Consultations
Preferences, goals, consultation notes and outcome.
Product Recommendations
Recommended products, bundle and purchase outcome.
Appointments
Consultation/treatment bookings, provider and status.
Orders
Product orders, payment, fulfilment and repeat purchase.
Subscriptions
Recurring product/service plans, renewal and pause status.
Loyalty
Repeat purchase, VIP status, offers and referral rewards.
Influencers & Affiliates
Partner source, coupon/referral and campaign contribution.
Inventory
Product/SKU stock notes and low-stock follow-up.
Lifecycle Campaigns
Launch, replenishment, win-back and VIP campaigns.
Feedback & Reviews
Product/service feedback and service recovery.
Customer 360
Purchase, consultation, preferences, loyalty, communications and predicted next action.
Replenishment
Expected repurchase windows and automated replenishment reminders.
Lifecycle Segments
New, repeat, high value, lapsed, category affinity and VIP segments.
Reviews & UGC
Review requests, creator permissions, before/after assets and service recovery.
Lifecycle Journeys
Welcome, post-purchase, education, cross-sell, replenishment and win-back automation.
Industry Pipeline
Industry Lead Fields
- Interest
- Preferred Channel
- Category Interest
- Purchase Frequency
Included in every Nexus CRM
- Lead & contact management
- Sales pipelines and deal tracking
- Tasks, reminders and activity history
- WhatsApp and email communication
- Campaigns, sequences and consent management
- Workflow automation
- AI support and sales assistance
- Employee directory and attendance
- Custom fields and client change requests
- Integrations hub and API-ready connectors
- Subscription access control and billing
- Role-based Client Admin, Manager, Sales and HR access