Smart customer management — from lead to loyal
Track every customer journey, sales pipeline, and interaction history on a single screen. Automatically score leads and trigger follow-up reminders at the right moment.
Free for 14 days · Set up the same day
- Read the requestFilter by expiry date·
- Query customer dataContracts · plans·
- Score & prioritiseBy value and history·
- Assign to repsBy account owner·
- Draft renewal messagesZalo · email·
Trusted by 10,000+ businesses
Challenges you're facing
Today
Leads are scattered across multiple tools, forcing reps to spend hours manually consolidating data
With NextX
Centralized lead management with configurable weighted scoring — prioritize the right opportunities automatically, never miss a hot lead
Today
Sales pipeline is invisible — leadership can't see which opportunities are at which stage
With NextX
Drag-and-drop Kanban pipeline updated in real time — every won and lost deal is captured and analyzed
Today
Customer data is fragmented: contacts in CRM, orders in Sales, tickets in support — no single source of truth
With NextX
Universal Contact Identity links every module's history through a single contact_id, eliminating duplicate and disconnected records
Visual. Flexible. Productive from week one
Built for modern businesses — no complex setup, ready to use immediately.
Pipeline & Lead Management
- Drag-and-Drop Pipeline: Manage sales opportunities by stage using an intuitive Kanban board. Drag cards to update status instantly.
- Lead Scoring: Manual scoring with flexible configurable weights — identify high-potential leads to prioritize follow-up and accelerate conversion.
- Deals & Opportunities: Capture complete deal information, track win/loss probability, and analyze reasons for lost deals to continuously improve your process.
- Segments & Campaigns: Create dynamic customer segments based on any condition, then trigger automated Marketing campaigns when customers meet the criteria.
360° Customer Profile
- 360° Contact Profile: Every interaction, contract, order, ticket, and survey — all displayed in one unified contact timeline.
- Custom Fields: Add custom fields for Leads, Contacts, and Tasks — fully flexible to match your team's unique business workflows.
- Universal Contact ID: Every NextX service shares the same contact_id — no duplicate records, no broken data links across modules.
Operations & Measurement
- Tasks & Dependencies: Create tasks with dependencies, assign to team members, track progress, and receive automatic deadline reminders.
- PDF Quotes: Generate professional quotes, export branded PDFs, and send directly to customers — all within the platform.
- 6-Step Contract Wizard: A guided 6-step wizard for drafting and signing contracts — covering terms, internal approvals, and digital signature.
- Appointments & Tickets: Schedule appointments with customers and create support tickets from calls — everything linked back to the contact profile.
Built-in AI Agent & API
AI is deeply embedded in every workflow — not bolted on as an afterthought.
- AI in CRM: Auto-score leads, classify customers by potential. Timely reminders when deals are about to slip. 35% increase in conversion rate
- AI in Comm: Auto-answer common questions 24/7. Route complex conversations to the right agent. 60% reduction in ticket handling time
- API keys & scopes: connect Claude, ChatGPT, Gemini or your ERP to the workspace through the X-Api-Key header — grant read-only, per-module or full workspace scope, set a 90-day or 1-year expiry, and revoke at any time.
Already running in businesses of every size
Awards & Recognition
Sao Khue Award 2024
Make in Vietnam Digital Technology Product
Vietnam Representative at Asia Tech x Singapore 2023
More than 10,000 customers across Vietnam
From SMEs to large enterprises — NextX supports every step of your digital transformation
TOYOTA Long Thanh — End-to-end digital transformation of customer management and care with NextX
Toyota Long Thanh digitized customer management and care end-to-end with NextX, delivering a professional buying and after-sales experience.
Read the story
TOYOTA Thai Hoa Tu Liem — A thorough, lasting digital transformation with NextX
A trusted Toyota dealership in Hanoi with over 10 years of growth, now running customer management and care on NextX.
Read the story
NextX rolls out NextX CRM for Honda Head Gia Hoa
Improving customer experience and standardizing operations across the Honda Head Gia Hoa dealership network.
Read the story
RMIT officially deploys NextX CRM
NextX deployed its CRM for RMIT, streamlining management workflows and raising operational efficiency.
Read the story
Hanoi College officially deploys NextX
The solution helps Hanoi College manage students and streamline its academic processes.
Read the story
BILUXURY deploys NextX DMS for field sales management
NextX deployed NextX DMS for Biluxury, streamlining the sales process and lifting business performance.
Read the storyTransparent pricing
NextX AI CRM is included in the Professional plan and above.
Frequently asked questions
Get started with NextX AI CRM — free for 14 days
Call a NextX specialist or start your trial — we demo on your own data.
Free setup & training