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Problem – Disconnected Tools & Lost Efficiency
Your team uses a CRM for contacts and deals, email for communication, Slack for team coordination, calendars for scheduling, project management tools for task tracking, analytics platforms for reporting, and specialized software for industry-specific workflows. Every day, team members waste hours switching between these platforms: copying customer information from email to CRM, manually logging conversations, searching through Slack to find context about a deal, updating multiple systems with the same information, and trying to piece together a complete picture of customer relationships from fragmented data across disconnected tools. Information gets lost in the gaps between platforms—important details mentioned in a Slack conversation never make it to the CRM, email threads about customer issues aren't visible to the sales team, and decisions made in meetings don't trigger appropriate follow-up actions because they exist only in meeting notes. New team members struggle to get up to speed because customer knowledge is scattered across too many systems. Managers can't get accurate visibility into what's actually happening because they'd need to aggregate data from five different platforms. The cost of this disconnection compounds daily: missed follow-ups, duplicated work, inconsistent customer experiences, delayed decisions, and team frustration with tools that create work instead of enabling it. You need one unified platform where customer data, communication, automation, and intelligence work together seamlessly—not a collection of point solutions held together with manual effort.
White-Glove Customer Success
Nexus customers receive dedicated customer success managers, custom onboarding, ongoing optimization, and direct access to RION leadership for strategic planning.
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