Nexi’s setup process is secure, efficient, and designed to get you connected quickly. This guide walks through initial configuration, integrations for email and calendars, and managing users and permissions.
Getting Started with Your Account
1. Registration
Sign up at nexicrm.com using an email and password or single sign-on.
Confirm your account via the email verification link.
Log in to access your Nexi dashboard.
2. Personal Settings
From the profile menu (top-right), select My Profile. Here you can:
Update your name and timezone
Configure notification preferences, such as alerts for AI recommendations or task deadlines
3. Account Basics
Go to Settings > Account to configure:
Tenant name (example: Beta Workspace)
Default currency
AI features such as ALS scoring
Beta Tip: Testers have admin access by default, allowing full exploration of all settings.
Setting Up Integrations
Nexi includes native integrations for core tools to automate workflows and centralize communication.
1. Email Connections
Navigate to Settings > Integrations > Email
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Choose your email provider:
Gmail or Outlook: Select your provider and authorize securely
Custom/Other: Enter IMAP/SMTP credentials and run a test send
Once connected, Nexi automatically logs emails to the appropriate contact records.
2. Additional Integrations
Calling: Connect supported telephony services to log calls and link them to contacts
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API / Webhooks: Enable in Integrations > API for advanced configurations
Authentication via API keys (see API documentation for usage)
Best Practice: Prioritize setting up email. It enables message composition from within Nexi and ensures contact and opportunity threads stay complete.
User Roles and Permissions
1. Invite Users
Navigate to Settings > Users and select + Invite.
Add the email address and assign a role:
Admin – Full access to settings, fields, and reporting
Team Member – Can edit contacts and opportunities; access own tasks
Observer – Read-only access
2. Customize Permissions
Under Settings > Permissions, toggle access to features such as:
Bulk updates
AI tool usage
Data export ability
3. Security Logs
View activity and changes in Settings > Audit, including:
User logins
Added or edited notes
Updated fields or settings
If you run into integration issues, try using the AI panel with: Check email sync status.
Proceed to the Quick Start Guide to create your first records and begin using Nexi.
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