Nexis Business OS
CRM and online booking for independent consultants.
Nexis Business OS combines online booking, client records and follow-up tasks for independent consultants and small consulting firms. Share one Business Link for your services and booking entry point, let clients choose an available appointment, then manage the client and next action in the same workspace.
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 independent business and marketing consultants and small advisory teams who book individual meetings. A useful fit if you currently copy appointment and client details between a diary and a spreadsheet. Nexis Business OS organises existing enquiries; it does not supply leads. Keep contracts, sensitive documents and project delivery in appropriate systems.
A simple booking and CRM setup for your first consulting clients
Start with the work around one consultation. You can add integrations later, once the booking, customer record and next task are useful on their own.
| Your job | Set it up in Nexis Business OS | Check the result |
|---|---|---|
| Explain what you offer | Business Link with your services and booking entry point | A prospect can understand the consultation before booking. |
| Arrange a meeting | Online booking with a service duration and availability | A sample appointment appears at the intended time in the internal schedule. |
| Know who you are meeting | Customer records with verified contact details | You can find the person associated with the booking. |
| Remember the next step | A team task with an owner and due time | You can find and complete the task in your daily review. |
| Continue in an existing sales CRM | Optional Pipedrive connection (Pro) | A supported new event reaches the authorised account; historical records are not automatically migrated. |
Example: from discovery call to a follow-up task
A prospect finds your service page and books a discovery appointment. You review their customer details before the call. After discussing their needs, create a task for yourself: “Send the agreed proposal on Tuesday.” Mark that task complete when you have sent it through your chosen channel.
This is a suggested process, not a customer case study. It does not assume automatic email import, proposal sending or AI follow-up. If you only need appointment scheduling, compare that simpler requirement with the difference between a booking system and a CRM.
How the workflow works
- 01Define the purpose of the appointment
Describe who the meeting is for, its duration and what the prospect should expect. Make it clear whether it is an introductory conversation or an existing-client appointment. Avoid presenting a free discovery call as a paid consulting service.
- 02Choose enquiry or direct booking
If you need to assess fit first, give the prospect a contact route on the Business Link. If the service is suitable for direct booking, share the booking link. Ask only for information you need for the next step.
- 03Prepare from the customer record
Review the submitted appointment and customer details in Nexis Business OS. Assign a preparation or follow-up task to the team. A calendar entry alone does not mean a proposal has been agreed, so keep the status and next action explicit.
- 04Continue in your sales process
If you use Pipedrive, on Pro an authorised and activated connector can send new enquiries and booking activities there. Check a test record in both systems before relying on it. Proposal creation, payment and historical CRM migration are outside this connector flow.
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
Meeting details, enquiry context and the promised follow-up live in separate messages, making handover dependent on memory.
With the Nexis Business OS workflow
The submitted booking and customer record provide a shared starting point. A named team member owns the next task; an optional Pipedrive connection passes supported new events into the sales process.
Check before you launch
- Test both a new enquiry and a direct booking; they represent different stages of interest.
- Check the meeting time and communicate any external meeting link through your agreed process. Automatic video-meeting creation is not promised here.
- Do not assume Google Calendar or Outlook synchronisation. Review the Nexis Business OS internal schedule alongside any external calendar.
- Use a sample enquiry to confirm Pipedrive person, lead and follow-up task creation after activation.
Questions about this workflow
What is the best CRM for an independent consultant?
Choose a CRM around the work you repeat: capturing a client’s details, arranging a meeting and recording the next action. Nexis Business OS is an option when you want online booking and client management together. Test it with one discovery call and one follow-up task. If you need advanced forecasting, complex project delivery or specialist regulated records, evaluate those requirements separately. There is no single best CRM for every consultant.
Does Nexis Business OS have online booking and a CRM built in?
Yes. Nexis Business OS brings online appointments, customer records and team tasks into one workspace. A submitted booking provides the appointment and customer details for your team to review. Set the next follow-up task after the meeting; a booking alone does not create a consulting contract or complete your sales process.
I want something like Calendly with client management. What should I check?
Check the complete journey, not only the scheduling screen: can you open the client record, review the appointment and assign a next action? Nexis Business OS combines those functions. Before switching, test availability and your meeting workflow. Google Calendar or Outlook synchronisation and automatic video-meeting creation are not promised in this offer. This is a fit checklist, not a claim that Calendly lacks integrations or CRM options.
My client information is scattered across texts, emails and a spreadsheet. How do I bring it together?
Start with the clients you are actively working with. Create or update one customer record per person, verify their name and contact details, and record the next task. Use your Nexis Business OS booking link for new appointments so appointment and customer details enter the workspace together. Existing email threads, spreadsheets and historical messages do not automatically merge; plan any migration separately.
How can clients book me without emailing back and forth?
Define a consultation service, its duration and your working hours in Nexis Business OS. Test an available slot, then share the booking link in your website or email signature. Clients can submit an appointment through that link. Explain separately how they should request changes and where the meeting will take place.
How do I stop forgetting to follow up after client meetings?
Before you finish reviewing a meeting, create the next task with an owner and due time. For a solo practice, assign it to yourself. Review your task list at the start of each working day and mark completed actions. Nexis Business OS provides team tasks alongside customer records and bookings; WhatsApp booking reminders go out automatically, and the follow-up task keeps the next step with a person.
What booking and CRM setup should a solo business consultant start with?
Start with one clearly described consultation, your availability, a public booking link, customer records and a daily follow-up task list. Nexis Business OS brings these parts together. Add AI or an external CRM only when you have a specific task for it. During the trial, submit a sample booking and confirm you can find the appointment, customer and next action.
Can a small consulting firm share one link for services and bookings?
Yes. Use the Nexis Business OS Business Link as your public business page. Describe your consulting services and enable the booking entry point so a prospect can browse before choosing an appointment. Share that same page from your website, social profile or email signature. Publish only the services and contact information you want clients to see.
Is an all-in-one booking and CRM tool right for an independent consultant?
It can be a useful fit when your main need is managing enquiries, appointments, client details and follow-up in one place. Nexis Business OS targets that workflow. If your existing CRM already runs your sales process, compare the effort of switching with keeping it and using the supported Pipedrive connection. Test the actual handoff before deciding.
What is a practical daily workflow for bookings, client records and follow-up tasks?
Start the day by reviewing appointments and tasks. Before each meeting, check the client record. After the meeting, update the relevant customer details and create a clear next action, such as sending a proposal on Tuesday. Review outstanding tasks before you finish. These are actions you can organise in Nexis Business OS, not a claim that AI completes every step automatically.
Can I keep using Pipedrive?
Yes, on Pro. After authorisation and activation, the connector supports a one-way flow of supported new Nexis Business OS enquiries and bookings into Pipedrive. Verify the person, lead or activity in the connected account. This is not two-way database synchronisation or a historical chat migration.
Will booking a call create a consulting contract?
No. A booking records an appointment. Agree scope, fees and contractual terms separately before starting paid work.
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 .