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Nexus shown on a laptop and a phone
Business & Finance

Nexus

Client management software for agencies. It keeps clients, schedules and invoices together, and gives each client a portal of their own.

Group
Business & Finance
Status
Live
For
Agencies
Covers
Clients, scheduling, invoices, portals
01The proposition

Agencies run on clients. Nexus keeps everything about a client in one place, from the record to the invoice.

It is offered to agencies that need to organise client information and the administrative work around it.

02The agency workflow

From client record to client portal.

Step 01, Clients

A record for each client.

A client list showing status, portal access and monthly retainer for each client.

Clients in Nexus, shown with sample data
Step 02, Schedule

Work, deadlines and renewals in one place.

Tasks, deadlines, invoices due and follow ups, grouped by when they fall due.

Schedule in Nexus, shown with sample data
Step 03, Invoices

Invoices tracked by status.

Invoices with outstanding, overdue and paid totals, and a status for each.

Invoices in Nexus, shown with sample data
Step 04, Client portal

A portal for each client.

A page where a client sees their own websites, requests and invoices.

Client portal in Nexus, shown with sample data

Screens show sample data.

03The agency view

One dashboard for the day.

The dashboard summarises recurring revenue, outstanding invoices, open requests, active clients and tasks in a single view.

The Nexus dashboard, shown with sample data
Business & Finance

Run your agency on Nexus.

The office can answer questions about Nexus.