Frequently Asked Questions

If you have a question, we’d love to hear it. Below are a few common questions

How does your pricing work?

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How do I pay?

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What happens if my payment fails?

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Helpful Resources to
Get the Most Out of Your CRM.

Whether you're just getting started or looking to master advanced features, our resource center has everything you need. Explore guides, tips, videos, and FAQs designed to help you and your team work smarter, sell faster, and make the most of your CRM.

Geting Started with SalesNexus

Whether you're just getting started or looking to master advanced

Performing Lookups and Searches

Set up and add data to your Qobrix account to quickly get started.

Scheduling Activities

Set up and add data to your Qobrix account to quickly get started.

Managing Task List & Follow Ups

Set up and add data to your Qobrix account to quickly get started.

Adding & Managing Contacts

Set up and add data to your Qobrix account to quickly get started.

Performing Lookups and Searches

Set up and add data to your Qobrix account to quickly get started.

Syncing & Using the Calendar

Set up and add data to your Qobrix account to quickly get started.

Downloading the App

Set up and add data to your Qobrix account to quickly get started.

Processing Automations

Set up and add data to your Qobrix account to quickly get started.

Geting Started with SalesNexus

Whether you're just getting started or looking to master advanced

Performing Lookups and Searches

Set up and add data to your Qobrix account to quickly get started.

Scheduling Activities

Set up and add data to your Qobrix account to quickly get started.

Managing Task List & Follow Ups

Set up and add data to your Qobrix account to quickly get started.

Adding & Managing Contacts

Set up and add data to your Qobrix account to quickly get started.

Performing Lookups and Searches

Set up and add data to your Qobrix account to quickly get started.

Syncing & Using the Calendar

Set up and add data to your Qobrix account to quickly get started.

Downloading the App

Set up and add data to your Qobrix account to quickly get started.

Processing Automations

Set up and add data to your Qobrix account to quickly get started.
$7.2B
Client Revenue Driven
2024
$500M+
Annual Media Spend
2024
100M+
Conversions Driven
2024
30+
Awards Won
2024
230+
Active Clients Managed
2024
5
Fortune 500 Clients
2024

Twenty Two Years of Marketing Excellence

Powerful sales automation, CRM & marketing tools, Designed to help your team crush sales goals. Turn more leads into sales, nurture relationships & automate follow-ups seamlessly with SalesNexus.

Get the Lifetime Deal! $199 per user, forever! Save over $800 per user a year!

See Why Great Teams,
Use SalesNexus to Grow Sales.

No hidden fees, no surprises—just clear, flexible pricing that fits teams of all sizes. Whether you're a solo seller or scaling your sales team, choose a plan that meets your needs today and grows with you tomorrow. Get all the tools you need, with the freedom to upgrade anytime.

Free
$0 Per month
Start Free Trial
Up To one Seat
For individuals looking to keep track of their work
Includes
  • Unlimited free viewers
  • Unlimited items
  • 5GB file storage
  • 500 AI credits per month per account
  • Prioritised customer support
Pro
$89 Per month
Start Free Trial
Up To two Seats
Streamline complex workflows at scale
Includes
  • Private boards
  • Chart View
  • Time tracking
  • Formula Column
  • 500 AI credits per month per account
  • Automations (25K actions per month)
  • Integrations (25K actions per month)
  • Create a dashboard that combines 20 boards
  • 500 AI credits per month per account
  • New Enterprise support
  • Create a dashboard that combines 50 boards
Pro
Start Free Trial
Up To two Seats
Includes
Bernard Witherspoon

SalesNexus has been a great tool to help us stay on top of all our tasks and Sales pipeline. It’s given us the ability to create custom, automated workflows that are tailored to our specific needs, which has in turn allowed us to be more efficient in managing our daily operations.

Bernard Witherspoon

COO, The Acme Group Inc.

Adma Jones

It’s given us the ability to create custom, automated workflows that are tailored to our specific needs, which has in turn allowed us to be more efficient in managing our daily operations.

Adma Jones

COO, The Acme Group Inc.

Friendlys

on top of all our tasks and Sales pipeline. It’s given us the ability to create custom, automated workflows that are tailored to our speci

Friendly's

Friendly's

Imagine a CRM that Does Exactly What You Want it to Do.

No clunky workarounds, no confusing menus, just the tools you need, exactly how and when you need them. From custom fields to automated follow-ups, it’s built to flex around your process, not force you into someone else’s. Finally, a CRM that works for you—not the other way around.

Manage sales pipeline, past-orders & performance

Easily track every stage of your sales pipeline, access past orders in seconds, and monitor performance with clear, actionable insights. Our CRM keeps everything organized in one place, so you can stay focused and drive results.

Manage Sales

Manage Contacts & Companies

Keep all your contacts and company details organized and up to date in one place. Quickly access communication history, notes, and key info to build stronger relationships and close deals faster.

Manage Contacts

Sync Your Calendar

Sync your calendar to stay on top of meetings, follow-ups, and important sales activities. Never miss a beat with automatic updates and seamless integration across your devices.

Sync Calendar
$500M+
Client Revenue Driven
2024
$7.2B
Annual Media Spend
2024
100M+
Conversions Driven
2024
30+
Awards Won
2024
5
Fortune 500 Clients
2024

CRM, Marketing Automation, All Built Into One Sales Platform

Unlike one-size-fits-all solutions, our CRM is designed to match your sales style - not disrupting it. From lead tracking to closing, it supports every step with smart tools, so you can sell your way, faster.

Get the Lifetime Deal! $199 per user, forever! Save over $800 per user a year!

A CRM for Sales, Built by Salespeople.

