Sales Tools


Boost your sales and drive revenue.

Your sales conversations together with our selling tools will make you more productive, give you visibility and intelligence about your prospects.

Pick a plan

Included in the Communication Enterprise Plan

+ Sales tools
Smarter sales

Track deals. Make calls. Send emails and messages.

Craft the perfect sales pipeline.

Craft the perfect sales pipeline
Visually track

Visually track and manage your entire sales process in one workspace.

See who’s working on what, how the deal is progressing, and if it needs extra attention or help from the team—all in real time.

  • Your entire pipeline is mapped out
  • Every deal is instantly visible and trackable
  • Deadlines, tasks, and progress are easy to manage

Track leads and deals together with your team.

Transparency gives your sales people the power to focus and assist each other quickly. Every deal will get the attention it deserves.

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Track leads
Custom Pipeline

Customize your sales pipeline stages.

Use Nextiva’s software to organize and prioritize deals into custom stages in your pipeline. Watch deals flow through in real time.

Start customizing your pipeline

Keep leads moving with sales automations for each pipeline stage.

Automatically send personalized messages, add followers, and tasks for each stage. Eliminate busywork—give every lead consistent attention and close more deals.

Learn more about automations

Keep Leads Moving

Stop letting leads slip out the back door.

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See every deal, who is working on it, and all related communications in on place.

Automations ensure every lead is captured, engaged, and taken care of.

Track all communications

Track all communications related to the deal.

All calls, emails, and notes related to the deal are viewable in the same workspace. You’ll have context and history at your fingertips.

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Analytics help you see top performers—make your sales team unstoppable.

Identify who is best at certain sales skills—then use their data and techniques to help everyone achieve similar results.

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Analytics help you see top performers

Your tools. Your way.

Integrate your favorite tools or use our built-in features.

Nextiva integrates with a ton of great tools like Outlook, Salesforce, G Suite, and more.

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Features that make selling easier, faster, and more fun.

Security and privacy

Nextiva is fully dedicated to protecting our customer’s data. See how on our security page.

Communications + Sales

Take instant action on leads in the same place you organize and track them. Why do it any other way?

Sales on auto-pilot

Automations will instantly change your sales process for the better. Free your team from busywork.

Empower teamwork on deals

Sales don’t always happen in isolation. Use a tool that seamlessly allows teams to help each other out.

Track all communications

Read previous emails, listen to call recordings, see past messages, and track how agents responded.

Real-time analytics

See your best sales people in an instant, track everyone’s progress, and make better business decisions.

Start using one
workspace to sell more.

Get started Get a demo