SoftifySoftify
NexaCRM
NexaCRM

NexaCRM

NexaCRM is a modern customer relationship management platform designed to help sales teams manage their pipeline, communicate with prospects, and track performance — all from one unified interface with a clean, warm-toned design system.

What we worked on

  • Full-Stack Platform
  • CRM Design
  • Data Visualization
  • Pipeline Management

Year completed

2025

Background

Sales teams typically juggle disconnected tools for email, pipeline tracking, lead management, and reporting. NexaCRM was built to unify the entire sales workflow into a single platform. The dashboard provides revenue trends, pipeline funnels, KPI cards, and top deals at a glance. A split-pane inbox handles conversation threads with filtering and inline reply. The calendar offers monthly grid views with color-coded event badges. The leads table features sparkline charts, probability indicators, bulk actions, and advanced filtering — all tied together with persistent sidebar navigation and consistent card-based layouts.

NexaCRM inbox with split-pane messaging
NexaCRM calendar with event schedulingNexaCRM leads table with sparklines

Challenges

The biggest challenge was designing an information-dense interface that remains intuitive. The leads table needed real-time sparkline rendering for interest trends, probability indicators with color coding, and a bulk action toolbar that appears contextually. The inbox required split-pane messaging with conversation threading, attachment handling, and tag-based filtering (Deal, Report, Legal, Lead, Internal). The calendar system needed color-coded event categorization with an upcoming events sidebar that syncs with the deal pipeline.

Outcome

NexaCRM launched with 10 core modules: Dashboard, Inbox, My Work, Calendar, Campaigns, Deals, Leads, Address Book, Data Room, and Settings. The platform features a budget planner with per-category limits, real-time transaction notifications, AI-powered spending insights, and a clean warm-toned UI that achieved high usability scores across all user testing sessions. The lead management system handles bulk operations with CSV export, and the pipeline view provides instant visibility into deal progression from New through Closed.

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