and follow-ups

Plan meetings and tasks, get reminders on your phone, and tick them off when done.

✉️

Welcome email

Set your welcome email once. Send it to every new contact right after you meet them.

⭐

Reviews and testimonials

Ask happy clients for a Google review, save testimonials and share them on WhatsApp.

☀️

Today screen

Open leads, money to collect and follow-ups due, the moment you open the app.

🔁

Renewals

Yearly services like audit and ITR remind you when they are due again. No repeat work missed.

📊

Insights that coach you

Scorecard, target, SWOT and reports that tell you what to do next. More

📂

Client documents

Tags, notes, documents and the full history of every client, always with you.

See the app

Clean, quick and made for one hand

Today screen — TodayWho to call, what to collect

Client page — ClientCall, WhatsApp, quote, follow up

Clients list — Clients and leadsSearch, tags, one-tap call

iPhone app
coming soon

Also on the website

Back at your desk? Carry on in the browser.

One login for the app and the website. Everything you add on the phone is already there on the laptop, and the other way round.

📈

Charts on a big screen
Leads, meetings and sales trends, targets vs actual, month by month.

🔔

Reminders everywhere
Daily WhatsApp reminders, web pop-ups and a weekly email report.

📥

Bulk import and export
Bring in your client list from Excel and download reports anytime.

Start free trial on the website Login

Watch

See Nexus in action

Simple pricing

One plan. App and website. Everything included.

Nexus CRM Yearly

₹2,999 / year

That is about ₹8 a day. Less than a cup of tea. Inclusive of GST.

Android app, iPhone app (coming soon) and website
Leads, clients, quotations, invoices: all features
Scorecard, target, SWOT and every report included
1 month free trial
No hidden charges

Start free trial Subscribe now

🔄 No-question-asked refund

On the yearly plan, refund for the remaining period, from next month onwards.

👩‍💼 Extra 10% off

For women professionals and for firms less than 3 years in practice.

🏅 Recognized by Government of India

PracticeGuru is a DIPP-recognised startup.

FAQs

Yes. Nexus CRM is on Google Play for Android phones now, and the iPhone app is coming soon on the App Store. The app is free to download.

Yes. Sign in with the same email and password. What you add on the phone shows on the website, and the other way round.

It reads the leads, meetings, quotations, invoices and payments you add and shows a weekly scorecard, your monthly target, a SWOT of your sales with suggested steps, leads going cold, services clients do not take and work not billed yet. Each list has the people to act on, so you can call or WhatsApp them straight away.

No. The card is read on your phone itself and the photo is not uploaded. Only the details you save are added to your account.

No, it is for individuals in a firm who look after sales and marketing. It is not a multi-user system.

Yes, a free trial is available so you can explore all features before purchasing.

Yes, we offer flexible monthly plans.

Yes, refund is available for the remaining period from next month onward in yearly plans.

Yes, ₹2999 is the final amount inclusive of all taxes.

Close sales on the go.Close more with your numbers.

Speed wins the client in front of you. Numbers win you the next ten.