CRM for Clients
Strengthen relationships and grow client accounts
Your existing clients are your most valuable relationships. NexaLink CRM helps you nurture those relationships with AI-powered reminders, interaction tracking, and insights that help you retain and grow accounts.
Perfect For
Why Use CRM for Clients
AI Follow-up Suggestions
Get smart reminders on who to contact and when.
Relationship Scoring
See which connections need attention at a glance.
Context Recall
Never forget where you met someone or what you discussed.
Network Analytics
Weekly insights on your network health.
CRM Features for Clients
Purpose-built tools for managing clients
Check-in Reminders
AI suggests when to touch base based on interaction patterns
Benefit: Clients never feel neglected or forgotten
Project History
Track all deliverables and milestones for each client
Benefit: Easy reference for renewals and upsell conversations
Relationship Health
Score showing client satisfaction and engagement signals
Benefit: Catch at-risk clients before they leave
Milestone Tracking
Note client anniversaries, launches, and important dates
Benefit: Create personalized outreach opportunities
AI-Powered Features
Smart automation that helps you nurture relationships
Tips for Managing Clients
All CRM Features
Smart follow-up suggestions
Track connection strength
Remember every conversation
Track where you met contacts
Network health reports
Auto-fill contact details
Frequently Asked Questions
How does relationship scoring work?
Our AI analyzes interaction frequency and engagement to score each relationship.
Will it remind me to follow up?
Yes! Smart suggestions based on relationship score and time since last contact.
Does it sync with other NexaLink apps?
Yes! Scanner and Digital Card contacts sync automatically.
Ready to Strengthen Your Relationships?
Start managing your clients with AI-powered CRM today.
