NXGN
⚙️ Built Around Your Business

A CRM That Adapts To Your Business.

Every business is different. Create custom modules, workflows, fields, approvals, and processes that perfectly match how your team works.

Create Custom ModulesWorkflow AutomationRole-Based Access ControlCustom Dashboards

Your process. Your rules. Your CRM.

A CRM That Adapts To Your Business.

Create Custom Modules

Build business-specific modules for any process, department, or workflow.

Custom Fields & Forms

Add fields, dropdowns, checklists, attachments, and dynamic forms without coding.

Workflow Automation

Automate approvals, notifications, escalations, and business processes effortlessly.

Role-Based Access Control

Control who can view, edit, approve, or manage data across departments.

Dynamic Status Workflows

Configure unique stages, statuses, and approval processes based on your business needs.

Custom Dashboards

Create personalized dashboards for management, sales, service, operations, or finance teams.

Approval Management

Build multi-level approval workflows for orders, quotations, expenses, requests, and more.

Document Management

Store files, contracts, forms, images, and business records securely within custom modules.

Automated Notifications

Trigger email, SMS, WhatsApp, and in-app alerts based on business events.

Mobile-Friendly Custom Modules

Access and update custom workflows directly from Android and iOS devices.

API & Third-Party Integrations

Connect custom modules with ERP, accounting, HRMS, payment gateways, and external applications.

Enterprise Reporting

Generate reports and analytics for every custom process and workflow.

One Platform. Unlimited Possibilities. 🔒

Whether you are managing customers, dealers, assets, projects, complaints, inspections, warranties, or internal operations, NxGn can be customized to support your exact business model.

FAQ

Frequently Asked Questions

01

What is a Custom CRM Module?

A Custom CRM Module allows businesses to create their own workflows, forms, fields, and processes inside the CRM without changing how they operate.

02

Can I create modules specific to my industry?

Yes. NxGn allows you to create industry-specific modules for manufacturing, field service, healthcare, real estate, education, distribution, and more.

03

Can custom modules have approval workflows?

Absolutely. Multi-level approvals, escalations, and automation can be configured for any custom module.

04

Can I create custom fields?

Yes. Add text fields, dropdowns, dates, numbers, checklists, file uploads, and many other field types.

05

Do custom modules work on mobile apps?

Yes. All custom modules are accessible through NxGn mobile applications.

06

Can I generate reports from custom modules?

Yes. Every custom module supports dashboards, reports, filters, exports, and analytics.

07

Can custom modules integrate with ERP systems?

Yes. NxGn supports API-based integrations with ERP, accounting, HRMS, and third-party business systems.

08

What business processes can be customized?

Examples include:

Asset Management
Warranty Management
Complaint Management
Dealer Management
Vendor Management
Site Inspections
Quality Audits
Purchase Requests
Project Tracking
Employee Requests
Compliance Tracking
Custom Approval Workflows

Still have questions?

Our team is happy to help you get started.

Contact Us