Business OS: your questions answered

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. Available on Pro.

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.

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.

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.

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.

Nexis Business OS is an all-in-one app for small and medium service businesses such as beauty salons, cafés, restaurants and clinics. It combines online booking, a bio site, a client CRM, a WhatsApp inbox with an AI assistant, an online store, stock and checkout, café menu and orders, online payments and finance in one workspace. Plans start at $49.99 a month, with a 7-day free trial.

No. CRM is one part of Business OS, alongside bookings, a bio page, team tasks, an inbox and AI assistance.

Small and medium service businesses: beauty salons, barbers and nail studios, cafés, restaurants and other food service, clinics and wellness studios, shops and entrepreneurs who take bookings or orders and talk to clients every day.

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.

Create an account for a 7-day free trial of the full Pro plan, with every Pro feature and no payment at signup. The trial includes 150 free AI tokens, shared between AI messages to customers and AI actions in your dashboard. After the trial you choose Starter or Pro.

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.

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.

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.

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.

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.

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.

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. It includes an online store and booking in every plan, but it does not replace every function of a fully custom website.

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.