Nextiva CRM Review

Nextiva CRM is an all-in-one customer relationship management software that helps businesses manage customer interactions, sales, and marketing campaigns in one centralized location.

Nextiva delivers various CRM features, including sales pipeline tracking, automated email campaigns, task management, customizable reports, and forecasting tools. With Nextiva CRM, businesses can gain valuable insights into their customer behavior, boost sales efficiency, and improve customer retention.

The software is intuitive and easy to use, and the customer support team is responsive and knowledgeable. In addition, with affordable pricing plans and a free trial, businesses of any size can take advantage of Nextiva CRM. So if you’re looking for powerful, feature-rich CRM software to streamline customer interactions, Nextiva CRM could be your solution.

Introduction to Nextiva CRM

Nextiva CRM is an all-in-one customer relationship management (CRM) software designed to be easily accessible and help small- to mid-sized businesses manage and automate customer interactions. It provides various features and capabilities, such as customer segmentation, contact history management, task scheduling, analytics, etc. In this review, we’ll discuss the key features of Nextiva CRM, pricing, customer support, and more.

Overview of Nextiva CRM

Nextiva CRM is a cloud-based customer relationship management software for sales, marketing, and customer service teams. It offers a range of features and integrations that help businesses manage their customer interactions and streamline their workflows.

Some of the features of Nextiva CRM include lead and deal management, contact management, marketing automation, customer service ticketing, and reporting and analytics. It also integrates with Nextiva tools, such as their business phone system, online fax service, and team collaboration software.

Nextiva CRM has received positive reviews for its ease of use, customization options, and customer support. In addition, it’s advanced features and intuitive interface make it an excellent choice for businesses looking for a CRM solution to enhance their customer management processes.

Key features of Nextiva CRM

Nextiva CRM is a powerful customer relationship management tool with advanced features to streamline business operations and maintain an efficient workflow. Some of the key features of Nextiva CRM include:

Sales Pipeline Management: Nextiva CRM tracks leads through the entire sales cycle, from initial contact to purchase or conversion. Sales reps can customize pipelines and get insights into customer behavior, needs, and preferences.
Marketing Automation: Automate targeted marketing campaigns to build customer engagement, drive sales, and increase revenue. Nextiva CRM introduces intelligent marketing automation features that help businesses segment audiences, target personalized messages, and automate workflows.
Collaboration Tools: The platform allows employees to collaborate by sharing information across teams. Team members can chat with each other, collaborate on projects, and create task lists.
Reporting and Analytics: Nextiva CRM provides detailed reporting and analytics, enabling admins to monitor team performance, track customer engagement, and identify areas for improvement. The platform also integrates easily with other business tools and software.

Pro Tip: Nextiva CRM provides a single dashboard view that brings all customer data, communication history, and future activities into one location, making it easy for businesses to stay on top of all customer interactions.

Benefits of using Nextiva CRM

Nextiva CRM is a cloud-based customer relationship management software offering numerous benefits for businesses looking to improve customer experience and increase productivity. Here are some of the benefits of using Nextiva CRM:

Streamlined communication: Nextiva CRM offers a unified platform for managing customer interactions across multiple channels, including phone, email, chat, and social media.
Customizable dashboards: Users can create personalized dashboards that provide real-time insights into customer data, sales metrics, and performance analytics.
Automated workflows: Nextiva CRM automates repetitive tasks, such as lead nurturing and follow-up, freeing up time for sales and support teams to focus on high-value activities.
Enhanced collaboration: The software enables collaboration among team members, making sharing information and resolving customer issues easier.
Scalability: Nextiva CRM is scalable and can grow with your business, making it a cost-effective solution for small and large organizations.

Nextiva CRM offers powerful features that can help businesses streamline their workflow, improve customer relationships, and increase revenue.

Nextiva CRM Pricing

Nextiva CRM is a powerful software solution for businesses of all sizes. It offers a range of features and pricing plans for businesses.

In this section, we will dive deeper into the features and pricing of Nextiva CRM and review them to help you make an informed decision.

Pricing plans and options

Nextiva CRM offers flexible pricing plans and options to fit the needs and budget of any business looking for reliable and feature-rich CRM software.

Here are the pricing plans you can choose from:

Standard Plan: This plan costs $21 per user per month when billed annually and $23 per user per month when billed monthly. It includes essential CRM features such as contact and deal management, customizable pipelines, and reporting.
Pro Plan: This plan costs $45 per user per month when billed annually and $49 per user per month when billed monthly. It includes advanced sales automation tools such as lead scoring, workflow automation, and email marketing integrations.
Enterprise Plan: This plan is designed for larger businesses with complex sales processes, starting at $100 per monthly user. It includes all Pro Plan features, 24/7 customer support, dedicated account management, and custom reporting.

