Nexify CRM
CRM and workforce management for service and sales-oriented companies. Customers, quotations, jobs, live staff map, scheduling, job sheets, pipelines, and payroll— in one calm, guided system.
Running a solar company? Nexify also includes extra tools for solar project documentation—without being limited to one industry.
Mobile Convenience
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Same CRM for every service company. More power for solar.
Nexify is not a solar-only app—HVAC, security, maintenance, and other field-service businesses use the same customers, jobs, maps, and payroll. Solar companies additionally benefit from project documentation tools when compliance paperwork would otherwise eat your team's day.
Solar Project Documentation
When a solar job starts, prepare annexure through work completion documents (~11 types) in one flow—saves time and manpower vs manual prep.
Solar-Ready Quotations
Same quotation engine every industry uses—ideal when solar teams need quotes, scope, and customer records tied together.
Multi-Site Crew Visibility
The live staff map is especially valuable for solar EPC teams running surveys and installs across many sites in one day.
Centralized Command Center
Empower admins with a web dashboard: quotations, customers, jobs, live staff map, and reports—plus solar project documentation when your business needs it.
Nexify Capabilities
Everything for your field day
From first client contact to final sign-off, Nexify shortens response times, reduces manual follow-ups, and keeps service and sales teams aligned.
Jobs & Assignments
Create job tickets with priorities, deadlines, notes, photos, and attachments. Assign to the right person or field team in a few taps.
Quotations & Customers Built-In
Prepare professional quotations fast. Customer profiles, contacts, and history stay in one CRM—from first enquiry to job completion.
One-Click Staff Live Map
Admins open one window and see where every field staff member is. Coordinate site visits, routes, and teams without endless phone calls.
Smart Scheduling & Alerts
Respect start times and grace periods. Staff get friendly alerts, check-in reminders, and calm confirmations through the day.
Job Sheets & Insights
Capture work done, materials, photos, feedback, and signatures on site. Reports on attendance, punctuality, and team productivity.
Pipeline & Payroll
Move leads through clear pipeline stages with owners and handoffs. Attendance-linked payroll for field and office teams.
Everything for your field operations
From client profiles to payroll summaries—built for service and sales teams across industries.
Rich Client Profiles
Comprehensive customer profiles with contacts and service locations for sales and service teams.
Smart Job Tickets
Clear job tickets with priorities, deadlines, notes, photos, and attachments.
Instant Assignments
Assign work to the right person or team in a few taps with instant alerts.
Pipeline Setup
Task pipelines with stages, owners, priorities, and follow-up steps from lead to close.
Lead Tracking
Track every lead from first contact to completion with automated follow-ups.
Live Location Tracking
See where field staff are during active work—powers the admin map and safer coordination.
Smart Scheduling
Company start times, grace periods, and polite guidance when check-ins are missed.
Complete Job Sheets
Work done, materials, photos, feedback, and signatures captured on site.
Payroll Management
Attendance-linked salary, allowances, deductions, and summaries for your teams.
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Struggling with field staff management?
Service companies lose time on disjointed teams, missed leads, and phone calls just to find who is on site. Nexify brings customers, quotations, jobs, and a live staff map into one place. Solar teams get an extra edge when project documentation would otherwise slow every install.
No missed leads
Automated capture and tracking
Live coordination
Real-time team positioning
Quotations built-in
Customers in one CRM
Solar doc extras
When your industry needs them
Built with Security in Mind
Nexify is designed with modern authentication and secure system architecture to protect your business data.
Role-Based Access Control
Define clear access levels for admins, staff, and users to ensure proper data visibility.
Secure Data Flow
All system interactions are handled through protected APIs and controlled environments.
Reliable & Monitored Systems
We maintain system stability and monitor activity to ensure consistent and safe operation.
Frequently Asked Questions
Answers about Nexify for service companies, field teams, and solar industry extras.
What is Nexify?
Nexify is a CRM and field operations platform for service and sales-oriented companies. Manage customers, quotations, jobs, live staff maps, scheduling, job sheets, pipelines, and payroll in one place.
Who is Nexify for?
Any business with field staff—installers, technicians, survey teams, or sales crews. HVAC, security, maintenance, solar, and similar service companies use Nexify to coordinate people on site and in the office.
Can I create quotations inside Nexify?
Yes. Quotations are built in with customer records. Prepare quotes, track clients, and hand off to field teams without separate spreadsheets.
How does the admin staff map work?
Admins open one live window to see where field staff are during the day—useful for any multi-site service business, not only solar.
What extra features do solar companies get?
Solar teams often need annexure and completion paperwork when a project starts. Nexify supports a structured document flow (~11 types from annexure through completion) on top of the standard CRM—so solar gets an industry-specific edge without excluding other sectors.
How do check‑ins and location work?
Staff get reminders to check in and out. During active jobs you can see team positions on the map. Optional geo‑tagged check‑ins provide proof of presence when needed.
What goes into a job sheet?
Work done, materials used, photos, notes, customer feedback, and signatures—so approvals are fast and records stay clean.
Does Nexify support payroll?
Yes. Salary calculations, attendance-linked pay, allowances, deductions, and staff payment summaries for field and office teams.
Can I set up task pipelines?
Yes. Move work through stages, assign owners, set priorities, and track handoffs from lead to job completion.