Customer records

See every meeting, file, email thread and open commitment for one customer on one page.

Last updated Nov 11, 2026

What it is

A customer record gathers everything Nexa knows about one customer: open commitments, meetings, files, emails and CRM data.

Before a call you know in one minute what was promised, what is late and what changed.

Open Customers and pick a customer — or Add customer.
Read the open commitments first, then the history.
Open any item to jump to its source.
On a commitment a colleague holds, open its ⋯ menu and choose Ask for an update.

You only see customers and sources your role allows.
Last contact on the Customers list is the newest note, file or meeting (dated by the day it was held) that you can open, the same date the record shows. No contact yet means nothing has been recorded with that customer.
Customers that need attention (on Customers) lists every customer with one reason to look. Customers at risk (on Business) is narrower: two different warning signs, such as a promise late on evidence and no contact for 14 days.
Where things stand starts with the customer's warning signs, by that same rule: At risk on two different signs, Worth watching on one, each a fact the page shows. Risks raised in their meetings in the last 30 days are listed beside them in the words said, with a link to the moment, and are never counted as a sign. What keeps happening with the customer (dates that keep moving, waiting on them) is in Recommended next steps on the same page.

See every meeting, file, email thread and open commitment for one customer on one page.

Last updated Nov 11, 2026

A customer record gathers everything Nexa knows about one customer: open commitments, meetings, files, emails and CRM data.

Before a call you know in one minute what was promised, what is late and what changed.

Open Customers and pick a customer — or Add customer.
Read the open commitments first, then the history.
Open any item to jump to its source.
On a commitment a colleague holds, open its ⋯ menu and choose Ask for an update.

You only see customers and sources your role allows.
Last contact on the Customers list is the newest note, file or meeting (dated by the day it was held) that you can open, the same date the record shows. No contact yet means nothing has been recorded with that customer.
Customers that need attention (on Customers) lists every customer with one reason to look. Customers at risk (on Business) is narrower: two different warning signs, such as a promise late on evidence and no contact for 14 days.
Where things stand starts with the customer's warning signs, by that same rule: At risk on two different signs, Worth watching on one, each a fact the page shows. Risks raised in their meetings in the last 30 days are listed beside them in the words said, with a link to the moment, and are never counted as a sign. What keeps happening with the customer (dates that keep moving, waiting on them) is in Recommended next steps on the same page.