My To-Do, a quick tour

Your private list for the small stuff: adding to-dos, how Nexus sorts them, priorities, repeating to-dos, and turning one into a task when it outgrows the list.

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Overview 8:23

What is Nexus? A quick tour

Follow one promise through Nexus, from the Home page to a single task tied to its project, the client, the contract, the people and the stock it touches.

Suite 9:07

Client Suite, a full tour

Every client in one place: the account directory, My Accounts, health and your read, promises and logged calls, account plans, playbooks, business reviews, and a board you share with your client.

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