Nexo
Nexo
Engineered for Velocity

The full architectural suite for modern deal execution.

Explore how Nexo combines relational database power, automated Kanban pipelines, and native ChatGPT intelligence into one unified workspace.

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Deal VelocityRelational SchemasNative AIWhite-LabelingLead CaptureEnterprise Grade
Deal Velocity

Visual Pipelines & Kanban Boards

Track complex sales lifecycles with fluid drag-and-drop boards. Automate stage gates, record progression, and win-probability forecasts with zero friction.

Customizable stages with automated migration triggers and guardrails
Weighted deal value aggregation and pipeline velocity reporting
Inline quick-editing, quick activity logging, and contact assignment
Real-time team synchronization over sub-millisecond WebSockets
Stage Automation: Close 3.4x faster with intelligent stage gates and deal alerts.
nexo://workspace/pipelines
LIVE ACTIVE
Discovery3
Acme Expansion
$42,000
HyperTech API
$18,500
Proposal2
FinCorp Cloud
$96,000
Won5
Nova Labs Pro
$120,000
Relational Schemas

Modular Datasets & Relational Intelligence

Design flexible database schemas tailored to your business. Combine 12+ property types with bi-directional relations, lookups, and dynamic aggregations.

12+ property types: Text, Number, Select, Multi-Select, Formulas, Users, and Multi-Attachments
Lookup & Rollup columns for live cross-dataset math (SUM, AVG, COUNT, MIN, MAX)
Multi-view workspace: toggle instantly between Grid, Kanban, and Detail views
Strict data isolation and scoped workspace access control
Zero SQL Required: Configure enterprise schemas without writing a single line of database migration.
nexo://workspace/datasets
LIVE ACTIVE
Name
Status
Rollup Value
Attachments
Stripe US Corp
Client
$245,000
4 files
Vercel Inc
Partner
$180,000
2 files
Native AI

ChatGPT MCP & Conversational Intelligence

Transform CRM operations with conversational AI. Connect ChatGPT Desktop and Web via the Model Context Protocol (MCP) or draft high-converting emails automatically.

Official Model Context Protocol (MCP) server for instant ChatGPT integration
Natural language CRM management: search records, update stages, and summarize pipelines
Context-aware sales email generator using lead history and recent activities
OAuth 2.0 PKCE authentication with per-workspace permission scoping
MCP Protocol: Ask ChatGPT: 'What deals need attention this week?' and watch records update live.
nexo://workspace/ai
LIVE ACTIVE
ChatGPT Prompt

"Draft a follow-up for Acme Expansion citing our custom API rollup feature."

AI Generated Response

"Hi Sarah, following up on our proposal—Nexo now aggregates dynamic rollups directly into deal cards, reducing manual sync time by 80%..."

White-Labeling

Full-Workspace Custom Branding

Deliver a bespoke client experience. Personalize accent palettes, upload logos and browser favicons, and connect your own custom domain with pervasive styling.

Root-level color injection applying across all dialogs, popovers, and menus
Intelligent light and dark mode palette generation with WCAG AA contrast compliance
Custom domain and CNAME routing for dedicated agency client portals
Personalized outbound email signatures and branded client submission receipts
Pervasive Theming: Your brand colors cascade into every modal, button, and client touchpoint.
nexo://workspace/branding
LIVE ACTIVE
N
Acme Agency CRM
crm.acmeagency.com
Dynamic Favicon & Portal RoutingConfigured
Lead Capture

Public Intake Forms & Lead Capture

Turn website visitors and inbound inquiries into structured CRM records automatically with embeddable, responsive intake forms.

Shareable public links and iframe embed snippets for landing pages
Automatic mapping to dataset properties with type validation
File attachment support directly from prospective clients
Real-time notification triggers when new leads submit inquiries
Instant Ingestion: Eliminate manual data entry and route inbound leads directly to reps.
nexo://workspace/forms
LIVE ACTIVE
Contact Sales & Inquiries
Name: Jordan Bell
Email: jordan@acme.com
Enterprise Grade

Enterprise Security & Data Governance

Rest easy knowing your proprietary customer relationships and sales numbers are protected by state-of-the-art encryption and governance controls.

End-to-end TLS 1.3 in transit and AES-256 encryption at rest
Granular role-based access control (Owner, Admin, Member, Guest)
Continuous automated PostgreSQL backups and audit logging
GDPR compliance and strict customer data ownership guarantees
99.99% Uptime: Built on battle-tested infrastructure with real-time health monitoring.
nexo://workspace/security
LIVE ACTIVE
AES-256
Encryption At Rest
TLS 1.3
In-Transit Security

Ready to elevate your pipeline velocity?

Start your free 14-day trial today with full access to pipelines, custom schemas, and ChatGPT MCP.

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