Knowledge Base & Help Desk

Frequently Asked Questions.

Everything you need to know about NexBond CRM — from 1-month free trials and + GST pricing to portal lead auto-sync, GPS tracking, and NEX - AI automation.

NexBond offers a full 1-Month Free Trial with zero credit card required at signup. You get immediate access to all core features — including lead ingestion webhooks, Deals Kanban in INR, Android caller popups, and GPS attendance — allowing your sales and field teams to test real-world operational workflows before making any financial commitment.

NexBond features three transparent pricing tiers. All displayed prices are subject to + 18% GST:

  • Starter Business (₹999/mo + GST): Designed for solo founders & teams of 1–2. Includes multi-channel lead ingestion, visual deals pipeline in INR, tasks, and mobile CRM.
  • Growth Pro (₹2,499/mo + GST): For 5–15 sales & field reps. Adds Android Live Call Overlays, 100m Geofenced GPS attendance, 15-day route replay, PDF proposals, and WhatsApp templates.
  • Scale Elite (₹4,999/mo + GST): For 20+ member operations & multi-branch enterprises. Includes NEX - AI Lead Scoring, multi-warehouse stock ERP, salon/restaurant POS modules, and dedicated onboarding support.

Choosing Annual Billing gives 2 Months Completely Free (saving up to ₹10,000–₹12,000/year).

NexBond features native direct webhooks and API parsers for 9+ leading Indian platforms with a sub-3.8 second ingestion SLA:

  • Search & Social Ads: Google Search / PMax webhook & Meta Ads (Facebook & Instagram instant lead forms).
  • Real Estate Portals: MagicBricks, Housing.com, and 99acres with auto BHK, budget, and location tagging.
  • B2B & Local Directories: IndiaMART buy leads & Justdial local inquiries.
  • E-Commerce & Websites: WooCommerce order sync and custom React / WordPress webhook forms.

Leads are automatically deduplicated and routed via Round-Robin or Territory rules with instant mobile push notifications.

When a registered lead or client calls an executive's Android phone, a floating NexBond overlay pops up on screen before answering. The overlay displays the lead's name, active deal stage, pending quotation value in INR, and last interaction notes. Post-call, reps can log outcomes (e.g. "Interested", "Site Visit Scheduled") and send pre-approved WhatsApp proposals with 1 tap.

NexBond ensures ground-truth field accountability without draining device batteries:

  • 100m Geofenced Punch-In: Staff can only mark morning attendance within approved office or site coordinate boundaries.
  • Live Map Radar & 15-Day Route Replay: Managers can view active field agents across city sectors and replay exact historical travel routes with calculated kilometers for travel expense claims.
  • Offline Sync: In Tier-2/Tier-3 areas with spotty cellular networks, GPS logs, photos, and client e-signatures are cached locally on device and automatically sync once connectivity returns.

NEX - AI is our proprietary intelligence engine that evaluates inbound inquiries across multiple parameters — including declared budget, purchase timeframe, interaction speed, and UTM source intent. It assigns each prospect a 0–100 score and dynamic Hot / Warm / Cold badges, automatically structuring daily rep call queues so high-intent buyers are contacted first.

Security is built into the core architecture of NexBond:

  • Hardened Multi-Tenant Isolation: Database-level tenant separation middleware prevents any cross-organization data leakage.
  • Two-Factor Authentication (2FA): TOTP app-based authentication (Google Authenticator / Microsoft Authenticator) with emergency recovery codes is included across all plans.
  • Encryption & Compliance: 256-Bit SSL in transit and AES-256 encryption at rest, hosted on secure Indian cloud infrastructure.
  • Granular Role Control: Restrict field-level visibility (such as masking buyer phone numbers from junior interns).

NexBond allows you to generate professional branded PDF proposals and quotations directly from deal cards in under 30 seconds. You can share them over WhatsApp or email with a single tap. Once a client approves, you can record advance payments (UPI, Cheque, Bank Transfer) in the Customer Payment Ledger, generating instant digital receipts and tracking pending balances with zero accounting confusion.

Most teams go live in under 10 minutes. Simply create your company workspace, invite team members with predefined roles (Super Admin, Manager, Rep), connect your ad webhooks, and upload your existing customer CSV file. Growth Pro and Scale Elite plans also receive dedicated 1-on-1 guided onboarding with our implementation specialists.

Yes! Our Growth Pro and Scale Elite tiers include specialized retail vertical modules at no extra charge. This includes full Salon & Spa appointment scheduling with stylist commission tracking, Restaurant QR ordering, and Multi-Warehouse SKU inventory control — all integrated directly into your central CRM database.

Yes. NexBond provides high-performance REST API endpoints with sub-100ms response times. You can generate secure API tokens to integrate NexBond with custom mobile apps, internal ERPs, or custom landing pages. Outbound webhooks allow you to trigger external events whenever deals are updated or payments are logged.

You maintain 100% ownership and sovereignty over your data. You can export complete lead records, customer contact books, call logs, deal histories, and payment ledgers in CSV, Excel, or PDF formats anytime with 1 click from your admin console.

Have a Specific Question About Your Workflow?

Our solution architects in India are available to walk through your exact sales process and ad channels.

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