NexCRM — Sales & Marketing Platform

Monthly Performance

Leads vs Conversions

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

Lead Sources

— Top

Total Leads

—

New

—

▲ Awaiting contact

Converted / Won

—

Lost

—

▼ Closed lost

All Leads

Source:

Name	Company	Phone	Source	Status	Value	Assigned To	Date	AI Score	Actions

Sales Pipeline

Your real leads organized by status

Total Pipeline: $0

New 0

Warm 0

Active 0

Won 0

Lost 0

All Contacts

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WhatsApp Inbox

● Connected

—

Select a conversation

—

Open in WhatsApp ↗

💬

Select a conversation

Choose a lead from the left to view their messages

Lead Generator

Find your perfect prospects automatically

FREE

AI Sample Leads

AI generates realistic prospect profiles matched to your business.

Unlimited · Instant · Free

5 FREE TRIAL

Real Verified Leads

Real people, real companies, real phone numbers you can contact right now.

Try 5 leads free · Upgrade for more

LIVE DATA

Business Scraper

Pull real businesses by category and city — name, phone, address, rating, live from Google.

Real businesses · Any category · Any city

What does your business offer?

Location

Number of Leads

Target Channel(s)

Business Category

Additional details (optional)

Business Category

Location

Type any city, district, street, or even a slightly misspelled address — matching suggestions appear as you type.

Number of Results

Returns real business name, phone number, address, rating, and website — sourced live from Google's business directory (Google Places API). No fabricated data.

AI Campaign Ideas

Generate campaign ideas, Reel scripts & captions — Powered by Claude AI

Claude AI

Brand Name

Industry

Goal

Brand Context (helps Claude generate better ideas)

Language

Platform

Campaigns

Select a channel to send your campaign

New Email Campaign

Sender Identity

From Name

From Email

Leads will see: Your Name <yourname@yourdomain.com> — sent via your SMTP

⚙️ SMTP Settings

Campaign Name

Send To

Email Subject

Email Message

Use {name} to personalize with each lead's name

Campaign History

No campaigns sent yet

Analytics

Current workspace

Conversion Rate

—

Won / Total leads

Total Pipeline Value

—

▲ All deal values

Total Leads

—

In current workspace

Won Leads

—

▲ Closed deals

⚡ Avg Response Time

—

Time to first contact

Lead Sources Breakdown

Lead Status Breakdown

⚡ Lead Response Time Tracker

How fast are leads being contacted after submission?

Loading response data...

AI Market Intelligence

Analyze your market position, competitors & growth opportunities — Powered by Claude AI

Claude AI

Brand / Business Name

Industry

Target Market

Business Description

Team Members

Loading team...

Email	User ID	Joined	Leads	Last Lead	Organization	Status	Actions
Loading clients...

Name	Company	Source	Status	Value	Assigned To	Owner	Actions
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Content Calendar

Schedule and track your social media posts

Total Posts

Posted

Scheduled

Pending Approval

Post Date	Platform	Content Type	Caption	Caption Status	Visual Status	Assigned To	Actions
No posts yet — add your first one!

Deliverables Tracker

No deliverables yet

Monthly Summary

Add deliverables to see summary

Total Invoiced

SAR 0

Paid

Outstanding

Invoice Tracker

No invoices yet

Profile Information

Update your name and display info

—

Full Name

Phone Number

Email Address

Job Title

Change Password

Keep your account secure

New Password

Confirm New Password

Preferences

Customize your experience

Dark Mode

Toggle light/dark theme

Language

Switch between Arabic and English

Danger Zone

Irreversible actions

Sign Out

Sign out from this device

Total Calls

This month

Missed Calls

Need callback

Avg Duration

Per call

Transcribed

Auto-processed

Call Logs

0 calls

No calls yet

Connect Twilio to auto-capture calls, or log calls manually.

Connect Your Phone System

Port your Saudi number or get a new one via Twilio

Call Your Provider — Zain, STC, or Mobily

Call their business line or visit a branch. Tell them: "I want to port my number out. Please give me my authorization code."

STC: 900 Zain: 959 Mobily: 1100

⚡ They must give you this code — it is your legal right under CITC regulations.

Go to Twilio → Port a Number

                    Phone Numbers → Manage → Port & Host → Start a Port
                  

Enter your Saudi number and paste the authorization code from Step 1.

💡 Your number format should be: +966 5X XXX XXXX

Wait 4–6 Weeks

Twilio and your provider talk to each other behind the scenes. You will receive email updates from Twilio at every stage.

~4-6

Weeks typical

50-100

SAR one-time fee

✓

Number Ported — Paste Credentials in NexCRM

Once ported, Twilio gives you an Account SID and Auth Token. Paste them in the Connect Credentials tab above — and every call logs automatically in NexCRM with full transcription.

✅ Same number. Same customers. Now with call logs, transcriptions & analytics.