⚠️ Nextiva CRM has been retired from the Nextiva product offerings and is currently not available to new users.
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.