With Nextiva CRM, businesses can choose the plan that best suits their needs and benefit from a comprehensive CRM solution to boost their sales and productivity.

Features included with each plan

Nextiva CRM offers four pricing plans, each with unique features to meet the needs of different-sized companies and budgets. Here’s a breakdown of features included with each project:

Standard Plan includes advanced contact management, basic pipeline management, and unlimited deals and tasks. Features like email syncing, call logging, and appointment scheduling are also included.
Professional Plan – Besides the features mentioned in the Standard Plan, the Professional Plan includes advanced pipeline management and customizable sales processes. Automated workflows, sales forecasting, and custom dashboards are also available.
Enterprise Plan includes advanced lead and opportunity management, territory management, and custom objects. Premium integrations and reporting features are also included in this plan.
Ultimate Plan – This is the most comprehensive plan and includes all the features from the previous plans. It also offers advanced customization, security, and support options.

Choosing a plan that suits your business needs and budget will help streamline customer relationship management and increase productivity.

Additional fees or hidden costs

Nextiva CRM is a cloud-based software with transparent pricing and no hidden fees. Their pricing plans are listed on their website and include a monthly or annual subscription fee based on the number of users and features you require. So there are no additional fees or hidden costs to worry about.

With their basic plan starting at $19/month per user, you can access core features such as pipeline management, lead and contact management, and email integration. Upgraded plans add advanced features like customizable dashboards, team collaboration tools, and advanced reporting and analytics.

Nextiva CRM offers a free trial, so you can test their platform before committing to a subscription. It ensures you can make an informed decision based on your business needs and budget.

Pro Tip: Always read the fine print before committing to CRM software or any subscription-based service. Be aware of any additional fees or hidden costs that may impact your budget.

Nextiva CRM Functionality

Nextiva offers a CRM platform with many features and benefits to increase your business’s productivity. This review will focus on the various functionalities Nextiva CRM has to offer and how they can help you streamline your business operations.

It will also consider whether or not Nextiva is the right CRM platform for your specific needs.

Contact Management

Contact management is a crucial aspect of business communications, and Nextiva CRM offers a range of powerful functionalities to manage your contacts more efficiently.

Some of the key features of Nextiva CRM contact management include:

Contact Segmentation: Group your contacts based on criteria such as location, industry, or buying history for better targeting and engagement.
Lead and Deal Management: Tools to manage and track the progress of your leads and deals, from initial contact to closing the sale.
Task and Appointment Management: Tools to create, track, and manage tasks and appointments related to your contacts, ensuring timely follow-up and communication.
Customization: Custom fields and tags to better organize your contacts and tailor your communication to their needs.

Nextiva CRM’s contact management functionality allows you to streamline your communications and ensure no lead or opportunity falls through the cracks.

Pro Tip: Use Nextiva CRM’s reporting and analytics tools to gain insights into your contact data and improve your communication strategy over time.

Sales Pipeline Management

Sales pipeline management is an essential aspect of any sales process, and Nextiva CRM offers efficient and effective functionality to help manage the sales pipeline.

Here are the features of Nextiva CRM that make it a great tool for sales pipeline management:

Customizable sales pipelines: Nextiva CRM allows the creation of custom sales pipelines that can be tailored to the specific needs of your business.
Automated deal tracking: The CRM automates deal tracking at every stage of the pipeline so that users can easily identify where a deal is in the sales process.
Sales forecasting: With accurate data from Nextiva CRM, businesses can forecast their sales pipeline and plan for future growth.
Mobile app: The mobile app enables sales teams to manage and update their sales pipeline on the go, providing real-time updates.
Reporting and analytics: The CRM provides sales reporting and analytics features that can help identify performance gaps and areas for improvement.

With the above features, Nextiva CRM simplifies sales pipeline management and makes it easier to close deals.

Task Management

Task management is essential to any business, and Nextiva CRM offers excellent functionality to help you manage your tasks more efficiently. Here are some of the features of Nextiva CRM’s task management system:

Priority and Status Settings: You can set your tasks’ priority and status levels so you know which ones you need to complete first and what stage they are in.
Task Assignments: Assign tasks to different team members so everyone knows what they need to do and when it needs to be done.
Notifications and Reminders: Stay on top of your tasks with automated notifications and reminders.
Collaborative Task Management: Allow different team members to work on the same task so that you can get more done in less time.
Mobile App: Access your task list and manage your tasks on the go with Nextiva CRM’s mobile app.

With these features, you can streamline your task management process, improve your team’s productivity, and ensure that nothing falls through the cracks.

Nextiva CRM Integrations

Nextiva CRM is a robust, feature-rich software designed to help businesses streamline, automate, and manage customer relationships. One of its most significant features is the ability to integrate with various other systems and services, enabling businesses to use the full power of Nextiva CRM to the fullest.

