Maria Souza asks for a visit next week.
Create a job from this email
Nexo by Vorek
Customer service, teams and work in one operation.
Nexo brings email, WhatsApp, chat, tasks, calendar, quotes, invoices and your company website into one system. An email can become a job, and everyone sees only what they are allowed to.
Jobs
NewCan you come on Thursday morning?
Already linked to the customer record13 areas to use as you need them Screens in 9 languages Everyone sees only what they are allowed to Light or dark look
Less copying and pasting between systems.
When email, chat, jobs and customer records live in the same place, information follows the path on its own.
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Everything talks to everything else
An email becomes a job, already linked to the customer. A WhatsApp contact is linked to the customer or partner record. Whoever fills in your website form already appears as a contact. Nobody has to type the same information twice.
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Everyone sees what they should
You decide what each person can open and do in each area: view, create, change or delete. And you use only the areas your company needs.
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Looks like your company
Your own web address, logo, colours, menu order, home screen and sign-in screen, set up your way. Your company’s data stays separate and protected.
Inside Nexo
Pick an area and see how it works day to day.
- A board with columns you set up yourself, with the total of each column.
- Archiving a finished job requires approval.
- Notes and team conversation inside the card.
Screen recreated with fictional data.
- Several accounts, with Inbox, Sent, Archived and more.
- Internal comments on each message.
- Create a linked job straight from the email.
Screen recreated with fictional data.
- Connect the number with a code scanned by phone, WhatsApp Web style.
- More than one number per company, depending on the plan.
- Ready-made messages and sending photos, videos and audio.
Screen recreated with fictional data.
- Events, meetings and reminders through the system’s bell.
- Guests reply to invitations; events repeat.
- Scheduled jobs can appear on the calendar.
Screen recreated with fictional data. Amber events are scheduled jobs.
- Build pages with blocks, no coding.
- Ready-made templates, your own address and visit analytics.
- Whoever fills in the form appears as a contact in Nexo.
Screen recreated with fictional data.
Everything Nexo already does
The areas of the system, by topic. Each company switches on only what it uses.
Customer service
Where the team talks to customers and to each other.
- The team’s email accounts in one place, with internal comments and links to jobs.
- Conversations with contacts and groups, more than one number per company and ready-made messages.
- Chats
- Team conversations, one-to-one or in groups, with photos, videos and files.
- Calls
- Voice and video calls, one-to-one or in groups, with screen sharing and written chat during the call.
Operations
From order to delivery, with your team and partners.
- Jobs
- A job board with columns, totals and a map of partners on the home screen.
- My jobs and approvals
- Each professional reports progress on their job, and archiving a finished job goes through approval.
- Tasks
- A task board per project, with columns you create yourself and an owner for each task.
- Calendar
- A personal calendar with guests, reminders, repeating appointments and scheduled jobs.
Sales and finance
From first contact to payment collection.
- Contacts and customers
- Partners, customers and companies in one place, plus the people who come through your website.
- Quotes
- Create quotes for customers and generate the PDF to send.
- Invoices
- Numbered invoices for customers, with due dates, taxes and PDF.
- Team and finance
- Team, commissions and tracking of what comes in and what goes out.
Catalogue and online presence
What you sell and how you appear.
- Catalogue
- Products with images and stock control: stock in, stock out, adjustments and history.
- Services
- Service listings with photos, categories and fields you create yourself.
- Real estate
- Property listings with photos, filters and a score that shows what is missing for a complete listing.
- Websites
- Build the site with blocks, use ready-made templates, receive contacts through the form and see the visits.
Files and data
Where documents are kept and how they are protected.
- Documents
- All the system’s files, organised in folders.
- Google Drive
- Browse, download, upload and edit your company’s Drive files.
- Backups
- Automatic copies of your data, with the history of each one.
- Activity history
- A record of who did what in the system, to check whenever you need.
You choose which areas your company uses. Documents, Google Drive and Real estate, for example, are optional.
WhatsApp keeps answering even when the team is busy.
Each connected number can reply on its own, with a conversation script you design or with an artificial-intelligence assistant.
Automatic replies by script
Design the path of the conversation, with messages and options for the customer to choose, and define which numbers it applies to.
Artificial-intelligence assistant
Replies to contacts in Portuguese and English and can check a partner’s job schedule before answering.
Swipe sideways to see the full script.
You decide who gets in, and everything is recorded.
Everyone accesses only what they need, and you keep track of what happens in the company.
Who can do what
Create groups, such as Sales or Finance, and define what each can view, create, change and delete in each area.
A history of who did what
Check each person’s actions in the system whenever you need.
Protected sign-in
Extra protection against anyone trying to get in without permission. The administrator can also lock an account when needed.
Your data stays yours
Your company’s information is kept separate from any other company’s.
Backups
Schedule copies of your data and follow the history of each one.
Your brand and your language
Logo, colours, menu and sign-in screen styled for your company, in 9 languages, with a light or dark look.
Made for people who work with people and deadlines.
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Service companies with teams in the field
Renovation, maintenance and contractors who need to know who does what, where and when.
- Job board and approvals
- Partners on the map
- Quotes as PDF, and invoices
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Real estate agencies
Property listings and a website of your own that takes interested people straight to your service.
- Properties with photos and filters
- Website with search and property pages
- Forms that become contacts straight away
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Teams that live on WhatsApp and email
Shared customer service, with automatic replies and history in one place.
- Shared team inbox
- Automatic replies and an artificial-intelligence assistant
- Contacts linked to customers
See Nexo working the way your company works.
Tell us how your team works today. Vorek will show you the areas that make sense for you and suggest the right plan for the size of your team.
