CRM App - Getting Started
NexaLink CRM is a personal relationship management app powered by AI. It helps you stay in touch with your professional network by suggesting follow-ups, drafting messages, and surfacing contacts that need attention. Whether you are a sales professional, entrepreneur, or avid networker, NexaLink CRM turns contact lists into active relationships.
Download and Sign Up
Download
- iOS: Search "NexaLink CRM" on the App Store
- Android: Search "NexaLink CRM" on Google Play
Create Your Account
- Open the app and tap Get Started
- Choose a sign-up method:
- Email: Enter your email and create a password
- Google: Sign in with your Google account
- Apple: Sign in with Apple ID (iOS only)
- Verify your email if you signed up with email
If you already have a NexaLink Scanner account, use the same credentials to link both apps automatically.
Onboarding
After signing up, the app walks you through a quick onboarding flow:
Step 1: Import Source
Choose how to bring in your first contacts:
- From NexaLink Scanner: Sync all previously scanned business cards
- From Phone Contacts: Import selected contacts from your device address book
- From CSV: Upload a spreadsheet of contacts
- Skip: Start fresh and add contacts manually
Step 2: Set Your Goals
Tell the app what matters to you:
- Stay in touch: Maintain existing relationships
- Grow network: Actively expand your professional circle
- Close deals: Sales-focused follow-up tracking
- All of the above
This helps the AI tailor follow-up suggestions to your priorities.
Step 3: Reminder Preferences
Configure how you want to be nudged:
- Frequency: Low (1-2/week), Normal (3-5/week), High (daily)
- Morning Brief: Enable a daily summary notification
- Quiet Hours: Set times when you do not want notifications
Step 4: Dashboard Preview
The app shows you a quick tour of the home screen features before you begin.
Your First Contact
Add Manually
- Tap the + button on the home screen
- Enter contact details: name, company, title, email, phone
- Add tags (e.g., "client", "mentor", "investor")
- Add a note about how you know them
- Tap Save
Import from Scanner
If you connected NexaLink Scanner during onboarding:
- Your scanned contacts appear automatically in the CRM
- Each contact shows a "Scanner" source badge
- Voice notes and tags from the scanner carry over
Understanding the Home Screen
The home screen is your daily command center:
Opportunity Feed
The main section of the home screen shows an AI-curated feed of contacts and actions:
- Follow-up suggestions: Contacts the AI recommends you reach out to, with reasons ("You haven't talked to Sarah in 3 weeks" or "John's birthday is tomorrow")
- Recent interactions: A timeline of your latest emails, calls, and meetings
- New contacts: Recently added contacts that need initial follow-up
Quick Actions Bar
At the bottom of the screen:
- Home: The opportunity feed (current screen)
- Contacts: Full contact list with search and filters
- AI Chat: Ask the AI assistant questions about your network
- Notifications: Follow-up reminders, alerts, and digest
- Settings: Account, integrations, and preferences
Stats Summary
At the top of the home screen, a compact summary shows:
- Total contacts in your network
- Contacts needing follow-up this week
- Your relationship health score (average across all contacts)
Plan Comparison
| Feature | Free | Pro | Premium |
|---|---|---|---|
| Contacts | 100 | 2,000 | Unlimited |
| AI credits/month | 20 | 50 | 200 |
| AI follow-up suggestions | Basic | Smart | Advanced |
| AI message drafting | -- | Yes | Yes |
| Voice notes | -- | -- | Yes |
| AI chat assistant | -- | -- | Yes |
| Gmail integration | -- | Yes | Yes |
| LinkedIn integration | -- | -- | Yes |
| Smart reminders | Basic | Full | Full |
| Export (CSV, vCard) | -- | Yes | Yes |
| Morning brief | -- | Yes | Yes |
| Priority support | -- | -- | Yes |
| Price | Free | In-app upgrade | In-app upgrade |
AI Credits
AI credits are consumed when the app performs AI-powered actions:
| Action | Credits Used |
|---|---|
| Follow-up suggestion | 1 |
| Message draft | 2 |
| Voice note transcription | 1 |
| AI chat question | 1 |
Credits reset on the 1st of each month. Unused credits do not roll over.
Tips for New Users
- Start small: Import your 20-30 most important contacts first rather than your entire address book
- Add context: The more notes and tags you add, the better the AI suggestions become
- Check daily: Spend 5 minutes each morning reviewing the opportunity feed
- Act on suggestions: Follow through on AI recommendations to build the habit
- Connect integrations: Gmail and LinkedIn integrations dramatically improve the AI's understanding of your relationships
FAQ
Q: Can I use NexaLink CRM on desktop?
A: Currently NexaLink CRM is mobile-first. A web companion is on the roadmap.
Q: Is my contact data shared with anyone?
A: No. Your contact data is private and encrypted. It is never shared with other users or third parties. See our Privacy Policy for details.
Q: Can I use NexaLink CRM without the Scanner app?
A: Absolutely. The CRM works independently. The Scanner is an optional companion for digitizing business cards.
Q: What happens to my data if I delete my account?
A: All data is permanently deleted within 30 days. You can export your contacts before deleting.
Q: Can multiple team members share a CRM workspace?
A: Team features are on the roadmap. Currently, NexaLink CRM is designed for individual use.