Features

Everything you need to close deals

Nexdial is a full-featured CRM designed to help your team capture, nurture, and convert leads at scale.

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Core CRM Features

Lead Management

Capture, assign, and track every lead in one place. Import from CSV, web forms, or Facebook/Instagram ads. Never lose a lead again.

Visual Pipeline

Drag-and-drop Kanban board lets your team see where every deal is in the funnel. Custom stages, filters, and bulk updates.

Task & Follow-up Reminders

Assign tasks to agents, set due dates, and get email reminders. Never miss a follow-up call or meeting.

Automated Lead Capture Forms

Build beautiful web forms without coding. Embed on your site — submissions land directly in your CRM.

Reports & Analytics

Visual dashboards for lead sources, stage conversion rates, agent leaderboards, and revenue forecasts.

Team & Role Management

Super admin, company admin, and agent roles. Control who sees what. Add unlimited users (per plan).

Invoice & Billing

Auto-generate PDF invoices after every payment. Email them to clients instantly. Manage all invoices in one place.

Facebook / Meta Integration

Connect your Facebook Lead Ads. New leads appear in Nexdial automatically the moment someone fills your ad form.

Automation

Let the system do the heavy lifting

Nexdial automatically sends subscription expiry alerts, payment receipts, OTP verifications, and follow-up reminders — so your team focuses on selling, not admin work.

  • Subscription expiry email alerts
  • PDF invoice emailed on every payment
  • OTP verification during registration
  • Scheduled task reminders
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Subscription Expiry Alert
Sent 7, 3, and 1 day before expiry
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Invoice PDF Email
Sent instantly after payment
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OTP Verification
On every new registration
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Task Reminder
On due date for each agent

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