One platform. The whole customer workflow.
AI calls and customer work in one place
When an urgent customer call lands on your phone, the next step can end up in a separate note or task list. nexTalker brings AI communications, CRM, sales pipelines and assigned follow-up into one workspace. Configured agents handle supported conversations and actions; your team gets the customer history and remaining work together.
- Built-in CRM
- AI communications
- Sales and support
Avery Morgan
Customer inquiry · Full conversation history
AI answered the first call
Request captured and connected to Avery's record.
Requested details sent
Email and SMS stay with the customer history.
Follow-up assigned to your team
The next action includes the original conversation.
CRM, conversations, and work
Together in one customer workspace.
A clear path from the first conversation.
Illustrative workflow
Answer the inquiry
Calls, texts, email, or chat
Keep the context
Customer history together
Assign the next step
Clear responsibility
Follow through
Review the result
CRM, sales, support, and AI communications together
nexTalker is an all-in-one platform for customer operations. Manage contacts, accounts, deals, and pipelines alongside phone calls, texts, email, and website chat. Keep the conversation and the next action connected to the same customer history.
- CRM: contacts, accounts, deals, pipelines, saved views, logged activity, imports, and exports.
- Communications: AI phone answering, live transfers, SMS, a shared email inbox with AI replies, and website chat.
- Meetings: booking pages for each person and team, with calendar busy time and reminders.
- Sales: lead routing with response deadlines, email campaigns, and a Chrome extension for calling from any page.
- Support and operations: requests, assigned tasks, callbacks, and source conversations.
- Automation: Journeys that respond to events, send follow-up, wait for replies, and create work.
- Management: call reviews, coaching, reports, and answers with source references.
Review the workflows you want to bring together
Bring your CRM, calls and support workflows to a demo. Review the records, pipelines, channels and follow-up nexTalker can support, and identify any specialist tools or integrations you still need.
The context stays with the work
Avery Morgan
Customer inquiry · Full conversation history
The original conversation
What the customer asked and what was discussed.
The next action
An assigned task with the details your teammate needs.
The continuing relationship
Calls, texts, email, and chat in the customer history.
Illustrative customer record · Sample data
See what happens after the call
A caller asks for information your team needs to check. Keep the request and source conversation with the customer record, give the next action an owner and use configured Journeys for repeatable follow-up. Your team can review later conversations and the work that remains before deciding the request is complete. The fields, routing and enabled automation depend on your setup.
Follow a customer request through intake, assignment and completion review in our call-to-completed-work example.
Assign the next step
Clear responsibility
Replace tools at a pace your team can manage
Start with one workflow, import the records it needs, and test the complete path with your team. Move additional channels and pipelines once the first workflow is working. Supported integrations, including HubSpot, can help you keep existing systems connected during the transition.
A focused starting point
Define the work before you expand
- 01Choose your first workflow
- 02Connect the customer records
- 03Test the complete handoff
- 04Expand with your team
Confirm the answers, routing, and next steps with your team.
Before you get started
Practical questions
Do we have to keep a separate CRM?
No. nexTalker includes its own CRM with contacts, accounts, deals, pipelines, and customer timelines. You can use it as your main customer workspace.
Does replacing HubSpot or Zendesk mean every feature is identical?
The goal is to replace the workflows your team needs. Compare your required marketing, sales, support, reporting, and integration capabilities during a demo before choosing which tools to retire.
Your next customer workflow
Bring your workflow. See it in one platform.
Show us the tools you use for CRM, calls, support, and follow-up. We’ll walk through how NexTalker can bring that work together.
Book your workflow demo