WhatsApp CRM + ERP

The WhatsApp CRM that sells for you, connected to your ERP.

Nexo centralizes every one of your sales reps on WhatsApp, with an AI assistant you turn on or off per conversation. It checks real prices, sends quotes and invoices, and pulls and pushes data straight into your ERP — Microsoft Dynamics 365 Business Central.

Multi-agent
Every rep, one dashboard
Live ERP
Real prices and data
AI per chat
Turn it on or off
What it does

Your sales force on WhatsApp, organized

Every rep works from their own WhatsApp, but everything stays connected to your ERP and an AI brain.

Centralized multi-agent

Each rep connects their own WhatsApp number and works from a desktop app; everything is managed from a central dashboard, with each rep's book of clients kept separate (commissions intact).

Bot you toggle per chat

Turn the AI assistant on or off in each conversation. The rep decides when the AI steps in and when they handle it themselves.

Connected to your live ERP

Check real prices and stock by branch, identify the customer, and pull and push data straight into Microsoft Dynamics 365 Business Central through official web services.

Quotes and invoices

Generate and send PDF quotes and invoices right in the chat, with the official format and the correct price.

Price verification

The right price for each customer (by Tax ID and price group), instantly and error-free.

Multimodal: audio, images and photos

It listens to voice notes, recognizes images customers send, and sends product photos by SKU. It serves customers like your best rep would, around the clock.

How it works

From message to order in the ERP

Arrives

The customer messages their rep's WhatsApp.

Identifies

It recognizes the customer in the ERP and pulls their price.

Quotes

It checks stock, quotes or invoices, and sends the PDF.

Records

It inserts the order/data back into Business Central.

Under the hood

Built for production

Official WhatsApp Business API

Ready to connect through Meta's official API; modular, multi-session architecture.

Business Central integration

Read and write to Microsoft Dynamics 365 Business Central via official web services.

AI brain

Reuses the CORA assistant: natural language, audio and images.

Desktop app

A client for reps with native notifications and full history.

Per-rep isolation

Each customer belongs to the rep who registered them; no leaks between books.

Secure by design

Credentials kept out of the code and ERP queries with least privilege.

Want to organize your WhatsApp sales?

Book a demo and see how to bring your reps, your WhatsApp and your ERP together on a single platform.