Features
Client Records
Create, store and manage all of your client details in one place. Quickly get an overview of the clients invoices, projects and support requests.
Billing
Send quotes, invoices and statements to client's with ease. You can also send interactive proposes via Nexem PRO.
Files
Attach files to your client records and share them with team members or project teams.
Client Portal
Nexem PRO's client portal allows your client's to quickly view and manage their account with you. View invoices, projects, support requests and collaborate with teams. You can also get client's to sign documents digitally via the portal.
Sales
Leads & Deals
Create, store and manage all of your client details in one place. Quickly get an overview of the clients invoices, projects and support requests.
Tasks
Send quotes, invoices and statements to client's with ease. You can also send interactive proposes via Nexem PRO.
Dashboards
Attach files to your client records and share them with team members or project teams.
Proposals
Nexem PRO's client portal allows your client's to quickly view and manage their account with you. View invoices, projects, support requests and collaborate with teams. You can also get client's to sign documents digitally via the portal.
Project management
Task Management
Manage project tasks, create linked milestones and track billing all in one place
Gantt Charts
Easily track project tasks using Nexem PRO's built in Gantt chats. You can also allow client's access to these charts for complete overview.
Discussions
Create discussion with a project, these discussions can be with team members and clients. This is a great tool for client feedback.
Timesheets
Allow your team to track their time spent on a project by using the Nexem PRO timer system. Simply assign a task to user and let them stop and start the timer as they go. This will auto create billing and timesheets for the project.
Helpdesk
Support Tickets
Keep track of your support request with Nexem PRO's support module.
Emails
Turn incoming emails into support tickets and send ticket updates to clients via email.
Client Portal
Users can easily view or submit issues, check out frequently asked questions, and view pending status updates.
Knowledge Base
Build your own Knowledge Base with Nexem PRO's Know-how module. Allow your clients to search and view your knowledge Base articles.
GDPR
GDPR Ready
The Nexem PRO GDPR module keeps your business within GDPR guidelines. The toolkit and be enabled and set up quickly.
Data Removel
Clients can request their data to be deleted from the system by using the access request from found in the portal.
Consent
The consent system can be enabled to ask your clients and lead their consent to use their data.
Self Service
The client can access all of their data and see how it's being used via the client portal. They can also request data removal, exports and more.
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