This article will explore the various integrations available with Nextiva CRM and how they can help your business.

Popular integrations for Nextiva CRM

Nextiva CRM is a powerful customer relationship management system offering various integrations to streamline business operations. These integrations can help you manage customer data more effectively and provide a better customer experience.

Here are some of the most popular integrations for Nextiva CRM:

Nextiva Voice: This integration allows you to manage customer interactions from one place by syncing your phone call history and recordings with your CRM.
Microsoft Office 365: This integration allows you to access and edit your Microsoft Office documents directly from Nextiva CRM.
HubSpot: This integration lets you sync your contact lists and email activity between Nextiva CRM and HubSpot.
Salesforce: This integration allows you to transfer data and leads between Nextiva CRM and Salesforce, providing a seamless experience for your customers.
Google Workspace: With this integration, you can access and create Google Drive files directly from Nextiva CRM, making sharing files with your team and customers easy.

These integrations can save time and streamline your business processes, leading to better customer service and a more productive team.

How to connect and use integrations

Nextiva CRM is a powerful tool that can be enhanced by connecting and using integrations. Integrations allow you to streamline your workflow, increase productivity, and integrate all your communication channels, data, and tools into one platform. Here’s a simple guide on how to connect and use Nextiva CRM integrations:

From your Nextiva CRM dashboard, click on the “Integrations” tab.
Browse through the list of available integrations and select the ones that suit your business needs.
Follow the integration’s instructions to connect it to your Nextiva CRM account.
Once you’ve successfully connected the integration, the new tab or section will appear in your dashboard.
Take advantage of the integration’s features to automate workflows, manage customer interactions, and track sales pipelines.

Connecting and using Nextiva CRM integrations can streamline your business’s operations and improve customer satisfaction.

Pro Tip: Choose integrations that align with your business objectives and simplify your workflow.

Nextiva CRM Support and Customer Service

Nextiva’s customer service team is renowned for its quick response time and knowledgeable staff. The customer support team is available 24/7 to answer questions and provide guidance. CRM support provides various options, including a ticketing system, phone support, and live chat.

Let’s review the customer service offered by Nextiva and explore the various support options available.

Nextiva CRM help center

Nextiva CRM’s robust help center provides its users comprehensive support and customer service.

The Nextiva CRM Help Center includes an extensive knowledge base with articles, tutorials, and videos covering all aspects of the platform, from getting started to advanced features.

In addition to the knowledge base, Nextiva CRM offers email, phone, and live chat support, with knowledgeable and responsive customer service representatives available to assist you.

Nextiva CRM’s commitment to customer support is evident in its consistently high user reviews and ratings.

With such reliable and practical support, Nextiva CRM is an excellent choice for businesses looking for a powerful and user-friendly CRM platform.

Support options available

Nextiva CRM offers support options to help users resolve issues promptly and efficiently.

Here are some of the support options available for Nextiva CRM:

Phone Support: Users can contact Nextiva’s customer support team via phone if they need immediate assistance. The service is available 24/7, and the team is highly skilled and knowledgeable.
Email Support: Users can contact Nextiva’s support team through email to report any issues or ask questions. The team responds quickly, typically within 24 hours.
Knowledge Base: Nextiva CRM has a comprehensive knowledge base on its website that includes guides, tutorials, and FAQs, which users can access at any time for self-help.
Live Chat Support: Users can also contact Nextiva’s support team through live chat. It’s quick, efficient, and available within the CRM environment.

Pro tip: Users can check the knowledge base before contacting support to see if their issue is already addressed.

Customer reviews and feedback

Customer reviews and feedback are a great way to gauge the quality of a company’s customer service and support, and Nextiva CRM is no exception. Here are some of the reviews and feedback from Nextiva CRM customers:

“The Nextiva CRM solution is easy to use, helps streamline our processes, and has greatly improved our customer service.” – John D.

“Nextiva CRM support team is always available and quick to respond to any issues. They truly care about their customers.” – Sarah T.

“I’ve been using Nextiva CRM for over a year, which has helped me better organize and track my customer interactions. Highly recommended!” – Tom S.

“Nextiva CRM offers a robust feature set at a very reasonable price point. Their customer service is also top-notch.” – Rachel L.

Nextiva CRM has received positive customer reviews for its user-friendly interface, helpful support team, and affordable pricing.

Pro Tip: Always check customer reviews and feedback when considering a new CRM solution to ensure it meets your business needs.

Nextiva CRM Pros and Cons

Nextiva CRM is a top-rated cloud-based customer relationship management (CRM) software solution that helps businesses maximize their customer relationships and streamline their processes.

But how effective is it? Let’s look at the pros and cons of Nextiva CRM to help you decide if it’s right for you and your business.

