Nexis Business Os

Business OS: your questions answered

Can I connect Nexis Business Os to Pipedrive?

The Pipedrive connector supports a one-way flow from Nexis Business Os to an authorised Pipedrive account. New enquiries can create a person and lead with a follow-up task; new bookings can create a person and activity. An owner or administrator must authorise and activate a ready connection. Test it with sample records first.

Does Pipedrive integration sync my entire CRM in both directions?

No. The connector handles new records after activation, with booking updates where supported. It does not backfill your historical database or provide two-way CRM synchronisation. Existing Pipedrive contact fields are not overwritten. Chat history is not exported.

Which business software should I choose for a salon, studio or consultancy?

Start with your workflow: online booking, customer records, shared conversations and daily tasks. Nexis Business Os brings these functions into one workspace. During the trial, test a real service, a sample booking and a team handover. Compare the plan limits and separate AI costs with the tools you use today.

Can I try the system before moving all my customers?

Yes. Start with the 7-day trial and a small test workflow. Add a service, check opening hours, create a sample booking and review the result. Confirm channel permissions and any CRM connection before importing customer records or sharing your booking link widely.

Is Nexis Business Os a replacement for every feature in a large CRM?

No single product suits every workflow. Nexis Business Os focuses on service-business bookings, conversations and daily operations. If you need advanced sales reporting or a complex existing pipeline, evaluate keeping that CRM and connecting the supported Nexis Business Os workflow instead.

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.

Can we keep our existing CRM?

NexisDigital’s Nexis Business Os includes connectors for Bitrix24 and Kommo. Check supported records and field mapping, then test a few contacts before planning a full transfer.

What do I need to get started?

Start with your business name, services and opening hours. Add customer information and a booking or bio page as you need them. You can prepare your business data before connecting a messaging account.

What should I prepare for the AI assistant?

Prepare your services, prices and common customer questions. Add rules for when a person should take over, then test sample conversations before activation. AI tokens are paid separately.

How does one Nexis Business Os link connect the customer journey?

Share the business link on a profile, website or QR code. Visitors can discover services and products, contact the business or book. Bookings connect to customer records and the internal schedule; configured conversations, reminders and follow-up help the team manage the next step. A click alone does not create a customer record, and each external channel needs its own setup.

Can a salon or studio use one platform for bookings and customer records?

Nexis Business Os combines online booking with customer records and daily team work. A salon or studio can add services, review opening hours and keep appointments in the same workspace as customer information. Check availability and staff schedules before sharing the booking link.

Do I need a separate website to share my services and booking link?

Business OS includes a bio page for sharing your services, products, booking link and review links. Use that page in a social profile or send its address to customers. A bio page is a compact business presence; it does not replace every function of a custom website or online store.

Can a person take over a conversation from AI?

Business OS supports human handover. Decide which questions need a person, assign responsibility for the inbox and test the handover flow with your connected channel. AI assistance is not a guarantee that every reply will be correct.

Start 7-day free trial

Explore your customer workflow