Enterprise Capabilities

Features Designed for Growth & Scale

Discover how NX CRM transforms WhatsApp from a chaotic mobile app into a structured, automated, and collaborative customer acquisition engine.

WhatsApp Cloud CRM

Direct Meta Graph API integration with zero markup fees.

Organize incoming conversations like a professional CRM. Centralize contact records, custom attributes, tags, notes, verified message templates, and real-time delivery receipts.

Official Meta WhatsApp Cloud API connection
Contact tagging, custom fields & segmentation
Verified HSM message templates & quick replies
Real-time sent, delivered, and read receipt tracking
WhatsApp Cloud CRM

Multi-Agent Shared Inbox

Collaborative customer messaging with role permissions.

Empower your sales and support team to handle customer chats from one shared interface. Assign chats, leave private internal notes, and track the 24-hour customer service window timer.

Multi-agent chat assignment & claim buttons
Private internal notes for team context
Live 24-hour service window timer countdown
Audio voice notes playback & rich media support

Visual Workflow Builder

Drag-and-drop automation without code.

Build intelligent multi-branch customer journeys. Trigger on incoming keywords or ad clicks, check contact tags, inject dynamic delay nodes, dispatch interactive quick replies, and invoke outbound webhooks.

Keyword match and sponsored Meta ad triggers
Condition branches (is customer, tag equals)
Scheduled delays & cron execution timers
Outbound JSON webhook triggers to external apps

AI Auto-Replies & Agents

Contextual drafts powered by Gemini & OpenAI.

Bring your own API key to empower agents with intelligent one-click drafts, automatic conversation summaries, intent classification, and grounding against your internal business Knowledge Base.

BYOK model (Google Gemini 2.5 Flash, OpenAI GPT-4o)
Instant thread summarization for shift handoffs
RAG knowledge base grounding on business documents
Human-in-the-loop review before sending

Visual Pipelines & Kanban Deals

Track sales opportunities systematically.

Turn chat interactions into revenue. Move leads across customizable deal stages on drag-and-drop Kanban boards, track deal values, and organize contacts by interest tags.

Drag-and-drop Kanban board interface
Custom deal value & currency tracking
One-click contact profile view & deal stage history
Stage progression filters & lead source attribution
Visual Pipelines & Kanban Deals

WhatsApp E-Commerce & Checkout

Order confirmations and in-chat Razorpay payment links.

Convert product interest into paid transactions right inside WhatsApp. Generate dynamic UPI and credit card checkout links with Razorpay and trigger automated order dispatch updates.

Dynamic Razorpay & PhonePe payment links in chat
UPI QR code delivery directly in conversation thread
Automated order confirmation template dispatches
Tracking number and dispatch status notifications
WhatsApp E-Commerce & Checkout

Operational Analytics & Reports

Real-time metrics on team speed and message volume.

Monitor team performance metrics: First Response Time (FRT), resolution rates, conversation volume trends by hour and day, broadcast delivery delivery rates, and agent workload distribution.

First Response Time (FRT) and resolution metrics
Inbound vs outbound conversation volume breakdown
Automation execution and webhook delivery counts
Pipeline win/loss conversion ratios

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