AI VOICE + CRM FOR FINANCIAL SERVICES
Turn conversations into growth.
Answer inbound calls, qualify outbound follow-ups, and give every next step an owner in Nexora CRM. Build each journey around your policies and the channels your team has approved.
TRY THE CALL JOURNEY
See where the call goes next.
Choose inbound or outbound and play an example. Follow the conversation from the agent to a CRM record and a task someone can own.
Illustrative workflow
A caller gets a clear route to help.
Walk through an example where a voice agent captures intent and the configured workflow passes context to a person.
Illustrative journey. No call is placed.
- The signal
A caller reaches the business number and asks for a callback.
- What Nexora does
The configured voice agent collects the request. The workflow can route an eligible outcome to a task or human handoff.
- What your team sees
An owner can review the conversation outcome and the assigned follow-up. Call routing and available details depend on the connected provider.
Illustrative workflow
A sales follow-up becomes an owned opportunity.
See how a configured outbound agent can qualify a prospect and give sales a clear next step.
Illustrative journey. No call is placed.
- The signal
A prospect who agreed to be contacted has a follow-up due in the CRM.
- What Nexora does
The configured agent calls from an eligible number, uses the approved questions and records that the prospect wants to speak with sales.
- What your team sees
The lead owner can review the available call outcome and pick up the assigned follow-up. A qualified lead can move into the deals pipeline.
Illustrative workflow
A promising enquiry reaches the right owner.
See how a lead goes from an initial question to a named person and a clear next step.
- The signal
A prospect asks for more information after a sales call.
- What Nexora does
The team records the intent, checks qualification and assigns a follow-up task. A qualified lead can move into the deal pipeline.
- What your team sees
The owner can review the lead history, open the opportunity and see the next action without asking another team to reconstruct it.
Illustrative workflow
A support request keeps its context.
Show your service team how to pick up an enquiry without starting the conversation over.
- The signal
A customer needs help with an open issue and asks to speak to the team.
- What Nexora does
A staff member reviews the available record and ticket history. A configured handoff can route the next action for review.
- What your team sees
The assigned owner knows the issue, what has already been tried and who is responsible for the next update.
THE PLATFORM
What happens after a conversation?
Nexora connects the customer record with the work your team needs to do next.
CRM & sales
Track leads, qualify opportunities, assign owners and see where deals are moving.
Explore CRMAI voice & messaging
Give calls and messages a place in the customer record so teams can review conversations and follow up.
Explore voiceWorkflow automation
Define what happens when a call ends, a lead moves or a person needs to take over.
Explore workflowsWork & scheduling
Connect customer commitments with appointments, tasks and calendar views.
Explore the platformSupport & knowledge
Track tickets and maintain knowledge that your support team can use to answer common questions.
Explore use casesReporting & oversight
Review pipeline activity, call outcomes and workflow history with access suited to your role.
Explore the platformFROM SIGNAL TO ACTION
See the full follow-through.
Move from an incoming signal to an owned next action in three steps.
Capture the signal
Bring a lead, call outcome or appointment request into the workspace.
Choose the next action
Use the conversation and record context to decide what needs a follow-up, task or handoff.
Make it visible
Give the next owner the customer context and review the outcome in the same workspace.
WORK & PLANNING
Keep promises visible.
Bring appointments, tasks and business events into a calendar your team can use.
QUESTIONS
Get to know Nexora.
A few practical questions about evaluating the platform.
Can I keep my existing phone number?
That depends on your carrier and number type. We can review SIP trunking or provider routing and the requirements for inbound calls, outbound calls and caller ID.
Can my team approve an automation before it acts?
Workflows support simulation and review. The correct controls depend on the action, the channel and the permissions in your workspace.
How do I evaluate Nexora for my team?
Request a demo and tell us how you currently handle calls, leads and follow-ups. We can walk through the workflow most relevant to your team.
WHY TEAMS CHOOSE NEXORA
Give the next action an owner.
Work breaks down when the conversation, the customer record and the task live in separate places. Here is what a connected workspace changes.
Fewer gaps after a conversation
Give sales and support a shared place to review what happened and what is still open.
- Record intent and outcome alongside customer context
- Put an assigned task or handoff in front of the next owner
A pipeline your team can work from
See how opportunities move and let the owner update the record as the relationship changes.
- Track open opportunities by stage and owner
- Review notes, tasks and appointments during follow-up
Automation your team can review
Build the path from trigger to action and review what happened when a run needs attention.
- Choose triggers and define conditions
- Inspect workflow history and route exceptions to a person
A rollout you can explain
Start with a process that matters and agree what your staff should see before adding more channels.
- Choose a small set of users and a test scenario
- Review carrier, account and approval requirements
YOUR PRODUCT DEMO
Bring a process. We will walk it through.
Choose the experience you want to see, from a first enquiry to a handoff your team can act on.
Bring one real process
Start with a workflow your team repeats. Describe what starts it, who acts next and where context tends to get lost.
- A missed call that needs an owner
- A qualified lead that needs a deal and a follow-up
Watch the handoff in the product
Follow an example across the customer record, conversation outcome and next action. Ask to see the part your team would use every day.
- Walk through the relevant workspace screens
- See where your team reviews an action or exception
Define a sensible first rollout
Discuss what needs to be connected and what a successful pilot would look like for your team.
- Review carrier, provider and account dependencies
- Agree which people and workflows are in the first scope
NEXT STEP
See Nexora with your workflow.
Bring a real use case to the demo, from an inbound call to a sales follow-up.