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SalesNexus Review

PROS / Real-time collaboration makes it easy to connect departments when dealing with customer-service issues.

CONS / One-on-one support and consulting services are only available for an additional cost.

 VERDICT / SalesNexus is an easy-to-use small business CRM that covers contact management, sales, marketing and some employee-tracking needs.

For a small business CRM, SalesNexus is a decent choice with a clean interface, important contact management and added sales tools. This means in addition to your client information stored in one place, you have the features you need to create marketing campaigns and track employee projects, making it much easier and more effective to interact with clients, vendors, partners and investors.

This cloud-based contact management system has powerful client-account portals with text fields that are intuitive and a variety of task tabs to help you keep track of every interaction. From within each customer account, you can create and send email messages. Because SalesNexus connects with your email program, each of these messages is recorded in both programs.

You can keep a call log, add important notes about your clients and attach documents to each account. With the file-sharing feature, authorized departments and employees can access client information from their web-enabled device, while the real-time collaboration tool means more than one employee can have access and edit client files at the same time. This is a feature that is usually only found in the best CRM solutions.

SalesNexus is a basic content management program with powerful sales and marketing tools. These allow you to create sales campaigns that are specific for current clients, generate leads and out-wit the competition. You can use one of the email templates included with this CRM, or create your own, for an impressive email marketing campaign. However, you are capped at how many email you can send out each month. SalesNexus allows for 25,000 emails per user per month. This may be enough for your company projects, but if you need more, you should be prepared to pay extra on your monthly subscription for them.

SalesNexus includes several employee-tracking applications to keep track of employees and their interactions with clients, the quality of those interactions, their assigned tasks and when those tasks are completed. With the document- and file-sharing tools, you can create an employee knowledgebase that includes policies and procedures for employee interactions, sales timelines and more to further train and assist your employees as they deal with clients, leads, vendors and others.

Using SalesNexus is straightforward. The design is simple and intuitive with well-defined text fields and easy-to-locate project tabs. There is a wealth of information available on the SalesNexus website with detailed video tutorials covering each CRM function and tool. A FAQs section and live chat feature help you get quick answers to some of your questions. Email and telephone service is available, too. However, one-on-one support and consulting services cost extra.

Summary

This small business CRM is a decent solution for connecting your clients with your customer support, sales and marketing departments. The real-time collaboration and file-sharing features allow multiple users to have access to the client information to help enhance the customer-interaction experience. While some support may cost extra, the in-depth video tutorials available on the SalesNexus website are a great tool in learning to navigate through and use this content management system to its fullest potential.