Advantages of using Nextiva CRM

Nextiva CRM is a versatile and user-friendly customer relationship management software designed to streamline business operations and improve customer engagement. Here are some advantages of using Nextiva CRM:

Automate and Centralize Customer Data: Nextiva CRM lets you centralize all your customer data in one place and automate repetitive tasks like lead scoring and data entry, freeing up your sales and support teams to focus on high-value tasks.
Improve Customer Engagement: Nextiva CRM comes with built-in tools for managing customer interactions, such as email marketing, SMS messaging, and live chat, that enable you to engage with your customers more effectively.
Boost Your Sales and Marketing Efforts: Nextiva CRM includes advanced sales and marketing reporting and forecasting tools that help you track your sales pipeline and identify growth opportunities.
Integrate with Other Business Tools: Nextiva CRM integrates seamlessly with various business tools, including Google Apps, Slack, Salesforce, and more, making it easy to integrate your existing workflows and tools.

While there are many advantages to using Nextiva CRM, it’s worth noting that no software is perfect, and Nextiva CRM is no exception. However, its pros outweigh the cons, and it remains a highly recommended solution for businesses looking to streamline their sales, marketing, and customer support processes.

Disadvantages of using Nextiva CRM

Nextiva CRM is a popular customer relationship management software offering various features to manage and streamline customer interactions. However, users should know a few disadvantages to use Nextiva CRM before deciding.

Cons:

Steep Learning Curve: Nextiva CRM has a steep learning curve, particularly for users unfamiliar with CRM software or who have never used it.
Limited Customization: While Nextiva CRM offers a range of features, it lacks the customization options that some users may need.
No Per-User Pricing: Nextiva CRM pricing is based on the number of licenses purchased, which means that smaller businesses may pay more per user.
Limited Integrations: Nextiva CRM’s integration options are limited compared to other CRM software available in the market, which may limit the scope of your business’s growth strategy.

Despite these downsides, Nextiva CRM is still a viable option if you want streamlined and user-friendly CRM software for your business.

Conclusion and Final Verdict

Nextiva CRM is a reliable and user-friendly customer relationship management software for small-to-medium-sized businesses. It has many features that can help you better manage your contacts, sales, and customer service.

After thoroughly testing and exploring the software, we are ready to present our conclusion.

Summary of key points

In conclusion, Nextiva CRM is a reliable and effective tool for managing customer relationships and improving your business’s productivity. Here are the key points to remember:

Nextiva’s CRM software integrates seamlessly with other communication tools and offers advanced features like lead scoring, deal management, and sales forecasting.
Their pricing plans are scalable and affordable, making it easy for businesses of any size to get started with their services.
Additionally, their customer support team is knowledgeable and responsive, assisting whenever needed.
Nextiva CRM is a highly recommended solution for businesses looking to streamline their customer relationship management and take their operations to the next level.

Recommendation for using Nextiva CRM

Nextiva CRM provides a comprehensive solution for managing customer interactions and workflows. Here are some key recommendations for using Nextiva CRM to its fullest potential:

Take full advantage of its customization abilities to tailor the software to your business needs.
Use the built-in automation features such as workflows, task automation, and auto-responses to streamline your business processes and maximize efficiency.
Leverage real-time reporting and analytics tools to track and measure your team’s performance and identify areas for improvement.
Utilize the integrations with other business tools, such as phone systems and chat widgets, to improve communication channels and enhance customer service.

Ultimately, Nextiva CRM is a powerful and user-friendly tool for businesses looking to optimize customer relationship management strategies.

Its robust features and integrations can help streamline and enhance customer interactions for maximum success.

Frequently Asked Questions

Q: What is Nextiva CRM?

A: Nextiva CRM is a customer relationship management software that helps businesses manage and analyze customer interactions and data in one central location.

Q: What features does Nextiva CRM offer?

A: Nextiva CRM offers a variety of features, including contact management, lead and opportunity tracking, sales forecasting, workflow automation, and customizable reporting.

Q: Is Nextiva CRM compatible with other software and tools?

A: Yes, Nextiva CRM offers integrations with various software, including email marketing tools, customer service platforms, and productivity tools like G Suite and Office 365.

Q: Can Nextiva CRM be accessed from mobile devices?

A: Yes, Nextiva CRM offers mobile apps for iOS and Android devices, allowing users to access and manage their data on the go.

Q: How does Nextiva CRM ensure the security and privacy of customer data?

A: Nextiva CRM uses industry-standard security measures such as SSL encryption and two-factor authentication to protect customer data. Additionally, they undergo regular security audits and comply with data protection regulations like GDPR and HIPAA.

Q: What is the pricing for Nextiva CRM?

A: Nextiva CRM offers a variety of pricing plans based on the number of users and the level of features needed. Prices start at $29.95 per user per month, with discounts for annual subscriptions and larger teams.