On-demand demo: How to use Workspaces & Apps in Nexl

Most CRM systems ask firms to make a trade-off. The configurable ones put every field and workflow in the hands of a technical admin, so any change means raising a ticket and waiting. The simpler ones are fixed in place and cannot adapt as the firm grows. Either way, the information that does not fit ends up in a spreadsheet, disconnected from the firm's relationship data.

In this demo, Andrew Hutchinson, Chief Revenue Officer at Nexl, will walk through how business teams use Workspaces and Apps to adapt their workflows in Nexl. You'll see how to:

• Build a Workspace to run an event end-to-end, using a real conference plan
• Create reusable templates
• Build an App from scratch to track media relationships, complete with custom fields, interaction history, and priorities

Watch the demo