Customer operations for service businesses
Run the company.
Win the work.
NexiNext runs the team, the day and the numbers — the tasks and the clock, the departments and who sees what, the margin on every account. Then it carries a client from the first message to the signed contract and the paid invoice. Your client isn’t emailed a PDF. They’re in the workspace with you, on their phone, and they never cost you a seat.
14 days of full Pro. No credit card. Then Free — not a dead account.
Work that comes in an order
Five tasks. One card. One order.
Measure, quote, order, install — some work is a sequence, and a chain lays the whole sequence out from the start. Every task knows it is step three of five, the ones after it say Waiting, and the next person is told the moment it becomes their turn. On every board the whole thing is one card, sitting in the lane of whoever’s turn it is.
The part nobody else ships
Work that pays off.
Points come from work a client or a second person confirmed — creating a task is worth zero, forever, and no setting can make it score. Standings move live and stay scoped per department. A decider approves every bonus, and you pay it through your own payroll.
Streaks and badges are on Pro. Bonus programs, the leaderboard and the Race are Business — that layer touches money.
The team, talking
Link the thing you’re talking about.
Channels, group chats and direct messages for your team — free on every plan. Link the customer, the task, the invoice, the project or the file you mean, and everyone gets a chip that opens it. The chip sits beside the message, never inside the sentence, so a teammate who can’t open that record simply doesn’t see it and your sentence still reads. The same composer is on the phone.
Web and phone
The work is on the phone.
The board and its lanes, a chain as one card, the drag that reassigns it, a one-tap timer, chat and its links, appointments, files, the expense you photograph and the one you approve — your team does all of it from a phone, and so do you. Your client gets the app too, and still never costs you a seat.
What stays on the desk is what you set up and what you account for: composing an invoice, building a template, writing an automation, the budget and the profitability lenses.
Operations and sales. One client.
Operations
Run the company
You have the work. You need the team, the day and the margin under control.
- ›Departments, org chart, and who is allowed to see what
- ›Tasks, dependencies, a timeline and a one-tap timer
- ›A live leaderboard for verified work, and margin per account
Sales
Win the work
You have capacity. You need more customers, and you need them to pay faster.
- ›Instagram DMs and Gmail become tracked, scored leads
- ›Quotes they approve online, contracts they sign online
- ›Invoices paid by card — CFDI 4.0 stamped in Mexico
Wherever you start, your client is already inside.
Operations · Run the company
The team, the day, and the margin
Once the work is won, someone has to run it. Assign it, clock it, scope who sees it, and know at the end of the month whether it was worth doing.
Assign the day
Tasks with dependencies, a Gantt-style timeline for the whole team, and appointments that don’t collide. Chain the steps that have to happen in order, and start from a project template so the same job is set up the same way every time.
Put a clock on it
A one-tap timer on any task — on the job site, from a phone. Hours roll straight into the invoice, you can see what each person has left against their contracted hours, and you get an alert before you burn through the hours you promised.
Map the org
Departments and a reporting hierarchy that scope who sees what, so a rep isn’t reading payroll and a designer isn’t reading the pipeline. Every manager signs off on their own team’s day, and every cost lands on the team that spent it.
Automate the follow-through
When something happens, run what should happen next — send the templated message, award the points, move the stage. An automation adds and informs: it never decides, never approves, never destroys, and never moves money.
Know if it was worth it
Budget against actual per department, a year planned and reviewed each quarter, trend lines you can watch move, receivables bucketed by age, and clients sorted by what they actually leave you — with what you really pay people behind every hour. It ends in one sentence you either like or you don’t.
Sales · Win the work
From the first hello to the paid invoice
Follow one client all the way through — five steps, and never a second tool.
Win the client
Every prospect on a visual pipeline, scored hot to cold. Connected Gmail and Instagram feed the timeline, and AI drafts the outreach from your own inbox.
Send a quote they approve online
Build an itemized estimate in minutes. Your client reviews it in their own portal, asks a question on the quote itself, and approves in one click.
Get it in writing
Send an e-signable contract from a template. Both sides get a signed PDF, with the IP, timestamp and device captured alongside it.
Turn approved work into money
Convert the quote to an invoice in one click — or put the client on a retainer that bills itself every month.
Let them pay in a tap
They pay by card from the portal, their phone, or a tokenized link with no account at all. In Mexico the CFDI is stamped and the REP follows every payment.
No credit card required.
One record, not six copies
Six tools can’t hand the quote to the invoice
A CRM, an e-signature tool, an invoicing tool, a project tracker, a time tracker and a help desk. None of them can make the quote your client approved become the invoice they pay, because it was never the same record. You re-key it. Then you pay six bills on six different days — and not one of them is a place your client can log in.
Category prices are illustrative, competitor-neutral placeholders.
Teams of 10 or more
Book a walkthrough
Tell us how your team is set up and we’ll show you the parts that matter for it — departments and scoped visibility, the timeline, the automations, the numbers. Thirty minutes, no slides.
Email us at hello@nexinext.com
Ready when you are
Organize your team today. Bring in more clients tomorrow.
Set up your workspace in minutes, invite your first client at no seat cost. No credit card.
From now to next.