Navexa Sales

Everything inside Navexa Sales.

From the first call to the paid invoice — pipeline, invoicing, payments, and communication in one system.

Pipeline & CRM

Every account, one record.

Kanban pipeline with configurable stages. Deals link to contacts and businesses, and email alerts fire on stage changes and won deals.

Account and contact management with tagging, merging, duplicate detection, saved filters, and rep assignment.

Scan a card and get a contact with per-field confidence scores. Bulk import handles trade-show lead lists.

Tasks with assignment and due-date emails, notes, a unified activity feed per account, and two-way Google Calendar sync.

Invoicing & payments

Branded PDF invoices with line items, pricing tiers, consignment, returns, credit memos, and status emails for sent, paid, and overdue.

Card and ACH via Authorize.net, NMI, or Maverick, with saved payment methods. Customers pay from a tokenized public page — no login.

Per-agent commission calculation on invoices, with entries, violation flagging, statements, and recalculation tooling.

Communication

Twilio-powered outbound dialer with call sessions, dispositions, inbound handling, and voicemail.

Text conversations tied to the account, alongside calls and email activity.

Call recordings with transcription, searchable from the account history.

Reps dictate an order; the system transcribes it, parses it, and drafts an invoice to confirm.

Ordering & catalogs

Tiered pricing sheets shared as public links. Buyers browse a cart-style catalog and order at their negotiated prices.

Grouped product sell-sheet PDFs ready to send to retail buyers.

Products, inventory, customers, and orders stay in sync. Push invoices to Shopify as orders and fulfill there — or use Medusa.

Shipping quotes on invoices via Navexa Fulfillment, with tracking links and automated shipped and delivered emails.

Operations

Configurable workflow rules with execution history and notifications.

Sales dashboard, call reports, exports, and global search across entities.

Multi-tenant orgs with role-based access, email invitations, and a full audit log.