Online booking that connects to your customer records.
Let customers choose a service and available time. Learn how Nexis Business OS bookings connect to customer records, your internal calendar and team follow-up.
Customer records, bookings and follow-up in one workspace.
See how Nexis Business OS connects customer records, appointments and team follow-up. Review product modules, channel requirements and the limits of CRM connections.
Start 7-day free trialExplore your customer workflow
One business link for services, enquiries and bookings.
Share one Nexis Business OS business page for services, products, contact details and appointment booking. Use it in social profiles, on your website or behind a QR code.
Your public business presence
Business link and public page
A branded mobile and desktop entry point for business information, services, products, booking and contact links. Available. Sharing a link on a social profile does not connect that platform’s messages to the inbox.
Products and cart
Visitors can browse products, select quantities and send the configured cart enquiry through WhatsApp. Available with products and a WhatsApp contact configured. This is an enquiry, not payment or a confirmed purchase.
Location, feedback and contact
Publish supported location and review links, customer testimonials with permission, and configured business contact options. Links lead to their destination provider; Nexis Business OS does not control Google reviews or guarantee feedback. Email contact is not a unified email inbox.
Customers, bookings and sales
CRM and sales pipeline
A searchable customer database with a history your team can use.
Booking and calendar
Customers choose a service and available time. The booking creates a customer record and appears in the internal booking schedule. Available. No Google Calendar or Outlook synchronisation is claimed. Check staff schedules and availability before sharing the link.
Invoices and customer documents
Keep working documents beside the customer record.
Messages and content
WhatsApp and the inbox
WhatsApp inbox connection by QR code is being prepared. It is not available for customer use yet. Contact links remain separate from a connected inbox. Instagram DM connector code is implemented; customer activation requires Meta access, configuration and live delivery verification. Threads messaging is not available. A social-profile link is separate from an inbox connection.
Confirmation and reminders
WhatsApp QR inbox linking is being tested before customer release. The planned scope is new direct messages and manual text replies. Automated reminders and template messages are not available. Team follow-up tasks do not require AI. WhatsApp QR inbox linking is being tested before customer release. The planned scope is new direct messages and manual text replies. Automated reminders and template messages are not available. Trial accounts do not send these automated messages.
Saved messages
Prepare useful replies once and reuse them.
Automation and assisted workflows
Rule-based automation
Choose the next step after a business event.
AI with business context
Prepare approved business knowledge, services, customer context and example conversations to assist your team. Test answers and define human handover. Provider setup and release checks apply. Advanced Agent Studio production activation is gated. Autonomous booking, rescheduling, cancellation and payment are not advertised as live actions. AI tokens cost extra.
Nexis Business OS Autopilot
Find the parts of the working day that need attention.
Team, stock and finances
Team and daily agenda
A shared plan with clear responsibilities.
Stock and consumables
Track materials used in services and sales.
Finance and transactions
An operational ledger based on recorded payments and imported reports.
Workspaces and onboarding
Set up your business and support the team’s daily work.
Nexis Business OS
From the first enquiry to the next appointment.
Give your service business a clear daily workflow. Keep booking details, customer conversations and team tasks within reach, with a public bio page that helps customers take the next step.
- Set your services and opening hours.
- Share your bio page and booking link.
- Review enquiries, appointments and tasks in your workspace.
Nexis Business OS + PIPEDRIVE
Already use Pipedrive? Keep your sales workflow.
The Nexis Business OS Pipedrive connector is designed to send new enquiries and booking activities from Nexis Business OS to your authorised Pipedrive account. It is a one-way connection, with explicit activation after account setup.
- An owner or administrator authorises the Pipedrive account.
- Confirm the connection is ready, then enable transfers.
- Test a new enquiry and booking before relying on the workflow.
From a customer enquiry to a booked service
A practical way to evaluate the workspace is to follow one appointment from start to finish. Use sample customer details while you test.
- Add a service and its price. Set working hours and available booking times.
- Prepare your bio page with your business details and booking link. Open the public page as a customer before sharing it.
- Make a test booking. Check the appointment details, customer record and the information your team needs for the visit.
- Create a follow-up task and assign the next action. Check connected messaging separately before relying on it for customer reminders.
| Tool | What it helps you do | What you need to prepare |
|---|---|---|
| CRM and customer records | Keep customer details and the next action together. | Customer information and a clear follow-up process. |
| Online booking | Let customers choose an available appointment. | Services, prices, working hours and availability. |
| Bio page | Give customers one public place to find your business and booking link. | Business description, branding and contact links. |
| AI assistance | Prepare assistance around your own business information. | Accurate business knowledge, testing and separately billed AI tokens. |
| Work with a supported, connected business messaging account. | WhatsApp inbox connection by QR code is being prepared. It is not available for customer use yet. Contact links remain separate from a connected inbox. Instagram DM connector code is implemented; customer activation requires Meta access, configuration and live delivery verification. Threads messaging is not available. A social-profile link is separate from an inbox connection. |
What to check during the seven-day trial
- Can a customer find the right service and book it?
- Can your team find the customer and the next task?
- Are the account permissions and supported channels ready?
- Have you checked the monthly subscription and separate AI-token costs?
Starter is $49.99 and Pro $149.99 USD per month. Agency is available by enquiry as a private pilot, with scope and pricing agreed before activation. AI tokens are paid separately.
Check current WhatsApp messaging charges in Meta’s official pricing guide.
Product information from NexisDigital
This is a product guide from the business developing Nexis Business OS. The workflow above is an evaluation example, not a customer case study or a promise of revenue. Test your own workflow before moving daily operations.
Business OS: your questions answered
Can we keep our existing CRM?
NexisDigital’s Nexis Business OS includes connectors for Bitrix24 and Kommo. Check supported records and field mapping, then test a few contacts before planning a full transfer.
What do I need to get started?
Start with your business name, services and opening hours. Add customer information and a booking or bio page as you need them. You can prepare your business data before connecting a messaging account.
What should I prepare for the AI assistant?
Prepare your services, prices and common customer questions. Add rules for when a person should take over, then test sample conversations before activation. AI tokens are paid separately.
Choose your Business OS.
Starter
For independent professionals
$49.99USD / month
Start 7-day free trialPro
For growing teams
$149.99USD / month
Start 7-day free trialAgency
Private pilot for agencies. We agree client workspaces, WhatsApp capacity and onboarding with you before activation.
Contact us
Contact usAI tokens are billed separately from your subscription. AI usage is not included in these monthly prices.
7 days free. No payment at signup. Subscription required afterward.