Consultation intake
Capture relevant prospect details and route the request to the right person.
For Professional Services
Organize the Relationship From First Conversation to Client Growth.
CMS Nexus gives consultants, advisors, agencies, and professional-service firms a connected system for lead intake, consultations, pipeline management, client communication, marketing, and reporting.
Built for Relationship-Based Sales
Make every conversation easier to prepare for and follow through on.
Pipeline discipline
Track the movement from inquiry to consultation, proposal, decision, and client.
Client communication
Keep important messages, appointments, and next actions associated with the relationship.
Authority marketing
Connect useful content, campaigns, and follow-up to the growth strategy.