Nexis Business OS
A WhatsApp CRM where every conversation belongs to a client record.
Most small businesses already run on WhatsApp, but conversations live on one phone and the client history lives somewhere else. Nexis Business OS connects WhatsApp to a shared team inbox by QR code, so messages arrive next to the customer record, their bookings and their payments, and the whole team can reply from your own number.
7-day free trial of the full Pro plan with 150 free AI tokens. After the trial, choose Starter at $49.99 USD/month (200 AI tokens a month) or Pro at $149.99 (750 AI tokens a month).
Is this the right workflow for you?
For salons, barbers, cafés, clinics, studios and shops where clients write on WhatsApp. It connects WhatsApp as a team inbox; it does not bring Instagram messages into Nexis. Pro includes up to 6 WhatsApp numbers.
How the workflow works
- 01Connect your number by QR code
Open Chats, scan the QR code with the WhatsApp you already use, and new customer messages start arriving in the shared inbox. You keep replying from your own number.
- 02Let the AI assistant help with replies
The AI assistant helps with client messages. Monthly AI tokens are included (200 on Starter, 750 on Pro) and extra token packs are optional. Check the first replies and decide how much you want it to handle.
- 03Link conversations to clients
Open the customer record to see the booking, notes and payments next to the chat, and give a teammate the next task so nothing depends on one person’s memory.
- 04Automate confirmations and follow-up
Booking confirmations and reminders go out automatically on every plan. Mailings and follow-up chains are on Pro.
Test the complete journey
See what your team receives after the customer acts.
Use a sample enquiry or appointment in your workspace. Check the customer record, internal schedule and next task. Verify external messages and CRM transfers in the connected service itself.
A proposed workflow change
An operational example to evaluate in your trial, not a customer case study or a promise of results.
Without a connected process
Client messages sit on one phone, the booking is in a diary and nobody can see the full story.
With the Nexis Business OS workflow
One shared inbox with the client record beside it, reminders sent automatically and a named person for every next step.
Check before you launch
- Send yourself a test message and confirm it appears in Chats.
- Test a booking confirmation and a reminder before you share the booking link.
- Decide who answers outside opening hours and review the first AI-assisted replies.
- Remember Instagram messages stay in Instagram; use your profile link to send people to WhatsApp or booking.
Questions about this workflow
What is a WhatsApp CRM?
A WhatsApp CRM keeps your WhatsApp conversations together with client records, appointments and follow-up tasks so a team can work from one shared history. In Nexis Business OS you connect WhatsApp by QR code and manage chats in the team inbox.
Can several staff use one WhatsApp number?
Yes. The team inbox lets several people see and answer the same conversations. Pro supports up to 6 WhatsApp numbers.
Does it send booking reminders on WhatsApp?
Yes. Booking confirmations and reminders go out automatically on every plan once WhatsApp is connected.
Does the AI answer clients by itself?
The AI assistant helps with client messages. You control how it is used and should review early replies. AI usage is measured in monthly tokens included with each plan.
Connect the next part of your customer journey.
Continue reading
Try it with one real workflow.
Start with a sample service and appointment. Check the result with your team before switching your day-to-day process.
7 days free. No payment at signup. Subscription required afterward.
Published by NexisDigital · Product information reviewed .