Nexis Business OS

Customer records, bookings and follow-up in one workspace.

See how Nexis Business OS connects customer records, appointments and team follow-up. Review product modules, channel requirements and the limits of CRM connections.

Your public business presence

Business link and public page

A branded mobile and desktop entry point for business information, services, products, booking and contact links. Available. Sharing a link on a social profile does not connect that platform’s messages to the inbox.

Products and cart

Visitors browse products, add them to the cart and place an order with pickup or delivery. Available. Customers can pay online when a payment provider is connected; otherwise the order comes to you to confirm.

Location, feedback and contact

Publish supported location and review links, customer testimonials with permission, and configured business contact options. Links lead to their destination provider; Nexis Business OS does not control Google reviews or guarantee feedback. Email contact is not a unified email inbox.

Customers, bookings and sales

CRM and sales pipeline

A searchable customer database with a history your team can use.

Booking and calendar

Customers choose a service and available time. The booking creates a customer record and appears in the internal booking schedule. Available. No Google Calendar or Outlook synchronisation is claimed. Check staff schedules and availability before sharing the link.

Invoices and customer documents

Keep working documents beside the customer record.

Messages and content

WhatsApp and the inbox

WhatsApp connects to the team inbox by QR code, the same way WhatsApp Web does, and customer messages arrive in Chats. Contact links remain separate from a connected inbox. Instagram works as a link on your BioSite; its messages do not come into Nexis. Threads messaging is not available. A social-profile link is separate from an inbox connection.

Confirmation and reminders

Each booking gets an automatic WhatsApp confirmation from your own number and a reminder on the day of the visit. The customer confirms or cancels with one reply. Booking confirmations and reminders are in every plan. Mailings and follow-up chains (win-back, repeat visits) are on Pro. Team follow-up tasks do not require AI.

Saved messages

Prepare useful replies once and reuse them.

Automation and assisted workflows

Rule-based automation

Choose the next step after a business event.

AI with business context

Prepare approved business knowledge, services, customer context and example conversations to assist your team. Test answers and define human handover. Provider setup and release checks apply. Advanced Agent Studio production activation is gated. Autonomous booking, rescheduling, cancellation and payment are not advertised as live actions. Monthly AI tokens are included in every plan (1 token = 1 AI message or action); extra token packs are optional.

Nexis Business OS Autopilot

Find the parts of the working day that need attention.

Team, stock and finances

Team and daily agenda

A shared plan with clear responsibilities.

Stock and consumables

Track materials used in services and sales.

Finance and transactions

An operational ledger based on recorded payments and imported reports.

Workspaces and onboarding

Set up your business and support the team’s daily work.

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.

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. Available on Pro.

  1. 01An owner or administrator authorises the Pipedrive account.
  2. 02Confirm the connection is ready, then enable transfers.
  3. 03Test a new enquiry and booking before relying on the workflow.
Pipedrive FAQ

From a customer enquiry to a booked service

A practical way to evaluate the workspace is to follow one appointment from start to finish. Use sample customer details while you test.

  1. 01Add a service and its price. Set working hours and available booking times.
  2. 02Prepare your bio page with your business details and booking link. Open the public page as a customer before sharing it.
  3. 03Make a test booking. Check the appointment details, customer record and the information your team needs for the visit.
  4. 04Create a follow-up task and assign the next action. Connect WhatsApp by QR code so booking confirmations and reminders go out automatically.
What to prepare for each part of the system
ToolWhat it helps you doWhat you need to prepare
CRM and customer recordsKeep customer details and the next action together.Customer information and a clear follow-up process.
Online bookingLet customers choose an available appointment.Services, prices, working hours and availability.
Bio pageGive customers one public place to find your business and booking link.Business description, branding and contact links.
AI assistancePrepare assistance around your own business information.Accurate business knowledge, testing and monthly AI tokens included in your plan.
WhatsAppBring customer chats into the team inbox and send booking reminders from your own number.WhatsApp connects to the team inbox by QR code, the same way WhatsApp Web does, and customer messages arrive in Chats. Contact links remain separate from a connected inbox. Instagram works as a link on your BioSite; its messages do not come into Nexis. Threads messaging is not available. A social-profile link is separate from an inbox connection.

What to check during the seven-day trial

  • Can a customer find the right service and book it?
  • Can your team find the customer and the next task?
  • Are the account permissions and supported channels ready?
  • Have you checked whether the monthly AI tokens in your plan cover your volume?

Starter is $49.99 and Pro $149.99 USD per month, less with annual billing. Every section is in every plan, including Checkout (POS), café menu & orders, Delivery, Classes and Memberships. Starter has everything to start on your own: 2 people, 1 branch, 1 WhatsApp number, 200 AI tokens a month, 2 GB of document storage, reports for the current and previous month, booking reminders and a BioSite with the “Made with Nexis” badge. Pro has everything to grow: 5 people, 3 branches, 6 WhatsApp numbers, 750 AI tokens a month, 20 GB, loyalty (bonuses, discount tiers, gift certificates, promo codes), mailings and follow-up chains, full report history with Excel export, team tools with roles and fine access, a BioSite in your own brand, Bitrix24, Kommo, Pipedrive and iiko integrations, and priority support. 1 AI token = 1 AI message to a customer or 1 AI action in your dashboard. Agency is an individual plan: limits, included add-ons and price are agreed with you. The only paid extras are AI token packs and extra people at $9/month each.

Check current WhatsApp messaging charges in Meta’s official pricing guide.

Product information from NexisDigital

This is a product guide from the business developing Nexis Business OS. The workflow above is an evaluation example, not a customer case study or a promise of revenue. Test your own workflow before moving daily operations.

Business details · Privacy information

Business OS: your questions answered

Can we keep our existing CRM?

NexisDigital’s Nexis Business OS includes connectors for Bitrix24 and Kommo on the Pro and Agency plans. 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. Monthly AI tokens are included in every plan (1 token = 1 AI message or action); extra token packs are optional.

Business OS: your questions answered

Choose your Business OS.

  • Starter

    Everything to start on your own

    $49.99 USD / monthStart 7-day free trial
  • Pro

    Everything to grow

    $149.99 USD / monthStart 7-day free trial
  • Agency

    Individual plan for agencies, chains and franchises. Limits, included add-ons and price are agreed with you; there is no self-checkout.

    Contact us

Every plan includes AI tokens each month: 200 on Starter, 750 on Pro. 1 AI token = 1 AI message to a customer or 1 AI action in your dashboard. Extra AI token packs are optional and paid separately.

7 days free. No payment at signup. Subscription required afterward.

Explore your customer workflow

Start 7-day free trial

7 days free. No payment at signup. Subscription required afterward.