Powerful sales automation, CRM & marketing tools - Designed to help your team crush sales goals & close more deals without the hassle. Turn more leads into sales, nurture relationships & automate follow-ups seamlessly with SalesNexus.
Get the Lifetime Deal! $199 per user, forever! Save over $800 per user a year!
Hero

2 A CRM for Sales, Built by Salespeople.

2 Powerful sales automation, CRM & marketing tools - Designed to help your team crush sales goals & close more deals without the hassle. Turn more leads into sales, nurture relationships & automate follow-ups seamlessly with SalesNexus.
Get the Lifetime Deal! $199 per user, forever! Save over $800 per user a year!
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Privacy Matters

Privacy Matters

Your data is just that—yours. We stand firm on not selling your information or invading the privacy of you and your customers.

Robust CRM Platform

Robust CRM Platform

Harness the full potential of our intuitive, cost-effective CRM to build stronger customer connections.

Seamless Lead Management

Seamless Lead Management

Capture leads effortlessly and manage them with ease. Transform prospects into loyal clients with a few clicks.

Sales Pipeline Clarity

Sales Pipeline Clarity

Get a crystal-clear view of your sales pipeline. Make informed decisions at every stage.

Trust & Security

Trust & Security

We protect your customer information as it it were our own, ensuring it confidential remains our top priority.

Convert more leads into sales, nurture relationships & intuitively automate your follow-ups seamlessly, See How...

Seamless Lead Management

Seamless Lead Management

Capture leads effortlessly and manage them with ease. Transform prospects into loyal clients with a few clicks.

Privacy Matters

Privacy Matters

Your data is just that—yours. We stand firm on not selling your information or invading the privacy of you and your customers.

Robust CRM Platform

Robust CRM Platform

Harness the full potential of our intuitive, cost-effective CRM to build stronger customer connections.

2 Convert more leads into sales, nurture relationships &
intuitively automate your follow-ups seamlessly, See How...

Robust CRM Platform

Robust CRM Platform

Capture leads effortlessly and manage them with ease. Transform prospects into loyal clients with a few clicks.

Privacy Matters

Privacy Matters

Your data is just that—yours. We stand firm on not selling your information or invading the privacy of you and your customers.

Trust & Security

Trust & Security

Harness the full potential of our intuitive, cost-effective CRM to build stronger customer connections.

Trust & Security

Trust & Security

Your data is just that—yours. We stand firm on not selling your information or invading the privacy of you and your customers.

3 Convert more leads into sales, nurture relationships &
intuitively automate your follow-ups seamlessly, See How...

Smarter Automation for Growing Businesses

Save time and boost customer satisfaction with powerful CRM automation. Our system handles repetitive tasks like follow-ups, data entry, and lead nurturing - so your team can focus on building real relationships. With smart triggers and personalized workflows, you’ll never miss an opportunity to connect, close deals faster, and grow your business effortlessly.

Show Me More
Smarter Automation

Track & Measure Sales

With smart triggers and personalized workflows, you’ll never miss an opportunity to connect, close deals faster, and grow your business effortlessly. Save time and boost customer satisfaction with powerful CRM automation.

Show Me More
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Cardlytics Partnership Increases Incremental ROAS 94% for Friendly’s

The Sales Nexus team introduced Cardlytics to help Friendly’s achieve their customer acquisition goals. Cardlytics is a trusted Sales Nexus partner providing access to exclusive bank partnerships, massive scale, and consistent generation of incremental revenue.

$7.2B
increase in incremental ROAS in Q2
94%
increase in incremental ROAS in Q2
$7.2B
increase in incremental ROAS in Q2
94%
increase in incremental ROAS in Q2
View Case Study
Case Study Image

Cardlytics Partnership Increases Incremental ROAS 94% for Friendly’s

The Sales Nexus team introduced Cardlytics to help Friendly’s achieve their customer acquisition goals. Cardlytics is a trusted Sales Nexus partner providing access to exclusive bank partnerships, massive scale, and consistent generation of incremental revenue.

$7.2B
increase in incremental ROAS in Q2
$7.2B
increase in incremental ROAS in Q2
$7.2B
increase in incremental ROAS in Q2
$7.2B
increase in incremental ROAS in Q2
View Case Study
Case Study Image
Bernard Witherspoon

SalesNexus has been a great tool to help us stay on top of all our tasks and Sales pipeline. It’s given us the ability to create custom, automated workflows that are tailored to our specific needs, which has in turn allowed us to be more efficient in managing our daily operations.

Bernard Witherspoon

COO, The Acme Group Inc.

Adma Jones

It’s given us the ability to create custom, automated workflows that are tailored to our specific needs, which has in turn allowed us to be more efficient in managing our daily operations.

Adma Jones

COO, The Acme Group Inc.

Friendlys

on top of all our tasks and Sales pipeline. It’s given us the ability to create custom, automated workflows that are tailored to our speci

Friendly's

Friendly's

$7.2B
Client Revenue Driven
2024
$500M+
Annual Media Spend
2024
100M+
Conversions Driven
2024
30+
Awards Won
2024
230+
Active Clients Managed
2024
5
Fortune 500 Clients
2024

Twenty Two Years of Marketing Excellence

Powerful sales automation, CRM & marketing tools, Designed to help your team crush sales goals. Turn more leads into sales, nurture relationships & automate follow-ups seamlessly with SalesNexus.

Get the Lifetime Deal! $199 per user, forever! Save over $800 per user a year!

Ignite Your Sales with the Ultimate CRM & Marketing Tools

Unlock efficiency, accelerate growth & streamline your sales process.

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