NexaOne CRM combines CRM, Mortgage, Insurance, Property Management, Marketing, Finance and AI Voice Calling into one intelligent platform — built for NZ businesses that want to automate operations, improve customer relationships and scale faster.
$2.4M
Pipeline
100%
Compliance
38
AI Calls
Smith & Co
$18K
Jones Family
$24K
Chen Holdings
$42K
Patel Group
$67K
Wilson Trust
$85K
Nguyen Corp
$32K
One platform covering every workflow
Platform overview
Everything your business needs
From first lead to settled deal to renewal reminder — every module talks to every other module.
CRM Suite
Leads
Capture, track and nurture sales leads through your pipeline
Mortgage Suite
Loan Applications
Kanban-driven mortgage application tracking end to end
Insurance Suite
Insurance Quotes & Profiles
Quote generation tied to client risk profiles
Property Suite
Properties & Tenants
Manage properties, tenancies and lease records
Marketing & Communication
Email Campaigns
Design, send and track HTML email newsletters
Finance
Invoicing
Create, send and track invoices with approval workflows
Analytics & Automation
Reports
Pipeline, conversion and revenue reporting across all modules
Integrations
REST API Access
Full API access with API keys and webhook management
Why pay for 8 different tools?
CRM, marketing, phone, invoicing, property and finance software — get everything inside NexaOne CRM.
| Traditional Business | NexaOne CRM |
|---|---|
| One platform | |
| One login | |
| One database | |
| One monthly payment | |
| Built-in modules | |
| One support team |
NZ compliance built-in
Built to help New Zealand businesses manage compliance
Designed with compliance-focused workflows, secure record keeping, and audit-ready processes.. NexaOne CRM ships with it.
Financial Advice Compliance
Supports record keeping, disclosure management, adviser file retention, and audit history for Financial Advice Providers.
CCCFA 2021
Supports responsible lending workflows with affordability assessments, document management, and customer records.
AML/CFT
Manage Customer Due Diligence (CDD), document verification, risk assessments, and audit trails in one place.
Privacy Act 2020
Role-based access, consent management, audit logs, and secure document storage designed to support privacy obligations.
NexaOne CRM provides tools designed to support compliance workflows. Customers remain responsible for meeting their own legal and regulatory obligations.
How it works
Step 1
Capture
Leads flow in from web forms, referrals and manual entry straight into your pipeline.
Step 2
Work
Move deals through mortgage, insurance or property workflows with built-in compliance checks.
Step 3
Grow
Customer Care and AI Voice Calls keep clients warm for renewals, reviews and referrals.
Transparent pricing
Affordable pricing for every business
Pay only for what you need.
- Flexible monthly plans
- Choose only the modules you require
- Cloud hosting included
- Maintenance included
- Database included
- Mobile apps included
- Free setup available
- No hidden costs
Get started today
Ready to transform your business?
Book a free 30-minute demo and we'll show you exactly how NexaOne CRM can be customised for your organisation.