One customer record
Contact data, permissions and visit history stay connected.
Nexa Business Hub · AI CRM & Front Desk
From a customer request to the next completed step.
Bring the customer's profile, appointments, attendance, messages, tickets and service files into one administrative workspace. Keep simple review sending, or turn on the working tools your team needs.
Nexa Business Hub · AI CRM & Front Desk
Keep the next step connected to the customer.
Bring customer records, appointments, conversations, customer tickets and service files together. Keep the quick review-request workflow for simple use, and open the full workspace when your team needs more.
Customers can connect to a personal portal through a verified invitation. Each business controls its permitted actions. A customer can see several verified business connections, while each business sees only its own relationship.
Explore the Business HubAppointments & attendance
Reserve resources and track confirmation, arrival and completion.
Conversations
Portal communication plus configured email and dedicated-number SMS.
Customer tickets
Assign a next owner, deadline, status and customer-visible reply.
Service files
Track the steps and follow-up belonging to one service.
AI assistance
Review drafts and explanations grounded in approved context and computed metrics.
Availability varies by plan and business settings. External providers need configuration. This is administrative software, not a medical record, legal case-management system or airline ticket-issuance service.
How a service stays connected
01 · Start with the customer
Create or find a customer inside your business, record communication permissions and start a service file. Different businesses never receive a shared CRM identity.
02 · Coordinate the appointment
Assign the specific provider and required resources. Track confirmation, arrival, completion or cancellation. A changed appointment invalidates old queued reminders.
03 · Own the follow-through
Give a ticket or service file its next owner and deadline. Share only approved summaries with the customer. Explain stored metrics and review AI drafts before using them.
The customer side
One personal portal. Separate business relationships.
A customer signs in with a verified email, accepts a business invitation and sees permitted appointments and messages. They can connect to more than one participating business without sharing information between those businesses. Growth and Pro can enable portal replies and change requests. Pro can enable self-booking, rescheduling, cancellation and waitlist requests, subject to availability and business rules.
Directory participation is optional. Connecting to a business requires relationship verification; listing does not guarantee an appointment.
Templates matched to the business
Choose the language, administrative fields and service stages that fit your work. Configure providers, rooms, tables, vehicles and services as needed. These templates do not replace specialist medical, legal, airline, point-of-sale or financing systems.
Dentists
Visit files · Dentist / chair
ClinicsVisit files · Provider / room
Med SpasSession plans · Specialist / room
SalonsService visits · Stylist / chair
ContractorsProjects · Crew / equipment
PlumbersService jobs · Technician / van
HVACEquipment jobs · Technician / vehicle
RoofersRoofing projects · Crew / equipment
MoversMove files · Crew / truck
Limo & Chauffeur ServicesTrip files · Driver / vehicle
LawyersConsultation files · Lawyer / meeting room
Real EstateProperty journeys · Agent / property slot
RestaurantsReservation files · Host / table
Travel Agencies & Flight BookingTravel requests · Travel advisor / desk
Auto DealershipsVehicle interests · Sales advisor / vehicle
Choose the operating depth your business needs.
The Hub is part of NexaGrowthPro, not a second subscription. Each plan keeps a usable core workflow. Pro adds customer self-service and approval-based operational actions. Providers/resources and AI requests have configured limits visible inside the workspace.
| Capability | Starter | Growth | Pro |
|---|---|---|---|
| Customer records, attendance and service files | Included | Included | Included |
| Private customer portal: view & confirm | Included; owner controlled | Included; owner controlled | Included; owner controlled |
| Portal replies & change requests | — | Included | Included |
| Customer self-booking & rescheduling | — | — | Included; owner controlled |
| Tickets, assignment & due dates | Included | Included | Included |
| Administrative email / SMS reminders | Configured channels and allowance | Configured channels and allowance | Configured channels and allowance |
| AI-assisted drafts & computed report summaries | Base Hub allowance | Higher Hub allowance | Highest Hub allowance |
| Google busy-time sync & explicit event export | — | Included | Included |
| Action previews & version-checked approval | — | — | Included |
| Staff-managed waitlist | — | — | Included |
| Versioned inbound Hub event integration | — | — | Included |
| 15 industry templates & reviews-only mode | Included | Included | Included |
| Opt-in business directory profile | Included | Included | Included |
Email and SMS draw from the account's shared allowance. Hub sending stops at its allowance; it does not silently bill overages. SMS needs a dedicated number and provider charges may apply. More resources are not additional licensed login accounts. Safety, data isolation and opt-out checks apply to every plan.
No. The reviews-only view and existing Send Review Request flow remain available. A recipient does not need a portal account to follow the review-request link.