SalesNexus Reviews

It is tough to know what's clickable, etc.
There's no search function for the Column Selector Available Fields options.
I really want to like this CRM since it has some awesome features when it comes to making calls as a realtor, but the UI just doesn't do it for me. It's super dated. They need a CRO and a heuristics professional to run through this awesome CRM to make it look and feel like the beast of a tool this is.

I'm going to keep playing with this and I hope the UI can be added to the small roadmap page.

got the highest tier because everything looked great, here's the experience:
- non-removable SalesNexus branding on every outgoing email
- multiple issues with 2FA - system refused to accept the code. this happened multiple times over a span of multiple days. had to login with an account that did not have 2FA turned on
- despite sharing all contacts with an alternate admin account, they were not visible through that account
- the system was down multiple times - 404
- UI sucks big time. an OLD tool that was built for enterprise and is now being sold to a new audience without ANY updates whatsoever. every step from creating to sending a campaign is a pain.
- we decided this is not a good fit for us. learnt there's no way to delete the contacts we uploaded to the system.

tried the CRM for 24 hours, and the first thing I noticed is that it's not user-friendly. I struggled a lot with basic tasks. Additionally, I encountered a few very annoying bugs. I was unable to add a tag or a note to a lead—the button turned red on hover, but nothing happened, despite having no ad-block extensions. I contacted support but received no response, so I initiated a refund.

I’m not one to write reviews right away. I like to try the software, see if it’s a good fit, and then I’ll write a fair review. However, the support from this company is absolutely next-level. I actually received a phone call from them asking me how I like the software and if I had any questions. One thing I’ve learned about software on appsumo is as long as the support is exceptional, most everything else works itself out. I like reading the reviews and seeing positive interaction between the vendors and the customers, SalesNexus had many of those.

What I love about SalesNexus software is the idea that it fits many different applications. I’ve tried several different CRM‘s, and you can tell that they were developed for a particular reason. SalesNexus was designed for many different reasons and to become customizable to your situation. The data enrichment is amazing and the tutorials are detailed and get you started on the right foot, right away. Craig, thank you for the call. This is a company I can have a long-term relationship with. Very happy I made this purchase!

One word review, exceptional!

As a solo-preneur managing multiple aspects of my business, I needed a CRM that could do it all—and SalesNexus has exceeded my expectations. It’s not just a CRM; it’s a complete sales and marketing powerhouse that helps me stay organized, save time, and grow my business.

Here’s what stands out to me:

Comprehensive CRM: Managing leads, automating busywork before calls, and enriching contacts with data are all seamless. The Outlook/Google integration is solid and ensures my workflow stays connected across platforms.

Call-Tracking Features via Integration: While SalesNexus isn’t a calling system itself, its integration with RingCentral (and GotoConnect as well, I believe) makes call tracking incredibly efficient. I can click to dial, log call details like duration outcomes and notes, and keep a detailed history of client communications—all without leaving the CRM.

Pipeline Management: The platform makes it easy to visualize where each lead is in the sales process and manage opportunities effectively. I can update stages, prioritize deals, and monitor progress with ease.

Sales Opportunities Functionality: This tool allows me to focus on deals that matter most by tracking potential revenue and ensuring no opportunity slips through the cracks.

Advanced Segmentation: SalesNexus lets me drill down into my contact database to segment leads by the most specific criteria imaginable. This level of detail ensures I’m targeting the right people with the right message.

Customizable Contact Records: One of my favorite features is the ability to customize individual contact records while I’m talking to prospects. I can select dropdown elements from lists that identify specific aspects about the contact—like their business type, lead source, pain points, or any other custom field I create. This makes ultra-segmenting much easier and allows me to send highly targeted campaigns later on.

Marketing Automation: Setting up automated outreach sequences with emails, texts, and phone call reminders has significantly improved lead nurturing and helped me stay top-of-mind with prospects.

Customizable Dashboards: The ability to create dashboards to track KPIs has been invaluable for monitoring progress and staying focused on goals—even as a solo operator!

The Support: Anytime I've got stuck, their team has been right there with me, providing quick and helpful guidance to keep things running smoothly. PLUS, Craig has LIVE training twice per week, where you can actually speak and ask a question, instead of being limited to just typing in the chat box, like when in other live calls. Lastly, if you type your problem into their support chat widget, they direct you to RELEVANT guides that are helpful and can address your problem right away.

SalesNexus has transformed how I manage my business processes—it’s intuitive, powerful, and designed to help businesses of any size succeed. If you’re looking for a CRM that combines robust features with automation to save time and drive results, I highly recommend SalesNexus!