Access your client’s profile, history, and key insights, all in one place. Say goodbye to the hassle of searching through multiple sources for client information, and hello to the confidence of being prepared for any conversation.
Easily set stay-in-touch reminders and add, update, and complete tasks—synced directly to your Nexl account.
Stay on top of upcoming meetings with who-knows-who and engagement insights on every attendee. Tap into firm-wide knowledge by viewing and adding notes on the fly.
A list manager to view and manage contact and company lists, an opportunity manager to access your opportunity pipeline, and a digital business card scanner to add new contacts with a tap of a button.