Customer records
Keep customer details together.
Nexis Business Os
Your bookings and client details. One workspace.
Online booking and client management for independent consultants and small service teams. Share your services, let clients choose a time, and organise the next task in Nexis Business Os.
Starter $49.99 USD / month. AI tokens are billed separately from your subscription. AI usage is not included in these monthly prices.
For consultants and small service teams with enquiries to manage.
Already getting enquiries? Give them a clear next step.
Start here if you sell appointments or consultations and currently move client details between messages, a diary and a spreadsheet.
- Independent consultants: offer a discovery appointment separately from a paid consultation.
- Small service teams: review the booking and customer record, then assign the next task.
- Already using a CRM? Check the supported one-way Pipedrive workflow before connecting.
Nexis Business Os helps organise the enquiries you receive; it does not supply leads or guarantee sales. Online payment collection and Google Calendar or Outlook synchronisation are not included in this workflow.
See the consultant booking workflowWhat does Nexis Business Os help a service business do?
Nexis Business Os connects online appointments with customer records and team tasks. A customer can choose a service and available time; your team can then review the appointment, find the customer and assign the next action in one workspace.
| Your starting point | The Nexis Business Os workflow | What to check |
|---|---|---|
| Clients ask how to book | Share a booking link with your services, prices and available times. | Test service duration, opening hours and staff availability. |
| Enquiries arrive from your social profile | Use a Business Link to present services, products, contact options and booking. | A contact link opens a conversation; it does not connect a messaging account. |
| Your team loses track after an appointment | Review the customer record and assign a follow-up task. | Agree who owns the next action and when it should happen. |
| You already use Pipedrive | After setup, supported new enquiries and bookings can flow from Nexis Business Os to Pipedrive. | This is one-way. Historical imports and two-way synchronisation are not included. |
Test a complete customer journey during your 7-day trial
- Add one representative service with its price and duration.
- Open your public booking page on a phone and submit a sample appointment.
- Check the appointment and customer record in your workspace.
- Assign the next task to your team and confirm the process fits your business.
Online payment collection is not included. Verify external integrations separately. WhatsApp QR inbox connection is still being prepared and is not available for customer use.
Start 7-day free trialWe build around your working day.
A booking in one app. Customer details in another. A follow-up someone still needs to remember. We bring those everyday tasks into one workspace.
Start with customer records, services and bookings. Add a bio page, team tasks and the connections your business needs. CRM is part of the platform; your whole working day is the focus.
Explore features
Nexis Business Os
From the first enquiry to the next appointment.
Give your service business a clear daily workflow. Keep booking details, customer conversations and team tasks within reach, with a public bio page that helps customers take the next step.
- Set your services and opening hours.
- Share your bio page and booking link.
- Review enquiries, appointments and tasks in your workspace.
Everything for your working day.
Appointments
Let customers book your services.
Team inbox
Organise connected customer conversations.
AI assistance
Prepare replies using your business knowledge.
Bio page
Share services, products and review links.
Team tasks
Give each task a clear owner.
Set up. Make it yours. Get to work.
- Set your opening hours
- Add your services
- Create your bio page
Nexis Business Os
Your working day, on the screen you have.
Use the browser-based workspace on a phone, tablet or computer. Check the booking schedule, review conversations and keep track of work when you move between appointments.
Nexis Business Os + PIPEDRIVE
Already use Pipedrive? Keep your sales workflow.
The Nexis Business Os Pipedrive connector is designed to send new enquiries and booking activities from Nexis Business Os to your authorised Pipedrive account. It is a one-way connection, with explicit activation after account setup.
- An owner or administrator authorises the Pipedrive account.
- Confirm the connection is ready, then enable transfers.
- Test a new enquiry and booking before relying on the workflow.
Explore your customer workflow
Online booking that connects to your customer records.
Let customers choose a service and available time. Learn how Nexis Business Os bookings connect to customer records, your internal calendar and team follow-up.
One business link for services, enquiries and bookings.
Share one Nexis Business Os business page for services, products, contact details and appointment booking. Use it in social profiles, on your website or behind a QR code.
CHOOSE YOUR WORKFLOW
Find the right starting point for your business.
For your business
Product workflows
Choose your Business OS.
Starter
For independent professionals
$49.99USD / month
Start 7-day free trialPro
For growing teams
$149.99USD / month
Start 7-day free trialAgency
Private pilot for agencies. We agree client workspaces, WhatsApp capacity and onboarding with you before activation.
Contact us
Contact usAI tokens are billed separately from your subscription. AI usage is not included in these monthly prices.
7 days free. No payment at signup. Subscription required afterward.
A few quick answers.
What is Nexis Business Os?
Nexis Business Os is a customer journey and business operations platform for service businesses. A public business link brings visitors from social profiles, websites, search, referrals or QR codes to services, products, contact options and booking. Supported interactions connect with customer records, conversations, calendars and follow-up workflows.
Is this just a CRM?
No. CRM is one part of Business OS, alongside bookings, a bio page, team tasks, an inbox and AI assistance.
Who is Business OS for?
Service businesses that manage appointments, customer conversations and daily team work.
What does it cost?
Starter is $49.99 and Pro $149.99 USD per month. Agency is available by enquiry as a private pilot, with scope and pricing agreed before activation. AI tokens are paid separately.
How does the trial work?
Create an account for a 7-day free trial. A subscription is required afterward.
Can I connect WhatsApp and Instagram?
WhatsApp inbox connection by QR code is being prepared. It is not available for customer use yet. Contact links remain separate from a connected inbox. Instagram DM connector code is implemented; customer activation requires Meta access, configuration and live delivery verification. Threads messaging is not available. A social-profile link is separate from an inbox connection.