Nexo services: marketing, sales, CRM, AI and systems
Nexo is a sales consultancy based in Porto Alegre, Brazil, that builds its own software — CRPRO and SmartOrders — and implements sales processes, marketing tied to sales, AI CRM for WhatsApp, automation and AI in sales, customer service and marketing for companies in Brazil and Latin America. This page brings together what Nexo does, grouped by the kind of problem each service solves.
Where to start
Most companies arrive with a symptom, not a service name: leads go cold before anyone replies, the CRM is empty, the month closes without a forecast. If that sounds like you, the free sales assessment points out which layer is broken — process, technology, data or routine — before any proposal. If you already know what you're looking for, the areas below take you straight to the service page.
Nexo is based in Porto Alegre, Brazil, and serves companies in Brazil and Latin America. The work is done remotely, with in-person meetings when the project calls for it.
Sales process
For when the problem lies in how the sale happens: where leads come in, what moves a deal to the next stage, who owns each step and what gets measured every week. This is the layer that decides whether results depend on method or on who happens to be on the team that month.
The pages below cover different moments of the same operation — building the process from scratch, finding where it breaks, taking the method to the sales rep and sustaining the routine after implementation. Each one explains how it differs from the others, so you don't land on the wrong one.
- Sales consultingHow to choose a sales consulting firm: what it delivers, when hiring one won't help, what to demand in the proposal and what drives the price up or down.
- B2B sales consultancy for your sales teamB2B sales consultancy for your team: playbook, cadence, qualification criteria and coaching based on real sales conversations. Who it's for, scope and timing.
- Sales training for B2B sales teamsSales training for B2B teams: outreach, qualification, objections and follow-up, trained on real conversations and measured afterward. Free assessment.
- Building a sales structure from scratchHow to build a sales process from scratch in six steps: funnel stages, advance criteria, owners, the CRM and the metrics that show whether it's holding up.
- Sales advisory: what comes after implementationSales advisory is ongoing support after your sales process is in place: a weekly metrics routine, pipeline reviews and process adjustments, month after month.
- Revenue engineering: what it is and how to apply itWhat revenue engineering is, the six steps of the method, what each deliverable includes, how long change takes and which metrics show whether it worked.
Marketing integrated with sales
For when the problem is before the lead, or in its handoff to sales: too little demand comes in, or it comes in and nobody can say which campaign turned into a sale. Nexo plans and runs acquisition — paid media, landing pages and tracking — already connected to the CRM and the sales process, so every lead arrives recorded and is worked all the way to the close.
Results are measured in sales, from click to cash, not in lead volume. When the company already has an agency, the media can stay with them, and Nexo instruments the path between the ad and the sale.
- B2B marketing integrated with sales and your CRMB2B marketing tied to sales: paid media, landing pages and tracking connected to your CRM, with lead generation measured in closed deals, from click to cash.
- AI for marketingNexo brings AI into marketing: content and SEO, GEO to show up in ChatGPT and Gemini, ad creatives and media optimized for sales, all connected to your CRM.
- GEO: generative engine optimizationGEO prepares your website and content to be cited by ChatGPT, Gemini, Perplexity and AI Overviews. Nexo does the work and measures presence tied to sales.
- Ads and CRM integrationLead source preserved from the ad all the way to the close, and sales conversions sent back to the ad platforms.
CRM
For when sales information isn't where it should be: the history lives on the sales rep's phone, the funnel is out of date and the manager finds out the results along with everyone else. CRM consulting covers selection, migration, integration and adoption — with the CRM the company already uses or a new one, decided by the assessment rather than by vendor preference.
CRPRO is the AI CRM for WhatsApp that Nexo itself builds and runs, where the conversation, the record and the funnel live in the same place.
- CRM consulting and implementationCRM consulting and implementation in five phases: assessment, selection, migration, integration and adoption. What goes into each and where most projects fail.
- CRPRO implementation: the AI CRM for WhatsAppCRPRO implementation, Nexo's AI CRM for WhatsApp: sales funnel, shared inbox, AI that qualifies leads and books meetings, automations and team adoption.
Artificial intelligence
For when the team spends the day on tasks that don't require negotiation — replying, qualifying, remembering to follow up, logging. AI agents take over part of the customer conversation and hand off to a person at the right point; automation handles the follow-up cadence and moves deals through the funnel.
Nexo implements AI in three areas — sales, customer service and marketing — and the AI implementation page shows how they connect. In every case, the AI works within rules written by the operation. Without qualification criteria and a handoff rule, it just repeats at scale what already wasn't working.
- AI implementation for businessesNexo implements AI in sales, customer service and marketing: we design the process, deploy it, train your team and measure the results in sales. Get assessed.
- AI for salesNexo brings AI into your sales process: it qualifies and answers leads, supports sales reps, prioritizes the pipeline and forecasts revenue, with CRPRO.
- AI agents for business: sales and customer serviceAI consulting for businesses that starts with sales: agents that talk to customers on their own on WhatsApp, connected to your CRM and with clear limits.
- AI for customer serviceNexo deploys AI for customer service inside CRPRO: it answers questions, triages requests and hands off to a person with the full conversation history.
- AI sales automationAI sales automation: rules that trigger follow-ups, move deals through the funnel and route leads in your CRM and on WhatsApp, without relying on team memory.
Systems and integrations
For when tools don't talk to each other and manual work fills the gap between them: orders retyped from the CRM into the ERP, campaign leads arriving with no source, spreadsheets nobody trusts. Nexo integrates CRM, ERP, WhatsApp and ad platforms, and uses ERP data for AI inventory management — demand forecasting, ABC analysis and stockout alerts.
Integration here isn't an IT project separate from sales. It exists so that each sale is recorded only once, where it happens, and so the revenue from each sale can be traced back to the campaign that brought it in.
- AI inventory managementAI inventory management: demand forecasting, dynamic ABC analysis, stockout alerts and smarter buy and clearance decisions. Meet SmartOrders by Nexo.
- Systems integration for sales operationsCRM, ERP, WhatsApp, ads and automations connected into a single operation, with no retyping and no lost lead source.
Practical guides
For those who want to solve it themselves before hiring anyone: step-by-step instructions, criteria and metrics any sales manager can apply with the team they already have. None of them requires talking to Nexo. If the problem persists after applying the guide, the service page in the same area shows what changes when someone runs the work with you.
- How to organize your sales funnelHow to organize your sales funnel step by step: stages, exit criteria, owners, a single record and a review routine. A practical guide to predictable sales.
- Best CRM for B2B salesWhat to evaluate when choosing the best CRM for B2B sales: funnel, automation, channels and conversation analysis. Meet CRPRO, the AI CRM built by Nexo.
- How to increase sales conversionA practical guide to increasing sales conversion: where to measure, what to fix and how to use AI to speed up results. Nexo's revenue engineering method.
- How to track sales rep performanceHow to track sales rep performance with objective data: funnel metrics, conversation analysis and evidence-based coaching. A practical guide from Nexo.
- How to achieve predictable revenueHow to build predictable revenue: a funnel with reliable data, a mapped sales cycle and process metrics. A revenue engineering guide from Nexo, step by step.