Helpful resources

Importing data
Import your existing data, such as contacts, accounts, leads, and opportunities. You can also integrate with QuickBooks. 

Contacts
Quickly add or manage contact details directly from Nextiva CRM.  

Accounts
Store and manage customer information in Nextiva CRM so you can easily view all interactions related to the account. 

Leads
Track potentials prospects in Nextiva CRM to accurately predict sales pipelines and manage leads with a start-to-finish view of the prospect journey.

Opportunities
Easily monitor each stage of the sales life cycle. Accurately track opportunities through the remaining stages of the sales life cycle.

Cases
Create cases to keep track of customer requests, issues, and interactions.